Q1 2024 13F Holders as of 3/31/2024
-
Type / Class
-
Equity / PORTFLI INTRMDIT
-
Number of holders
-
306
-
Total 13F shares, excl. options
-
174M
-
Shares change
-
+32.3M
-
Total reported value, excl. options
-
$4.9B
-
Value change
-
+$910M
-
Number of buys
-
170
-
Number of sells
-
-140
-
Price
-
$28.18
Significant Holders of SPDR SERIES TRUST - PORTFLI INTRMDIT (SPTI) as of Q1 2024
347 filings reported holding SPTI - SPDR SERIES TRUST - PORTFLI INTRMDIT as of Q1 2024.
SPDR SERIES TRUST - PORTFLI INTRMDIT (SPTI) has 306 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 174M shares
.
Largest 10 shareholders include LPL Financial LLC (32.2M shares), Financial Engines Advisors L.L.C. (29.2M shares), Municipal Employees' Retirement System of Michigan (26.4M shares), AMERIPRISE FINANCIAL INC (6.55M shares), Merit Financial Group, LLC (5.1M shares), ENVESTNET ASSET MANAGEMENT INC (4.58M shares), UBS Group AG (4.1M shares), Congress Wealth Management LLC / DE / (3.51M shares), GLOBALT Investments LLC / GA (3.47M shares), and STATE STREET CORP (2.72M shares).
This table shows the top 306 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.