Q3 2017 13F Holders as of 9/30/2017
-
Type / Class
-
Equity / PRTFLO S&P500 GW
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Number of holders
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85
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Total shares
-
2.24M
-
Shares change
-
-8.44K
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Total reported value, excl. options
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$278M
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Value change
-
-$1.03M
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Number of buys
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38
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Number of sells
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-30
-
Price
-
$123.92
Significant Holders of SPDR SER TR - PRTFLO S&P500 GW (SPYG) as of Q3 2017
84 filings reported holding SPYG - SPDR SER TR - PRTFLO S&P500 GW as of Q3 2017.
SPDR SER TR - PRTFLO S&P500 GW (SPYG) has 85 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.24M shares
.
Largest 10 shareholders include Capital Directions Investment Advisors, LLC (599K shares), LPL Financial LLC (229K shares), BANK OF AMERICA CORP /DE/ (197K shares), Commonwealth Equity Services, Inc (156K shares), MORGAN STANLEY (141K shares), WELLS FARGO & COMPANY/MN (128K shares), RAYMOND JAMES & ASSOCIATES (113K shares), UBS Group AG (93.6K shares), AMERIPRISE FINANCIAL INC (49.7K shares), and Starfire Investment Advisers, Inc. (49.6K shares).
This table shows the top 85 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.