Q2 2023 13F Holders as of 6/30/2023
-
Type / Class
-
Equity / PORTFOLI S&P1500
-
Number of holders
-
488
-
Total shares
-
69.6M
-
Shares change
-
+2.17M
-
Total reported value, excl. options
-
$3.79B
-
Value change
-
+$119M
-
Put/Call ratio
-
0
-
Number of buys
-
220
-
Number of sells
-
-213
-
Price
-
$54.44
Significant Holders of SPDR SER TR - PORTFOLI S&P1500 (SPTM) as of Q2 2023
488 filings reported holding SPTM - SPDR SER TR - PORTFOLI S&P1500 as of Q2 2023.
SPDR SER TR - PORTFOLI S&P1500 (SPTM) has 488 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 69.6M shares
.
Largest 10 shareholders include LPL Financial LLC (7.07M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (3.79M shares), Private Advisor Group, LLC (2.33M shares), Valmark Advisers, Inc. (2.19M shares), Wealthcare Advisory Partners LLC (2.14M shares), CWM, LLC (1.7M shares), Shepherd Financial Partners LLC (1.49M shares), Rockbridge Investment Management, LCC (1.42M shares), ENVESTNET ASSET MANAGEMENT INC (1.29M shares), and OSAIC HOLDINGS, INC. (1.25M shares).
This table shows the top 488 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.