Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
-
Equity / PRTFLO S&P500 GW
-
Number of holders
-
877
-
Total shares
-
246M
-
Shares change
-
+4.86M
-
Total reported value, excl. options
-
$16B
-
Value change
-
+$338M
-
Put/Call ratio
-
0.43
-
Number of buys
-
407
-
Number of sells
-
-344
-
Price
-
$65.06
Significant Holders of SPDR SER TR - PRTFLO S&P500 GW (SPYG) as of Q4 2023
873 filings reported holding SPYG - SPDR SER TR - PRTFLO S&P500 GW as of Q4 2023.
SPDR SER TR - PRTFLO S&P500 GW (SPYG) has 877 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 246M shares
.
Largest 10 shareholders include LPL Financial LLC (26.5M shares), Financial Engines Advisors L.L.C. (22.5M shares), Allworth Financial LP (12.4M shares), AMERIPRISE FINANCIAL INC (7.14M shares), Horizon Investments, LLC (6.75M shares), MORGAN STANLEY (6.23M shares), ENVESTNET ASSET MANAGEMENT INC (5.74M shares), Valmark Advisers, Inc. (4.9M shares), Equitable Holdings, Inc. (4.85M shares), and JPMORGAN CHASE & CO (3.93M shares).
This table shows the top 877 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.