Q4 2019 13F Holders as of 12/31/2019
-
Type / Class
-
Equity / PORTFOLIO S&P500
-
Number of holders
-
308
-
Total shares
-
50.9M
-
Shares change
-
+6.04M
-
Total reported value, excl. options
-
$1.93B
-
Value change
-
+$229M
-
Number of buys
-
153
-
Number of sells
-
-103
-
Price
-
$37.82
Significant Holders of SPDR SER TR - PORTFOLIO S&P500 (SPLG) as of Q4 2019
305 filings reported holding SPLG - SPDR SER TR - PORTFOLIO S&P500 as of Q4 2019.
SPDR SER TR - PORTFOLIO S&P500 (SPLG) has 308 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 50.9M shares
.
Largest 10 shareholders include FormulaFolio Investments, LLC (3.31M shares), Creative Planning (1.92M shares), ATRIA INVESTMENTS LLC (1.86M shares), Executive Wealth Management, LLC (1.85M shares), Peterson Wealth Advisors, LLC (1.51M shares), Trilogy Capital Inc. (1.45M shares), Wealth Enhancement & Preservation of GA, LLC (1.19M shares), BANK OF AMERICA CORP /DE/ (1.06M shares), Financial Enhancement Group LLC (1.04M shares), and Shepherd Financial Partners LLC (988K shares).
This table shows the top 308 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.