Q1 2018 13F Holders as of 3/31/2018
-
Type / Class
-
Equity / PORTFOLIO S&P600
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Number of holders
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116
-
Total shares
-
13.6M
-
Shares change
-
+2.51M
-
Total reported value, excl. options
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$407M
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Value change
-
+$75M
-
Number of buys
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89
-
Number of sells
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-26
-
Price
-
$29.92
Significant Holders of SPDR SER TR - PORTFOLIO S&P600 (SPSM) as of Q1 2018
116 filings reported holding SPSM - SPDR SER TR - PORTFOLIO S&P600 as of Q1 2018.
SPDR SER TR - PORTFOLIO S&P600 (SPSM) has 116 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 13.6M shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (4.95M shares), ASSETMARK, INC (1.35M shares), Gradient Investments LLC (630K shares), Global Financial Private Capital, LLC (565K shares), STATE STREET CORP (459K shares), McNamara Financial Services, Inc. (361K shares), Barber Financial Group, Inc. (359K shares), Annex Advisory Services, LLC (323K shares), FormulaFolio Investments, LLC (301K shares), and AE Wealth Management LLC (270K shares).
This table shows the top 116 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.