Q2 2016 13F Holders as of 6/30/2016
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Type / Class
-
Equity / PORTFOLIO INTRMD
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Number of holders
-
102
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Total shares
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25M
-
Shares change
-
-901K
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Total reported value, excl. options
-
$873M
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Value change
-
-$30.4M
-
Number of buys
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50
-
Number of sells
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-40
-
Price
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$34.89
Significant Holders of SPDR SER TR - PORTFOLIO INTRMD (SPIB) as of Q2 2016
102 filings reported holding SPIB - SPDR SER TR - PORTFOLIO INTRMD as of Q2 2016.
SPDR SER TR - PORTFOLIO INTRMD (SPIB) has 102 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 25M shares
.
Largest 10 shareholders include UBS Group AG (5.82M shares), Charles Schwab Investment Advisory, Inc. (3.63M shares), STATE STREET CORP (3.51M shares), WELLS FARGO & COMPANY/MN (1.83M shares), Morningstar Investment Services LLC (885K shares), MORGAN STANLEY (826K shares), MISSION WEALTH MANAGEMENT, LLC (823K shares), Invesco Ltd. (786K shares), ASSETMARK, INC (611K shares), and Sentinel Asset Management, Inc. (552K shares).
This table shows the top 102 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.