Q4 2016 13F Holders as of 31 Dec 2016
-
Type / Class
-
Equity / PORTFOLI S&P1500
-
Total 13F shares
-
470,718
-
Share change
-
-5,497
-
Total reported value
-
$79,199,333
-
Price per share
-
$167.35
-
Number of holders
-
37
-
Value change
-
-$611,016
-
Number of buys
-
10
-
Number of sells
-
18
Institutional Holders of SPDR SERIES TRUST - PORTFOLI S&P1500 (SPTM) as of Q4 2016
As of 31 Dec 2016,
SPDR SERIES TRUST - PORTFOLI S&P1500 (SPTM) was held by
37 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
470,718 shares.
The largest 10 holders included
Shepherd Financial Partners LLC, LPL Financial LLC, NorthRock Partners, LLC, MORGAN STANLEY, ISTHMUS PARTNERS, LLC, Broderick Brian C, Guidant Wealth Advisors, Raymond James Financial Services Advisors, Inc., Creative Planning, and Koshinski Asset Management, Inc..
This page lists
37
institutional shareholders reporting positions in this security
for the Q4 2016 filing period.
| 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.