Q4 2016 13F Holders as of 31 Dec 2016
-
Type / Class
-
Equity / PRTFLO S&P500 HI
-
Number of holders
-
19
-
Total 13F shares, excl. options
-
433,769
-
Shares change
-
+311,350
-
Total reported value, excl. options
-
$15,167,000
-
Value change
-
+$10,923,835
-
Number of buys
-
15
-
Number of sells
-
-7
-
Price
-
$34.87
Significant Holders of SPDR SERIES TRUST - PRTFLO S&P500 HI (SPYD) as of Q4 2016
23 filings reported holding SPYD - SPDR SERIES TRUST - PRTFLO S&P500 HI as of Q4 2016.
SPDR SERIES TRUST - PRTFLO S&P500 HI (SPYD) has 19 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 433,769 shares
.
Largest 10 shareholders include LPL Financial LLC (139,838 shares), RAYMOND JAMES & ASSOCIATES (48,593 shares), FDx Advisors, Inc. (33,588 shares), CITADEL ADVISORS LLC (30,637 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (30,148 shares), Wellington Shields Capital Management, LLC (27,446 shares), ROYAL BANK OF CANADA (24,317 shares), UBS Group AG (23,550 shares), BANK OF AMERICA CORP /DE/ (19,879 shares), and JANE STREET GROUP, LLC (16,386 shares).
This table shows the top 19 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.