Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
-
Equity / PORTFOLIO S&P600
-
Number of holders
-
754
-
Total shares
-
171M
-
Shares change
-
+17.3M
-
Total reported value, excl. options
-
$7.21B
-
Value change
-
+$740M
-
Put/Call ratio
-
0.08
-
Number of buys
-
393
-
Number of sells
-
-272
-
Price
-
$42.18
Significant Holders of SPDR SER TR - PORTFOLIO S&P600 (SPSM) as of Q4 2023
751 filings reported holding SPSM - SPDR SER TR - PORTFOLIO S&P600 as of Q4 2023.
SPDR SER TR - PORTFOLIO S&P600 (SPSM) has 754 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 171M shares
.
Largest 10 shareholders include Financial Engines Advisors L.L.C. (21.1M shares), LPL Financial LLC (16.5M shares), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (7.34M shares), BANK OF AMERICA CORP /DE/ (7.06M shares), AMERIPRISE FINANCIAL INC (6.16M shares), Valmark Advisers, Inc. (5.23M shares), Richard Bernstein Advisors LLC (3.62M shares), ENVESTNET ASSET MANAGEMENT INC (3.56M shares), CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (3.37M shares), and Creative Planning (3.33M shares).
This table shows the top 754 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.