Q3 2024 13F Holders as of 9/30/2024
-
Type / Class
-
Equity / PORTFOLIO INTRMD
-
Number of holders
-
492
-
Total shares
-
213M
-
Shares change
-
+16.2M
-
Total reported value, excl. options
-
$7.17B
-
Value change
-
+$547M
-
Number of buys
-
299
-
Number of sells
-
-160
-
Price
-
$33.71
Significant Holders of SPDR SER TR - PORTFOLIO INTRMD (SPIB) as of Q3 2024
filings reported holding SPIB - SPDR SER TR - PORTFOLIO INTRMD as of Q3 2024.
SPDR SER TR - PORTFOLIO INTRMD (SPIB) has 492 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 213M shares
.
Largest 10 shareholders include CHARLES SCHWAB INVESTMENT MANAGEMENT INC (44.6M shares), LPL Financial LLC (35M shares), ENVESTNET ASSET MANAGEMENT INC (10.1M shares), Creative Planning (6.93M shares), WELLS FARGO & COMPANY/MN (5.05M shares), D.A. DAVIDSON & CO. (4.95M shares), MORGAN STANLEY (4.89M shares), Point72 Asset Management, L.P. (3.95M shares), CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (3.63M shares), and ASSETMARK, INC (3.36M shares).
This table shows the top 492 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.