Q1 2023 13F Holders as of 3/31/2023
-
Type / Class
-
Equity / PORTFOLIO S&P400
-
Number of holders
-
426
-
Total shares
-
115M
-
Shares change
-
+5.55M
-
Total reported value, excl. options
-
$5.04B
-
Value change
-
+$245M
-
Number of buys
-
231
-
Number of sells
-
-172
-
Price
-
$43.94
Significant Holders of SPDR SER TR - PORTFOLIO S&P400 (SPMD) as of Q1 2023
425 filings reported holding SPMD - SPDR SER TR - PORTFOLIO S&P400 as of Q1 2023.
SPDR SER TR - PORTFOLIO S&P400 (SPMD) has 426 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 115M shares
.
Largest 10 shareholders include Creative Planning (53.6M shares), LPL Financial LLC (9.29M shares), TIEDEMANN ADVISORS, LLC (6M shares), Valmark Advisers, Inc. (5.25M shares), Bridgeworth, LLC (1.65M shares), HighTower Advisors, LLC (1.59M shares), Private Advisor Group, LLC (1.44M shares), Syntegra Private Wealth Group, LLC (1.16M shares), RFG Advisory, LLC (1.12M shares), and CWM, LLC (1.1M shares).
This table shows the top 426 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.