SPDR SERIES TRUST - PORTFOLIO S&P400 (SPMD)

Q1 2024 13F Holders as of 31 Mar 2024

Type / Class
Equity / PORTFOLIO S&P400
Total 13F shares
160,237,005
Share change
+15,950,611
Total reported value
$8,543,886,357
Price per share
$53.34
Number of holders
561
Value change
+$856,915,010
Number of buys
283
Number of sells
224

Institutional Holders of SPDR SERIES TRUST - PORTFOLIO S&P400 (SPMD) as of Q1 2024

As of 31 Mar 2024, SPDR SERIES TRUST - PORTFOLIO S&P400 (SPMD) was held by 561 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 160,237,005 shares. The largest 10 holders included Creative Planning, Betterment LLC, LPL Financial LLC, AlTi Global, Inc., Valmark Advisers, Inc., CWM, LLC, MORGAN STANLEY, HighTower Advisors, LLC, RFG Advisory, LLC, and BANK OF AMERICA CORP /DE/. This page lists 564 institutional shareholders reporting positions in this security for the Q1 2024 filing period.
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.