Q4 2017 13F Holders as of 12/31/2017
-
Type / Class
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Equity / PORTFOLI S&P1500
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Number of holders
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83
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Total shares
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8.19M
-
Shares change
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+7.4M
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Total reported value, excl. options
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$273M
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Value change
-
+$245M
-
Number of buys
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73
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Number of sells
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-4
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Price
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$33.22
Significant Holders of SPDR SER TR - PORTFOLI S&P1500 (SPTM) as of Q4 2017
83 filings reported holding SPTM - SPDR SER TR - PORTFOLI S&P1500 as of Q4 2017.
SPDR SER TR - PORTFOLI S&P1500 (SPTM) has 83 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8.19M shares
.
Largest 10 shareholders include Shepherd Financial Partners LLC (1.97M shares), Boston Standard Wealth Management, LLC (1.27M shares), FormulaFolio Investments, LLC (933K shares), ARS Wealth Advisors, LLC (460K shares), LPL Financial LLC (431K shares), Jackson Wealth Management, LLC (357K shares), CLS Investments, LLC (321K shares), AMERIPRISE FINANCIAL INC (211K shares), JANE STREET GROUP, LLC (201K shares), and Savant Capital, LLC (185K shares).
This table shows the top 83 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.