Q4 2021 13F Holders as of 12/31/2021
-
Type / Class
-
Equity / PORTFOLIO S&P400
-
Number of holders
-
379
-
Total shares
-
94.6M
-
Shares change
-
+11.8M
-
Total reported value, excl. options
-
$4.7B
-
Value change
-
+$591M
-
Number of buys
-
206
-
Number of sells
-
-110
-
Price
-
$49.74
Significant Holders of SPDR SER TR - PORTFOLIO S&P400 (SPMD) as of Q4 2021
376 filings reported holding SPMD - SPDR SER TR - PORTFOLIO S&P400 as of Q4 2021.
SPDR SER TR - PORTFOLIO S&P400 (SPMD) has 379 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 94.6M shares
.
Largest 10 shareholders include Creative Planning (42.1M shares), Valmark Advisers, Inc. (6.72M shares), TIEDEMANN ADVISORS, LLC (6.7M shares), LPL Financial LLC (6.24M shares), Horizon Investments, LLC (2.91M shares), ADVISOR GROUP HOLDINGS, INC. (1.64M shares), ENVESTNET ASSET MANAGEMENT INC (1.41M shares), PFS INVESTMENTS INC. (1.14M shares), WELLS FARGO & COMPANY/MN (1.14M shares), and Retirement Planning Group (942K shares).
This table shows the top 379 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.