Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
-
Equity / PORTFOLIO S&P400
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Number of holders
-
535
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Total shares
-
79.3M
-
Shares change
-
+5.64M
-
Total reported value, excl. options
-
$3.86B
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Value change
-
+$280M
-
Put/Call ratio
-
0
-
Number of buys
-
277
-
Number of sells
-
-187
-
Price
-
$48.72
Significant Holders of SPDR SER TR - PORTFOLIO S&P400 (SPMD) as of Q4 2023
1 filings reported holding SPMD - SPDR SER TR - PORTFOLIO S&P400 as of Q4 2023.
SPDR SER TR - PORTFOLIO S&P400 (SPMD) has 535 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 79.3M shares
.
Largest 10 shareholders include LPL Financial LLC (11.2M shares), AlTi Global, Inc. (5.86M shares), Valmark Advisers, Inc. (5.62M shares), CWM, LLC (4.34M shares), MORGAN STANLEY (2.91M shares), HighTower Advisors, LLC (2.55M shares), Bridgeworth, LLC (1.68M shares), RFG Advisory, LLC (1.45M shares), Syntegra Private Wealth Group, LLC (1.36M shares), and Private Advisor Group, LLC (1.16M shares).
This table shows the top 535 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.