Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / PORTFOLIO INTRMD
-
Total 13F shares
-
239,667,519
-
Share change
-
+3,293,863
-
Total reported value
-
$7,965,141,804
-
Price per share
-
$33.24
-
Number of holders
-
558
-
Value change
-
+$112,383,754
-
Number of buys
-
299
-
Number of sells
-
228
Institutional Holders of SPDR SERIES TRUST - PORTFOLIO INTRMD (SPIB) as of Q1 2025
As of 31 Mar 2025,
SPDR SERIES TRUST - PORTFOLIO INTRMD (SPIB) was held by
558 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
239,667,519 shares.
The largest 10 holders included
LPL Financial LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, ENVESTNET ASSET MANAGEMENT INC, Creative Planning, D.A. DAVIDSON & CO., MORGAN STANLEY, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC, ASSETMARK, INC, WELLS FARGO & COMPANY/MN, and Wealth Management Nebraska.
This page lists
560
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| 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.