Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / PORTFOLIO S&P600
-
Total 13F shares
-
340,245
-
Share change
-
+15,420
-
Total reported value
-
$14,351,565
-
Price per share
-
$42.18
-
Number of holders
-
10
-
Value change
-
+$650,386
-
Number of buys
-
3
-
Number of sells
-
1
Institutional Holders of SPDR SERIES TRUST - PORTFOLIO S&P600 (SPSM) as of Q4 2023
As of 31 Dec 2023,
SPDR SERIES TRUST - PORTFOLIO S&P600 (SPSM) was held by
10 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
340,245 shares.
The largest 10 holders included
Financial Engines Advisors L.L.C., LPL Financial LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, BANK OF AMERICA CORP /DE/, AMERIPRISE FINANCIAL INC, Valmark Advisers, Inc., Richard Bernstein Advisors LLC, ENVESTNET ASSET MANAGEMENT INC, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC, and Creative Planning.
This page lists
774
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| 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.