SPDR SERIES TRUST - PRTFLO S&P500 GW (SPYG)

Q4 2018 13F Holders as of 31 Dec 2018

Type / Class
Equity / PRTFLO S&P500 GW
Total 13F shares
50,817,649
Share change
-3,731,821
Total reported value
$1,658,653,703
Price per share
$32.50
Number of holders
263
Value change
-$140,637,368
Number of buys
155
Number of sells
96

Institutional Holders of SPDR SERIES TRUST - PRTFLO S&P500 GW (SPYG) as of Q4 2018

As of 31 Dec 2018, SPDR SERIES TRUST - PRTFLO S&P500 GW (SPYG) was held by 263 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 50,817,649 shares. The largest 10 holders included Valmark Advisers, Inc., Horizon Investments, LLC, BANK OF AMERICA CORP /DE/, Capital Directions Investment Advisors, LLC, PFS INVESTMENTS INC., LPL Financial LLC, UBS Group AG, Balentine LLC, Parametric Portfolio Associates LLC, and MORGAN STANLEY. This page lists 263 institutional shareholders reporting positions in this security for the Q4 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.