Q4 2014 13F Holders as of 12/31/2014
-
Type / Class
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Equity / PRTFLO S&P500 GW
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Number of holders
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53
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Total shares
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2.33M
-
Shares change
-
+161K
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Total reported value, excl. options
-
$226M
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Value change
-
+$15.7M
-
Number of buys
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31
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Number of sells
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-13
-
Price
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$96.84
Significant Holders of SPDR SER TR - PRTFLO S&P500 GW (SPYG) as of Q4 2014
53 filings reported holding SPYG - SPDR SER TR - PRTFLO S&P500 GW as of Q4 2014.
SPDR SER TR - PRTFLO S&P500 GW (SPYG) has 53 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.33M shares
.
Largest 10 shareholders include Capital Directions Investment Advisors, LLC (956K shares), ENVESTNET ASSET MANAGEMENT INC (308K shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (308K shares), LPL Financial LLC (185K shares), MORGAN STANLEY (111K shares), BANK OF AMERICA CORP /DE/ (58.4K shares), UBS Group AG (54.9K shares), Commonwealth Equity Services, Inc (46.5K shares), WELLS FARGO & COMPANY/MN (34.8K shares), and State Street Corp (31.9K shares).
This table shows the top 53 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.