Q1 2016 13F Holders as of 3/31/2016
-
Type / Class
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Equity / PRTFLO S&P500 GW
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Number of holders
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67
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Total shares
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3.12M
-
Shares change
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+608K
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Total reported value, excl. options
-
$314M
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Value change
-
+$61.1M
-
Number of buys
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32
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Number of sells
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-24
-
Price
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$100.53
Significant Holders of SPDR SER TR - PRTFLO S&P500 GW (SPYG) as of Q1 2016
66 filings reported holding SPYG - SPDR SER TR - PRTFLO S&P500 GW as of Q1 2016.
SPDR SER TR - PRTFLO S&P500 GW (SPYG) has 67 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.12M shares
.
Largest 10 shareholders include Capital Directions Investment Advisors, LLC (891K shares), LPL Financial LLC (563K shares), STATE STREET CORP (430K shares), MORGAN STANLEY (158K shares), BANK OF AMERICA CORP /DE/ (153K shares), ASSETMARK, INC (147K shares), Commonwealth Equity Services, Inc (129K shares), UBS Group AG (72K shares), RAYMOND JAMES & ASSOCIATES (59.2K shares), and Starfire Investment Advisers, Inc. (48.3K shares).
This table shows the top 67 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.