Q1 2015 13F Holders as of 31 Mar 2015
-
Type / Class
-
Equity / PRTFLO S&P500 GW
-
Total 13F shares
-
2,335,660
-
Share change
-
-40,406
-
Total reported value
-
$231,537,736
-
Price per share
-
$98.60
-
Number of holders
-
54
-
Value change
-
-$3,955,126
-
Number of buys
-
28
-
Number of sells
-
19
Institutional Holders of SPDR SERIES TRUST - PRTFLO S&P500 GW (SPYG) as of Q1 2015
As of 31 Mar 2015,
SPDR SERIES TRUST - PRTFLO S&P500 GW (SPYG) was held by
54 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,335,660 shares.
The largest 10 holders included
Capital Directions Investment Advisors, LLC, UNITED CAPITAL FINANCIAL ADVISERS, LLC, ENVESTNET ASSET MANAGEMENT INC, LPL Financial LLC, MORGAN STANLEY, Commonwealth Equity Services, Inc, BANK OF AMERICA CORP /DE/, UBS Group AG, Starfire Investment Advisers, Inc., and WELLS FARGO & COMPANY/MN.
This page lists
54
institutional shareholders reporting positions in this security
for the Q1 2015 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.