Q4 2018 13F Holders as of 31 Dec 2018
-
Type / Class
-
Equity / PORTFOLIO S&P400
-
Number of holders
-
175
-
Total 13F shares, excl. options
-
21,459,907
-
Shares change
-
+2,606,973
-
Total reported value, excl. options
-
$634,615,778
-
Value change
-
+$69,511,064
-
Number of buys
-
110
-
Number of sells
-
-60
-
Price
-
$29.42
Significant Holders of SPDR SERIES TRUST - PORTFOLIO S&P400 (SPMD) as of Q4 2018
202 filings reported holding SPMD - SPDR SERIES TRUST - PORTFOLIO S&P400 as of Q4 2018.
SPDR SERIES TRUST - PORTFOLIO S&P400 (SPMD) has 175 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 21,459,907 shares
.
Largest 10 shareholders include Creative Planning (9,371,690 shares), Stadion Money Management, LLC (2,402,288 shares), WADDELL & ASSOCIATES, LLC (439,860 shares), WALLER FINANCIAL PLANNING GROUP, INC (424,321 shares), Advisory Alpha, LLC (392,129 shares), AMERIPRISE FINANCIAL INC (383,587 shares), MORGAN STANLEY (369,040 shares), BLAIR WILLIAM & CO/IL (290,985 shares), Peterson Wealth Advisors, LLC (290,315 shares), and RAYMOND JAMES & ASSOCIATES (283,190 shares).
This table shows the top 175 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.