Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / PORTFOLIO INTRMD
-
Number of holders
-
411
-
Total 13F shares, excl. options
-
154,458,588
-
Shares change
-
+9,917,238
-
Total reported value, excl. options
-
$4,857,325,832
-
Value change
-
+$306,514,332
-
Number of buys
-
219
-
Number of sells
-
-162
-
Price
-
$31.45
Significant Holders of SPDR SERIES TRUST - PORTFOLIO INTRMD (SPIB) as of Q3 2023
451 filings reported holding SPIB - SPDR SERIES TRUST - PORTFOLIO INTRMD as of Q3 2023.
SPDR SERIES TRUST - PORTFOLIO INTRMD (SPIB) has 411 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 154,458,588 shares
.
Largest 10 shareholders include CHARLES SCHWAB INVESTMENT MANAGEMENT INC (26,430,761 shares), Charles Schwab Investment Advisory, Inc. (17,863,566 shares), LPL Financial LLC (11,963,682 shares), ENVESTNET ASSET MANAGEMENT INC (7,622,114 shares), Creative Planning (7,100,034 shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (6,320,040 shares), D.A. DAVIDSON & CO. (4,472,493 shares), WELLS FARGO & COMPANY/MN (3,984,867 shares), CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (2,830,286 shares), and BANK OF AMERICA CORP /DE/ (2,522,410 shares).
This table shows the top 411 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.