Q2 2018 13F Holders as of 6/30/2018
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Type / Class
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Equity / PRTFLO S&P500 GW
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Number of holders
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196
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Total shares
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35.8M
-
Shares change
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+11.2M
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Total reported value, excl. options
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$1.26B
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Value change
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+$399M
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Number of buys
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134
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Number of sells
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-51
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Price
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$35.13
Significant Holders of SPDR SER TR - PRTFLO S&P500 GW (SPYG) as of Q2 2018
193 filings reported holding SPYG - SPDR SER TR - PRTFLO S&P500 GW as of Q2 2018.
SPDR SER TR - PRTFLO S&P500 GW (SPYG) has 196 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 35.8M shares
.
Largest 10 shareholders include Valmark Advisers, Inc. (5.79M shares), Horizon Investments, LLC (3.22M shares), ENVESTNET ASSET MANAGEMENT INC (2.24M shares), ASSETMARK, INC (2.1M shares), BANK OF AMERICA CORP /DE/ (1.63M shares), UBS Group AG (1.41M shares), LPL Financial LLC (1.11M shares), PFS INVESTMENTS INC. (1.04M shares), WELLS FARGO & COMPANY/MN (1M shares), and Advisor Group, Inc. (966K shares).
This table shows the top 196 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.