SPDR SERIES TRUST - STATE STREET SPD (SHM)

CUSIP: 78468R739

Q1 2024 13F Holders as of 31 Mar 2024

Type / Class
Equity / STATE STREET SPD
Total 13F shares
76,731,032
Share change
-4,984,694
Total reported value
$3,640,050,090
Price per share
$47.44
Number of holders
423
Value change
-$236,618,914
Number of buys
150
Number of sells
222

Quarterly Holders Quick Answers

What is CUSIP 78468R739?
CUSIP 78468R739 identifies SHM - SPDR SERIES TRUST - STATE STREET SPD in SEC institutional holdings data.

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Top shareholders of SHM - SPDR SERIES TRUST - STATE STREET SPD (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

Institutional Holders of SPDR SERIES TRUST - STATE STREET SPD (SHM) as of Q1 2024

As of 31 Mar 2024, SPDR SERIES TRUST - STATE STREET SPD (SHM) was held by 423 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 76,731,032 shares. The largest 10 holders included BANK OF AMERICA CORP /DE/, WELLS FARGO & COMPANY/MN, GOLDMAN SACHS GROUP INC, ENVESTNET ASSET MANAGEMENT INC, MORGAN STANLEY, MERCER GLOBAL ADVISORS INC /ADV, UNITED CAPITAL FINANCIAL ADVISORS, LLC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, PNC Financial Services Group, Inc., and COMMONWEALTH EQUITY SERVICES, LLC. This page lists 423 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

Compare Q1 2024 vs Q4 2023 Across Filers

Q4 2023 holders
431
Q1 2024 holders
423
Holder diff
-8
Investor Q4 2023 Shares Q1 2024 Shares Share Diff Share Chg % Q4 2023 Value $ Q1 2024 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.