Q1 2014 13F Holders as of 31 Mar 2014
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Type / Class
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Equity / PRTFLO S&P500 GW
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Number of holders
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41
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Total 13F shares, excl. options
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1,737,750
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Shares change
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+132,536
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Total reported value, excl. options
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$149,589,544
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Value change
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+$11,508,974
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Number of buys
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17
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Number of sells
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16
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Price
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$86.34
Institutional Holders of SPDR SERIES TRUST - PRTFLO S&P500 GW (SPYG) as of Q1 2014
As of 31 Mar 2014 SPDR SERIES TRUST - PRTFLO S&P500 GW (SPYG) had 41 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,737,750 shares of stock of the company.
Largest 10 holders included Capital Directions Investment Advisors, LLC, LPL Financial LLC, State Street Corp, MORGAN STANLEY, Commonwealth Equity Services, Inc, ENVESTNET ASSET MANAGEMENT INC, UNITED CAPITAL FINANCIAL ADVISERS, LLC, UBS AG, SG Americas Securities, LLC, and ROYAL BANK OF CANADA.
This table shows 41 institutional shareholders of the security as of 31 Mar 2014.
| 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.