Q1 2018 13F Holders as of 31 Mar 2018
-
Type / Class
-
Equity / PRTFLO S&P500 HI
-
Number of holders
-
70
-
Total 13F shares, excl. options
-
2,199,833
-
Shares change
-
+1,151,860
-
Total reported value, excl. options
-
$78,687,717
-
Value change
-
+$40,999,845
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Number of buys
-
51
-
Number of sells
-
-20
-
Price
-
$35.76
Significant Holders of SPDR SERIES TRUST - PRTFLO S&P500 HI (SPYD) as of Q1 2018
76 filings reported holding SPYD - SPDR SERIES TRUST - PRTFLO S&P500 HI as of Q1 2018.
SPDR SERIES TRUST - PRTFLO S&P500 HI (SPYD) has 70 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,199,833 shares
.
Largest 10 shareholders include ASSETMARK, INC (591,282 shares), CLS Investments, LLC (193,934 shares), Gradient Investments LLC (134,800 shares), RFG Advisory Group, LLC (106,489 shares), WealthPLAN Partners, LLC (88,267 shares), Barber Financial Group, Inc. (78,472 shares), LARA, MAY & ASSOCIATES, LLC (75,482 shares), FRONTIER INVESTMENT MGMT CO (69,550 shares), LPL Financial LLC (60,959 shares), and BANK OF AMERICA CORP /DE/ (60,637 shares).
This table shows the top 70 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.