Q1 2025 13F Holders as of 3/31/2025
-
Type / Class
-
Equity / PRTFLO S&P500 GW
-
Number of holders
-
745
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Total shares
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170M
-
Shares change
-
-12.8M
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Total reported value, excl. options
-
$13.7B
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Value change
-
-$1.04B
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Number of buys
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335
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Number of sells
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-352
-
Price
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$80.37
Significant Holders of SPDR SER TR - PRTFLO S&P500 GW (SPYG) as of Q1 2025
805 filings reported holding SPYG - SPDR SER TR - PRTFLO S&P500 GW as of Q1 2025.
SPDR SER TR - PRTFLO S&P500 GW (SPYG) has 745 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 170M shares
.
Largest 10 shareholders include LPL Financial LLC (36.1M shares), Allworth Financial LP (11.2M shares), ENVESTNET ASSET MANAGEMENT INC (5.76M shares), HB Wealth Management, LLC (4.79M shares), Valmark Advisers, Inc. (4.74M shares), Dynasty Wealth Management, LLC (3.76M shares), Orgel Wealth Management, LLC (3.69M shares), Quotient Wealth Partners, LLC (3.61M shares), GOLDMAN SACHS GROUP INC (3.36M shares), and Bank of New York Mellon Corp (3.36M shares).
This table shows the top 745 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.