Q3 2016 13F Holders as of 9/30/2016
-
Type / Class
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Equity / PRTFLO S&P500 GW
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Number of holders
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68
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Total shares
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2.92M
-
Shares change
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-548K
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Total reported value, excl. options
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$307M
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Value change
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-$57.7M
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Number of buys
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36
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Number of sells
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-23
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Price
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$105.23
Significant Holders of SPDR SER TR - PRTFLO S&P500 GW (SPYG) as of Q3 2016
68 filings reported holding SPYG - SPDR SER TR - PRTFLO S&P500 GW as of Q3 2016.
SPDR SER TR - PRTFLO S&P500 GW (SPYG) has 68 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.92M shares
.
Largest 10 shareholders include Capital Directions Investment Advisors, LLC (740K shares), STATE STREET CORP (404K shares), LPL Financial LLC (384K shares), BANK OF AMERICA CORP /DE/ (148K shares), UBS Group AG (144K shares), Commonwealth Equity Services, Inc (139K shares), ASSETMARK, INC (139K shares), MORGAN STANLEY (132K shares), RAYMOND JAMES & ASSOCIATES (85.5K shares), and Thrivent Financial for Lutherans (65.4K shares).
This table shows the top 68 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.