Q3 2023 13F Holders as of 9/30/2023
-
Type / Class
-
Equity / PORTFOLIO INTRMD
-
Number of holders
-
403
-
Total shares
-
153M
-
Shares change
-
+15.6M
-
Total reported value, excl. options
-
$4.82B
-
Value change
-
+$490M
-
Number of buys
-
212
-
Number of sells
-
-157
-
Price
-
$31.45
Significant Holders of SPDR SER TR - PORTFOLIO INTRMD (SPIB) as of Q3 2023
400 filings reported holding SPIB - SPDR SER TR - PORTFOLIO INTRMD as of Q3 2023.
SPDR SER TR - PORTFOLIO INTRMD (SPIB) has 403 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 153M shares
.
Largest 10 shareholders include CHARLES SCHWAB INVESTMENT MANAGEMENT INC (26.4M shares), Charles Schwab Investment Advisory, Inc. (17.9M shares), LPL Financial LLC (12M shares), ENVESTNET ASSET MANAGEMENT INC (7.62M shares), Creative Planning (7.1M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (6.32M shares), D.A. DAVIDSON & CO. (4.47M shares), WELLS FARGO & COMPANY/MN (3.98M shares), CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (2.83M shares), and BANK OF AMERICA CORP /DE/ (2.52M shares).
This table shows the top 403 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.