Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / PRTFLO S&P500 GW
-
Total 13F shares
-
18,241,319
-
Share change
-
+1,000,249
-
Total reported value
-
$1,947,575,222
-
Price per share
-
$106.70
-
Number of holders
-
201
-
Value change
-
+$106,809,596
-
Number of buys
-
78
-
Number of sells
-
93
Institutional Holders of SPDR SERIES TRUST - PRTFLO S&P500 GW (SPYG) as of Q4 2025
As of 31 Dec 2025,
SPDR SERIES TRUST - PRTFLO S&P500 GW (SPYG) was held by
201 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
18,241,319 shares.
The largest 10 holders included
Orgel Wealth Management, LLC, CoreCap Advisors, LLC, EXCHANGE TRADED CONCEPTS, LLC, KWB Wealth, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, CONFLUENCE INVESTMENT MANAGEMENT LLC, CGN Advisors LLC, ERn Financial, LLC, WALLER FINANCIAL PLANNING GROUP, INC, and Whitcomb & Hess, Inc..
This page lists
201
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| 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.