Q4 2016 13F Holders as of 31 Dec 2016
-
Type / Class
-
Equity / PRTFLO S&P500 GW
-
Number of holders
-
67
-
Total 13F shares, excl. options
-
2,793,801
-
Shares change
-
-137,521
-
Total reported value, excl. options
-
$294,760,429
-
Value change
-
-$14,352,705
-
Number of buys
-
32
-
Number of sells
-
-31
-
Price
-
$105.33
Significant Holders of SPDR SERIES TRUST - PRTFLO S&P500 GW (SPYG) as of Q4 2016
80 filings reported holding SPYG - SPDR SERIES TRUST - PRTFLO S&P500 GW as of Q4 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 2,793,801 shares
.
Largest 10 shareholders include Capital Directions Investment Advisors, LLC (681,682 shares), LPL Financial LLC (443,085 shares), JPMORGAN CHASE & CO (224,000 shares), BANK OF AMERICA CORP /DE/ (216,848 shares), MORGAN STANLEY (138,860 shares), UBS Group AG (138,744 shares), Commonwealth Equity Services, Inc (133,580 shares), RAYMOND JAMES & ASSOCIATES (86,161 shares), Thrivent Financial for Lutherans (76,424 shares), and SUSQUEHANNA INTERNATIONAL GROUP, LLP (74,981 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.