Q3 2017 13F Holders as of 30 Sep 2017
-
Type / Class
-
Equity / PRTFLO S&P500 GW
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Number of holders
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86
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Total 13F shares, excl. options
-
2,242,471
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Shares change
-
-4,903
-
Total reported value, excl. options
-
$277,900,020
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Value change
-
-$595,969
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Number of buys
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40
-
Number of sells
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-30
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Price
-
$123.92
Significant Holders of SPDR SERIES TRUST - PRTFLO S&P500 GW (SPYG) as of Q3 2017
90 filings reported holding SPYG - SPDR SERIES TRUST - PRTFLO S&P500 GW as of Q3 2017.
SPDR SERIES TRUST - PRTFLO S&P500 GW (SPYG) has 86 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,242,471 shares
.
Largest 10 shareholders include Capital Directions Investment Advisors, LLC (598,722 shares), LPL Financial LLC (229,361 shares), BANK OF AMERICA CORP /DE/ (196,762 shares), Commonwealth Equity Services, Inc (155,836 shares), MORGAN STANLEY (140,924 shares), WELLS FARGO & COMPANY/MN (128,455 shares), RAYMOND JAMES & ASSOCIATES (113,386 shares), UBS Group AG (93,648 shares), AMERIPRISE FINANCIAL INC (49,705 shares), and Starfire Investment Advisers, Inc. (49,608 shares).
This table shows the top 86 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.