Q4 2017 13F Holders as of 31 Dec 2017
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Type / Class
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Equity / PRTFLO S&P500 HI
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Number of holders
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53
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Total 13F shares, excl. options
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1,044,478
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Shares change
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+415,958
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Total reported value, excl. options
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$39,109,000
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Value change
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+$15,617,714
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Number of buys
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39
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Number of sells
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9
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Price
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$37.45
Institutional Holders of SPDR SERIES TRUST - PRTFLO S&P500 HI (SPYD) as of Q4 2017
As of 31 Dec 2017 SPDR SERIES TRUST - PRTFLO S&P500 HI (SPYD) had 56 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,044,478 shares of stock of the company.
Largest 10 holders included Barber Financial Group, Inc., LPL Financial LLC, CLS Investments, LLC, BANK OF AMERICA CORP /DE/, WealthPLAN Partners, LLC, ROYAL BANK OF CANADA, RFG Advisory Group, LLC, XR Securities LLC, Frontier Wealth Management LLC, and Kingsview Wealth Management, LLC.
This table shows 56 institutional shareholders of the security as of 31 Dec 2017.
| 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.