Q3 2018 13F Holders as of 9/30/2018
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Type / Class
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Equity / PORTFOLIO S&P400
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Number of holders
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148
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Total shares
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17.3M
-
Shares change
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+5.91M
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Total reported value, excl. options
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$625M
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Value change
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+$213M
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Number of buys
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107
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Number of sells
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-31
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Price
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$36.15
Significant Holders of SPDR SER TR - PORTFOLIO S&P400 (SPMD) as of Q3 2018
149 filings reported holding SPMD - SPDR SER TR - PORTFOLIO S&P400 as of Q3 2018.
SPDR SER TR - PORTFOLIO S&P400 (SPMD) has 148 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 17.3M shares
.
Largest 10 shareholders include Creative Planning (6.27M shares), Stadion Money Management, LLC (2.32M shares), AMERIPRISE FINANCIAL INC (1.69M shares), Raymond James Financial Services Advisors, Inc. (508K shares), RAYMOND JAMES & ASSOCIATES (401K shares), Capital Analysts, LLC (271K shares), Peterson Wealth Advisors, LLC (258K shares), Retirement Planning Group (215K shares), MORGAN STANLEY (210K shares), and UBS Group AG (209K shares).
This table shows the top 148 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.