Q2 2024 13F Holders as of 6/30/2024
-
Type / Class
-
Equity / PORTFOLIO INTRMD
-
Number of holders
-
484
-
Total shares
-
195M
-
Shares change
-
-12.1M
-
Total reported value, excl. options
-
$6.36B
-
Value change
-
-$397M
-
Number of buys
-
276
-
Number of sells
-
-182
-
Price
-
$32.56
Significant Holders of SPDR SER TR - PORTFOLIO INTRMD (SPIB) as of Q2 2024
filings reported holding SPIB - SPDR SER TR - PORTFOLIO INTRMD as of Q2 2024.
SPDR SER TR - PORTFOLIO INTRMD (SPIB) has 484 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 195M shares
.
Largest 10 shareholders include CHARLES SCHWAB INVESTMENT MANAGEMENT INC (43.4M shares), LPL Financial LLC (32.5M shares), ENVESTNET ASSET MANAGEMENT INC (8.82M shares), Creative Planning (7.15M shares), WELLS FARGO & COMPANY/MN (5.92M shares), D.A. DAVIDSON & CO. (4.89M shares), MORGAN STANLEY (4.3M shares), Point72 Asset Management, L.P. (3.75M shares), CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (3.32M shares), and ASSETMARK, INC (3.28M shares).
This table shows the top 484 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.