Q3 2016 13F Holders as of 30 Sep 2016
-
Type / Class
-
Equity / PORTFOLIO INTRMD
-
Number of holders
-
107
-
Total 13F shares, excl. options
-
28,679,672
-
Shares change
-
+4,049,609
-
Total reported value, excl. options
-
$1,001,072,361
-
Value change
-
+$141,372,524
-
Number of buys
-
56
-
Number of sells
-
-33
-
Price
-
$34.91
Significant Holders of SPDR SERIES TRUST - PORTFOLIO INTRMD (SPIB) as of Q3 2016
115 filings reported holding SPIB - SPDR SERIES TRUST - PORTFOLIO INTRMD as of Q3 2016.
SPDR SERIES TRUST - PORTFOLIO INTRMD (SPIB) has 107 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 28,679,672 shares
.
Largest 10 shareholders include UBS Group AG (5,862,531 shares), Charles Schwab Investment Advisory, Inc. (5,218,740 shares), STATE STREET CORP (4,454,920 shares), WELLS FARGO & COMPANY/MN (1,949,978 shares), Morningstar Investment Services LLC (1,238,811 shares), SENTINEL ASSET MANAGEMENT, INC. (935,060 shares), MISSION WEALTH MANAGEMENT, LLC (935,058 shares), ASSETMARK, INC (852,264 shares), MORGAN STANLEY (811,290 shares), and Advocacy Wealth Management Services, LLC (420,498 shares).
This table shows the top 107 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.