Q2 2024 13F Holders as of 6/30/2024
-
Type / Class
-
Equity / PORTFOLI S&P1500
-
Number of holders
-
554
-
Total shares
-
80.1M
-
Shares change
-
+264K
-
Total reported value, excl. options
-
$5.3B
-
Value change
-
+$19.3M
-
Put/Call ratio
-
0
-
Number of buys
-
228
-
Number of sells
-
-269
-
Price
-
$66.35
Significant Holders of SPDR SER TR - PORTFOLI S&P1500 (SPTM) as of Q2 2024
filings reported holding SPTM - SPDR SER TR - PORTFOLI S&P1500 as of Q2 2024.
SPDR SER TR - PORTFOLI S&P1500 (SPTM) has 554 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 80.1M shares
.
Largest 10 shareholders include LPL Financial LLC (8.78M shares), HUNTINGTON NATIONAL BANK (3.49M shares), CWM, LLC (3.45M shares), Private Advisor Group, LLC (2.96M shares), ENVESTNET ASSET MANAGEMENT INC (2.64M shares), Valmark Advisers, Inc. (2.33M shares), Wealthcare Advisory Partners LLC (2.16M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (1.74M shares), Rockbridge Investment Management, LCC (1.55M shares), and AMERIPRISE FINANCIAL INC (1.52M shares).
This table shows the top 554 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.