Q1 2015 13F Holders as of 3/31/2015
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Type / Class
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Equity / PRTFLO S&P500 GW
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Number of holders
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54
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Total shares
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2.34M
-
Shares change
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-40.4K
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Total reported value, excl. options
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$232M
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Value change
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-$3.96M
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Number of buys
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28
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Number of sells
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-19
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Price
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$98.60
Significant Holders of SPDR SER TR - PRTFLO S&P500 GW (SPYG) as of Q1 2015
54 filings reported holding SPYG - SPDR SER TR - PRTFLO S&P500 GW as of Q1 2015.
SPDR SER TR - PRTFLO S&P500 GW (SPYG) has 54 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.34M shares
.
Largest 10 shareholders include Capital Directions Investment Advisors, LLC (911K shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (278K shares), ENVESTNET ASSET MANAGEMENT INC (277K shares), LPL Financial LLC (211K shares), MORGAN STANLEY (116K shares), Commonwealth Equity Services, Inc (76.6K shares), BANK OF AMERICA CORP /DE/ (56.3K shares), UBS Group AG (55.1K shares), Starfire Investment Advisers, Inc. (50.2K shares), and WELLS FARGO & COMPANY/MN (40.9K shares).
This table shows the top 54 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.