Q1 2017 13F Holders as of 3/31/2017
-
Type / Class
-
Equity / PORTFOLI S&P1500
-
Number of holders
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36
-
Total shares
-
536K
-
Shares change
-
+66.2K
-
Total reported value, excl. options
-
$94.1M
-
Value change
-
+$11.7M
-
Number of buys
-
15
-
Number of sells
-
-8
-
Price
-
$176.26
Significant Holders of SPDR SER TR - PORTFOLI S&P1500 (SPTM) as of Q1 2017
36 filings reported holding SPTM - SPDR SER TR - PORTFOLI S&P1500 as of Q1 2017.
SPDR SER TR - PORTFOLI S&P1500 (SPTM) has 36 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 536K shares
.
Largest 10 shareholders include Shepherd Financial Partners LLC (315K shares), LPL Financial LLC (49.3K shares), ARS Wealth Advisors, LLC (25.8K shares), MORGAN STANLEY (24.7K shares), GREAT LAKES ADVISORS, LLC (16.3K shares), NorthRock Partners, LLC (15.3K shares), ISTHMUS PARTNERS, LLC (14.4K shares), AMERIPRISE FINANCIAL INC (11.1K shares), Broderick Brian C (9.27K shares), and Raymond James Financial Services Advisors, Inc. (8.95K shares).
This table shows the top 36 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.