Q1 2017 13F Holders as of 31 Mar 2017
-
Type / Class
-
Equity / PORTFOLI S&P1500
-
Total 13F shares
-
535,579
-
Share change
-
+66,230
-
Total reported value
-
$94,140,154
-
Price per share
-
$176.26
-
Number of holders
-
36
-
Value change
-
+$11,688,010
-
Number of buys
-
15
-
Number of sells
-
8
Institutional Holders of SPDR SERIES TRUST - PORTFOLI S&P1500 (SPTM) as of Q1 2017
As of 31 Mar 2017,
SPDR SERIES TRUST - PORTFOLI S&P1500 (SPTM) was held by
36 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
535,579 shares.
The largest 10 holders included
Shepherd Financial Partners LLC, LPL Financial LLC, ARS Wealth Advisors, LLC, MORGAN STANLEY, GREAT LAKES ADVISORS, LLC, NorthRock Partners, LLC, ISTHMUS PARTNERS, LLC, AMERIPRISE FINANCIAL INC, Broderick Brian C, and Raymond James Financial Services Advisors, Inc..
This page lists
36
institutional shareholders reporting positions in this security
for the Q1 2017 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.