Q1 2014 13F Holders as of 3/31/2014
-
Type / Class
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Equity / PRTFLO S&P500 GW
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Number of holders
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40
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Total shares
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1.73M
-
Shares change
-
+133K
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Total reported value, excl. options
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$150M
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Value change
-
+$11.6M
-
Number of buys
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17
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Number of sells
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-16
-
Price
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$86.34
Significant Holders of SPDR SER TR - PRTFLO S&P500 GW (SPYG) as of Q1 2014
40 filings reported holding SPYG - SPDR SER TR - PRTFLO S&P500 GW as of Q1 2014.
SPDR SER TR - PRTFLO S&P500 GW (SPYG) has 40 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.73M shares
.
Largest 10 shareholders include Capital Directions Investment Advisors, LLC (946K shares), LPL Financial LLC (186K shares), State Street Corp (116K shares), MORGAN STANLEY (101K shares), Commonwealth Equity Services, Inc (45.5K shares), ENVESTNET ASSET MANAGEMENT INC (40.7K shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (39.5K shares), UBS AG (32.8K shares), SG Americas Securities, LLC (30.1K shares), and ROYAL BANK OF CANADA (28.6K shares).
This table shows the top 40 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.