Q3 2014 13F Holders as of 30 Sep 2014
-
Type / Class
-
Equity / PORTFOLIO INTRMD
-
Number of holders
-
59
-
Total 13F shares, excl. options
-
5,689,693
-
Shares change
-
-247,017
-
Total reported value, excl. options
-
$194,202,941
-
Value change
-
-$8,517,582
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Number of buys
-
27
-
Number of sells
-
-21
-
Price
-
$34.13
Significant Holders of SPDR SERIES TRUST - PORTFOLIO INTRMD (SPIB) as of Q3 2014
68 filings reported holding SPIB - SPDR SERIES TRUST - PORTFOLIO INTRMD as of Q3 2014.
SPDR SERIES TRUST - PORTFOLIO INTRMD (SPIB) has 59 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5,689,693 shares
.
Largest 10 shareholders include UBS AG (2,837,900 shares), MORGAN STANLEY (528,409 shares), CURIAN CAPITAL LLC (347,817 shares), WELLS FARGO & COMPANY/MN (333,277 shares), BANK OF AMERICA CORP /DE/ (265,667 shares), Crestwood Advisors LLC (199,404 shares), CONFLUENCE INVESTMENT MANAGEMENT LLC (179,662 shares), RAYMOND JAMES & ASSOCIATES (78,338 shares), Strategic Capital Alternatives LLC (70,069 shares), and Bluefin Trading, LLC (64,177 shares).
This table shows the top 59 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.