Q4 2018 13F Holders as of 12/31/2018
-
Type / Class
-
Equity / PRTFLO S&P500 GW
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Number of holders
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260
-
Total shares
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50.8M
-
Shares change
-
-3.77M
-
Total reported value, excl. options
-
$1.66B
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Value change
-
-$142M
-
Number of buys
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151
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Number of sells
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-96
-
Price
-
$32.50
Significant Holders of SPDR SER TR - PRTFLO S&P500 GW (SPYG) as of Q4 2018
258 filings reported holding SPYG - SPDR SER TR - PRTFLO S&P500 GW as of Q4 2018.
SPDR SER TR - PRTFLO S&P500 GW (SPYG) has 260 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 50.8M shares
.
Largest 10 shareholders include Valmark Advisers, Inc. (5.72M shares), Horizon Investments, LLC (5.03M shares), BANK OF AMERICA CORP /DE/ (2.73M shares), Capital Directions Investment Advisors, LLC (1.95M shares), PFS INVESTMENTS INC. (1.85M shares), LPL Financial LLC (1.54M shares), UBS Group AG (1.49M shares), Balentine LLC (1.34M shares), Parametric Portfolio Associates LLC (1.34M shares), and MORGAN STANLEY (1.25M shares).
This table shows the top 260 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.