Q1 2019 13F Holders as of 3/31/2019
-
Type / Class
-
Equity / PRTFLO S&P500 GW
-
Number of holders
-
290
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Total shares
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75.9M
-
Shares change
-
+23.1M
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Total reported value, excl. options
-
$2.83B
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Value change
-
+$865M
-
Number of buys
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185
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Number of sells
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-96
-
Price
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$37.21
Significant Holders of SPDR SER TR - PRTFLO S&P500 GW (SPYG) as of Q1 2019
288 filings reported holding SPYG - SPDR SER TR - PRTFLO S&P500 GW as of Q1 2019.
SPDR SER TR - PRTFLO S&P500 GW (SPYG) has 290 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 75.9M shares
.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (9.13M shares), Horizon Investments, LLC (7.19M shares), Valmark Advisers, Inc. (5.53M shares), BANK OF AMERICA CORP /DE/ (3.25M shares), Advisor Group, Inc. (3.21M shares), PFS INVESTMENTS INC. (2.89M shares), LADENBURG THALMANN FINANCIAL SERVICES INC. (2.71M shares), Clark Capital Management Group, Inc. (2.28M shares), Capital Directions Investment Advisors, LLC (1.89M shares), and UBS Group AG (1.71M shares).
This table shows the top 290 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.