Q4 2019 13F Holders as of 12/31/2019
-
Type / Class
-
Equity / PORTFOLI S&P1500
-
Number of holders
-
283
-
Total shares
-
60.4M
-
Shares change
-
+3.44M
-
Total reported value, excl. options
-
$2.41B
-
Value change
-
+$138M
-
Number of buys
-
135
-
Number of sells
-
-91
-
Price
-
$39.86
Significant Holders of SPDR SER TR - PORTFOLI S&P1500 (SPTM) as of Q4 2019
281 filings reported holding SPTM - SPDR SER TR - PORTFOLI S&P1500 as of Q4 2019.
SPDR SER TR - PORTFOLI S&P1500 (SPTM) has 283 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 60.4M shares
.
Largest 10 shareholders include Allworth Financial LP (15.9M shares), Balentine LLC (2.86M shares), Parametric Portfolio Associates LLC (2.61M shares), Annex Advisory Services, LLC (2.39M shares), FormulaFolio Investments, LLC (1.94M shares), Boston Standard Wealth Management, LLC (1.8M shares), AFFINIA FINANCIAL GROUP, LLC (1.65M shares), CLS Investments, LLC (1.46M shares), Shepherd Financial Partners LLC (1.4M shares), and ARS Wealth Advisors, LLC (1.22M shares).
This table shows the top 283 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.