Q1 2020 13F Holders as of 3/31/2020
-
Type / Class
-
Equity / PORTFOLIO S&P400
-
Number of holders
-
208
-
Total shares
-
45.3M
-
Shares change
-
+6.48M
-
Total reported value, excl. options
-
$1.15B
-
Value change
-
+$98.6M
-
Number of buys
-
119
-
Number of sells
-
-137
-
Price
-
$25.33
Significant Holders of SPDR SER TR - PORTFOLIO S&P400 (SPMD) as of Q1 2020
207 filings reported holding SPMD - SPDR SER TR - PORTFOLIO S&P400 as of Q1 2020.
SPDR SER TR - PORTFOLIO S&P400 (SPMD) has 208 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 45.3M shares
.
Largest 10 shareholders include Creative Planning (19.3M shares), Valmark Advisers, Inc. (6.24M shares), TIEDEMANN ADVISORS, LLC (4.73M shares), LPL Financial LLC (809K shares), WALLER FINANCIAL PLANNING GROUP, INC (573K shares), MORGAN STANLEY (563K shares), NICOLET ADVISORY SERVICES, LLC (485K shares), Measured Wealth Private Client Group, LLC (429K shares), AMERIPRISE FINANCIAL INC (414K shares), and M Holdings Securities, Inc. (384K shares).
This table shows the top 208 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.