Q4 2024 13F Holders as of 12/31/2024
-
Type / Class
-
Equity / PORTFOLIO AGRGTE
-
Number of holders
-
490
-
Total shares
-
256M
-
Shares change
-
+1.31M
-
Total reported value, excl. options
-
$6.4B
-
Value change
-
+$30.5M
-
Number of buys
-
240
-
Number of sells
-
-200
-
Price
-
$24.99
Significant Holders of SPDR SER TR - PORTFOLIO AGRGTE (SPAB) as of Q4 2024
519 filings reported holding SPAB - SPDR SER TR - PORTFOLIO AGRGTE as of Q4 2024.
SPDR SER TR - PORTFOLIO AGRGTE (SPAB) has 490 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 256M shares
.
Largest 10 shareholders include LPL Financial LLC (25.7M shares), CWM, LLC (16.3M shares), CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (12.8M shares), ENVESTNET ASSET MANAGEMENT INC (10.9M shares), STATE STREET CORP (10.2M shares), Cerity Partners LLC (9.39M shares), RiverFront Investment Group, LLC (7.41M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (4.6M shares), Gradient Investments LLC (4.35M shares), and Private Advisor Group, LLC (3.84M shares).
This table shows the top 490 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.