Q3 2018 13F Holders as of 30 Sep 2018
-
Type / Class
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Equity / PRTFLO S&P500 GW
-
Number of holders
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233
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Total 13F shares, excl. options
-
52,550,040
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Shares change
-
+17,257,226
-
Total reported value, excl. options
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$2,008,441,761
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Value change
-
+$665,908,330
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Number of buys
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165
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Number of sells
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-60
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Price
-
$38.24
Significant Holders of SPDR SERIES TRUST - PRTFLO S&P500 GW (SPYG) as of Q3 2018
250 filings reported holding SPYG - SPDR SERIES TRUST - PRTFLO S&P500 GW as of Q3 2018.
SPDR SERIES TRUST - PRTFLO S&P500 GW (SPYG) has 233 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 52,550,040 shares
.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (5,953,634 shares), Horizon Investments, LLC (5,911,098 shares), Valmark Advisers, Inc. (5,624,081 shares), Clark Capital Management Group, Inc. (2,703,304 shares), LADENBURG THALMANN FINANCIAL SERVICES INC. (2,652,930 shares), Advisor Group, Inc. (2,251,533 shares), Capital Directions Investment Advisors, LLC (1,999,310 shares), PFS INVESTMENTS INC. (1,904,640 shares), BANK OF AMERICA CORP /DE/ (1,740,701 shares), and LPL Financial LLC (1,465,571 shares).
This table shows the top 233 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.