Q1 2025 13F Holders as of 3/31/2025
-
Type / Class
-
Equity / PORTFOLIO INTRMD
-
Number of holders
-
366
-
Total shares
-
167M
-
Shares change
-
-1.7M
-
Total reported value, excl. options
-
$5.54B
-
Value change
-
-$54M
-
Number of buys
-
194
-
Number of sells
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-149
-
Price
-
$33.24
Significant Holders of SPDR SER TR - PORTFOLIO INTRMD (SPIB) as of Q1 2025
392 filings reported holding SPIB - SPDR SER TR - PORTFOLIO INTRMD as of Q1 2025.
SPDR SER TR - PORTFOLIO INTRMD (SPIB) has 366 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 167M shares
.
Largest 10 shareholders include LPL Financial LLC (42.2M shares), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (41.7M shares), ENVESTNET ASSET MANAGEMENT INC (9.9M shares), D.A. DAVIDSON & CO. (5.49M shares), CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (5.04M shares), ASSETMARK, INC (4.92M shares), True Link Financial Advisors, LLC (3.39M shares), CAPITAL ADVISORS INC/OK (1.78M shares), JPMORGAN CHASE & CO (1.69M shares), and STEPHENS GROUP ASSET MANAGEMENT, LLC (1.66M shares).
This table shows the top 366 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.