Q3 2019 13F Holders as of 9/30/2019
-
Type / Class
-
Equity / PORTFOLI S&P1500
-
Number of holders
-
224
-
Total shares
-
49.9M
-
Shares change
-
+2.22M
-
Total reported value, excl. options
-
$1.83B
-
Value change
-
+$81.6M
-
Number of buys
-
142
-
Number of sells
-
-68
-
Price
-
$36.74
Significant Holders of SPDR SER TR - PORTFOLI S&P1500 (SPTM) as of Q3 2019
223 filings reported holding SPTM - SPDR SER TR - PORTFOLI S&P1500 as of Q3 2019.
SPDR SER TR - PORTFOLI S&P1500 (SPTM) has 224 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 49.9M shares
.
Largest 10 shareholders include Allworth Financial LP (15.5M shares), Balentine LLC (3.01M shares), Parametric Portfolio Associates LLC (2.63M shares), Annex Advisory Services, LLC (2.13M shares), Boston Standard Wealth Management, LLC (1.76M shares), CLS Investments, LLC (1.52M shares), Shepherd Financial Partners LLC (1.37M shares), ARS Wealth Advisors, LLC (1.19M shares), Barber Financial Group, Inc. (1.05M shares), and TD AMERITRADE INVESTMENT MANAGEMENT, LLC (857K shares).
This table shows the top 224 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.