Q1 2018 13F Holders as of 3/31/2018
-
Type / Class
-
Equity / PORTFOLIO S&P500
-
Number of holders
-
132
-
Total shares
-
17.6M
-
Shares change
-
+9.34M
-
Total reported value, excl. options
-
$545M
-
Value change
-
+$289M
-
Number of buys
-
109
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Number of sells
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-13
-
Price
-
$30.94
Significant Holders of SPDR SER TR - PORTFOLIO S&P500 (SPLG) as of Q1 2018
131 filings reported holding SPLG - SPDR SER TR - PORTFOLIO S&P500 as of Q1 2018.
SPDR SER TR - PORTFOLIO S&P500 (SPLG) has 132 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 17.6M shares
.
Largest 10 shareholders include CWM, LLC (3.18M shares), Gradient Investments LLC (2.04M shares), Shepherd Financial Partners LLC (1.72M shares), Trilogy Capital Inc. (1.41M shares), Peterson Wealth Advisors, LLC (1.11M shares), Jackson Wealth Management, LLC (723K shares), Copperwynd Financial, LLC (468K shares), OLD DOMINION CAPITAL MANAGEMENT INC (412K shares), FormulaFolio Investments, LLC (382K shares), and Creative Planning (361K shares).
This table shows the top 132 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.