Q2 2023 13F Holders as of 6/30/2023
-
Type / Class
-
Equity / PORTFOLIO S&P400
-
Number of holders
-
452
-
Total shares
-
125M
-
Shares change
-
+9.99M
-
Total reported value, excl. options
-
$5.74B
-
Value change
-
+$460M
-
Put/Call ratio
-
0.01
-
Number of buys
-
245
-
Number of sells
-
-159
-
Price
-
$45.89
Significant Holders of SPDR SER TR - PORTFOLIO S&P400 (SPMD) as of Q2 2023
451 filings reported holding SPMD - SPDR SER TR - PORTFOLIO S&P400 as of Q2 2023.
SPDR SER TR - PORTFOLIO S&P400 (SPMD) has 452 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 125M shares
.
Largest 10 shareholders include Creative Planning (58.3M shares), LPL Financial LLC (10.3M shares), TIEDEMANN ADVISORS, LLC (5.79M shares), Valmark Advisers, Inc. (5.46M shares), MORGAN STANLEY (2.55M shares), CWM, LLC (2.01M shares), HighTower Advisors, LLC (1.98M shares), Bridgeworth, LLC (1.69M shares), Syntegra Private Wealth Group, LLC (1.29M shares), and RFG Advisory, LLC (1.26M shares).
This table shows the top 452 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.