Q1 2024 13F Holders as of 3/31/2024
-
Type / Class
-
Equity / PORTFOLIO S&P600
-
Number of holders
-
763
-
Total shares
-
180M
-
Shares change
-
+7.22M
-
Total reported value, excl. options
-
$7.76B
-
Value change
-
+$316M
-
Put/Call ratio
-
0.02
-
Number of buys
-
393
-
Number of sells
-
-331
-
Price
-
$43.04
Significant Holders of SPDR SER TR - PORTFOLIO S&P600 (SPSM) as of Q1 2024
3 filings reported holding SPSM - SPDR SER TR - PORTFOLIO S&P600 as of Q1 2024.
SPDR SER TR - PORTFOLIO S&P600 (SPSM) has 763 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 180M shares
.
Largest 10 shareholders include Financial Engines Advisors L.L.C. (21.6M shares), LPL Financial LLC (17.4M shares), Betterment LLC (13.2M shares), BANK OF AMERICA CORP /DE/ (6.93M shares), AMERIPRISE FINANCIAL INC (6.14M shares), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (5.5M shares), Valmark Advisers, Inc. (5.45M shares), Richard Bernstein Advisors LLC (3.52M shares), ENVESTNET ASSET MANAGEMENT INC (3.21M shares), and Creative Planning (3.2M shares).
This table shows the top 763 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.