Q2 2018 13F Holders as of 30 Jun 2018
-
Type / Class
-
Equity / PRTFLO S&P500 GW
-
Number of holders
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199
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Total 13F shares, excl. options
-
35,842,565
-
Shares change
-
+11,215,393
-
Total reported value, excl. options
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$1,256,156,663
-
Value change
-
+$399,680,260
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Number of buys
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137
-
Number of sells
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-51
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Price
-
$35.13
Significant Holders of SPDR SERIES TRUST - PRTFLO S&P500 GW (SPYG) as of Q2 2018
211 filings reported holding SPYG - SPDR SERIES TRUST - PRTFLO S&P500 GW as of Q2 2018.
SPDR SERIES TRUST - PRTFLO S&P500 GW (SPYG) has 199 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 35,842,565 shares
.
Largest 10 shareholders include Valmark Advisers, Inc. (5,787,109 shares), Horizon Investments, LLC (3,220,770 shares), ENVESTNET ASSET MANAGEMENT INC (2,236,858 shares), ASSETMARK, INC (2,097,192 shares), BANK OF AMERICA CORP /DE/ (1,634,057 shares), UBS Group AG (1,408,931 shares), LPL Financial LLC (1,112,743 shares), PFS INVESTMENTS INC. (1,037,244 shares), WELLS FARGO & COMPANY/MN (1,004,965 shares), and Advisor Group, Inc. (965,720 shares).
This table shows the top 199 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.