Q1 2018 13F Holders as of 31 Mar 2018
-
Type / Class
-
Equity / PORTFOLI S&P1500
-
Total 13F shares
-
14,549,921
-
Share change
-
+6,352,353
-
Total reported value
-
$477,474,235
-
Price per share
-
$32.82
-
Number of holders
-
125
-
Value change
-
+$208,408,380
-
Number of buys
-
95
-
Number of sells
-
19
Institutional Holders of SPDR SERIES TRUST - PORTFOLI S&P1500 (SPTM) as of Q1 2018
As of 31 Mar 2018,
SPDR SERIES TRUST - PORTFOLI S&P1500 (SPTM) was held by
125 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
14,549,921 shares.
The largest 10 holders included
Shepherd Financial Partners LLC, CLS Investments, LLC, Boston Standard Wealth Management, LLC, FormulaFolio Investments, LLC, Barber Financial Group, Inc., ARS Wealth Advisors, LLC, Annex Advisory Services, LLC, LPL Financial LLC, KEMPER Corp, and Jackson Wealth Management, LLC.
This page lists
125
institutional shareholders reporting positions in this security
for the Q1 2018 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.