Q4 2024 13F Holders as of 12/31/2024
-
Type / Class
-
Equity / PORTFOLIO INTRMD
-
Number of holders
-
552
-
Total shares
-
241M
-
Shares change
-
+20.5M
-
Total reported value, excl. options
-
$7.9B
-
Value change
-
+$667M
-
Number of buys
-
329
-
Number of sells
-
-157
-
Price
-
$32.76
Significant Holders of SPDR SER TR - PORTFOLIO INTRMD (SPIB) as of Q4 2024
593 filings reported holding SPIB - SPDR SER TR - PORTFOLIO INTRMD as of Q4 2024.
SPDR SER TR - PORTFOLIO INTRMD (SPIB) has 552 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 241M shares
.
Largest 10 shareholders include CHARLES SCHWAB INVESTMENT MANAGEMENT INC (43.5M shares), LPL Financial LLC (38.3M shares), ENVESTNET ASSET MANAGEMENT INC (9.58M shares), Creative Planning (6.83M shares), MORGAN STANLEY (5.5M shares), D.A. DAVIDSON & CO. (5.17M shares), Jefferies Financial Group Inc. (5.13M shares), ASSETMARK, INC (4.86M shares), D. E. Shaw & Co., Inc. (4.23M shares), and Wealth Management Nebraska (4.16M shares).
This table shows the top 552 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.