Q3 2022 13F Holders as of 9/30/2022
-
Type / Class
-
Equity / PORTFOLI S&P1500
-
Number of holders
-
437
-
Total shares
-
65M
-
Shares change
-
+2.54M
-
Total reported value, excl. options
-
$2.88B
-
Value change
-
+$111M
-
Put/Call ratio
-
0.07
-
Number of buys
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209
-
Number of sells
-
-183
-
Price
-
$44.11
Significant Holders of SPDR SER TR - PORTFOLI S&P1500 (SPTM) as of Q3 2022
437 filings reported holding SPTM - SPDR SER TR - PORTFOLI S&P1500 as of Q3 2022.
SPDR SER TR - PORTFOLI S&P1500 (SPTM) has 437 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 65M shares
.
Largest 10 shareholders include LPL Financial LLC (6.23M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (3.34M shares), Private Advisor Group, LLC (2.26M shares), MORGAN STANLEY (1.92M shares), Wealthcare Advisory Partners LLC (1.91M shares), Valmark Advisers, Inc. (1.86M shares), Annex Advisory Services, LLC (1.67M shares), ENVESTNET ASSET MANAGEMENT INC (1.5M shares), Shepherd Financial Partners LLC (1.41M shares), and TD AMERITRADE INVESTMENT MANAGEMENT, LLC (1.33M shares).
This table shows the top 437 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.