Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / PORTFOLIO SHORT
-
Number of holders
-
530
-
Total 13F shares, excl. options
-
174,253,031
-
Shares change
-
-20,734,547
-
Total reported value, excl. options
-
$5,108,812,858
-
Value change
-
-$608,963,000
-
Number of buys
-
218
-
Number of sells
-
-282
-
Price
-
$29.32
Significant Holders of SPDR SERIES TRUST - PORTFOLIO SHORT (SPSB) as of Q3 2023
590 filings reported holding SPSB - SPDR SERIES TRUST - PORTFOLIO SHORT as of Q3 2023.
SPDR SERIES TRUST - PORTFOLIO SHORT (SPSB) has 530 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 174,253,031 shares
.
Largest 10 shareholders include Creative Planning (21,102,181 shares), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (12,343,281 shares), MORGAN STANLEY (6,457,002 shares), BANK OF AMERICA CORP /DE/ (6,089,813 shares), ENVESTNET ASSET MANAGEMENT INC (5,543,718 shares), Valmark Advisers, Inc. (5,322,599 shares), LPL Financial LLC (4,554,932 shares), UBS Group AG (3,864,076 shares), Advocacy Wealth Management Services, LLC (3,559,995 shares), and Destination Wealth Management (3,524,028 shares).
This table shows the top 530 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.