Q3 2023 13F Holders as of 9/30/2023
-
Type / Class
-
Equity / PORTFOLI S&P1500
-
Number of holders
-
495
-
Total shares
-
72.9M
-
Shares change
-
+4.48M
-
Total reported value, excl. options
-
$3.83B
-
Value change
-
+$232M
-
Put/Call ratio
-
0.02
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Number of buys
-
213
-
Number of sells
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-219
-
Price
-
$52.49
Significant Holders of SPDR SER TR - PORTFOLI S&P1500 (SPTM) as of Q3 2023
494 filings reported holding SPTM - SPDR SER TR - PORTFOLI S&P1500 as of Q3 2023.
SPDR SER TR - PORTFOLI S&P1500 (SPTM) has 495 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 72.9M shares
.
Largest 10 shareholders include LPL Financial LLC (7.53M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (5.17M shares), Private Advisor Group, LLC (2.75M shares), Valmark Advisers, Inc. (2.26M shares), CWM, LLC (2.14M shares), Wealthcare Advisory Partners LLC (2.1M shares), OSAIC HOLDINGS, INC. (1.78M shares), Shepherd Financial Partners LLC (1.48M shares), Rockbridge Investment Management, LCC (1.43M shares), and Professional Financial Advisors, LLC (1.25M shares).
This table shows the top 495 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.