Q3 2017 13F Holders as of 30 Sep 2017
-
Type / Class
-
Equity / PRTFLO S&P500 HI
-
Total 13F shares
-
552,251
-
Share change
-
+142,692
-
Total reported value
-
$19,874,000
-
Price per share
-
$35.99
-
Number of holders
-
30
-
Value change
-
+$5,138,285
-
Number of buys
-
19
-
Number of sells
-
9
Institutional Holders of SPDR SERIES TRUST - PRTFLO S&P500 HI (SPYD) as of Q3 2017
As of 30 Sep 2017,
SPDR SERIES TRUST - PRTFLO S&P500 HI (SPYD) was held by
30 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
552,251 shares.
The largest 10 holders included
LPL Financial LLC, AlphaStar Capital Management, LLC, BANK OF AMERICA CORP /DE/, ROYAL BANK OF CANADA, Frontier Wealth Management LLC, Kingsview Wealth Management, LLC, UBS Group AG, Formidable Asset Management, LLC, Wellington Shields Capital Management, LLC, and FDx Advisors, Inc..
This page lists
30
institutional shareholders reporting positions in this security
for the Q3 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.