Q3 2015 13F Holders as of 9/30/2015
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Type / Class
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Equity / PORTFOLIO INTRMD
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Number of holders
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76
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Total shares
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14.1M
-
Shares change
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+2.94M
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Total reported value, excl. options
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$479M
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Value change
-
+$100M
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Number of buys
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50
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Number of sells
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-16
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Price
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$33.95
Significant Holders of SPDR SER TR - PORTFOLIO INTRMD (SPIB) as of Q3 2015
76 filings reported holding SPIB - SPDR SER TR - PORTFOLIO INTRMD as of Q3 2015.
SPDR SER TR - PORTFOLIO INTRMD (SPIB) has 76 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 14.1M shares
.
Largest 10 shareholders include UBS Group AG (3.67M shares), Charles Schwab Investment Advisory, Inc. (1.96M shares), STATE STREET CORP (1.49M shares), WELLS FARGO & COMPANY/MN (1.17M shares), MORGAN STANLEY (1.03M shares), MISSION WEALTH MANAGEMENT, LLC (365K shares), Transamerica Financial Advisors, Inc. (362K shares), NewSquare Capital LLC (360K shares), CURIAN CAPITAL LLC (346K shares), and BANK OF AMERICA CORP /DE/ (335K shares).
This table shows the top 76 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.