Q1 2019 13F Holders as of 3/31/2019
-
Type / Class
-
Equity / PORTFOLI S&P1500
-
Number of holders
-
196
-
Total shares
-
45.3M
-
Shares change
-
+469K
-
Total reported value, excl. options
-
$1.6B
-
Value change
-
+$21.4M
-
Number of buys
-
111
-
Number of sells
-
-76
-
Price
-
$35.18
Significant Holders of SPDR SER TR - PORTFOLI S&P1500 (SPTM) as of Q1 2019
196 filings reported holding SPTM - SPDR SER TR - PORTFOLI S&P1500 as of Q1 2019.
SPDR SER TR - PORTFOLI S&P1500 (SPTM) has 196 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 45.3M shares
.
Largest 10 shareholders include Hanson McClain, Inc. (13.6M shares), Balentine LLC (3.05M shares), Parametric Portfolio Associates LLC (2.82M shares), Shepherd Financial Partners LLC (2.18M shares), Annex Advisory Services, LLC (1.85M shares), CLS Investments, LLC (1.73M shares), Boston Standard Wealth Management, LLC (1.64M shares), ARS Wealth Advisors, LLC (1.09M shares), Barber Financial Group, Inc. (1.08M shares), and TD AMERITRADE INVESTMENT MANAGEMENT, LLC (932K shares).
This table shows the top 196 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.