Q3 2018 13F Holders as of 9/30/2018
-
Type / Class
-
Equity / PORTFOLI S&P1500
-
Number of holders
-
164
-
Total shares
-
36.2M
-
Shares change
-
+5.16M
-
Total reported value, excl. options
-
$1.3B
-
Value change
-
+$187M
-
Number of buys
-
115
-
Number of sells
-
-39
-
Price
-
$36.20
Significant Holders of SPDR SER TR - PORTFOLI S&P1500 (SPTM) as of Q3 2018
164 filings reported holding SPTM - SPDR SER TR - PORTFOLI S&P1500 as of Q3 2018.
SPDR SER TR - PORTFOLI S&P1500 (SPTM) has 164 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 36.2M shares
.
Largest 10 shareholders include Hanson McClain, Inc. (15.3M shares), Shepherd Financial Partners LLC (2.04M shares), CLS Investments, LLC (1.73M shares), Boston Standard Wealth Management, LLC (1.56M shares), Barber Financial Group, Inc. (1.01M shares), ARS Wealth Advisors, LLC (968K shares), FormulaFolio Investments, LLC (966K shares), Annex Advisory Services, LLC (795K shares), Raymond James Financial Services Advisors, Inc. (590K shares), and BB&T SECURITIES, LLC (564K shares).
This table shows the top 164 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.