Q4 2017 13F Holders as of 12/31/2017
-
Type / Class
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Equity / PORTFOLIO S&P600
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Number of holders
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83
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Total shares
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11.1M
-
Shares change
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+8.52M
-
Total reported value, excl. options
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$335M
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Value change
-
+$256M
-
Number of buys
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66
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Number of sells
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-7
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Price
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$30.15
Significant Holders of SPDR SER TR - PORTFOLIO S&P600 (SPSM) as of Q4 2017
83 filings reported holding SPSM - SPDR SER TR - PORTFOLIO S&P600 as of Q4 2017.
SPDR SER TR - PORTFOLIO S&P600 (SPSM) has 83 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 11.1M shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (5M shares), ASSETMARK, INC (1.42M shares), STATE STREET CORP (590K shares), Global Financial Private Capital, LLC (494K shares), McNamara Financial Services, Inc. (356K shares), FormulaFolio Investments, LLC (273K shares), AE Wealth Management LLC (253K shares), Sawtooth Solutions, LLC (247K shares), Stadion Money Management, LLC (229K shares), and Boston Standard Wealth Management, LLC (226K shares).
This table shows the top 83 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.