Q2 2024 13F Holders as of 6/30/2024
-
Type / Class
-
Equity / PORTFOLIO S&P600
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Number of holders
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789
-
Total shares
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182M
-
Shares change
-
+1.26M
-
Total reported value, excl. options
-
$7.57B
-
Value change
-
+$50.6M
-
Put/Call ratio
-
0
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Number of buys
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390
-
Number of sells
-
-322
-
Price
-
$41.53
Significant Holders of SPDR SER TR - PORTFOLIO S&P600 (SPSM) as of Q2 2024
filings reported holding SPSM - SPDR SER TR - PORTFOLIO S&P600 as of Q2 2024.
SPDR SER TR - PORTFOLIO S&P600 (SPSM) has 789 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 182M shares
.
Largest 10 shareholders include Financial Engines Advisors L.L.C. (22M shares), LPL Financial LLC (18M shares), Betterment LLC (14.6M shares), BANK OF AMERICA CORP /DE/ (6.45M shares), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (5.55M shares), AMERIPRISE FINANCIAL INC (5.51M shares), Valmark Advisers, Inc. (5.1M shares), CWM, LLC (3.45M shares), Richard Bernstein Advisors LLC (3.38M shares), and Creative Planning (3.14M shares).
This table shows the top 789 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.