Q3 2019 13F Holders as of 30 Sep 2019
-
Type / Class
-
Equity / PORTFOLIO S&P600
-
Number of holders
-
208
-
Total 13F shares, excl. options
-
27,163,504
-
Shares change
-
+1,659,243
-
Total reported value, excl. options
-
$815,175,143
-
Value change
-
+$49,532,502
-
Number of buys
-
138
-
Number of sells
-
-62
-
Price
-
$30
Significant Holders of SPDR SERIES TRUST - PORTFOLIO S&P600 (SPSM) as of Q3 2019
222 filings reported holding SPSM - SPDR SERIES TRUST - PORTFOLIO S&P600 as of Q3 2019.
SPDR SERIES TRUST - PORTFOLIO S&P600 (SPSM) has 208 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 27,163,504 shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (5,217,613 shares), Allworth Financial LP (1,344,164 shares), Annex Advisory Services, LLC (1,192,851 shares), AE Wealth Management LLC (1,154,579 shares), Sawtooth Solutions, LLC (1,108,528 shares), ASSETMARK, INC (1,006,544 shares), Wealthcare Advisory Partners LLC (751,912 shares), Creative Planning (669,493 shares), GRIMES & COMPANY, INC. (646,907 shares), and FormulaFolio Investments, LLC (563,007 shares).
This table shows the top 208 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.