Q4 2024 13F Holders as of 12/31/2024
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Type / Class
-
Equity / PORTFOLIO S&P600
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Number of holders
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905
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Total shares
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205M
-
Shares change
-
+9.57M
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Total reported value, excl. options
-
$9.23B
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Value change
-
+$429M
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Put/Call ratio
-
0.14
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Number of buys
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473
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Number of sells
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-313
-
Price
-
$44.92
Significant Holders of SPDR SER TR - PORTFOLIO S&P600 (SPSM) as of Q4 2024
962 filings reported holding SPSM - SPDR SER TR - PORTFOLIO S&P600 as of Q4 2024.
SPDR SER TR - PORTFOLIO S&P600 (SPSM) has 905 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 205M shares
.
Largest 10 shareholders include Financial Engines Advisors L.L.C. (22.1M shares), LPL Financial LLC (21M shares), Betterment LLC (16.2M shares), BANK OF AMERICA CORP /DE/ (6.51M shares), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (5.54M shares), Valmark Advisers, Inc. (5.38M shares), AMERIPRISE FINANCIAL INC (5.26M shares), MORGAN STANLEY (4.66M shares), CWM, LLC (4.31M shares), and ENVESTNET ASSET MANAGEMENT INC (3.75M shares).
This table shows the top 905 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.