Q4 2020 13F Holders as of 31 Dec 2020
-
Type / Class
-
Equity / PORTFOLIO S&P400
-
Total 13F shares
-
67,516,942
-
Share change
-
+2,671,693
-
Total reported value
-
$2,730,214,698
-
Price per share
-
$40.40
-
Number of holders
-
271
-
Value change
-
+$113,145,145
-
Number of buys
-
127
-
Number of sells
-
99
Institutional Holders of SPDR SERIES TRUST - PORTFOLIO S&P400 (SPMD) as of Q4 2020
As of 31 Dec 2020,
SPDR SERIES TRUST - PORTFOLIO S&P400 (SPMD) was held by
271 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
67,516,942 shares.
The largest 10 holders included
Creative Planning, TIEDEMANN ADVISORS, LLC, Valmark Advisers, Inc., LPL Financial LLC, ENVESTNET ASSET MANAGEMENT INC, WELLS FARGO & COMPANY/MN, Retirement Planning Group, MORGAN STANLEY, WALLER FINANCIAL PLANNING GROUP, INC, and Private Advisor Group, LLC.
This page lists
271
institutional shareholders reporting positions in this security
for the Q4 2020 filing period.
| 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.