Q3 2018 13F Holders as of 9/30/2018
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Type / Class
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Equity / PORTFOLIO S&P500
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Number of holders
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170
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Total shares
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23.8M
-
Shares change
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+1.44M
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Total reported value, excl. options
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$806M
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Value change
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+$49.8M
-
Number of buys
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117
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Number of sells
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-37
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Price
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$34.07
Significant Holders of SPDR SER TR - PORTFOLIO S&P500 (SPLG) as of Q3 2018
169 filings reported holding SPLG - SPDR SER TR - PORTFOLIO S&P500 as of Q3 2018.
SPDR SER TR - PORTFOLIO S&P500 (SPLG) has 170 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 23.8M shares
.
Largest 10 shareholders include CWM, LLC (3.48M shares), Gradient Investments LLC (2.46M shares), Shepherd Financial Partners LLC (1.76M shares), Trilogy Capital Inc. (1.58M shares), Stuart Chaussee & Associates, Inc. (1.44M shares), Peterson Wealth Advisors, LLC (1.25M shares), Jackson Wealth Management, LLC (751K shares), Creative Planning (638K shares), FormulaFolio Investments, LLC (490K shares), and AMERIPRISE FINANCIAL INC (472K shares).
This table shows the top 170 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.