Q2 2017 13F Holders as of 30 Jun 2017
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Type / Class
-
Equity / PRTFLO S&P500 HI
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Total 13F shares
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409,559
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Share change
-
+2,470
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Total reported value
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$14,453,000
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Price per share
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$35.30
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Number of holders
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23
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Value change
-
+$87,917
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Number of buys
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13
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Number of sells
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7
Institutional Holders of SPDR SERIES TRUST - PRTFLO S&P500 HI (SPYD) as of Q2 2017
As of 30 Jun 2017 SPDR SERIES TRUST - PRTFLO S&P500 HI (SPYD) had 23 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 409,559 shares of stock of the company.
Largest 10 holders included LPL Financial LLC, ROYAL BANK OF CANADA, BANK OF AMERICA CORP /DE/, Frontier Wealth Management LLC, Kingsview Wealth Management, LLC, UBS Group AG, Formidable Asset Management, LLC, FDx Advisors, Inc., Wellington Shields Capital Management, LLC, and Private Advisor Group, LLC.
This table shows 23 institutional shareholders of the security as of 30 Jun 2017.
| 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.