Q1 2018 13F Holders as of 31 Mar 2018
-
Type / Class
-
Equity / PRTFLO S&P500 GW
-
Number of holders
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169
-
Total 13F shares, excl. options
-
24,140,542
-
Shares change
-
+12,497,082
-
Total reported value, excl. options
-
$809,789,258
-
Value change
-
+$419,660,027
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Number of buys
-
125
-
Number of sells
-
-27
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Price
-
$33.52
Significant Holders of SPDR SERIES TRUST - PRTFLO S&P500 GW (SPYG) as of Q1 2018
176 filings reported holding SPYG - SPDR SERIES TRUST - PRTFLO S&P500 GW as of Q1 2018.
SPDR SERIES TRUST - PRTFLO S&P500 GW (SPYG) has 169 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 24,140,542 shares
.
Largest 10 shareholders include Horizon Investments, LLC (3,305,245 shares), Capital Directions Investment Advisors, LLC (2,188,789 shares), Valmark Advisers, Inc. (2,040,727 shares), BANK OF AMERICA CORP /DE/ (1,377,209 shares), LPL Financial LLC (1,070,893 shares), Focused Wealth Management, Inc (825,796 shares), WELLS FARGO & COMPANY/MN (764,075 shares), MORGAN STANLEY (731,052 shares), Delta Dental Plan of Michigan, Inc. (672,161 shares), and Allegis Investment Advisors, LLC (645,307 shares).
This table shows the top 169 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.