Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / PORTFLI TIPS ETF
-
Total 13F shares
-
690,145
-
Share change
-
-73,296
-
Total reported value
-
$17,647,020
-
Price per share
-
$25.57
-
Number of holders
-
3
-
Value change
-
-$1,874,185
-
Number of buys
-
1
-
Number of sells
-
2
Institutional Holders of SPDR SERIES TRUST - PORTFLI TIPS ETF (SPIP) as of Q4 2023
As of 31 Dec 2023,
SPDR SERIES TRUST - PORTFLI TIPS ETF (SPIP) was held by
3 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
690,145 shares.
The largest 10 holders included
LINCOLN NATIONAL CORP, Charles Schwab Investment Advisory, Inc., STATE STREET CORP, LPL Financial LLC, BANK OF AMERICA CORP /DE/, Pure Financial Advisors, LLC, Cerity Partners LLC, GREAT VALLEY ADVISOR GROUP, INC., Stadion Money Management, LLC, and MORGAN STANLEY.
This page lists
243
institutional shareholders reporting positions in this security
for the Q4 2023 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.