Q3 2020 13F Holders as of 9/30/2020
-
Type / Class
-
Equity / PORTFOLIO S&P400
-
Number of holders
-
221
-
Total shares
-
63.5M
-
Shares change
-
+1.5M
-
Total reported value, excl. options
-
$2.07B
-
Value change
-
+$49.7M
-
Number of buys
-
103
-
Number of sells
-
-109
-
Price
-
$32.63
Significant Holders of SPDR SER TR - PORTFOLIO S&P400 (SPMD) as of Q3 2020
220 filings reported holding SPMD - SPDR SER TR - PORTFOLIO S&P400 as of Q3 2020.
SPDR SER TR - PORTFOLIO S&P400 (SPMD) has 221 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 63.5M shares
.
Largest 10 shareholders include Creative Planning (25.1M shares), Valmark Advisers, Inc. (7.92M shares), TIEDEMANN ADVISORS, LLC (7.57M shares), LPL Financial LLC (2.86M shares), UBS Group AG (2.18M shares), Retirement Planning Group (859K shares), WELLS FARGO & COMPANY/MN (839K shares), WALLER FINANCIAL PLANNING GROUP, INC (651K shares), Measured Wealth Private Client Group, LLC (648K shares), and Private Advisor Group, LLC (631K shares).
This table shows the top 221 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.