SPDR SERIES TRUST SPMD
PORTFOLIO S&P400 · ETP · CUSIP 78464A847
381
institutional holders
101.5m
shares reported held*
$3.9bnreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $38.59. Options: 1 managers hold calls ($248.0k notional), 0 hold puts (—).
Biggest calls
| Paladin Advisory Group, LLC | — | $248.0k6.4k shares |
Biggest puts
| None |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| Creative Planning 3.23% of their portfolio | 48.4m $1.9bn | — |
| LPL Financial LLC 0.32% of their portfolio | 8.7m $335.6m | — |
| Valmark Advisers, Inc. 5.59% of their portfolio | 7.2m $278.0m | — |
| TIEDEMANN ADVISORS, LLC 15.98% of their portfolio | 6.8m $263.6m | — |
| OSAIC HOLDINGS, INC. 0.15% of their portfolio | 1.7m $64.2m | — |
| MORGAN STANLEY 0.01% of their portfolio | 1.1m $44.2m | — |
| Private Advisor Group, LLC 0.45% of their portfolio | 1.0m $39.4m | — |
| Koss-Olinger Consulting, LLC 5.92% of their portfolio | 903.2k $34.8m | — |
| RFG Advisory, LLC 2.10% of their portfolio | 866.9k $36.9m | — |
| WALLER FINANCIAL PLANNING GROUP, INC 9.35% of their portfolio | 793.0k $30.6m | — |
| Cornerstone Wealth Management, LLC 3.35% of their portfolio | 779.5k $30.1m | — |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 739.3k $28.5m | — |
| HighTower Advisors, LLC 0.07% of their portfolio | 690.9k $26.6m | — |
| ASSETMARK, INC 0.11% of their portfolio | 600.2k $23.1m | — |
| CFS Investment Advisory Services, LLC 0.14% of their portfolio | 596.0k $596.0k | — |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 575.6k $22.2m | — |
| Good Life Advisors, LLC 3.22% of their portfolio | 565.7k $21.8m | — |
| Peterson Wealth Advisors, LLC 6.93% of their portfolio | 535.2k $20.6m | — |
| Wealthcare Advisory Partners LLC 1.10% of their portfolio | 500.4k $19.3m | — |
| UBS Group AG 0.01% of their portfolio | 402.6k $15.5m | — |
| Atlas Private Wealth Advisors 8.77% of their portfolio | 378.8k $14.6m | — |
| GREAT VALLEY ADVISOR GROUP, INC. 0.75% of their portfolio | 347.2k $13.4m | — |
| CAPTRUST FINANCIAL ADVISORS 0.07% of their portfolio | 333.3k $12.9m | — |
| Financial Strategies Group, Inc. 5.66% of their portfolio | 324.0k $12.5m | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio | 321.6k $12.4m | — |
| MML INVESTORS SERVICES, LLC 0.09% of their portfolio | 318.3k $12.3m | — |
| IFP Advisors, Inc 0.65% of their portfolio | 299.8k $25.1m | — |
| Western Wealth Management, LLC 0.64% of their portfolio | 289.7k $11.2m | — |
| Measured Wealth Private Client Group, LLC 4.92% of their portfolio | 289.1k $11.1m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio | 263.8k $10.2m | — |
| AlphaStar Capital Management, LLC 1.09% of their portfolio | 262.4k $10.1m | — |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 256.6k $9.9m | — |
| MONETA GROUP INVESTMENT ADVISORS LLC 0.36% of their portfolio | 244.3k $9.4m | — |
| CAHABA WEALTH MANAGEMENT, INC. 1.24% of their portfolio | 232.5k $9.0m | — |
| Windsor Capital Management, LLC 3.34% of their portfolio | 231.9k $8.9m | — |
| Equitable Holdings, Inc. 0.17% of their portfolio | 231.1k $8.9m | — |
| Wealthspire Advisors, LLC 0.18% of their portfolio | 228.3k $8.8m | — |
| Retirement Planning Group, LLC 1.09% of their portfolio | 224.6k $8.7m | — |
| RETIREMENT INCOME SOLUTIONS, INC 3.11% of their portfolio | 223.0k $8.7m | — |
| Advisory Alpha, LLC 0.65% of their portfolio | 221.7k $8.5m | — |
| RESTON WEALTH MANAGEMENT LLC 5.02% of their portfolio | 218.8k $8.4m | — |
| New Perspectives, Inc 7.08% of their portfolio | 213.4k $8.2m | — |
| M Holdings Securities, Inc. 0.90% of their portfolio | 210.3k $8.1m | — |
| Advance Capital Management, Inc. 0.99% of their portfolio | 209.5k $8.1m | — |
| Beacon Pointe Advisors, LLC 0.18% of their portfolio | 204.7k $7.9m | — |
| Cetera Advisor Networks LLC 0.10% of their portfolio | 202.1k $7.8m | — |
| OneDigital Investment Advisors LLC 0.29% of their portfolio | 201.9k $7.8m | — |
| CGN Advisors LLC 1.93% of their portfolio | 200.0k $7.7m | — |
| Capital Investment Advisory Services, LLC 0.99% of their portfolio | 197.8k $7.6m | — |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 194.2k $7.5m | — |
| TOWNSQUARE CAPITAL LLC 0.21% of their portfolio | 186.8k $7.2m | — |
| StrategIQ Financial Group, LLC 0.91% of their portfolio | 185.1k $7.1m | — |
| ST GERMAIN D J CO INC 0.47% of their portfolio | 179.1k $7.1m | — |
| TPG Financial Advisors, LLC 4.15% of their portfolio | 175.1k $6.8m | — |
| Veritable, L.P. 0.13% of their portfolio | 174.5k $6.7m | — |
| Bridgeworth, LLC 1.51% of their portfolio | 169.6k $6.5m | — |
| Montz Harcus Wealth Management LLC 7.15% of their portfolio | 168.4k $6.5m | — |
| WRAPMANAGER INC 2.07% of their portfolio | 159.2k $6.1m | — |
| Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio | 157.7k $6.1m | — |
| Allworth Financial LP 0.08% of their portfolio | 156.4k $6.0m | — |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC 0.25% of their portfolio | 149.6k $5.8m | — |
| Stratos Wealth Partners, LTD. 0.16% of their portfolio | 147.2k $5.7m | — |
| Moisand Fitzgerald Tamayo, LLC 1.55% of their portfolio | 146.4k $5.6m | — |
| KWB Wealth 1.07% of their portfolio | 138.9k $5.4m | — |
| WBH ADVISORY INC 0.77% of their portfolio | 137.9k $5.3m | — |
| ARQ WEALTH ADVISORS, LLC 4.05% of their portfolio | 135.9k $5.2m | — |
| Wealthquest Corp 0.73% of their portfolio | 135.2k $5.2m | — |
| PSI Advisors, LLC 2.68% of their portfolio | 132.5k $5.1m | — |
| DEBUSSY CAPITAL MANAGEMENT LP 1.42% of their portfolio | 132.4k $5.2m | — |
| Capital Analysts, LLC 0.34% of their portfolio | 128.9k $5.0m | — |
| IAG Wealth Partners, LLC 1.62% of their portfolio | 126.2k $4.9m | — |
| Tower Research Capital LLC (TRC) 0.08% of their portfolio | 122.1k $4.7m | — |
| Global Retirement Partners, LLC 0.39% of their portfolio | 120.6k $5.1m | — |
| Financial Advocates Investment Management 0.40% of their portfolio | 119.2k $4.6m | — |
| IHT Wealth Management, LLC 0.33% of their portfolio | 113.3k $4.4m | — |
| Geneos Wealth Management Inc. 0.30% of their portfolio | 111.8k $4.3m | — |
| PARK AVENUE SECURITIES LLC 0.08% of their portfolio | 104.4k $4.0m | — |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 103.0k $4.0m | — |
| Grey Ledge Advisors, LLC 1.42% of their portfolio | 101.5k $3.9m | — |
| Leicht Financial Planning & Wealth Management, Inc. 2.75% of their portfolio | 99.6k $3.8m | — |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 99.5k $3.8m | — |
| COLONY GROUP LLC 0.07% of their portfolio | 98.7k $3.8m | — |
| Resonant Capital Advisors, LLC 0.58% of their portfolio | 98.3k $3.8m | — |
| Warren Street Wealth Advisors, LLC 3.74% of their portfolio | 96.1k $3.7m | — |
| PECAUT & CO. 1.96% of their portfolio | 95.8k $3.7m | — |
| Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio | 93.4k $3.6m | — |
| JNBA Financial Advisors 0.55% of their portfolio | 91.8k $3.5m | — |
| Gerber Kawasaki Wealth & Investment Management 0.33% of their portfolio | 91.5k $3.5m | — |
| Collaborative Wealth Managment Inc. 2.47% of their portfolio | 90.5k $3.5m | — |
| Walkner Condon Financial Advisors LLC 1.12% of their portfolio | 90.1k $3.5m | — |
| Levy Wealth Management Group, LLC 1.43% of their portfolio | 86.1k $3.3m | — |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 85.3k $3.3m | — |
| NORTHERN TRUST CORP 0.00% of their portfolio | 85.2k $3.3m | — |
| Pure Financial Advisors, LLC 0.19% of their portfolio | 84.2k $3.2m | — |
| Parsec Financial Management, Inc. 0.15% of their portfolio | 80.0k $3.1m | — |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 76.9k $3.0m | — |
| SPC Financial, Inc. 0.36% of their portfolio | 75.2k $2.9m | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 74.4k $2.9m | — |
| NICOLET ADVISORY SERVICES, LLC 0.47% of their portfolio | 72.4k $2.9m | — |
| CHEMUNG CANAL TRUST CO 0.66% of their portfolio | 68.5k $2.6m | — |