Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / PORTFOLI S&P1500
-
Number of holders
-
654
-
Total 13F shares, excl. options
-
90.3M
-
Shares change
-
+3.02M
-
Total reported value, excl. options
-
$6.77B
-
Value change
-
+$234M
-
Put/Call ratio
-
0
-
Number of buys
-
285
-
Number of sells
-
-288
-
Price
-
$74.89
Significant Holders of SPDR SERIES TRUST - PORTFOLI S&P1500 (SPTM) as of Q2 2025
691 filings reported holding SPTM - SPDR SERIES TRUST - PORTFOLI S&P1500 as of Q2 2025.
SPDR SERIES TRUST - PORTFOLI S&P1500 (SPTM) has 654 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 90.3M shares
.
Largest 10 shareholders include LPL Financial LLC (8.12M shares), CWM, LLC (3.21M shares), Creative Planning (2.97M shares), Private Advisor Group, LLC (2.88M shares), Valmark Advisers, Inc. (2.74M shares), Wealthcare Advisory Partners LLC (2.6M shares), HUNTINGTON NATIONAL BANK (2.4M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (1.96M shares), ENVESTNET ASSET MANAGEMENT INC (1.92M shares), and OSAIC HOLDINGS, INC. (1.61M shares).
This table shows the top 654 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.