Q1 2024 13F Holders as of 3/31/2024
-
Type / Class
-
Equity / PORTFOLIO AGRGTE
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Number of holders
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430
-
Total shares
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217M
-
Shares change
-
+3.01M
-
Total reported value, excl. options
-
$5.48B
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Value change
-
+$74.9M
-
Number of buys
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227
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Number of sells
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-213
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Price
-
$25.28
Significant Holders of SPDR SER TR - PORTFOLIO AGRGTE (SPAB) as of Q1 2024
1 filings reported holding SPAB - SPDR SER TR - PORTFOLIO AGRGTE as of Q1 2024.
SPDR SER TR - PORTFOLIO AGRGTE (SPAB) has 430 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 217M shares
.
Largest 10 shareholders include LPL Financial LLC (22.8M shares), CWM, LLC (12.2M shares), ENVESTNET ASSET MANAGEMENT INC (10.2M shares), CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (9.95M shares), Cerity Partners LLC (8.58M shares), RiverFront Investment Group, LLC (7.28M shares), STATE STREET CORP (4.98M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (4.47M shares), Private Advisor Group, LLC (4.4M shares), and Gradient Investments LLC (4.13M shares).
This table shows the top 430 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.