Q1 2016 13F Holders as of 31 Mar 2016
-
Type / Class
-
Equity / PRTFLO S&P500 GW
-
Number of holders
-
67
-
Total 13F shares, excl. options
-
3,124,558
-
Shares change
-
+607,570
-
Total reported value, excl. options
-
$313,796,864
-
Value change
-
+$61,082,416
-
Number of buys
-
32
-
Number of sells
-
-24
-
Price
-
$100.53
Significant Holders of SPDR SERIES TRUST - PRTFLO S&P500 GW (SPYG) as of Q1 2016
73 filings reported holding SPYG - SPDR SERIES TRUST - PRTFLO S&P500 GW as of Q1 2016.
SPDR SERIES TRUST - PRTFLO S&P500 GW (SPYG) has 67 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,124,558 shares
.
Largest 10 shareholders include Capital Directions Investment Advisors, LLC (890,736 shares), LPL Financial LLC (563,064 shares), STATE STREET CORP (430,199 shares), MORGAN STANLEY (157,693 shares), BANK OF AMERICA CORP /DE/ (153,266 shares), ASSETMARK, INC (147,186 shares), Commonwealth Equity Services, Inc (128,576 shares), UBS Group AG (71,954 shares), RAYMOND JAMES & ASSOCIATES (59,192 shares), and Starfire Investment Advisers, Inc. (48,272 shares).
This table shows the top 67 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.