Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / SPDR MSCI USA GE
-
Total 13F shares
-
626,533
-
Share change
-
+5,015
-
Total reported value
-
$53,348,477
-
Price per share
-
$85.00
-
Number of holders
-
89
-
Value change
-
+$409,625
-
Number of buys
-
31
-
Number of sells
-
31
Institutional Holders of SPDR SERIES TRUST - SPDR MSCI USA GE (SHE) as of Q3 2023
As of 30 Sep 2023,
SPDR SERIES TRUST - SPDR MSCI USA GE (SHE) was held by
89 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
626,533 shares.
The largest 10 holders included
LPL Financial LLC, JPMORGAN CHASE & CO, BANK OF AMERICA CORP /DE/, UBS Group AG, Betterment LLC, Cetera Investment Advisers, ALBION FINANCIAL GROUP /UT, WCG Wealth Advisors LLC, BLAIR WILLIAM & CO/IL, and Community Financial Services Group, LLC.
This page lists
90
institutional shareholders reporting positions in this security
for the Q3 2023 filing period.
| 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.