Q1 2014 13F Holders as of 3/31/2014
-
Type / Class
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Equity / PORTFOLIO S&P600
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Number of holders
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12
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Total shares
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510K
-
Shares change
-
-1.56K
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Total reported value, excl. options
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$35.6M
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Value change
-
-$105K
-
Number of buys
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9
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Number of sells
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-5
-
Price
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$69.73
Significant Holders of SPDR SER TR - PORTFOLIO S&P600 (SPSM) as of Q1 2014
12 filings reported holding SPSM - SPDR SER TR - PORTFOLIO S&P600 as of Q1 2014.
SPDR SER TR - PORTFOLIO S&P600 (SPSM) has 12 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 510K shares
.
Largest 10 shareholders include ASSETMARK, INC (344K shares), Harvard Management Co Inc (112K shares), CITIGROUP INC (35K shares), ROYAL BANK OF CANADA (8.52K shares), LADENBURG THALMANN FINANCIAL SERVICES INC (5.58K shares), MORGAN STANLEY (3.02K shares), BANK OF AMERICA CORP /DE/ (1.26K shares), Partnervest Advisory Services LLC (225 shares), MetLife Securities, Inc (155 shares), and DUBUQUE BANK & TRUST CO (105 shares).
This table shows the top 12 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.