Q3 2017 13F Holders as of 30 Sep 2017
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Type / Class
-
Equity / PRTFLO S&P500 HI
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Number of holders
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30
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Total 13F shares, excl. options
-
552,251
-
Shares change
-
+142,692
-
Total reported value, excl. options
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$19,874,000
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Value change
-
+$5,138,285
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Number of buys
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19
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Number of sells
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-9
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Price
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$35.99
Significant Holders of SPDR SERIES TRUST - PRTFLO S&P500 HI (SPYD) as of Q3 2017
31 filings reported holding SPYD - SPDR SERIES TRUST - PRTFLO S&P500 HI as of Q3 2017.
SPDR SERIES TRUST - PRTFLO S&P500 HI (SPYD) has 30 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 552,251 shares
.
Largest 10 shareholders include LPL Financial LLC (82,956 shares), AlphaStar Capital Management, LLC (55,442 shares), BANK OF AMERICA CORP /DE/ (51,423 shares), ROYAL BANK OF CANADA (49,577 shares), Frontier Wealth Management LLC (40,382 shares), Kingsview Wealth Management, LLC (32,678 shares), UBS Group AG (28,598 shares), Formidable Asset Management, LLC (24,450 shares), Wellington Shields Capital Management, LLC (22,633 shares), and FDx Advisors, Inc. (22,512 shares).
This table shows the top 30 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.