Q1 2025 13F Holders as of 3/31/2025
-
Type / Class
-
Equity / PORTFOLIO S&P400
-
Number of holders
-
459
-
Total shares
-
72.4M
-
Shares change
-
+4.08M
-
Total reported value, excl. options
-
$3.7B
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Value change
-
+$205M
-
Number of buys
-
263
-
Number of sells
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-179
-
Price
-
$51.18
Significant Holders of SPDR SER TR - PORTFOLIO S&P400 (SPMD) as of Q1 2025
500 filings reported holding SPMD - SPDR SER TR - PORTFOLIO S&P400 as of Q1 2025.
SPDR SER TR - PORTFOLIO S&P400 (SPMD) has 459 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 72.4M shares
.
Largest 10 shareholders include LPL Financial LLC (13.1M shares), CWM, LLC (6.58M shares), Valmark Advisers, Inc. (6.37M shares), Facet Wealth, Inc. (2.47M shares), ENVESTNET ASSET MANAGEMENT INC (2.14M shares), RFG Advisory, LLC (1.9M shares), Atlas Private Wealth Advisors (1.47M shares), GOLDMAN SACHS GROUP INC (1.44M shares), Private Advisor Group, LLC (1.17M shares), and Cornerstone Wealth Management, LLC (1.04M shares).
This table shows the top 459 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.