Q4 2019 13F Holders as of 12/31/2019
-
Type / Class
-
Equity / PORTFOLIO S&P600
-
Number of holders
-
255
-
Total shares
-
31.1M
-
Shares change
-
+3.15M
-
Total reported value, excl. options
-
$1.01B
-
Value change
-
+$103M
-
Number of buys
-
137
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Number of sells
-
-86
-
Price
-
$32.63
Significant Holders of SPDR SER TR - PORTFOLIO S&P600 (SPSM) as of Q4 2019
251 filings reported holding SPSM - SPDR SER TR - PORTFOLIO S&P600 as of Q4 2019.
SPDR SER TR - PORTFOLIO S&P600 (SPSM) has 255 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 31.1M shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (5.07M shares), GRIMES & COMPANY, INC. (1.5M shares), Allworth Financial LP (1.37M shares), AE Wealth Management LLC (1.31M shares), Annex Advisory Services, LLC (1.27M shares), Sawtooth Solutions, LLC (1.22M shares), Creative Planning (1.14M shares), Gradient Investments LLC (1.12M shares), ASSETMARK, INC (943K shares), and Wealthcare Advisory Partners LLC (850K shares).
This table shows the top 255 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.