Q2 2019 13F Holders as of 30 Jun 2019
-
Type / Class
-
Equity / PRTFLO S&P500 HI
-
Number of holders
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163
-
Total 13F shares, excl. options
-
9,996,382
-
Shares change
-
+1,798,376
-
Total reported value, excl. options
-
$380,037,320
-
Value change
-
+$68,339,544
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Number of buys
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117
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Number of sells
-
-46
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Price
-
$38.04
Significant Holders of SPDR SERIES TRUST - PRTFLO S&P500 HI (SPYD) as of Q2 2019
182 filings reported holding SPYD - SPDR SERIES TRUST - PRTFLO S&P500 HI as of Q2 2019.
SPDR SERIES TRUST - PRTFLO S&P500 HI (SPYD) has 163 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 9,996,382 shares
.
Largest 10 shareholders include AMERIPRISE FINANCIAL INC (1,548,489 shares), ASSETMARK, INC (691,200 shares), BANK OF AMERICA CORP /DE/ (513,700 shares), Cambridge Investment Research Advisors, Inc. (482,968 shares), Raymond James Financial Services Advisors, Inc. (451,637 shares), Barber Financial Group, Inc. (388,579 shares), LADENBURG THALMANN FINANCIAL SERVICES INC. (361,207 shares), UBS Group AG (219,376 shares), Gradient Investments LLC (217,185 shares), and LPL Financial LLC (207,221 shares).
This table shows the top 163 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.