Q1 2024 13F Holders as of 3/31/2024
-
Type / Class
-
Equity / PORTFOLIO INTRMD
-
Number of holders
-
476
-
Total shares
-
207M
-
Shares change
-
+34.7M
-
Total reported value, excl. options
-
$6.75B
-
Value change
-
+$1.13B
-
Number of buys
-
261
-
Number of sells
-
-186
-
Price
-
$32.69
Significant Holders of SPDR SER TR - PORTFOLIO INTRMD (SPIB) as of Q1 2024
3 filings reported holding SPIB - SPDR SER TR - PORTFOLIO INTRMD as of Q1 2024.
SPDR SER TR - PORTFOLIO INTRMD (SPIB) has 476 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 207M shares
.
Largest 10 shareholders include CHARLES SCHWAB INVESTMENT MANAGEMENT INC (30.9M shares), LPL Financial LLC (29.3M shares), GE INVESTMENT MANAGEMENT CORP. (15.8M shares), Charles Schwab Investment Advisory, Inc. (12.5M shares), WELLS FARGO & COMPANY/MN (8.52M shares), ENVESTNET ASSET MANAGEMENT INC (8.13M shares), Creative Planning (7.2M shares), D.A. DAVIDSON & CO. (4.8M shares), Point72 Asset Management, L.P. (3.83M shares), and CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (3.11M shares).
This table shows the top 476 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.