Q3 2018 13F Holders as of 9/30/2018
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Type / Class
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Equity / PRTFLO S&P500 GW
-
Number of holders
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231
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Total shares
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52.5M
-
Shares change
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+15.5M
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Total reported value, excl. options
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$2.01B
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Value change
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+$597M
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Number of buys
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159
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Number of sells
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-58
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Price
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$38.24
Significant Holders of SPDR SER TR - PRTFLO S&P500 GW (SPYG) as of Q3 2018
232 filings reported holding SPYG - SPDR SER TR - PRTFLO S&P500 GW as of Q3 2018.
SPDR SER TR - PRTFLO S&P500 GW (SPYG) has 231 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 52.5M shares
.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (5.95M shares), Horizon Investments, LLC (5.91M shares), Valmark Advisers, Inc. (5.62M shares), Clark Capital Management Group, Inc. (2.7M shares), LADENBURG THALMANN FINANCIAL SERVICES INC. (2.65M shares), Advisor Group, Inc. (2.25M shares), Capital Directions Investment Advisors, LLC (2M shares), PFS INVESTMENTS INC. (1.9M shares), BANK OF AMERICA CORP /DE/ (1.74M shares), and LPL Financial LLC (1.47M shares).
This table shows the top 231 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.