Q1 2023 13F Holders as of 3/31/2023
-
Type / Class
-
Equity / PORTFOLIO INTRMD
-
Number of holders
-
391
-
Total shares
-
137M
-
Shares change
-
+6.6M
-
Total reported value, excl. options
-
$4.45B
-
Value change
-
+$216M
-
Put/Call ratio
-
0
-
Number of buys
-
193
-
Number of sells
-
-176
-
Price
-
$32.49
Significant Holders of SPDR SER TR - PORTFOLIO INTRMD (SPIB) as of Q1 2023
386 filings reported holding SPIB - SPDR SER TR - PORTFOLIO INTRMD as of Q1 2023.
SPDR SER TR - PORTFOLIO INTRMD (SPIB) has 391 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 137M shares
.
Largest 10 shareholders include CHARLES SCHWAB INVESTMENT MANAGEMENT INC (21.2M shares), LPL Financial LLC (10.3M shares), Creative Planning (6.95M shares), ENVESTNET ASSET MANAGEMENT INC (6.92M shares), TD AMERITRADE INVESTMENT MANAGEMENT, LLC (6.05M shares), Charles Schwab Investment Advisory, Inc. (5.7M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (4.38M shares), D.A. DAVIDSON & CO. (4.23M shares), MORGAN STANLEY (4M shares), and Allianz Investment Management U.S. LLC (3.44M shares).
This table shows the top 391 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.