Q2 2023 13F Holders as of 6/30/2023
-
Type / Class
-
Equity / PORTFOLIO S&P600
-
Number of holders
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649
-
Total shares
-
136M
-
Shares change
-
+33.8M
-
Total reported value, excl. options
-
$5.29B
-
Value change
-
+$1.31B
-
Put/Call ratio
-
0.16
-
Number of buys
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480
-
Number of sells
-
-142
-
Price
-
$38.84
Significant Holders of SPDR SER TR - PORTFOLIO S&P600 (SPSM) as of Q2 2023
646 filings reported holding SPSM - SPDR SER TR - PORTFOLIO S&P600 as of Q2 2023.
SPDR SER TR - PORTFOLIO S&P600 (SPSM) has 649 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 136M shares
.
Largest 10 shareholders include Financial Engines Advisors L.L.C. (19.7M shares), LPL Financial LLC (15.3M shares), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (7.21M shares), Valmark Advisers, Inc. (5.11M shares), AMERIPRISE FINANCIAL INC (4.25M shares), Creative Planning (3.38M shares), CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (2.96M shares), BANK OF AMERICA CORP /DE/ (2.93M shares), Private Advisor Group, LLC (2.32M shares), and UBS Group AG (2.22M shares).
This table shows the top 649 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.