Q4 2018 13F Holders as of 31 Dec 2018
-
Type / Class
-
Equity / PORTFLI HIGH YLD
-
Number of holders
-
30
-
Total 13F shares, excl. options
-
1,468,764
-
Shares change
-
+211,584
-
Total reported value, excl. options
-
$36,263,000
-
Value change
-
+$5,215,403
-
Number of buys
-
10
-
Number of sells
-
-16
-
Price
-
$24.69
Significant Holders of SPDR SERIES TRUST - PORTFLI HIGH YLD (SPHY) as of Q4 2018
32 filings reported holding SPHY - SPDR SERIES TRUST - PORTFLI HIGH YLD as of Q4 2018.
SPDR SERIES TRUST - PORTFLI HIGH YLD (SPHY) has 30 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,468,764 shares
.
Largest 10 shareholders include Focused Wealth Management, Inc (318,129 shares), Strategic Financial Group, LLC (266,681 shares), STATE STREET CORP (165,000 shares), FLOW TRADERS U.S. LLC (163,101 shares), Mokosak Advisory Group, LLC (139,165 shares), MORGAN STANLEY (92,559 shares), CWM, LLC (54,517 shares), COLONY GROUP LLC (52,466 shares), UBS Group AG (44,517 shares), and AlphaStar Capital Management, LLC (26,206 shares).
This table shows the top 30 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.