Q4 2018 13F Holders as of 31 Dec 2018
-
Type / Class
-
Equity / PORTFLI INTRMDIT
-
Number of holders
-
72
-
Total 13F shares, excl. options
-
5,898,234
-
Shares change
-
-374,306
-
Total reported value, excl. options
-
$351,039,337
-
Value change
-
-$21,323,559
-
Number of buys
-
32
-
Number of sells
-
-34
-
Price
-
$59.55
Significant Holders of SPDR SERIES TRUST - PORTFLI INTRMDIT (SPTI) as of Q4 2018
80 filings reported holding SPTI - SPDR SERIES TRUST - PORTFLI INTRMDIT as of Q4 2018.
SPDR SERIES TRUST - PORTFLI INTRMDIT (SPTI) has 72 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5,898,234 shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (1,848,817 shares), STEPHENS GROUP ASSET MANAGEMENT, LLC (545,273 shares), STEPHENS INC /AR/ (544,436 shares), BANK OF AMERICA CORP /DE/ (315,623 shares), JPMORGAN CHASE & CO (276,835 shares), UBS Group AG (209,554 shares), ENVESTNET ASSET MANAGEMENT INC (199,084 shares), Legacy Private Trust Co. (195,652 shares), ROYAL BANK OF CANADA (154,686 shares), and Willow Creek Wealth Management Inc. (140,507 shares).
This table shows the top 72 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.