Q2 2015 13F Holders as of 6/30/2015
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Type / Class
-
Equity / PORTFOLIO INTRMD
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Number of holders
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66
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Total shares
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11.2M
-
Shares change
-
+3.3M
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Total reported value, excl. options
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$379M
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Value change
-
+$112M
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Number of buys
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42
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Number of sells
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-16
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Price
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$33.97
Significant Holders of SPDR SER TR - PORTFOLIO INTRMD (SPIB) as of Q2 2015
66 filings reported holding SPIB - SPDR SER TR - PORTFOLIO INTRMD as of Q2 2015.
SPDR SER TR - PORTFOLIO INTRMD (SPIB) has 66 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 11.2M shares
.
Largest 10 shareholders include UBS Group AG (3.51M shares), Charles Schwab Investment Advisory, Inc. (1.33M shares), WELLS FARGO & COMPANY/MN (1.15M shares), MORGAN STANLEY (1.02M shares), CURIAN CAPITAL LLC (449K shares), MISSION WEALTH MANAGEMENT, LLC (355K shares), BANK OF AMERICA CORP /DE/ (302K shares), Crestwood Advisors LLC (254K shares), Transamerica Financial Advisors, Inc. (245K shares), and NewSquare Capital LLC (232K shares).
This table shows the top 66 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.