Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / SPDR S&P1500VL
-
Total 13F shares
-
979,619
-
Share change
-
-71,822
-
Total reported value
-
$145,504,754
-
Price per share
-
$148.54
-
Number of holders
-
50
-
Value change
-
-$10,531,766
-
Number of buys
-
27
-
Number of sells
-
28
Institutional Holders of SPDR SERIES TRUST - SPDR S&P1500VL (VLU) as of Q2 2023
As of 30 Jun 2023,
SPDR SERIES TRUST - SPDR S&P1500VL (VLU) was held by
50 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
979,619 shares.
The largest 10 holders included
LPL Financial LLC, AMERIPRISE FINANCIAL INC, Raymond James Financial Services Advisors, Inc., MORGAN STANLEY, LWS Wealth Advisors, Inc., BANK OF AMERICA CORP /DE/, Cambridge Investment Research Advisors, Inc., Roger Wittlin Investment Advisory, LLC, OSAIC HOLDINGS, INC., and Merit Financial Group, LLC.
This page lists
50
institutional shareholders reporting positions in this security
for the Q2 2023 filing period.
| 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.