Q4 2020 13F Holders as of 12/31/2020
-
Type / Class
-
Equity / PORTFOLIO S&P400
-
Number of holders
-
269
-
Total shares
-
67.4M
-
Shares change
-
-1.16M
-
Total reported value, excl. options
-
$2.73B
-
Value change
-
-$41.8M
-
Number of buys
-
126
-
Number of sells
-
-97
-
Price
-
$40.40
Significant Holders of SPDR SER TR - PORTFOLIO S&P400 (SPMD) as of Q4 2020
265 filings reported holding SPMD - SPDR SER TR - PORTFOLIO S&P400 as of Q4 2020.
SPDR SER TR - PORTFOLIO S&P400 (SPMD) has 269 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 67.4M shares
.
Largest 10 shareholders include Creative Planning (28.9M shares), TIEDEMANN ADVISORS, LLC (7.54M shares), Valmark Advisers, Inc. (7.18M shares), LPL Financial LLC (4.16M shares), ENVESTNET ASSET MANAGEMENT INC (856K shares), WELLS FARGO & COMPANY/MN (840K shares), Retirement Planning Group (802K shares), MORGAN STANLEY (766K shares), WALLER FINANCIAL PLANNING GROUP, INC (749K shares), and Private Advisor Group, LLC (682K shares).
This table shows the top 269 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.