Q4 2018 13F Holders as of 12/31/2018
-
Type / Class
-
Equity / PORTFOLIO S&P600
-
Number of holders
-
201
-
Total shares
-
23.4M
-
Shares change
-
-6.85M
-
Total reported value, excl. options
-
$622M
-
Value change
-
-$183M
-
Number of buys
-
111
-
Number of sells
-
-80
-
Price
-
$26.36
Significant Holders of SPDR SER TR - PORTFOLIO S&P600 (SPSM) as of Q4 2018
198 filings reported holding SPSM - SPDR SER TR - PORTFOLIO S&P600 as of Q4 2018.
SPDR SER TR - PORTFOLIO S&P600 (SPSM) has 201 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 23.4M shares
.
Largest 10 shareholders include Horizon Investments, LLC (3.02M shares), Charles Schwab Investment Advisory, Inc. (2.92M shares), ASSETMARK, INC (1.58M shares), Hanson McClain, Inc. (1.38M shares), PFS INVESTMENTS INC. (1.12M shares), Gradient Investments LLC (918K shares), Annex Advisory Services, LLC (754K shares), AFFINITY WEALTH MANAGEMENT LLC (574K shares), Global Financial Private Capital, LLC (565K shares), and ENVESTNET ASSET MANAGEMENT INC (549K shares).
This table shows the top 201 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.