Q1 2019 13F Holders as of 3/31/2019
-
Type / Class
-
Equity / PORTFOLIO S&P500
-
Number of holders
-
204
-
Total shares
-
29.5M
-
Shares change
-
-193K
-
Total reported value, excl. options
-
$984M
-
Value change
-
-$4.92M
-
Number of buys
-
121
-
Number of sells
-
-72
-
Price
-
$33.23
Significant Holders of SPDR SER TR - PORTFOLIO S&P500 (SPLG) as of Q1 2019
200 filings reported holding SPLG - SPDR SER TR - PORTFOLIO S&P500 as of Q1 2019.
SPDR SER TR - PORTFOLIO S&P500 (SPLG) has 204 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 29.5M shares
.
Largest 10 shareholders include Shepherd Financial Partners LLC (1.92M shares), Trilogy Capital Inc. (1.53M shares), GOLDMAN SACHS GROUP INC (1.49M shares), Peterson Wealth Advisors, LLC (1.42M shares), ATRIA INVESTMENTS LLC (1.26M shares), Executive Wealth Management, LLC (1.25M shares), Creative Planning (1.01M shares), Gradient Investments LLC (760K shares), BANK OF AMERICA CORP /DE/ (723K shares), and Jackson Wealth Management, LLC (660K shares).
This table shows the top 204 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.