Q4 2017 13F Holders as of 12/31/2017
-
Type / Class
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Equity / PRTFLO S&P500 GW
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Number of holders
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123
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Total shares
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11.7M
-
Shares change
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+7.25M
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Total reported value, excl. options
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$386M
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Value change
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+$227M
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Number of buys
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102
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Number of sells
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-10
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Price
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$33.00
Significant Holders of SPDR SER TR - PRTFLO S&P500 GW (SPYG) as of Q4 2017
122 filings reported holding SPYG - SPDR SER TR - PRTFLO S&P500 GW as of Q4 2017.
SPDR SER TR - PRTFLO S&P500 GW (SPYG) has 123 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 11.7M shares
.
Largest 10 shareholders include Capital Directions Investment Advisors, LLC (2.23M shares), LPL Financial LLC (902K shares), BANK OF AMERICA CORP /DE/ (828K shares), Delta Dental Plan of Michigan, Inc. (646K shares), COMMONWEALTH EQUITY SERVICES, LLC. (627K shares), Allegis Investment Advisors, LLC (540K shares), MORGAN STANLEY (523K shares), WELLS FARGO & COMPANY/MN (519K shares), UBS Group AG (487K shares), and Ford Financial Group, Inc. (389K shares).
This table shows the top 123 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.