Q2 2016 13F Holders as of 6/30/2016
-
Type / Class
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Equity / PRTFLO S&P500 GW
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Number of holders
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64
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Total shares
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3.47M
-
Shares change
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+333K
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Total reported value, excl. options
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$350M
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Value change
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+$33.5M
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Number of buys
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31
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Number of sells
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-26
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Price
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$100.91
Significant Holders of SPDR SER TR - PRTFLO S&P500 GW (SPYG) as of Q2 2016
64 filings reported holding SPYG - SPDR SER TR - PRTFLO S&P500 GW as of Q2 2016.
SPDR SER TR - PRTFLO S&P500 GW (SPYG) has 64 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.47M shares
.
Largest 10 shareholders include STATE STREET CORP (885K shares), Capital Directions Investment Advisors, LLC (791K shares), LPL Financial LLC (382K shares), ASSETMARK, INC (291K shares), MORGAN STANLEY (153K shares), BANK OF AMERICA CORP /DE/ (144K shares), Commonwealth Equity Services, Inc (135K shares), UBS Group AG (132K shares), RAYMOND JAMES & ASSOCIATES (78.4K shares), and Starfire Investment Advisers, Inc. (48.8K shares).
This table shows the top 64 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.