Q4 2018 13F Holders as of 31 Dec 2018
-
Type / Class
-
Equity / PRTFLO S&P500 HI
-
Number of holders
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114
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Total 13F shares, excl. options
-
7,072,238
-
Shares change
-
+2,107,127
-
Total reported value, excl. options
-
$241,500,087
-
Value change
-
+$71,215,313
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Number of buys
-
72
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Number of sells
-
-33
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Price
-
$34.07
Significant Holders of SPDR SERIES TRUST - PRTFLO S&P500 HI (SPYD) as of Q4 2018
125 filings reported holding SPYD - SPDR SERIES TRUST - PRTFLO S&P500 HI as of Q4 2018.
SPDR SERIES TRUST - PRTFLO S&P500 HI (SPYD) has 114 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7,072,238 shares
.
Largest 10 shareholders include AMERIPRISE FINANCIAL INC (1,525,673 shares), BANK OF AMERICA CORP /DE/ (791,301 shares), ASSETMARK, INC (717,961 shares), Cambridge Investment Research Advisors, Inc. (343,541 shares), Gradient Investments LLC (206,548 shares), UBS Group AG (192,994 shares), CLS Investments, LLC (172,435 shares), MONETA GROUP INVESTMENT ADVISORS LLC (158,732 shares), McMahon Financial Advisors, LLC (156,843 shares), and WRAPMANAGER INC (136,266 shares).
This table shows the top 114 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.