Q1 2020 13F Holders as of 3/31/2020
-
Type / Class
-
Equity / PRTFLO S&P500 GW
-
Number of holders
-
404
-
Total shares
-
102M
-
Shares change
-
+30.9M
-
Total reported value, excl. options
-
$3.67B
-
Value change
-
+$1.1B
-
Number of buys
-
217
-
Number of sells
-
-190
-
Price
-
$35.74
Significant Holders of SPDR SER TR - PRTFLO S&P500 GW (SPYG) as of Q1 2020
401 filings reported holding SPYG - SPDR SER TR - PRTFLO S&P500 GW as of Q1 2020.
SPDR SER TR - PRTFLO S&P500 GW (SPYG) has 404 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 102M shares
.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (11.9M shares), Valmark Advisers, Inc. (4.87M shares), BANK OF AMERICA CORP /DE/ (4.04M shares), Clark Capital Management Group, Inc. (3.27M shares), LPL Financial LLC (3.06M shares), SYNOVUS FINANCIAL CORP (2.69M shares), STIFEL FINANCIAL CORP (2.68M shares), UBS Group AG (2.62M shares), Horizon Investments, LLC (2.59M shares), and AMERIPRISE FINANCIAL INC (2.56M shares).
This table shows the top 404 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.