Q1 2025 13F Holders as of 3/31/2025
-
Type / Class
-
Equity / PORTFOLI S&P1500
-
Number of holders
-
429
-
Total shares
-
59.6M
-
Shares change
-
-980K
-
Total reported value, excl. options
-
$4.05B
-
Value change
-
-$64.5M
-
Number of buys
-
173
-
Number of sells
-
-200
-
Price
-
$68.01
Significant Holders of SPDR SER TR - PORTFOLI S&P1500 (SPTM) as of Q1 2025
447 filings reported holding SPTM - SPDR SER TR - PORTFOLI S&P1500 as of Q1 2025.
SPDR SER TR - PORTFOLI S&P1500 (SPTM) has 429 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 59.6M shares
.
Largest 10 shareholders include LPL Financial LLC (8.17M shares), CWM, LLC (3.16M shares), Private Advisor Group, LLC (3.02M shares), Valmark Advisers, Inc. (2.66M shares), ENVESTNET ASSET MANAGEMENT INC (2.38M shares), Wealthcare Advisory Partners LLC (2.17M shares), Syntegra Private Wealth Group, LLC (1.59M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (1.58M shares), Professional Financial Advisors, LLC (1.55M shares), and RFG Advisory, LLC (1.48M shares).
This table shows the top 429 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.