Q1 2016 13F Holders as of 31 Mar 2016
-
Type / Class
-
Equity / PRTFLO S&P500 GW
-
Total 13F shares
-
3,124,558
-
Share change
-
+607,570
-
Total reported value
-
$313,796,864
-
Price per share
-
$100.53
-
Number of holders
-
67
-
Value change
-
+$61,082,414
-
Number of buys
-
32
-
Number of sells
-
24
Institutional Holders of SPDR SERIES TRUST - PRTFLO S&P500 GW (SPYG) as of Q1 2016
As of 31 Mar 2016,
SPDR SERIES TRUST - PRTFLO S&P500 GW (SPYG) was held by
67 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,124,558 shares.
The largest 10 holders included
Capital Directions Investment Advisors, LLC, LPL Financial LLC, STATE STREET CORP, MORGAN STANLEY, BANK OF AMERICA CORP /DE/, ASSETMARK, INC, Commonwealth Equity Services, Inc, UBS Group AG, RAYMOND JAMES & ASSOCIATES, and Starfire Investment Advisers, Inc..
This page lists
67
institutional shareholders reporting positions in this security
for the Q1 2016 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.