Q2 2018 13F Holders as of 6/30/2018
-
Type / Class
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Equity / PORTFOLI S&P1500
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Number of holders
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141
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Total shares
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29.7M
-
Shares change
-
+16.4M
-
Total reported value, excl. options
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$1.01B
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Value change
-
+$559M
-
Number of buys
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90
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Number of sells
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-37
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Price
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$33.99
Significant Holders of SPDR SER TR - PORTFOLI S&P1500 (SPTM) as of Q2 2018
139 filings reported holding SPTM - SPDR SER TR - PORTFOLI S&P1500 as of Q2 2018.
SPDR SER TR - PORTFOLI S&P1500 (SPTM) has 141 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 29.7M shares
.
Largest 10 shareholders include Hanson McClain, Inc. (14.3M shares), Shepherd Financial Partners LLC (2.04M shares), CLS Investments, LLC (1.76M shares), FormulaFolio Investments, LLC (1.04M shares), Barber Financial Group, Inc. (964K shares), ARS Wealth Advisors, LLC (828K shares), Annex Advisory Services, LLC (661K shares), LPL Financial LLC (484K shares), Iron Financial, LLC (468K shares), and KEMPER Corp (425K shares).
This table shows the top 141 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.