Q2 2024 13F Holders as of 6/30/2024
-
Type / Class
-
Equity / PORTFOLIO S&P400
-
Number of holders
-
575
-
Total shares
-
168M
-
Shares change
-
+8.07M
-
Total reported value, excl. options
-
$8.64B
-
Value change
-
+$413M
-
Put/Call ratio
-
3
-
Number of buys
-
304
-
Number of sells
-
-214
-
Price
-
$51.30
Significant Holders of SPDR SER TR - PORTFOLIO S&P400 (SPMD) as of Q2 2024
filings reported holding SPMD - SPDR SER TR - PORTFOLIO S&P400 as of Q2 2024.
SPDR SER TR - PORTFOLIO S&P400 (SPMD) has 575 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 168M shares
.
Largest 10 shareholders include Creative Planning (69.8M shares), Betterment LLC (16.3M shares), LPL Financial LLC (12.4M shares), AlTi Global, Inc. (5.8M shares), Valmark Advisers, Inc. (5.7M shares), CWM, LLC (5.11M shares), HighTower Advisors, LLC (2.63M shares), MORGAN STANLEY (2.01M shares), RFG Advisory, LLC (1.52M shares), and Savant Capital, LLC (1.47M shares).
This table shows the top 575 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.