Q4 2021 13F Holders as of 12/31/2021
-
Type / Class
-
Equity / PRTFLO S&P500 GW
-
Number of holders
-
695
-
Total shares
-
160M
-
Shares change
-
+12M
-
Total reported value, excl. options
-
$11.6B
-
Value change
-
+$882M
-
Put/Call ratio
-
2.57
-
Number of buys
-
330
-
Number of sells
-
-227
-
Price
-
$72.47
Significant Holders of SPDR SER TR - PRTFLO S&P500 GW (SPYG) as of Q4 2021
696 filings reported holding SPYG - SPDR SER TR - PRTFLO S&P500 GW as of Q4 2021.
SPDR SER TR - PRTFLO S&P500 GW (SPYG) has 695 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 160M shares
.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (13.8M shares), Financial Engines Advisors L.L.C. (11.7M shares), ADVISOR GROUP HOLDINGS, INC. (9.33M shares), LPL Financial LLC (9.33M shares), AMERIPRISE FINANCIAL INC (4.88M shares), Valmark Advisers, Inc. (4.07M shares), Clark Capital Management Group, Inc. (3.99M shares), MORGAN STANLEY (3.79M shares), Allworth Financial LP (3.33M shares), and HB Wealth Management, LLC (2.7M shares).
This table shows the top 695 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.