Q1 2020 13F Holders as of 31 Mar 2020
-
Type / Class
-
Equity / PRTFLO S&P500 HI
-
Total 13F shares
-
11,729,770
-
Share change
-
-1,805,186
-
Total reported value
-
$288,783,317
-
Price per share
-
$24.60
-
Number of holders
-
201
-
Value change
-
-$79,399,966
-
Number of buys
-
122
-
Number of sells
-
120
Institutional Holders of SPDR SERIES TRUST - PRTFLO S&P500 HI (SPYD) as of Q1 2020
As of 31 Mar 2020,
SPDR SERIES TRUST - PRTFLO S&P500 HI (SPYD) was held by
201 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
11,729,770 shares.
The largest 10 holders included
AMERIPRISE FINANCIAL INC, LPL Financial LLC, UBS Group AG, MORGAN STANLEY, Raymond James Financial Services Advisors, Inc., BANK OF AMERICA CORP /DE/, Cambridge Investment Research Advisors, Inc., ROYAL BANK OF CANADA, Advisor Group Holdings, Inc., and Traverso Chambers Private Wealth Management, LLC.
This page lists
201
institutional shareholders reporting positions in this security
for the Q1 2020 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.