Q3 2018 13F Holders as of 30 Sep 2018
-
Type / Class
-
Equity / PRTFLO S&P500 HI
-
Total 13F shares
-
4,808,472
-
Share change
-
+1,535,854
-
Total reported value
-
$180,195,719
-
Price per share
-
$37.52
-
Number of holders
-
89
-
Value change
-
+$57,490,356
-
Number of buys
-
69
-
Number of sells
-
18
Institutional Holders of SPDR SERIES TRUST - PRTFLO S&P500 HI (SPYD) as of Q3 2018
As of 30 Sep 2018,
SPDR SERIES TRUST - PRTFLO S&P500 HI (SPYD) was held by
89 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,808,472 shares.
The largest 10 holders included
AMERIPRISE FINANCIAL INC, ASSETMARK, INC, BB&T SECURITIES, LLC, Cambridge Investment Research Advisors, Inc., Gradient Investments LLC, CLS Investments, LLC, Alpha Cubed Investments, LLC, MONETA GROUP INVESTMENT ADVISORS LLC, BANK OF AMERICA CORP /DE/, and LPL Financial LLC.
This page lists
89
institutional shareholders reporting positions in this security
for the Q3 2018 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.