Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
-
Equity / PORTFOLIO INTRMD
-
Number of holders
-
445
-
Total shares
-
172M
-
Shares change
-
+12.6M
-
Total reported value, excl. options
-
$5.66B
-
Value change
-
+$414M
-
Number of buys
-
218
-
Number of sells
-
-179
-
Price
-
$32.83
Significant Holders of SPDR SER TR - PORTFOLIO INTRMD (SPIB) as of Q4 2023
441 filings reported holding SPIB - SPDR SER TR - PORTFOLIO INTRMD as of Q4 2023.
SPDR SER TR - PORTFOLIO INTRMD (SPIB) has 445 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 172M shares
.
Largest 10 shareholders include CHARLES SCHWAB INVESTMENT MANAGEMENT INC (31.1M shares), Charles Schwab Investment Advisory, Inc. (12.9M shares), LPL Financial LLC (12.5M shares), ENVESTNET ASSET MANAGEMENT INC (7.7M shares), Creative Planning (7.29M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (6.96M shares), D.A. DAVIDSON & CO. (4.54M shares), WELLS FARGO & COMPANY/MN (4.29M shares), MORGAN STANLEY (3.11M shares), and State of New Jersey Common Pension Fund D (3.04M shares).
This table shows the top 445 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.