Q2 2019 13F Holders as of 6/30/2019
-
Type / Class
-
Equity / PORTFOLIO S&P600
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Number of holders
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198
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Total shares
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25.5M
-
Shares change
-
+2.14M
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Total reported value, excl. options
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$782M
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Value change
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+$66.1M
-
Number of buys
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134
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Number of sells
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-54
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Price
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$30.64
Significant Holders of SPDR SER TR - PORTFOLIO S&P600 (SPSM) as of Q2 2019
196 filings reported holding SPSM - SPDR SER TR - PORTFOLIO S&P600 as of Q2 2019.
SPDR SER TR - PORTFOLIO S&P600 (SPSM) has 198 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 25.5M shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (5.33M shares), Hanson McClain, Inc. (1.33M shares), AE Wealth Management LLC (1.16M shares), Sawtooth Solutions, LLC (1.11M shares), Annex Advisory Services, LLC (1.05M shares), ASSETMARK, INC (1.03M shares), Hanlon Investment Management, Inc. (807K shares), Wealthcare Advisory Partners LLC (653K shares), GRIMES & COMPANY, INC. (558K shares), and FormulaFolio Investments, LLC (510K shares).
This table shows the top 198 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.