Q3 2022 13F Holders as of 9/30/2022
-
Type / Class
-
Equity / PORTFOLIO S&P400
-
Number of holders
-
367
-
Total shares
-
99.4M
-
Shares change
-
+5.07M
-
Total reported value, excl. options
-
$3.84B
-
Value change
-
+$194M
-
Number of buys
-
195
-
Number of sells
-
-141
-
Price
-
$38.56
Significant Holders of SPDR SER TR - PORTFOLIO S&P400 (SPMD) as of Q3 2022
364 filings reported holding SPMD - SPDR SER TR - PORTFOLIO S&P400 as of Q3 2022.
SPDR SER TR - PORTFOLIO S&P400 (SPMD) has 367 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 99.4M shares
.
Largest 10 shareholders include Creative Planning (48.4M shares), LPL Financial LLC (8.7M shares), Valmark Advisers, Inc. (7.21M shares), TIEDEMANN ADVISORS, LLC (6.84M shares), ADVISOR GROUP HOLDINGS, INC. (1.67M shares), Private Advisor Group, LLC (1.02M shares), Koss-Olinger Consulting, LLC (903K shares), RFG Advisory, LLC (867K shares), WALLER FINANCIAL PLANNING GROUP, INC (793K shares), and Cornerstone Wealth Management, LLC (780K shares).
This table shows the top 367 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.