Q1 2023 13F Holders as of 3/31/2023
-
Type / Class
-
Equity / PRTFLO S&P500 GW
-
Number of holders
-
725
-
Total shares
-
202M
-
Shares change
-
+12M
-
Total reported value, excl. options
-
$11.2B
-
Value change
-
+$662M
-
Put/Call ratio
-
0.63
-
Number of buys
-
364
-
Number of sells
-
-289
-
Price
-
$55.36
Significant Holders of SPDR SER TR - PRTFLO S&P500 GW (SPYG) as of Q1 2023
724 filings reported holding SPYG - SPDR SER TR - PRTFLO S&P500 GW as of Q1 2023.
SPDR SER TR - PRTFLO S&P500 GW (SPYG) has 725 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 202M shares
.
Largest 10 shareholders include Financial Engines Advisors L.L.C. (21.5M shares), LPL Financial LLC (20.7M shares), First Command Advisory Services, Inc. (18.1M shares), Equitable Holdings, Inc. (4.76M shares), Allworth Financial LP (4.66M shares), Valmark Advisers, Inc. (4.64M shares), ENVESTNET ASSET MANAGEMENT INC (3.65M shares), AMERIPRISE FINANCIAL INC (3.65M shares), HB Wealth Management, LLC (3.5M shares), and UBS Group AG (3.49M shares).
This table shows the top 725 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.