Q3 2020 13F Holders as of 9/30/2020
-
Type / Class
-
Equity / PORTFOLIO S&P600
-
Number of holders
-
240
-
Total shares
-
63.4M
-
Shares change
-
+1.41M
-
Total reported value, excl. options
-
$1.74B
-
Value change
-
+$39.6M
-
Number of buys
-
119
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Number of sells
-
-109
-
Price
-
$27.38
Significant Holders of SPDR SER TR - PORTFOLIO S&P600 (SPSM) as of Q3 2020
236 filings reported holding SPSM - SPDR SER TR - PORTFOLIO S&P600 as of Q3 2020.
SPDR SER TR - PORTFOLIO S&P600 (SPSM) has 240 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 63.4M shares
.
Largest 10 shareholders include Financial Engines Advisors L.L.C. (10.3M shares), Valmark Advisers, Inc. (6.84M shares), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (5.5M shares), Stadion Money Management, LLC (4.86M shares), Creative Planning (3.02M shares), LPL Financial LLC (1.99M shares), Annex Advisory Services, LLC (1.77M shares), Allworth Financial LP (1.67M shares), GRIMES & COMPANY, INC. (1.6M shares), and Wealthcare Advisory Partners LLC (1.51M shares).
This table shows the top 240 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.