Q4 2017 13F Holders as of 31 Dec 2017
-
Type / Class
-
Equity / PORTFOLIO S&P500
-
Total 13F shares
-
8,252,924
-
Share change
-
+6,713,070
-
Total reported value
-
$259,035,470
-
Price per share
-
$31.31
-
Number of holders
-
77
-
Value change
-
+$209,124,063
-
Number of buys
-
63
-
Number of sells
-
2
Institutional Holders of SPDR SERIES TRUST - PORTFOLIO S&P500 (SPYM) as of Q4 2017
As of 31 Dec 2017,
SPDR SERIES TRUST - PORTFOLIO S&P500 (SPYM) was held by
77 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
8,252,924 shares.
The largest 10 holders included
CWM, LLC, Shepherd Financial Partners LLC, Jackson Wealth Management, LLC, OLD DOMINION CAPITAL MANAGEMENT INC, FormulaFolio Investments, LLC, Peterson Wealth Advisors, LLC, Chessman Wealth Strategies RIA, Strategic Financial Group, LLC, Alliance Wealth Management Group, and UBS Group AG.
This page lists
77
institutional shareholders reporting positions in this security
for the Q4 2017 filing period.
| 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.