Q1 2025 13F Holders as of 3/31/2025
-
Type / Class
-
Equity / PORTFOLIO S&P600
-
Number of holders
-
608
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Total shares
-
99.2M
-
Shares change
-
-6.6M
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Total reported value, excl. options
-
$4.04B
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Value change
-
-$272M
-
Number of buys
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266
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Number of sells
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-294
-
Price
-
$40.76
Significant Holders of SPDR SER TR - PORTFOLIO S&P600 (SPSM) as of Q1 2025
655 filings reported holding SPSM - SPDR SER TR - PORTFOLIO S&P600 as of Q1 2025.
SPDR SER TR - PORTFOLIO S&P600 (SPSM) has 608 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 99.2M shares
.
Largest 10 shareholders include LPL Financial LLC (22.4M shares), Valmark Advisers, Inc. (5.85M shares), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (5.65M shares), ENVESTNET ASSET MANAGEMENT INC (3.1M shares), CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (3M shares), TOWNSQUARE CAPITAL LLC (2.31M shares), PNC Financial Services Group, Inc. (1.8M shares), Richard Bernstein Advisors LLC (1.69M shares), CWM, LLC (1.64M shares), and JPMORGAN CHASE & CO (1.63M shares).
This table shows the top 608 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.