Q3 2019 13F Holders as of 9/30/2019
-
Type / Class
-
Equity / PORTFOLIO S&P600
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Number of holders
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207
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Total shares
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27.2M
-
Shares change
-
+1.55M
-
Total reported value, excl. options
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$815M
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Value change
-
+$46.2M
-
Number of buys
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138
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Number of sells
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-61
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Price
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$30.00
Significant Holders of SPDR SER TR - PORTFOLIO S&P600 (SPSM) as of Q3 2019
204 filings reported holding SPSM - SPDR SER TR - PORTFOLIO S&P600 as of Q3 2019.
SPDR SER TR - PORTFOLIO S&P600 (SPSM) has 207 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 27.2M shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (5.22M shares), Allworth Financial LP (1.34M shares), Annex Advisory Services, LLC (1.19M shares), AE Wealth Management LLC (1.15M shares), Sawtooth Solutions, LLC (1.11M shares), ASSETMARK, INC (1.01M shares), Wealthcare Advisory Partners LLC (752K shares), Creative Planning (669K shares), GRIMES & COMPANY, INC. (647K shares), and FormulaFolio Investments, LLC (563K shares).
This table shows the top 207 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.