Q3 2018 13F Holders as of 30 Sep 2018
-
Type / Class
-
Equity / PRTFLO S&P500 HI
-
Number of holders
-
89
-
Total 13F shares, excl. options
-
4,808,472
-
Shares change
-
+1,535,854
-
Total reported value, excl. options
-
$180,195,719
-
Value change
-
+$57,490,356
-
Number of buys
-
69
-
Number of sells
-
-18
-
Price
-
$37.52
Significant Holders of SPDR SERIES TRUST - PRTFLO S&P500 HI (SPYD) as of Q3 2018
94 filings reported holding SPYD - SPDR SERIES TRUST - PRTFLO S&P500 HI as of Q3 2018.
SPDR SERIES TRUST - PRTFLO S&P500 HI (SPYD) has 89 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,808,472 shares
.
Largest 10 shareholders include AMERIPRISE FINANCIAL INC (923,714 shares), ASSETMARK, INC (653,875 shares), BB&T SECURITIES, LLC (444,390 shares), Cambridge Investment Research Advisors, Inc. (231,129 shares), Gradient Investments LLC (214,687 shares), CLS Investments, LLC (209,573 shares), Alpha Cubed Investments, LLC (198,259 shares), MONETA GROUP INVESTMENT ADVISORS LLC (141,161 shares), BANK OF AMERICA CORP /DE/ (113,419 shares), and LPL Financial LLC (95,156 shares).
This table shows the top 89 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.