Q1 2020 13F Holders as of 3/31/2020
-
Type / Class
-
Equity / PORTFOLI S&P1500
-
Number of holders
-
271
-
Total shares
-
39.5M
-
Shares change
-
-21.2M
-
Total reported value, excl. options
-
$1.25B
-
Value change
-
-$676M
-
Number of buys
-
133
-
Number of sells
-
-150
-
Price
-
$31.45
Significant Holders of SPDR SER TR - PORTFOLI S&P1500 (SPTM) as of Q1 2020
270 filings reported holding SPTM - SPDR SER TR - PORTFOLI S&P1500 as of Q1 2020.
SPDR SER TR - PORTFOLI S&P1500 (SPTM) has 271 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 39.5M shares
.
Largest 10 shareholders include Annex Advisory Services, LLC (2.43M shares), Boston Standard Wealth Management, LLC (1.78M shares), LPL Financial LLC (1.76M shares), Shepherd Financial Partners LLC (1.46M shares), CLS Investments, LLC (1.37M shares), TD AMERITRADE INVESTMENT MANAGEMENT, LLC (1.23M shares), Advisor Group Holdings, Inc. (1.21M shares), Allworth Financial LP (1.14M shares), Barber Financial Group, Inc. (1.08M shares), and FormulaFolio Investments, LLC (1.05M shares).
This table shows the top 271 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.