Q4 2018 13F Holders as of 31 Dec 2018
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Type / Class
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Equity / PRTFLO S&P500 GW
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Number of holders
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263
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Total 13F shares, excl. options
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50,817,649
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Shares change
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-3,731,821
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Total reported value, excl. options
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$1,658,653,703
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Value change
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-$140,637,368
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Number of buys
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155
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Number of sells
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96
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Price
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$32.50
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) had 302 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 50,817,649 shares of stock of the company.
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, Parametric Portfolio Associates LLC, Balentine LLC, and MORGAN STANLEY.
This table shows 302 institutional shareholders of the security as of 31 Dec 2018.
| 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.