Q1 2021 13F Holders as of 3/31/2021
-
Type / Class
-
Equity / PORTFOLIO S&P600
-
Number of holders
-
330
-
Total shares
-
73.3M
-
Shares change
-
+4.66M
-
Total reported value, excl. options
-
$3.09B
-
Value change
-
+$199M
-
Number of buys
-
147
-
Number of sells
-
-147
-
Price
-
$42.27
Significant Holders of SPDR SER TR - PORTFOLIO S&P600 (SPSM) as of Q1 2021
326 filings reported holding SPSM - SPDR SER TR - PORTFOLIO S&P600 as of Q1 2021.
SPDR SER TR - PORTFOLIO S&P600 (SPSM) has 330 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 73.3M shares
.
Largest 10 shareholders include Financial Engines Advisors L.L.C. (9.67M shares), Valmark Advisers, Inc. (5.52M shares), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (5.02M shares), LPL Financial LLC (4.9M shares), Stadion Money Management, LLC (3.48M shares), Creative Planning (3.13M shares), Horizon Investments, LLC (2.36M shares), ENVESTNET ASSET MANAGEMENT INC (1.97M shares), GRIMES & COMPANY, INC. (1.7M shares), and PFS INVESTMENTS INC. (1.66M shares).
This table shows the top 330 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.