Q2 2015 13F Holders as of 30 Jun 2015
-
Type / Class
-
Equity / PRTFLO S&P500 GW
-
Number of holders
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57
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Total 13F shares, excl. options
-
2,375,588
-
Shares change
-
+39,873
-
Total reported value, excl. options
-
$234,347,438
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Value change
-
+$3,928,047
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Number of buys
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29
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Number of sells
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-15
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Price
-
$98.62
Significant Holders of SPDR SERIES TRUST - PRTFLO S&P500 GW (SPYG) as of Q2 2015
61 filings reported holding SPYG - SPDR SERIES TRUST - PRTFLO S&P500 GW as of Q2 2015.
SPDR SERIES TRUST - PRTFLO S&P500 GW (SPYG) has 57 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,375,588 shares
.
Largest 10 shareholders include Capital Directions Investment Advisors, LLC (903,576 shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (276,405 shares), ENVESTNET ASSET MANAGEMENT INC (274,365 shares), LPL Financial LLC (220,295 shares), MORGAN STANLEY (112,095 shares), Commonwealth Equity Services, Inc (90,081 shares), BANK OF AMERICA CORP /DE/ (57,212 shares), UBS Group AG (50,949 shares), Starfire Investment Advisers, Inc. (48,875 shares), and WELLS FARGO & COMPANY/MN (43,874 shares).
This table shows the top 57 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.