Q3 2015 13F Holders as of 9/30/2015
-
Type / Class
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Equity / PRTFLO S&P500 GW
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Number of holders
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55
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Total shares
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1.21M
-
Shares change
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-243K
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Total reported value, excl. options
-
$113M
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Value change
-
-$25.8M
-
Number of buys
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24
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Number of sells
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-20
-
Price
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$93.24
Significant Holders of SPDR SER TR - PRTFLO S&P500 GW (SPYG) as of Q3 2015
55 filings reported holding SPYG - SPDR SER TR - PRTFLO S&P500 GW as of Q3 2015.
SPDR SER TR - PRTFLO S&P500 GW (SPYG) has 55 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.21M shares
.
Largest 10 shareholders include LPL Financial LLC (192K shares), BANK OF AMERICA CORP /DE/ (186K shares), MORGAN STANLEY (160K shares), GOLDMAN SACHS GROUP INC (138K shares), Commonwealth Equity Services, Inc (92.4K shares), UBS Group AG (48.5K shares), Starfire Investment Advisers, Inc. (48.3K shares), WELLS FARGO & COMPANY/MN (39.2K shares), THRIVENT FINANCIAL FOR LUTHERANS (35K shares), and Noven Financial Group, Inc. (27.5K shares).
This table shows the top 55 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.