Q3 2017 13F Holders as of 9/30/2017
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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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46
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Total shares
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638K
-
Shares change
-
-188
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Total reported value, excl. options
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$121M
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Value change
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-$46.2K
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Number of buys
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12
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Number of sells
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-17
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Price
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$187.89
Significant Holders of SPDR SER TR - PORTFOLI S&P1500 (SPTM) as of Q3 2017
46 filings reported holding SPTM - SPDR SER TR - PORTFOLI S&P1500 as of Q3 2017.
SPDR SER TR - PORTFOLI S&P1500 (SPTM) has 46 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 638K shares
.
Largest 10 shareholders include Shepherd Financial Partners LLC (342K shares), LPL Financial LLC (59.7K shares), ARS Wealth Advisors, LLC (40.2K shares), AMERIPRISE FINANCIAL INC (30.5K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (25.8K shares), MORGAN STANLEY (24.6K shares), ISTHMUS PARTNERS, LLC (14.5K shares), Broderick Brian C (8.8K shares), Raymond James Financial Services Advisors, Inc. (7.79K shares), and Guidant Wealth Advisors (7.66K shares).
This table shows the top 46 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.