Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / PRTFLO S&P500 HI
-
Number of holders
-
325
-
Total 13F shares, excl. options
-
41,780,591
-
Shares change
-
+1,387,290
-
Total reported value, excl. options
-
$1,757,008,894
-
Value change
-
+$59,360,373
-
Put/Call ratio
-
16%
-
Number of buys
-
174
-
Number of sells
-
-98
-
Price
-
$42.05
Significant Holders of SPDR SERIES TRUST - PRTFLO S&P500 HI (SPYD) as of Q4 2021
352 filings reported holding SPYD - SPDR SERIES TRUST - PRTFLO S&P500 HI as of Q4 2021.
SPDR SERIES TRUST - PRTFLO S&P500 HI (SPYD) has 325 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 41,780,591 shares
.
Largest 10 shareholders include PRUDENTIAL PLC (21,813,330 shares), LPL Financial LLC (1,591,339 shares), MORGAN STANLEY (1,378,255 shares), Vestmark Advisory Solutions, Inc. (1,357,441 shares), BANK OF AMERICA CORP /DE/ (769,421 shares), UBS Group AG (729,607 shares), Heartwood Wealth Advisors LLC (605,296 shares), PFS INVESTMENTS INC. (577,405 shares), ENVESTNET ASSET MANAGEMENT INC (528,995 shares), and AMERIPRISE FINANCIAL INC (501,187 shares).
This table shows the top 325 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.