Q2 2014 13F Holders as of 30 Jun 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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48
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Total 13F shares, excl. options
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2,376,076
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Shares change
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+638,326
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Total reported value, excl. options
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$215,549,058
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Value change
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+$58,184,985
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Number of buys
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25
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Number of sells
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15
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Price
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$90.91
Institutional Holders of SPDR SERIES TRUST - PRTFLO S&P500 GW (SPYG) as of Q2 2014
As of 30 Jun 2014 SPDR SERIES TRUST - PRTFLO S&P500 GW (SPYG) had 52 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 2,376,076 shares of stock of the company.
Largest 10 holders included Capital Directions Investment Advisors, LLC, ENVESTNET ASSET MANAGEMENT INC, UNITED CAPITAL FINANCIAL ADVISERS, LLC, State Street Corp, LPL Financial LLC, ASSETMARK, INC, MORGAN STANLEY, Commonwealth Equity Services, Inc, Noven Financial Group, Inc., and UBS AG.
This table shows 52 institutional shareholders of the security as of 30 Jun 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.