Q1 2019 13F Holders as of 3/31/2019
-
Type / Class
-
Equity / PORTFOLIO S&P400
-
Number of holders
-
205
-
Total shares
-
28.3M
-
Shares change
-
+6.16M
-
Total reported value, excl. options
-
$943M
-
Value change
-
+$206M
-
Number of buys
-
130
-
Number of sells
-
-54
-
Price
-
$33.33
Significant Holders of SPDR SER TR - PORTFOLIO S&P400 (SPMD) as of Q1 2019
204 filings reported holding SPMD - SPDR SER TR - PORTFOLIO S&P400 as of Q1 2019.
SPDR SER TR - PORTFOLIO S&P400 (SPMD) has 205 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 28.3M shares
.
Largest 10 shareholders include Creative Planning (12.6M shares), Stadion Money Management, LLC (2.28M shares), WADDELL & ASSOCIATES, LLC (1.21M shares), Carroll Financial Associates, Inc. (680K shares), NICOLET ADVISORY SERVICES, LLC (530K shares), WALLER FINANCIAL PLANNING GROUP, INC (454K shares), Advisory Alpha, LLC (411K shares), BLAIR WILLIAM & CO/IL (384K shares), MORGAN STANLEY (348K shares), and Peterson Wealth Advisors, LLC (303K shares).
This table shows the top 205 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.