Q4 2022 13F Holders as of 12/31/2022
-
Type / Class
-
Equity / PORTFOLIO S&P400
-
Number of holders
-
415
-
Total shares
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107M
-
Shares change
-
+5.13M
-
Total reported value, excl. options
-
$4.56B
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Value change
-
+$219M
-
Number of buys
-
201
-
Number of sells
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-156
-
Price
-
$42.50
Significant Holders of SPDR SER TR - PORTFOLIO S&P400 (SPMD) as of Q4 2022
413 filings reported holding SPMD - SPDR SER TR - PORTFOLIO S&P400 as of Q4 2022.
SPDR SER TR - PORTFOLIO S&P400 (SPMD) has 415 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 107M shares
.
Largest 10 shareholders include Creative Planning (51.7M shares), LPL Financial LLC (9.15M shares), TIEDEMANN ADVISORS, LLC (6.79M shares), Valmark Advisers, Inc. (5.07M shares), Bridgeworth, LLC (1.55M shares), RFG Advisory, LLC (1.1M shares), Auto-Owners Insurance Co (1.04M shares), Syntegra Private Wealth Group, LLC (1.04M shares), MORGAN STANLEY (1.01M shares), and Gateway Wealth Partners, LLC (1M shares).
This table shows the top 415 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.