Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / PORTFOLIO INTRMD
-
Total 13F shares
-
761,330
-
Share change
-
-45,471
-
Total reported value
-
$24,994,459
-
Price per share
-
$32.83
-
Number of holders
-
3
-
Value change
-
-$1,492,813
-
Number of buys
-
1
-
Number of sells
-
2
Institutional Holders of SPDR SERIES TRUST - PORTFOLIO INTRMD (SPIB) as of Q4 2023
As of 31 Dec 2023,
SPDR SERIES TRUST - PORTFOLIO INTRMD (SPIB) was held by
3 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
761,330 shares.
The largest 10 holders included
CHARLES SCHWAB INVESTMENT MANAGEMENT INC, Charles Schwab Investment Advisory, Inc., LPL Financial LLC, ENVESTNET ASSET MANAGEMENT INC, Creative Planning, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, D.A. DAVIDSON & CO., WELLS FARGO & COMPANY/MN, MORGAN STANLEY, and State of New Jersey Common Pension Fund D.
This page lists
454
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| 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.