Q4 2019 13F Holders as of 12/31/2019
-
Type / Class
-
Equity / PRTFLO S&P500 GW
-
Number of holders
-
403
-
Total shares
-
72.4M
-
Shares change
-
-2.39M
-
Total reported value, excl. options
-
$3.04B
-
Value change
-
-$98.7M
-
Put/Call ratio
-
0
-
Number of buys
-
212
-
Number of sells
-
-123
-
Price
-
$41.91
Significant Holders of SPDR SER TR - PRTFLO S&P500 GW (SPYG) as of Q4 2019
399 filings reported holding SPYG - SPDR SER TR - PRTFLO S&P500 GW as of Q4 2019.
SPDR SER TR - PRTFLO S&P500 GW (SPYG) has 403 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 72.4M shares
.
Largest 10 shareholders include Valmark Advisers, Inc. (5.07M shares), BANK OF AMERICA CORP /DE/ (4.42M shares), AMERIPRISE FINANCIAL INC (2.9M shares), UBS Group AG (2.27M shares), LPL Financial LLC (1.85M shares), Horizon Investments, LLC (1.82M shares), NICOLET ADVISORY SERVICES, LLC (1.79M shares), Capital Directions Investment Advisors, LLC (1.67M shares), Raymond James Financial Services Advisors, Inc. (1.61M shares), and ENVESTNET ASSET MANAGEMENT INC (1.57M shares).
This table shows the top 403 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.