Q3 2023 13F Holders as of 9/30/2023
-
Type / Class
-
Equity / PORTFOLIO S&P400
-
Number of holders
-
475
-
Total shares
-
132M
-
Shares change
-
+6.8M
-
Total reported value, excl. options
-
$5.79B
-
Value change
-
+$297M
-
Put/Call ratio
-
0.05
-
Number of buys
-
241
-
Number of sells
-
-189
-
Price
-
$43.79
Significant Holders of SPDR SER TR - PORTFOLIO S&P400 (SPMD) as of Q3 2023
475 filings reported holding SPMD - SPDR SER TR - PORTFOLIO S&P400 as of Q3 2023.
SPDR SER TR - PORTFOLIO S&P400 (SPMD) has 475 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 132M shares
.
Largest 10 shareholders include Creative Planning (59.9M shares), LPL Financial LLC (10.4M shares), TIEDEMANN ADVISORS, LLC (5.75M shares), Valmark Advisers, Inc. (5.55M shares), MORGAN STANLEY (2.63M shares), CWM, LLC (2.6M shares), HighTower Advisors, LLC (2.29M shares), Bridgeworth, LLC (1.68M shares), Syntegra Private Wealth Group, LLC (1.36M shares), and RFG Advisory, LLC (1.34M shares).
This table shows the top 475 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.