Q2 2021 13F Holders as of 6/30/2021
-
Type / Class
-
Equity / PRTFLO S&P500 GW
-
Number of holders
-
562
-
Total shares
-
133M
-
Shares change
-
+28.2M
-
Total reported value, excl. options
-
$8.39B
-
Value change
-
+$1.8B
-
Put/Call ratio
-
0.18
-
Number of buys
-
303
-
Number of sells
-
-198
-
Price
-
$62.97
Significant Holders of SPDR SER TR - PRTFLO S&P500 GW (SPYG) as of Q2 2021
563 filings reported holding SPYG - SPDR SER TR - PRTFLO S&P500 GW as of Q2 2021.
SPDR SER TR - PRTFLO S&P500 GW (SPYG) has 562 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 133M shares
.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (13.4M shares), Financial Engines Advisors L.L.C. (9.66M shares), LPL Financial LLC (6.61M shares), OSAIC HOLDINGS, INC. (5.68M shares), AMERIPRISE FINANCIAL INC (4.12M shares), Valmark Advisers, Inc. (4.09M shares), Clark Capital Management Group, Inc. (3.83M shares), MORGAN STANLEY (3.82M shares), Allworth Financial LP (3.1M shares), and BANK OF AMERICA CORP /DE/ (2.66M shares).
This table shows the top 562 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.