Q1 2024 13F Holders as of 3/31/2024
-
Type / Class
-
Equity / PRTFLO S&P500 GW
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Number of holders
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936
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Total shares
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261M
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Shares change
-
+5.35M
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Total reported value, excl. options
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$19B
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Value change
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+$406M
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Put/Call ratio
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0.24
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Number of buys
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460
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Number of sells
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-388
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Price
-
$73.15
Significant Holders of SPDR SER TR - PRTFLO S&P500 GW (SPYG) as of Q1 2024
3 filings reported holding SPYG - SPDR SER TR - PRTFLO S&P500 GW as of Q1 2024.
SPDR SER TR - PRTFLO S&P500 GW (SPYG) has 936 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 261M shares
.
Largest 10 shareholders include LPL Financial LLC (28M shares), Financial Engines Advisors L.L.C. (21.7M shares), Allworth Financial LP (12.8M shares), AMERIPRISE FINANCIAL INC (7.89M shares), Horizon Investments, LLC (7.44M shares), MORGAN STANLEY (6.4M shares), ENVESTNET ASSET MANAGEMENT INC (5.36M shares), Equitable Holdings, Inc. (5.06M shares), JPMORGAN CHASE & CO (4.95M shares), and Valmark Advisers, Inc. (4.91M shares).
This table shows the top 936 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.