Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / PRTFLO S&P500 GW
-
Number of holders
-
818
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Total 13F shares, excl. options
-
240M
-
Shares change
-
+30M
-
Total reported value, excl. options
-
$14.2B
-
Value change
-
+$1.78B
-
Put/Call ratio
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0.6
-
Number of buys
-
421
-
Number of sells
-
-324
-
Price
-
$59.28
Significant Holders of SPDR SERIES TRUST - PRTFLO S&P500 GW (SPYG) as of Q3 2023
872 filings reported holding SPYG - SPDR SERIES TRUST - PRTFLO S&P500 GW as of Q3 2023.
SPDR SERIES TRUST - PRTFLO S&P500 GW (SPYG) has 818 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 240M shares
.
Largest 10 shareholders include LPL Financial LLC (23.1M shares), Financial Engines Advisors L.L.C. (22.2M shares), Allworth Financial LP (12.1M shares), ENVESTNET ASSET MANAGEMENT INC (10.3M shares), OSAIC HOLDINGS, INC. (7.65M shares), MORGAN STANLEY (5.75M shares), AMERIPRISE FINANCIAL INC (5.25M shares), Valmark Advisers, Inc. (4.86M shares), Equitable Holdings, Inc. (4.62M shares), and Horizon Investments, LLC (4.52M shares).
This table shows the top 818 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.