Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / PRTFLO S&P500 HI
-
Number of holders
-
260
-
Total 13F shares, excl. options
-
12,108,237
-
Shares change
-
+2,109,289
-
Total reported value, excl. options
-
$466,628,284
-
Value change
-
+$84,126,884
-
Put/Call ratio
-
132%
-
Number of buys
-
138
-
Number of sells
-
-103
-
Price
-
$38.50
Significant Holders of SPDR SERIES TRUST - PRTFLO S&P500 HI (SPYD) as of Q1 2021
286 filings reported holding SPYD - SPDR SERIES TRUST - PRTFLO S&P500 HI as of Q1 2021.
SPDR SERIES TRUST - PRTFLO S&P500 HI (SPYD) has 260 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 12,108,237 shares
.
Largest 10 shareholders include LPL Financial LLC (902,842 shares), MORGAN STANLEY (573,353 shares), BANK OF AMERICA CORP /DE/ (529,581 shares), UBS Group AG (529,087 shares), ENVESTNET ASSET MANAGEMENT INC (510,345 shares), MML INVESTORS SERVICES, LLC (456,114 shares), ROYAL BANK OF CANADA (367,343 shares), AMERIPRISE FINANCIAL INC (362,658 shares), FULTON BREAKEFIELD BROENNIMAN LLC (354,637 shares), and WELLS FARGO & COMPANY/MN (322,543 shares).
This table shows the top 260 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.