Q1 2024 13F Holders as of 3/31/2024
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Type / Class
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Equity / PORTFOLIO S&P400
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Number of holders
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561
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Total shares
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160M
-
Shares change
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+16M
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Total reported value, excl. options
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$8.54B
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Value change
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+$857M
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Number of buys
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283
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Number of sells
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-224
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Price
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$53.34
Significant Holders of SPDR SER TR - PORTFOLIO S&P400 (SPMD) as of Q1 2024
4 filings reported holding SPMD - SPDR SER TR - PORTFOLIO S&P400 as of Q1 2024.
SPDR SER TR - PORTFOLIO S&P400 (SPMD) has 561 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 160M shares
.
Largest 10 shareholders include Creative Planning (66.2M shares), Betterment LLC (14.5M shares), LPL Financial LLC (11.3M shares), AlTi Global, Inc. (5.81M shares), Valmark Advisers, Inc. (5.68M shares), CWM, LLC (4.81M shares), MORGAN STANLEY (3.09M shares), HighTower Advisors, LLC (2.56M shares), RFG Advisory, LLC (1.56M shares), and BANK OF AMERICA CORP /DE/ (1.46M shares).
This table shows the top 561 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.