Q4 2019 13F Holders as of 31 Dec 2019
-
Type / Class
-
Equity / PORTFOLIO S&P600
-
Number of holders
-
257
-
Total 13F shares, excl. options
-
31,232,414
-
Shares change
-
+3,158,702
-
Total reported value, excl. options
-
$1,019,087,328
-
Value change
-
+$103,845,298
-
Number of buys
-
139
-
Number of sells
-
-86
-
Price
-
$32.63
Significant Holders of SPDR SERIES TRUST - PORTFOLIO S&P600 (SPSM) as of Q4 2019
275 filings reported holding SPSM - SPDR SERIES TRUST - PORTFOLIO S&P600 as of Q4 2019.
SPDR SERIES TRUST - PORTFOLIO S&P600 (SPSM) has 257 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 31,232,414 shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (5,073,226 shares), GRIMES & COMPANY, INC. (1,502,598 shares), Allworth Financial LP (1,367,348 shares), AE Wealth Management LLC (1,305,247 shares), Annex Advisory Services, LLC (1,273,885 shares), Sawtooth Solutions, LLC (1,220,722 shares), Creative Planning (1,142,809 shares), Gradient Investments LLC (1,118,221 shares), ASSETMARK, INC (942,531 shares), and Wealthcare Advisory Partners LLC (850,301 shares).
This table shows the top 257 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.