Q2 2016 13F Holders as of 30 Jun 2016
-
Type / Class
-
Equity / PRTFLO S&P500 GW
-
Number of holders
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64
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Total 13F shares, excl. options
-
3,468,212
-
Shares change
-
+332,834
-
Total reported value, excl. options
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$350,293,230
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Value change
-
+$33,536,512
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Number of buys
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31
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Number of sells
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-26
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Price
-
$100.91
Significant Holders of SPDR SERIES TRUST - PRTFLO S&P500 GW (SPYG) as of Q2 2016
75 filings reported holding SPYG - SPDR SERIES TRUST - PRTFLO S&P500 GW as of Q2 2016.
SPDR SERIES TRUST - PRTFLO S&P500 GW (SPYG) has 64 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,468,212 shares
.
Largest 10 shareholders include STATE STREET CORP (884,779 shares), Capital Directions Investment Advisors, LLC (791,168 shares), LPL Financial LLC (382,482 shares), ASSETMARK, INC (291,046 shares), MORGAN STANLEY (153,491 shares), BANK OF AMERICA CORP /DE/ (143,905 shares), Commonwealth Equity Services, Inc (135,128 shares), UBS Group AG (131,747 shares), RAYMOND JAMES & ASSOCIATES (78,397 shares), and Starfire Investment Advisers, Inc. (48,768 shares).
This table shows the top 64 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.