Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / PORTFOLIO S&P400
-
Number of holders
-
546
-
Total 13F shares, excl. options
-
80,440,410
-
Shares change
-
-53,265,277
-
Total reported value, excl. options
-
$3,917,468,358
-
Value change
-
-$2,589,824,314
-
Put/Call ratio
-
0%
-
Number of buys
-
283
-
Number of sells
-
-191
-
Price
-
$48.72
Significant Holders of SPDR SERIES TRUST - PORTFOLIO S&P400 (SPMD) as of Q4 2023
578 filings reported holding SPMD - SPDR SERIES TRUST - PORTFOLIO S&P400 as of Q4 2023.
SPDR SERIES TRUST - PORTFOLIO S&P400 (SPMD) has 546 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 80,440,410 shares
.
Largest 10 shareholders include LPL Financial LLC (11,161,772 shares), AlTi Global, Inc. (5,858,060 shares), Valmark Advisers, Inc. (5,616,892 shares), CWM, LLC (4,342,267 shares), MORGAN STANLEY (2,905,994 shares), HighTower Advisors, LLC (2,553,386 shares), Bridgeworth, LLC (1,678,748 shares), RFG Advisory, LLC (1,446,894 shares), Syntegra Private Wealth Group, LLC (1,361,852 shares), and Private Advisor Group, LLC (1,161,141 shares).
This table shows the top 546 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.