Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
-
Equity / PORTFOLI S&P1500
-
Number of holders
-
543
-
Total 13F shares, excl. options
-
78.8M
-
Shares change
-
+3.96M
-
Total reported value, excl. options
-
$4.6B
-
Value change
-
+$234M
-
Put/Call ratio
-
0.03
-
Number of buys
-
225
-
Number of sells
-
-232
-
Price
-
$58.45
Significant Holders of SPDR SERIES TRUST - PORTFOLI S&P1500 (SPTM) as of Q4 2023
578 filings reported holding SPTM - SPDR SERIES TRUST - PORTFOLI S&P1500 as of Q4 2023.
SPDR SERIES TRUST - PORTFOLI S&P1500 (SPTM) has 543 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 78.8M shares
.
Largest 10 shareholders include LPL Financial LLC (8.77M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (4.5M shares), Private Advisor Group, LLC (3M shares), CWM, LLC (2.94M shares), Valmark Advisers, Inc. (2.29M shares), Wealthcare Advisory Partners LLC (2.08M shares), Rockbridge Investment Management, LCC (1.47M shares), Shepherd Financial Partners LLC (1.45M shares), OSAIC HOLDINGS, INC. (1.33M shares), and Syntegra Private Wealth Group, LLC (1.3M shares).
This table shows the top 543 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.