Q4 2024 13F Holders as of 12/31/2024
-
Type / Class
-
Equity / PORTFOLI S&P1500
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Number of holders
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619
-
Total shares
-
87.9M
-
Shares change
-
+3.9M
-
Total reported value, excl. options
-
$6.28B
-
Value change
-
+$282M
-
Put/Call ratio
-
0
-
Number of buys
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258
-
Number of sells
-
-253
-
Price
-
$71.43
Significant Holders of SPDR SER TR - PORTFOLI S&P1500 (SPTM) as of Q4 2024
656 filings reported holding SPTM - SPDR SER TR - PORTFOLI S&P1500 as of Q4 2024.
SPDR SER TR - PORTFOLI S&P1500 (SPTM) has 619 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 87.9M shares
.
Largest 10 shareholders include LPL Financial LLC (8.4M shares), HUNTINGTON NATIONAL BANK (3.47M shares), CWM, LLC (3.36M shares), Private Advisor Group, LLC (3.03M shares), ENVESTNET ASSET MANAGEMENT INC (2.66M shares), Valmark Advisers, Inc. (2.52M shares), Wealthcare Advisory Partners LLC (2.19M shares), RFG Advisory, LLC (2.01M shares), Modern Wealth Management, LLC (1.68M shares), and WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (1.66M shares).
This table shows the top 619 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.