Q2 2018 13F Holders as of 30 Jun 2018
-
Type / Class
-
Equity / PRTFLO S&P500 HI
-
Number of holders
-
74
-
Total 13F shares, excl. options
-
3,272,581
-
Shares change
-
+1,122,470
-
Total reported value, excl. options
-
$122,012,678
-
Value change
-
+$41,942,024
-
Number of buys
-
47
-
Number of sells
-
-22
-
Price
-
$37.29
Significant Holders of SPDR SERIES TRUST - PRTFLO S&P500 HI (SPYD) as of Q2 2018
80 filings reported holding SPYD - SPDR SERIES TRUST - PRTFLO S&P500 HI as of Q2 2018.
SPDR SERIES TRUST - PRTFLO S&P500 HI (SPYD) has 74 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,272,581 shares
.
Largest 10 shareholders include ASSETMARK, INC (623,843 shares), AMERIPRISE FINANCIAL INC (585,313 shares), Gradient Investments LLC (227,999 shares), CLS Investments, LLC (220,208 shares), Cambridge Investment Research Advisors, Inc. (201,940 shares), RFG Advisory Group, LLC (112,352 shares), BANK OF AMERICA CORP /DE/ (106,063 shares), JANE STREET GROUP, LLC (89,431 shares), WealthPLAN Partners, LLC (86,944 shares), and Barber Financial Group, Inc. (76,760 shares).
This table shows the top 74 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.