Q4 2017 13F Holders as of 31 Dec 2017
-
Type / Class
-
Equity / PRTFLO S&P500 HI
-
Total 13F shares
-
1,044,478
-
Share change
-
+415,958
-
Total reported value
-
$39,109,000
-
Price per share
-
$37.45
-
Number of holders
-
53
-
Value change
-
+$15,617,714
-
Number of buys
-
39
-
Number of sells
-
9
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) was held by
53 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,044,478 shares.
The 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 page lists
53
institutional shareholders reporting positions in this security
for the Q4 2017 filing period.
| 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.