Q1 2020 13F Holders as of 3/31/2020
-
Type / Class
-
Equity / PORTFOLIO S&P600
-
Number of holders
-
227
-
Total shares
-
45.9M
-
Shares change
-
+15.1M
-
Total reported value, excl. options
-
$1B
-
Value change
-
+$267M
-
Number of buys
-
140
-
Number of sells
-
-120
-
Price
-
$21.84
Significant Holders of SPDR SER TR - PORTFOLIO S&P600 (SPSM) as of Q1 2020
224 filings reported holding SPSM - SPDR SER TR - PORTFOLIO S&P600 as of Q1 2020.
SPDR SER TR - PORTFOLIO S&P600 (SPSM) has 227 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 45.9M shares
.
Largest 10 shareholders include CHARLES SCHWAB INVESTMENT MANAGEMENT INC (5.45M shares), Valmark Advisers, Inc. (5.42M shares), Stadion Money Management, LLC (4.59M shares), Creative Planning (2.08M shares), Allworth Financial LP (1.62M shares), Annex Advisory Services, LLC (1.58M shares), Gradient Investments LLC (1.46M shares), Wealthcare Advisory Partners LLC (1.28M shares), AE Wealth Management LLC (1.23M shares), and Sawtooth Solutions, LLC (1.16M shares).
This table shows the top 227 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.