Q4 2014 13F Holders as of 31 Dec 2014
-
Type / Class
-
Equity / PORTFOLIO INTRMD
-
Number of holders
-
61
-
Total 13F shares, excl. options
-
6,688,072
-
Shares change
-
+873,056
-
Total reported value, excl. options
-
$228,583,147
-
Value change
-
+$29,841,733
-
Number of buys
-
31
-
Number of sells
-
-23
-
Price
-
$34.18
Significant Holders of SPDR SERIES TRUST - PORTFOLIO INTRMD (SPIB) as of Q4 2014
72 filings reported holding SPIB - SPDR SERIES TRUST - PORTFOLIO INTRMD as of Q4 2014.
SPDR SERIES TRUST - PORTFOLIO INTRMD (SPIB) has 61 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6,688,072 shares
.
Largest 10 shareholders include UBS Group AG (3,008,167 shares), WELLS FARGO & COMPANY/MN (691,251 shares), MORGAN STANLEY (688,306 shares), CURIAN CAPITAL LLC (379,734 shares), BANK OF AMERICA CORP /DE/ (266,296 shares), Crestwood Advisors LLC (214,355 shares), CONFLUENCE INVESTMENT MANAGEMENT LLC (188,911 shares), STRATEGY ASSET MANAGERS LLC (134,424 shares), RAYMOND JAMES & ASSOCIATES (82,898 shares), and CREDIT SUISSE AG/ (73,022 shares).
This table shows the top 61 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.