Q4 2018 13F Holders as of 12/31/2018
-
Type / Class
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Equity / PORTFOLIO S&P400
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Number of holders
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172
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Total shares
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21.2M
-
Shares change
-
+2.6M
-
Total reported value, excl. options
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$625M
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Value change
-
+$69.2M
-
Number of buys
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109
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Number of sells
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-60
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Price
-
$29.42
Significant Holders of SPDR SER TR - PORTFOLIO S&P400 (SPMD) as of Q4 2018
171 filings reported holding SPMD - SPDR SER TR - PORTFOLIO S&P400 as of Q4 2018.
SPDR SER TR - PORTFOLIO S&P400 (SPMD) has 172 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 21.2M shares
.
Largest 10 shareholders include Creative Planning (9.37M shares), Stadion Money Management, LLC (2.4M shares), WADDELL & ASSOCIATES, LLC (440K shares), WALLER FINANCIAL PLANNING GROUP, INC (424K shares), Advisory Alpha, LLC (392K shares), AMERIPRISE FINANCIAL INC (384K shares), MORGAN STANLEY (369K shares), BLAIR WILLIAM & CO/IL (291K shares), Peterson Wealth Advisors, LLC (290K shares), and RAYMOND JAMES & ASSOCIATES (283K shares).
This table shows the top 172 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.