Q2 2014 13F Holders as of 6/30/2014
-
Type / Class
-
Equity / PORTFOLIO INTRMD
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Number of holders
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56
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Total shares
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5.88M
-
Shares change
-
-893K
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Total reported value, excl. options
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$203M
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Value change
-
-$30.6M
-
Number of buys
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24
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Number of sells
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-22
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Price
-
$34.46
Significant Holders of SPDR SER TR - PORTFOLIO INTRMD (SPIB) as of Q2 2014
56 filings reported holding SPIB - SPDR SER TR - PORTFOLIO INTRMD as of Q2 2014.
SPDR SER TR - PORTFOLIO INTRMD (SPIB) has 56 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.88M shares
.
Largest 10 shareholders include UBS AG (2.71M shares), MORGAN STANLEY (608K shares), CURIAN CAPITAL LLC (602K shares), WELLS FARGO & COMPANY/MN (356K shares), BANK OF AMERICA CORP /DE/ (227K shares), Crestwood Advisors LLC (187K shares), CONFLUENCE INVESTMENT MANAGEMENT LLC (168K shares), STRATEGY ASSET MANAGERS LLC (127K shares), RAYMOND JAMES & ASSOCIATES (74.5K shares), and Strategic Capital Group LLC (74.3K shares).
This table shows the top 56 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.