Q4 2016 13F Holders as of 12/31/2016
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Type / Class
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Equity / PORTFOLI S&P1500
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Number of holders
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37
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Total shares
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471K
-
Shares change
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-5.5K
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Total reported value, excl. options
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$79.2M
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Value change
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-$611K
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Number of buys
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10
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Number of sells
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-18
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Price
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$167.35
Significant Holders of SPDR SER TR - PORTFOLI S&P1500 (SPTM) as of Q4 2016
36 filings reported holding SPTM - SPDR SER TR - PORTFOLI S&P1500 as of Q4 2016.
SPDR SER TR - PORTFOLI S&P1500 (SPTM) has 37 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 471K shares
.
Largest 10 shareholders include Shepherd Financial Partners LLC (285K shares), LPL Financial LLC (42.8K shares), NorthRock Partners, LLC (34K shares), MORGAN STANLEY (24K shares), ISTHMUS PARTNERS, LLC (14.2K shares), Broderick Brian C (9.27K shares), Guidant Wealth Advisors (8.66K shares), Raymond James Financial Services Advisors, Inc. (8.45K shares), Creative Planning (4.77K shares), and Koshinski Asset Management, Inc. (3.76K shares).
This table shows the top 37 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.