Q1 2024 13F Holders as of 3/31/2024
-
Type / Class
-
Equity / PORTFOLI S&P1500
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Number of holders
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559
-
Total shares
-
79.1M
-
Shares change
-
+1.21M
-
Total reported value, excl. options
-
$5.07B
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Value change
-
+$75.9M
-
Put/Call ratio
-
0
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Number of buys
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220
-
Number of sells
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-270
-
Price
-
$64.15
Significant Holders of SPDR SER TR - PORTFOLI S&P1500 (SPTM) as of Q1 2024
546 filings reported holding SPTM - SPDR SER TR - PORTFOLI S&P1500 as of Q1 2024.
SPDR SER TR - PORTFOLI S&P1500 (SPTM) has 559 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 79.1M shares
.
Largest 10 shareholders include LPL Financial LLC (8.43M shares), HUNTINGTON NATIONAL BANK (3.67M shares), CWM, LLC (3.28M shares), Private Advisor Group, LLC (3M shares), ENVESTNET ASSET MANAGEMENT INC (2.79M shares), Valmark Advisers, Inc. (2.36M shares), Wealthcare Advisory Partners LLC (2.11M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (1.95M shares), AMERIPRISE FINANCIAL INC (1.58M shares), and Rockbridge Investment Management, LCC (1.52M shares).
This table shows the top 559 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.