Q1 2018 13F Holders as of 31 Mar 2018
-
Type / Class
-
Equity / PRTFLO S&P500 GW
-
Total 13F shares
-
24,140,542
-
Share change
-
+12,497,082
-
Total reported value
-
$809,789,258
-
Price per share
-
$33.52
-
Number of holders
-
169
-
Value change
-
+$419,660,027
-
Number of buys
-
125
-
Number of sells
-
27
Institutional Holders of SPDR SERIES TRUST - PRTFLO S&P500 GW (SPYG) as of Q1 2018
As of 31 Mar 2018,
SPDR SERIES TRUST - PRTFLO S&P500 GW (SPYG) was held by
169 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
24,140,542 shares.
The largest 10 holders included
Horizon Investments, LLC, Capital Directions Investment Advisors, LLC, Valmark Advisers, Inc., BANK OF AMERICA CORP /DE/, LPL Financial LLC, Focused Wealth Management, Inc, WELLS FARGO & COMPANY/MN, MORGAN STANLEY, Delta Dental Plan of Michigan, Inc., and Allegis Investment Advisors, LLC.
This page lists
169
institutional shareholders reporting positions in this security
for the Q1 2018 filing period.
| 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.