Q1 2018 13F Holders as of 3/31/2018
-
Type / Class
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Equity / PORTFOLI S&P1500
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Number of holders
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124
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Total shares
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14.5M
-
Shares change
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+6.34M
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Total reported value, excl. options
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$477M
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Value change
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+$208M
-
Number of buys
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94
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Number of sells
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-19
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Price
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$32.82
Significant Holders of SPDR SER TR - PORTFOLI S&P1500 (SPTM) as of Q1 2018
123 filings reported holding SPTM - SPDR SER TR - PORTFOLI S&P1500 as of Q1 2018.
SPDR SER TR - PORTFOLI S&P1500 (SPTM) has 124 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 14.5M shares
.
Largest 10 shareholders include Shepherd Financial Partners LLC (1.96M shares), CLS Investments, LLC (1.63M shares), Boston Standard Wealth Management, LLC (1.31M shares), FormulaFolio Investments, LLC (1M shares), Barber Financial Group, Inc. (969K shares), ARS Wealth Advisors, LLC (652K shares), Annex Advisory Services, LLC (474K shares), LPL Financial LLC (468K shares), KEMPER Corp (425K shares), and Jackson Wealth Management, LLC (361K shares).
This table shows the top 124 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.