Q2 2023 13F Holders as of 6/30/2023
-
Type / Class
-
Equity / PRTFLO S&P500 GW
-
Number of holders
-
775
-
Total shares
-
207M
-
Shares change
-
+2.71M
-
Total reported value, excl. options
-
$12.6B
-
Value change
-
+$166M
-
Put/Call ratio
-
0.52
-
Number of buys
-
396
-
Number of sells
-
-292
-
Price
-
$61.01
Significant Holders of SPDR SER TR - PRTFLO S&P500 GW (SPYG) as of Q2 2023
773 filings reported holding SPYG - SPDR SER TR - PRTFLO S&P500 GW as of Q2 2023.
SPDR SER TR - PRTFLO S&P500 GW (SPYG) has 775 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 207M shares
.
Largest 10 shareholders include Financial Engines Advisors L.L.C. (22M shares), LPL Financial LLC (21.8M shares), Allworth Financial LP (11.7M shares), Valmark Advisers, Inc. (4.82M shares), Equitable Holdings, Inc. (4.64M shares), ENVESTNET ASSET MANAGEMENT INC (4.35M shares), AMERIPRISE FINANCIAL INC (4.07M shares), Horizon Investments, LLC (3.92M shares), HB Wealth Management, LLC (3.63M shares), and UBS Group AG (3.48M shares).
This table shows the top 775 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.