Q3 2019 13F Holders as of 9/30/2019
-
Type / Class
-
Equity / PORTFOLIO S&P500
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Number of holders
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246
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Total shares
-
39.3M
-
Shares change
-
+5.19M
-
Total reported value, excl. options
-
$1.37B
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Value change
-
+$180M
-
Number of buys
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173
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Number of sells
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-61
-
Price
-
$34.85
Significant Holders of SPDR SER TR - PORTFOLIO S&P500 (SPLG) as of Q3 2019
244 filings reported holding SPLG - SPDR SER TR - PORTFOLIO S&P500 as of Q3 2019.
SPDR SER TR - PORTFOLIO S&P500 (SPLG) has 246 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 39.3M shares
.
Largest 10 shareholders include Executive Wealth Management, LLC (1.8M shares), ATRIA INVESTMENTS LLC (1.79M shares), Creative Planning (1.64M shares), Peterson Wealth Advisors, LLC (1.52M shares), Trilogy Capital Inc. (1.47M shares), Shepherd Financial Partners LLC (1.22M shares), Jackson Wealth Management, LLC (1.21M shares), FormulaFolio Investments, LLC (1.07M shares), Advisor Group, Inc. (967K shares), and Clear Creek Financial Management, LLC (839K shares).
This table shows the top 246 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.