Q2 2020 13F Holders as of 6/30/2020
-
Type / Class
-
Equity / PORTFOLIO S&P400
-
Number of holders
-
217
-
Total shares
-
60.7M
-
Shares change
-
+14.9M
-
Total reported value, excl. options
-
$1.9B
-
Value change
-
+$471M
-
Number of buys
-
129
-
Number of sells
-
-97
-
Price
-
$31.25
Significant Holders of SPDR SER TR - PORTFOLIO S&P400 (SPMD) as of Q2 2020
215 filings reported holding SPMD - SPDR SER TR - PORTFOLIO S&P400 as of Q2 2020.
SPDR SER TR - PORTFOLIO S&P400 (SPMD) has 217 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 60.7M shares
.
Largest 10 shareholders include Creative Planning (22.8M shares), Valmark Advisers, Inc. (8.19M shares), TIEDEMANN ADVISORS, LLC (7.55M shares), UBS Group AG (2.4M shares), LPL Financial LLC (2.16M shares), WELLS FARGO & COMPANY/MN (736K shares), WALLER FINANCIAL PLANNING GROUP, INC (636K shares), ASSETMARK, INC (600K shares), MORGAN STANLEY (589K shares), and Retirement Planning Group (588K shares).
This table shows the top 217 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.