Q1 2022 13F Holders as of 3/31/2022
-
Type / Class
-
Equity / PORTFOLIO S&P400
-
Number of holders
-
382
-
Total shares
-
92.5M
-
Shares change
-
-819K
-
Total reported value, excl. options
-
$4.36B
-
Value change
-
-$52.6M
-
Number of buys
-
200
-
Number of sells
-
-154
-
Price
-
$47.16
Significant Holders of SPDR SER TR - PORTFOLIO S&P400 (SPMD) as of Q1 2022
379 filings reported holding SPMD - SPDR SER TR - PORTFOLIO S&P400 as of Q1 2022.
SPDR SER TR - PORTFOLIO S&P400 (SPMD) has 382 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 92.5M shares
.
Largest 10 shareholders include Creative Planning (44.7M shares), LPL Financial LLC (6.76M shares), Valmark Advisers, Inc. (6.75M shares), TIEDEMANN ADVISORS, LLC (6.5M shares), WELLS FARGO & COMPANY/MN (1.34M shares), UBS Group AG (1.11M shares), RFG Advisory, LLC (968K shares), ENVESTNET ASSET MANAGEMENT INC (883K shares), WALLER FINANCIAL PLANNING GROUP, INC (808K shares), and Private Advisor Group, LLC (731K shares).
This table shows the top 382 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.