Q4 2014 13F Holders as of 31 Dec 2014
-
Type / Class
-
Equity / PRTFLO S&P500 GW
-
Total 13F shares
-
2,326,548
-
Share change
-
+161,339
-
Total reported value
-
$226,116,010
-
Price per share
-
$96.84
-
Number of holders
-
53
-
Value change
-
+$15,666,098
-
Number of buys
-
31
-
Number of sells
-
13
Institutional Holders of SPDR SERIES TRUST - PRTFLO S&P500 GW (SPYG) as of Q4 2014
As of 31 Dec 2014,
SPDR SERIES TRUST - PRTFLO S&P500 GW (SPYG) was held by
53 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,326,548 shares.
The largest 10 holders included
Capital Directions Investment Advisors, LLC, ENVESTNET ASSET MANAGEMENT INC, UNITED CAPITAL FINANCIAL ADVISERS, LLC, LPL Financial LLC, MORGAN STANLEY, BANK OF AMERICA CORP /DE/, UBS Group AG, Commonwealth Equity Services, Inc, WELLS FARGO & COMPANY/MN, and State Street Corp.
This page lists
53
institutional shareholders reporting positions in this security
for the Q4 2014 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.