Q1 2023 13F Holders as of 3/31/2023
-
Type / Class
-
Equity / PORTFOLIO S&P600
-
Number of holders
-
462
-
Total shares
-
103M
-
Shares change
-
+6.84M
-
Total reported value, excl. options
-
$3.89B
-
Value change
-
+$259M
-
Put/Call ratio
-
0.03
-
Number of buys
-
267
-
Number of sells
-
-183
-
Price
-
$37.77
Significant Holders of SPDR SER TR - PORTFOLIO S&P600 (SPSM) as of Q1 2023
459 filings reported holding SPSM - SPDR SER TR - PORTFOLIO S&P600 as of Q1 2023.
SPDR SER TR - PORTFOLIO S&P600 (SPSM) has 462 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 103M shares
.
Largest 10 shareholders include Financial Engines Advisors L.L.C. (18.3M shares), LPL Financial LLC (12.6M shares), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (6.27M shares), Valmark Advisers, Inc. (4.4M shares), Creative Planning (3.29M shares), CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (2.72M shares), Private Advisor Group, LLC (2.13M shares), Merit Financial Group, LLC (1.75M shares), UBS Group AG (1.68M shares), and Syntegra Private Wealth Group, LLC (1.58M shares).
This table shows the top 462 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.