Q1 2015 13F Holders as of 3/31/2015
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Type / Class
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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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7.46M
-
Shares change
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+750K
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Total reported value, excl. options
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$258M
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Value change
-
+$26M
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Number of buys
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27
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Number of sells
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-19
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Price
-
$34.54
Significant Holders of SPDR SER TR - PORTFOLIO INTRMD (SPIB) as of Q1 2015
56 filings reported holding SPIB - SPDR SER TR - PORTFOLIO INTRMD as of Q1 2015.
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 7.46M shares
.
Largest 10 shareholders include UBS Group AG (3.43M shares), WELLS FARGO & COMPANY/MN (773K shares), MORGAN STANLEY (766K shares), CURIAN CAPITAL LLC (422K shares), Charles Schwab Investment Advisory, Inc. (319K shares), Crestwood Advisors LLC (237K shares), BANK OF AMERICA CORP /DE/ (226K shares), CONFLUENCE INVESTMENT MANAGEMENT LLC (208K shares), STRATEGY ASSET MANAGERS LLC (139K shares), and CREDIT SUISSE AG/ (73.7K 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.