Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
-
Equity / PORTFOLIO AGRGTE
-
Number of holders
-
433
-
Total shares
-
222M
-
Shares change
-
+21.7M
-
Total reported value, excl. options
-
$5.68B
-
Value change
-
+$558M
-
Number of buys
-
237
-
Number of sells
-
-179
-
Price
-
$25.64
Significant Holders of SPDR SER TR - PORTFOLIO AGRGTE (SPAB) as of Q4 2023
429 filings reported holding SPAB - SPDR SER TR - PORTFOLIO AGRGTE as of Q4 2023.
SPDR SER TR - PORTFOLIO AGRGTE (SPAB) has 433 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 222M shares
.
Largest 10 shareholders include LPL Financial LLC (20.2M shares), ENVESTNET ASSET MANAGEMENT INC (11.7M shares), CWM, LLC (10.4M shares), Cerity Partners LLC (8.35M shares), STATE STREET CORP (7.12M shares), CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (7M shares), RiverFront Investment Group, LLC (6.96M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (6.41M shares), Private Advisor Group, LLC (4.48M shares), and Gradient Investments LLC (4.31M shares).
This table shows the top 433 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.