Q1 2023 13F Holders as of 3/31/2023
-
Type / Class
-
Equity / PRTFLO S&P500 GW
-
Number of holders
-
729
-
Total 13F shares, excl. options
-
208M
-
Shares change
-
+19.4M
-
Total reported value, excl. options
-
$11.5B
-
Value change
-
+$1.07B
-
Put/Call ratio
-
0.64
-
Number of buys
-
366
-
Number of sells
-
-293
-
Price
-
$55.36
Significant Holders of SPDR SERIES TRUST - PRTFLO S&P500 GW (SPYG) as of Q1 2023
795 filings reported holding SPYG - SPDR SERIES TRUST - PRTFLO S&P500 GW as of Q1 2023.
SPDR SERIES TRUST - PRTFLO S&P500 GW (SPYG) has 729 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 208M shares
.
Largest 10 shareholders include Financial Engines Advisors L.L.C. (21.5M shares), LPL Financial LLC (20.7M shares), First Command Advisory Services, Inc. (18.1M shares), MORGAN STANLEY (5.11M shares), Equitable Holdings, Inc. (4.76M shares), Allworth Financial LP (4.66M shares), Valmark Advisers, Inc. (4.64M shares), ENVESTNET ASSET MANAGEMENT INC (3.65M shares), AMERIPRISE FINANCIAL INC (3.65M shares), and HB Wealth Management, LLC (3.5M shares).
This table shows the top 729 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.