Q4 2024 13F Holders as of 12/31/2024
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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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672
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Total shares
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195M
-
Shares change
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+15M
-
Total reported value, excl. options
-
$10.7B
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Value change
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+$825M
-
Number of buys
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348
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Number of sells
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-231
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Price
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$54.69
Significant Holders of SPDR SER TR - PORTFOLIO S&P400 (SPMD) as of Q4 2024
707 filings reported holding SPMD - SPDR SER TR - PORTFOLIO S&P400 as of Q4 2024.
SPDR SER TR - PORTFOLIO S&P400 (SPMD) has 672 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 195M shares
.
Largest 10 shareholders include Creative Planning (77M shares), Betterment LLC (17.9M shares), LPL Financial LLC (12.9M shares), Valmark Advisers, Inc. (6M shares), CWM, LLC (5.71M shares), AlTi Global, Inc. (5.39M shares), TEXAS PERMANENT SCHOOL FUND CORP (2.97M shares), HighTower Advisors, LLC (2.8M shares), Facet Wealth, Inc. (2.56M shares), and MORGAN STANLEY (2.23M shares).
This table shows the top 672 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.