Q3 2024 13F Holders as of 9/30/2024
-
Type / Class
-
Equity / PORTFOLI S&P1500
-
Number of holders
-
576
-
Total shares
-
80.8M
-
Shares change
-
+770K
-
Total reported value, excl. options
-
$5.64B
-
Value change
-
+$46M
-
Put/Call ratio
-
0
-
Number of buys
-
254
-
Number of sells
-
-231
-
Price
-
$70.06
Significant Holders of SPDR SER TR - PORTFOLI S&P1500 (SPTM) as of Q3 2024
filings reported holding SPTM - SPDR SER TR - PORTFOLI S&P1500 as of Q3 2024.
SPDR SER TR - PORTFOLI S&P1500 (SPTM) has 576 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 80.8M shares
.
Largest 10 shareholders include LPL Financial LLC (8.72M shares), HUNTINGTON NATIONAL BANK (3.51M shares), CWM, LLC (3.4M shares), Private Advisor Group, LLC (2.95M shares), ENVESTNET ASSET MANAGEMENT INC (2.67M shares), Valmark Advisers, Inc. (2.42M shares), Wealthcare Advisory Partners LLC (2.15M shares), RFG Advisory, LLC (1.91M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (1.67M shares), and Professional Financial Advisors, LLC (1.5M shares).
This table shows the top 576 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.