Q4 2014 13F Holders as of 12/31/2014
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Type / Class
-
Equity / PORTFOLI S&P1500
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Number of holders
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24
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Total shares
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137K
-
Shares change
-
+27.1K
-
Total reported value, excl. options
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$21.1M
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Value change
-
+$4.2M
-
Number of buys
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10
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Number of sells
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-6
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Price
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$154.67
Significant Holders of SPDR SER TR - PORTFOLI S&P1500 (SPTM) as of Q4 2014
24 filings reported holding SPTM - SPDR SER TR - PORTFOLI S&P1500 as of Q4 2014.
SPDR SER TR - PORTFOLI S&P1500 (SPTM) has 24 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 137K shares
.
Largest 10 shareholders include MORGAN STANLEY (40.3K shares), LPL Financial LLC (30.6K shares), Broderick Brian C (12.7K shares), ROYAL BANK OF CANADA (12.6K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (5.95K shares), AMERICAN INTERNATIONAL GROUP INC (4.47K shares), OLD DOMINION CAPITAL MANAGEMENT INC (4.02K shares), Creative Planning (3.69K shares), WADE G W & INC (3.63K shares), and Investors Capital Advisory Services (3.49K shares).
This table shows the top 24 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.