Q3 2016 13F Holders as of 30 Sep 2016
-
Type / Class
-
Equity / PRTFLO S&P500 GW
-
Number of holders
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68
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Total 13F shares, excl. options
-
2,923,250
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Shares change
-
-548,492
-
Total reported value, excl. options
-
$307,271,146
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Value change
-
-$57,728,272
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Number of buys
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36
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Number of sells
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-23
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Price
-
$105.23
Significant Holders of SPDR SERIES TRUST - PRTFLO S&P500 GW (SPYG) as of Q3 2016
72 filings reported holding SPYG - SPDR SERIES TRUST - PRTFLO S&P500 GW as of Q3 2016.
SPDR SERIES TRUST - PRTFLO S&P500 GW (SPYG) has 68 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,923,250 shares
.
Largest 10 shareholders include Capital Directions Investment Advisors, LLC (739,596 shares), STATE STREET CORP (404,412 shares), LPL Financial LLC (384,136 shares), BANK OF AMERICA CORP /DE/ (148,072 shares), UBS Group AG (143,580 shares), Commonwealth Equity Services, Inc (138,720 shares), ASSETMARK, INC (138,543 shares), MORGAN STANLEY (132,418 shares), RAYMOND JAMES & ASSOCIATES (85,478 shares), and Thrivent Financial for Lutherans (65,358 shares).
This table shows the top 68 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.