Q2 2014 13F Holders as of 30 Jun 2014
-
Type / Class
-
Equity / PORTFOLIO INTRMD
-
Number of holders
-
56
-
Total 13F shares, excl. options
-
5,876,772
-
Shares change
-
-992,246
-
Total reported value, excl. options
-
$202,507,417
-
Value change
-
-$34,034,786
-
Number of buys
-
24
-
Number of sells
-
-23
-
Price
-
$34.46
Significant Holders of SPDR SERIES TRUST - PORTFOLIO INTRMD (SPIB) as of Q2 2014
63 filings reported holding SPIB - SPDR SERIES TRUST - PORTFOLIO INTRMD as of Q2 2014.
SPDR SERIES TRUST - PORTFOLIO INTRMD (SPIB) has 56 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5,876,772 shares
.
Largest 10 shareholders include UBS AG (2,706,125 shares), MORGAN STANLEY (608,451 shares), CURIAN CAPITAL LLC (602,212 shares), WELLS FARGO & COMPANY/MN (355,611 shares), BANK OF AMERICA CORP /DE/ (227,241 shares), Crestwood Advisors LLC (186,704 shares), CONFLUENCE INVESTMENT MANAGEMENT LLC (167,629 shares), STRATEGY ASSET MANAGERS LLC (126,555 shares), RAYMOND JAMES & ASSOCIATES (74,464 shares), and Strategic Capital Group LLC (74,308 shares).
This table shows the top 56 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.