Q1 2017 13F Holders as of 31 Mar 2017
-
Type / Class
-
Equity / PRTFLO S&P500 HI
-
Total 13F shares
-
403,570
-
Share change
-
-57,152
-
Total reported value
-
$14,216,000
-
Price per share
-
$35.25
-
Number of holders
-
21
-
Value change
-
-$1,978,407
-
Number of buys
-
15
-
Number of sells
-
10
Institutional Holders of SPDR SERIES TRUST - PRTFLO S&P500 HI (SPYD) as of Q1 2017
As of 31 Mar 2017,
SPDR SERIES TRUST - PRTFLO S&P500 HI (SPYD) was held by
21 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
403,570 shares.
The largest 10 holders included
BANK OF AMERICA CORP /DE/, RAYMOND JAMES & ASSOCIATES, ROYAL BANK OF CANADA, Frontier Wealth Management LLC, UBS Group AG, Kingsview Wealth Management, LLC, LPL Financial LLC, Formidable Asset Management, LLC, FDx Advisors, Inc., and Wellington Shields Capital Management, LLC.
This page lists
21
institutional shareholders reporting positions in this security
for the Q1 2017 filing period.
| 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.