Q4 2022 13F Holders as of 12/31/2022
-
Type / Class
-
Equity / PORTFOLIO S&P600
-
Number of holders
-
460
-
Total shares
-
93.4M
-
Shares change
-
+6.83M
-
Total reported value, excl. options
-
$3.46B
-
Value change
-
+$254M
-
Put/Call ratio
-
0.05
-
Number of buys
-
236
-
Number of sells
-
-172
-
Price
-
$36.97
Significant Holders of SPDR SER TR - PORTFOLIO S&P600 (SPSM) as of Q4 2022
460 filings reported holding SPSM - SPDR SER TR - PORTFOLIO S&P600 as of Q4 2022.
SPDR SER TR - PORTFOLIO S&P600 (SPSM) has 460 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 93.4M shares
.
Largest 10 shareholders include Financial Engines Advisors L.L.C. (17.2M shares), LPL Financial LLC (10.8M shares), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (5.27M shares), Valmark Advisers, Inc. (4.21M shares), Creative Planning (3.32M shares), BANK OF AMERICA CORP /DE/ (2.71M shares), UBS Group AG (1.64M shares), Syntegra Private Wealth Group, LLC (1.52M shares), Merit Financial Group, LLC (1.5M shares), and Wealthcare Advisory Partners LLC (1.44M shares).
This table shows the top 460 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.