Q3 2020 13F Holders as of 9/30/2020
-
Type / Class
-
Equity / PORTFOLI S&P1500
-
Number of holders
-
299
-
Total shares
-
45.1M
-
Shares change
-
+350K
-
Total reported value, excl. options
-
$1.85B
-
Value change
-
+$12M
-
Put/Call ratio
-
0
-
Number of buys
-
131
-
Number of sells
-
-143
-
Price
-
$40.89
Significant Holders of SPDR SER TR - PORTFOLI S&P1500 (SPTM) as of Q3 2020
298 filings reported holding SPTM - SPDR SER TR - PORTFOLI S&P1500 as of Q3 2020.
SPDR SER TR - PORTFOLI S&P1500 (SPTM) has 299 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 45.1M shares
.
Largest 10 shareholders include LPL Financial LLC (3.56M shares), Annex Advisory Services, LLC (2.57M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (2.03M shares), Boston Standard Wealth Management, LLC (1.66M shares), Shepherd Financial Partners LLC (1.5M shares), FormulaFolio Investments, LLC (1.42M shares), FIRST QUADRANT L P/CA (1.37M shares), Private Advisor Group, LLC (1.33M shares), Brinker Capital Investments, LLC (1.24M shares), and TD AMERITRADE INVESTMENT MANAGEMENT, LLC (1.18M shares).
This table shows the top 299 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.