Q2 2024 13F Holders as of 6/30/2024
-
Type / Class
-
Equity / PRTFLO S&P500 GW
-
Number of holders
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998
-
Total shares
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280M
-
Shares change
-
+18.4M
-
Total reported value, excl. options
-
$22.4B
-
Value change
-
+$1.48B
-
Put/Call ratio
-
0.09
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Number of buys
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525
-
Number of sells
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-357
-
Price
-
$80.13
Significant Holders of SPDR SER TR - PRTFLO S&P500 GW (SPYG) as of Q2 2024
filings reported holding SPYG - SPDR SER TR - PRTFLO S&P500 GW as of Q2 2024.
SPDR SER TR - PRTFLO S&P500 GW (SPYG) has 998 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 280M shares
.
Largest 10 shareholders include LPL Financial LLC (30M shares), Financial Engines Advisors L.L.C. (21M shares), Allworth Financial LP (12.9M shares), ENVESTNET ASSET MANAGEMENT INC (12.1M shares), AMERIPRISE FINANCIAL INC (7.5M shares), MORGAN STANLEY (6.99M shares), Horizon Investments, LLC (6.17M shares), Equitable Holdings, Inc. (5.52M shares), JPMORGAN CHASE & CO (5.04M shares), and Valmark Advisers, Inc. (4.53M shares).
This table shows the top 998 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.