Q2 2023 13F Holders as of 6/30/2023
-
Type / Class
-
Equity / PORTFOLIO INTRMD
-
Number of holders
-
402
-
Total shares
-
144M
-
Shares change
-
+5.18M
-
Total reported value, excl. options
-
$4.62B
-
Value change
-
+$166M
-
Number of buys
-
203
-
Number of sells
-
-164
-
Price
-
$32.11
Significant Holders of SPDR SER TR - PORTFOLIO INTRMD (SPIB) as of Q2 2023
401 filings reported holding SPIB - SPDR SER TR - PORTFOLIO INTRMD as of Q2 2023.
SPDR SER TR - PORTFOLIO INTRMD (SPIB) has 402 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 144M shares
.
Largest 10 shareholders include CHARLES SCHWAB INVESTMENT MANAGEMENT INC (21.2M shares), LPL Financial LLC (11.2M shares), ENVESTNET ASSET MANAGEMENT INC (7.11M shares), Creative Planning (6.78M shares), Charles Schwab Investment Advisory, Inc. (6.2M shares), TD AMERITRADE INVESTMENT MANAGEMENT, LLC (5.73M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (5.32M shares), D.A. DAVIDSON & CO. (4.36M shares), BANK OF AMERICA CORP /DE/ (3.33M shares), and Squarepoint Ops LLC (3.25M shares).
This table shows the top 402 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.