Q2 2021 13F Holders as of 6/30/2021
-
Type / Class
-
Equity / PORTFOLIO S&P400
-
Number of holders
-
332
-
Total shares
-
83.3M
-
Shares change
-
+2.39M
-
Total reported value, excl. options
-
$3.93B
-
Value change
-
+$113M
-
Number of buys
-
175
-
Number of sells
-
-125
-
Price
-
$47.21
Significant Holders of SPDR SER TR - PORTFOLIO S&P400 (SPMD) as of Q2 2021
333 filings reported holding SPMD - SPDR SER TR - PORTFOLIO S&P400 as of Q2 2021.
SPDR SER TR - PORTFOLIO S&P400 (SPMD) has 332 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 83.3M shares
.
Largest 10 shareholders include Creative Planning (34.9M shares), TIEDEMANN ADVISORS, LLC (7.59M shares), LPL Financial LLC (7.18M shares), Valmark Advisers, Inc. (6.67M shares), Horizon Investments, LLC (2.05M shares), ENVESTNET ASSET MANAGEMENT INC (1.57M shares), PFS INVESTMENTS INC. (1.04M shares), Retirement Planning Group (837K shares), WALLER FINANCIAL PLANNING GROUP, INC (755K shares), and OSAIC HOLDINGS, INC. (719K shares).
This table shows the top 332 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.