Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
-
Equity / PORTFLI INTRMDIT
-
Number of holders
-
307
-
Total 13F shares, excl. options
-
143M
-
Shares change
-
+906K
-
Total reported value, excl. options
-
$4.09B
-
Value change
-
+$29.1M
-
Number of buys
-
161
-
Number of sells
-
-128
-
Price
-
$28.56
Significant Holders of SPDR SERIES TRUST - PORTFLI INTRMDIT (SPTI) as of Q4 2023
346 filings reported holding SPTI - SPDR SERIES TRUST - PORTFLI INTRMDIT as of Q4 2023.
SPDR SERIES TRUST - PORTFLI INTRMDIT (SPTI) has 307 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 143M shares
.
Largest 10 shareholders include LPL Financial LLC (28M shares), Financial Engines Advisors L.L.C. (28M shares), AMERIPRISE FINANCIAL INC (6.12M shares), Municipal Employees' Retirement System of Michigan (5.98M shares), ENVESTNET ASSET MANAGEMENT INC (4.28M shares), Merit Financial Group, LLC (4.16M shares), UBS Group AG (3.55M shares), Congress Wealth Management LLC / DE / (3.37M shares), STATE STREET CORP (3.07M shares), and Raymond James Financial Services Advisors, Inc. (2.29M shares).
This table shows the top 307 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.