Q1 2021 13F Holders as of 3/31/2021
-
Type / Class
-
Equity / PORTFOLIO S&P400
-
Number of holders
-
303
-
Total shares
-
80.8M
-
Shares change
-
+9.22M
-
Total reported value, excl. options
-
$3.7B
-
Value change
-
+$423M
-
Number of buys
-
161
-
Number of sells
-
-112
-
Price
-
$45.76
Significant Holders of SPDR SER TR - PORTFOLIO S&P400 (SPMD) as of Q1 2021
302 filings reported holding SPMD - SPDR SER TR - PORTFOLIO S&P400 as of Q1 2021.
SPDR SER TR - PORTFOLIO S&P400 (SPMD) has 303 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 80.8M shares
.
Largest 10 shareholders include Creative Planning (32.5M shares), TIEDEMANN ADVISORS, LLC (7.66M shares), Valmark Advisers, Inc. (6.8M shares), LPL Financial LLC (5.91M shares), Horizon Investments, LLC (3.16M shares), PFS INVESTMENTS INC. (1.84M shares), ENVESTNET ASSET MANAGEMENT INC (1.83M shares), MORGAN STANLEY (866K shares), Retirement Planning Group (778K shares), and WALLER FINANCIAL PLANNING GROUP, INC (743K shares).
This table shows the top 303 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.