Q4 2022 13F Holders as of 12/31/2022
-
Type / Class
-
Equity / PORTFOLI S&P1500
-
Number of holders
-
466
-
Total shares
-
65.4M
-
Shares change
-
+1.25M
-
Total reported value, excl. options
-
$3.12B
-
Value change
-
+$62M
-
Put/Call ratio
-
0.35
-
Number of buys
-
199
-
Number of sells
-
-195
-
Price
-
$47.29
Significant Holders of SPDR SER TR - PORTFOLI S&P1500 (SPTM) as of Q4 2022
468 filings reported holding SPTM - SPDR SER TR - PORTFOLI S&P1500 as of Q4 2022.
SPDR SER TR - PORTFOLI S&P1500 (SPTM) has 466 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 65.4M shares
.
Largest 10 shareholders include LPL Financial LLC (6.81M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (3.2M shares), Wealthcare Advisory Partners LLC (2.22M shares), Valmark Advisers, Inc. (1.97M shares), MORGAN STANLEY (1.64M shares), CWM, LLC (1.55M shares), Shepherd Financial Partners LLC (1.44M shares), Rockbridge Investment Management, LCC (1.29M shares), TD AMERITRADE INVESTMENT MANAGEMENT, LLC (1.24M shares), and ENVESTNET ASSET MANAGEMENT INC (1.21M shares).
This table shows the top 466 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.