Q3 2021 13F Holders as of 9/30/2021
-
Type / Class
-
Equity / PORTFOLIO S&P400
-
Number of holders
-
323
-
Total shares
-
81.8M
-
Shares change
-
-872K
-
Total reported value, excl. options
-
$3.78B
-
Value change
-
-$41.3M
-
Number of buys
-
178
-
Number of sells
-
-120
-
Price
-
$46.16
Significant Holders of SPDR SER TR - PORTFOLIO S&P400 (SPMD) as of Q3 2021
321 filings reported holding SPMD - SPDR SER TR - PORTFOLIO S&P400 as of Q3 2021.
SPDR SER TR - PORTFOLIO S&P400 (SPMD) has 323 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 81.8M shares
.
Largest 10 shareholders include Creative Planning (38.3M shares), TIEDEMANN ADVISORS, LLC (6.98M shares), Valmark Advisers, Inc. (6.73M shares), LPL Financial LLC (6.19M shares), ENVESTNET ASSET MANAGEMENT INC (923K shares), Retirement Planning Group (909K shares), WALLER FINANCIAL PLANNING GROUP, INC (774K shares), Alphastar Capital Management, LLC (767K shares), Private Advisor Group, LLC (734K shares), and RFG Advisory, LLC (702K shares).
This table shows the top 323 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.