Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / PORTFOLIO S&P600
-
Number of holders
-
883
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Total 13F shares, excl. options
-
193M
-
Shares change
-
-11.4M
-
Total reported value, excl. options
-
$7.87B
-
Value change
-
-$478M
-
Put/Call ratio
-
0.08
-
Number of buys
-
408
-
Number of sells
-
-425
-
Price
-
$40.76
Significant Holders of SPDR SERIES TRUST - PORTFOLIO S&P600 (SPSM) as of Q1 2025
968 filings reported holding SPSM - SPDR SERIES TRUST - PORTFOLIO S&P600 as of Q1 2025.
SPDR SERIES TRUST - PORTFOLIO S&P600 (SPSM) has 883 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 193M shares
.
Largest 10 shareholders include Financial Engines Advisors L.L.C. (22.6M shares), LPL Financial LLC (22.4M shares), Betterment LLC (16.1M shares), Valmark Advisers, Inc. (5.85M shares), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (5.65M shares), MORGAN STANLEY (4.98M shares), AMERIPRISE FINANCIAL INC (4.74M shares), BANK OF AMERICA CORP /DE/ (4.31M shares), ENVESTNET ASSET MANAGEMENT INC (3.1M shares), and Creative Planning (3.02M shares).
This table shows the top 883 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.