Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / PORTFOLIO S&P400
-
Total 13F shares
-
80,785,899
-
Share change
-
+12,825,049
-
Total reported value
-
$3,698,028,845
-
Price per share
-
$45.76
-
Number of holders
-
304
-
Value change
-
+$588,434,469
-
Number of buys
-
162
-
Number of sells
-
114
Institutional Holders of SPDR SERIES TRUST - PORTFOLIO S&P400 (SPMD) as of Q1 2021
As of 31 Mar 2021,
SPDR SERIES TRUST - PORTFOLIO S&P400 (SPMD) was held by
304 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
80,785,899 shares.
The largest 10 holders included
Creative Planning, TIEDEMANN ADVISORS, LLC, Valmark Advisers, Inc., LPL Financial LLC, Horizon Investments, LLC, PFS INVESTMENTS INC., ENVESTNET ASSET MANAGEMENT INC, MORGAN STANLEY, Retirement Planning Group, and WALLER FINANCIAL PLANNING GROUP, INC.
This page lists
304
institutional shareholders reporting positions in this security
for the Q1 2021 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.