Q4 2024 13F Holders as of 12/31/2024
-
Type / Class
-
Equity / PRTFLO S&P500 GW
-
Number of holders
-
1120
-
Total 13F shares, excl. options
-
304M
-
Shares change
-
+32.3M
-
Total reported value, excl. options
-
$26.8B
-
Value change
-
+$2.83B
-
Put/Call ratio
-
0.08
-
Number of buys
-
513
-
Number of sells
-
-422
-
Price
-
$87.90
Significant Holders of SPDR SERIES TRUST - PRTFLO S&P500 GW (SPYG) as of Q4 2024
1,178 filings reported holding SPYG - SPDR SERIES TRUST - PRTFLO S&P500 GW as of Q4 2024.
SPDR SERIES TRUST - PRTFLO S&P500 GW (SPYG) has 1,120 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 304M shares
.
Largest 10 shareholders include LPL Financial LLC (34M shares), Financial Engines Advisors L.L.C. (20.1M shares), ENVESTNET ASSET MANAGEMENT INC (16.8M shares), Allworth Financial LP (12.2M shares), AMERIPRISE FINANCIAL INC (8.15M shares), MORGAN STANLEY (7.4M shares), Horizon Investments, LLC (5.57M shares), Equitable Holdings, Inc. (5.55M shares), JPMORGAN CHASE & CO (5.26M shares), and Valmark Advisers, Inc. (4.64M shares).
This table shows the top 1120 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.