Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / PORTFOLIO S&P400
-
Number of holders
-
330
-
Total 13F shares, excl. options
-
83,298,926
-
Shares change
-
+2,390,256
-
Total reported value, excl. options
-
$3,932,487,562
-
Value change
-
+$113,143,221
-
Number of buys
-
176
-
Number of sells
-
-123
-
Price
-
$47.21
Significant Holders of SPDR SERIES TRUST - PORTFOLIO S&P400 (SPMD) as of Q2 2021
346 filings reported holding SPMD - SPDR SERIES TRUST - PORTFOLIO S&P400 as of Q2 2021.
SPDR SERIES TRUST - PORTFOLIO S&P400 (SPMD) has 330 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 83,298,926 shares
.
Largest 10 shareholders include Creative Planning (34,874,536 shares), TIEDEMANN ADVISORS, LLC (7,594,115 shares), LPL Financial LLC (7,176,413 shares), Valmark Advisers, Inc. (6,672,690 shares), Horizon Investments, LLC (2,051,842 shares), ENVESTNET ASSET MANAGEMENT INC (1,568,815 shares), PFS INVESTMENTS INC. (1,037,905 shares), Retirement Planning Group (836,842 shares), WALLER FINANCIAL PLANNING GROUP, INC (755,447 shares), and OSAIC HOLDINGS, INC. (719,217 shares).
This table shows the top 330 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.