Q1 2018 13F Holders as of 3/31/2018
-
Type / Class
-
Equity / PRTFLO S&P500 GW
-
Number of holders
-
167
-
Total shares
-
24.1M
-
Shares change
-
+12.6M
-
Total reported value, excl. options
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$809M
-
Value change
-
+$422M
-
Number of buys
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123
-
Number of sells
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-27
-
Price
-
$33.52
Significant Holders of SPDR SER TR - PRTFLO S&P500 GW (SPYG) as of Q1 2018
166 filings reported holding SPYG - SPDR SER TR - PRTFLO S&P500 GW as of Q1 2018.
SPDR SER TR - PRTFLO S&P500 GW (SPYG) has 167 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 24.1M shares
.
Largest 10 shareholders include Horizon Investments, LLC (3.31M shares), Capital Directions Investment Advisors, LLC (2.19M shares), Valmark Advisers, Inc. (2.04M shares), BANK OF AMERICA CORP /DE/ (1.38M shares), LPL Financial LLC (1.07M shares), Focused Wealth Management, Inc (826K shares), WELLS FARGO & COMPANY/MN (764K shares), MORGAN STANLEY (731K shares), Delta Dental Plan of Michigan, Inc. (672K shares), and Allegis Investment Advisors, LLC (645K shares).
This table shows the top 167 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.