Q4 2017 13F Holders as of 31 Dec 2017
-
Type / Class
-
Equity / PRTFLO S&P500 GW
-
Number of holders
-
124
-
Total 13F shares, excl. options
-
11,665,110
-
Shares change
-
+7,250,844
-
Total reported value, excl. options
-
$385,781,489
-
Value change
-
+$227,023,581
-
Number of buys
-
103
-
Number of sells
-
-9
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Price
-
$33.00
Significant Holders of SPDR SERIES TRUST - PRTFLO S&P500 GW (SPYG) as of Q4 2017
133 filings reported holding SPYG - SPDR SERIES TRUST - PRTFLO S&P500 GW as of Q4 2017.
SPDR SERIES TRUST - PRTFLO S&P500 GW (SPYG) has 124 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 11,665,110 shares
.
Largest 10 shareholders include Capital Directions Investment Advisors, LLC (2,231,537 shares), LPL Financial LLC (901,568 shares), BANK OF AMERICA CORP /DE/ (827,960 shares), Delta Dental Plan of Michigan, Inc. (646,122 shares), COMMONWEALTH EQUITY SERVICES, LLC. (627,255 shares), Allegis Investment Advisors, LLC (539,846 shares), MORGAN STANLEY (522,535 shares), WELLS FARGO & COMPANY/MN (519,346 shares), UBS Group AG (487,070 shares), and Ford Financial Group, Inc. (388,922 shares).
This table shows the top 124 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.