Q4 2016 13F Holders as of 31 Dec 2016
-
Type / Class
-
Equity / PORTFOLIO INTRMD
-
Number of holders
-
121
-
Total 13F shares, excl. options
-
34,234,366
-
Shares change
-
+5,222,864
-
Total reported value, excl. options
-
$1,160,964,849
-
Value change
-
+$176,528,804
-
Number of buys
-
68
-
Number of sells
-
-38
-
Price
-
$33.91
Significant Holders of SPDR SERIES TRUST - PORTFOLIO INTRMD (SPIB) as of Q4 2016
134 filings reported holding SPIB - SPDR SERIES TRUST - PORTFOLIO INTRMD as of Q4 2016.
SPDR SERIES TRUST - PORTFOLIO INTRMD (SPIB) has 121 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 34,234,366 shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (6,423,871 shares), UBS Group AG (5,999,495 shares), STATE STREET CORP (5,309,385 shares), WELLS FARGO & COMPANY/MN (2,557,326 shares), Morningstar Investment Services LLC (1,322,532 shares), MISSION WEALTH MANAGEMENT, LLC (1,008,517 shares), MORGAN STANLEY (1,001,589 shares), SENTINEL ASSET MANAGEMENT, INC. (935,060 shares), ASSETMARK, INC (858,095 shares), and ALPS ADVISORS INC (840,858 shares).
This table shows the top 121 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.