Q4 2018 13F Holders as of 12/31/2018
-
Type / Class
-
Equity / PORTFOLI S&P1500
-
Number of holders
-
188
-
Total shares
-
45.2M
-
Shares change
-
+7.61M
-
Total reported value, excl. options
-
$1.4B
-
Value change
-
+$230M
-
Number of buys
-
110
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Number of sells
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-64
-
Price
-
$30.91
Significant Holders of SPDR SER TR - PORTFOLI S&P1500 (SPTM) as of Q4 2018
187 filings reported holding SPTM - SPDR SER TR - PORTFOLI S&P1500 as of Q4 2018.
SPDR SER TR - PORTFOLI S&P1500 (SPTM) has 188 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 45.2M shares
.
Largest 10 shareholders include Hanson McClain, Inc. (12.8M shares), Balentine LLC (3.01M shares), Parametric Portfolio Associates LLC (2.78M shares), Shepherd Financial Partners LLC (2.21M shares), CLS Investments, LLC (1.72M shares), Boston Standard Wealth Management, LLC (1.59M shares), Annex Advisory Services, LLC (1.56M shares), ARS Wealth Advisors, LLC (1.03M shares), CX Institutional (1.01M shares), and Barber Financial Group, Inc. (1M shares).
This table shows the top 188 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.