Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / PORTFOLI S&P1500
-
Total 13F shares
-
78,686,716
-
Share change
-
+538,160
-
Total reported value
-
$5,042,921,394
-
Put/Call ratio
-
0.08%
-
Price per share
-
$64.15
-
Number of holders
-
563
-
Value change
-
+$36,223,808
-
Number of buys
-
221
-
Number of sells
-
274
Institutional Holders of SPDR SERIES TRUST - PORTFOLI S&P1500 (SPTM) as of Q1 2024
As of 31 Mar 2024,
SPDR SERIES TRUST - PORTFOLI S&P1500 (SPTM) was held by
563 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
78,686,716 shares.
The largest 10 holders included
LPL Financial LLC, HUNTINGTON NATIONAL BANK, CWM, LLC, Private Advisor Group, LLC, ENVESTNET ASSET MANAGEMENT INC, Valmark Advisers, Inc., Wealthcare Advisory Partners LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, AMERIPRISE FINANCIAL INC, and Rockbridge Investment Management, LCC.
This page lists
563
institutional shareholders reporting positions in this security
for the Q1 2024 filing period.
| 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.