Q3 2023 13F Holders as of 9/30/2023
-
Type / Class
-
Equity / PORTFOLIO S&P600
-
Number of holders
-
667
-
Total shares
-
151M
-
Shares change
-
+18.8M
-
Total reported value, excl. options
-
$5.59B
-
Value change
-
+$690M
-
Put/Call ratio
-
0.25
-
Number of buys
-
351
-
Number of sells
-
-253
-
Price
-
$36.90
Significant Holders of SPDR SER TR - PORTFOLIO S&P600 (SPSM) as of Q3 2023
664 filings reported holding SPSM - SPDR SER TR - PORTFOLIO S&P600 as of Q3 2023.
SPDR SER TR - PORTFOLIO S&P600 (SPSM) has 667 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 151M shares
.
Largest 10 shareholders include Financial Engines Advisors L.L.C. (20.6M shares), LPL Financial LLC (16.3M shares), BANK OF AMERICA CORP /DE/ (7.98M shares), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (7.28M shares), Valmark Advisers, Inc. (5.23M shares), Richard Bernstein Advisors LLC (3.81M shares), Creative Planning (3.37M shares), CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (3.26M shares), ENVESTNET ASSET MANAGEMENT INC (2.67M shares), and Private Advisor Group, LLC (2.29M shares).
This table shows the top 667 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.