Q3 2014 13F Holders as of 30 Sep 2014
-
Type / Class
-
Equity / PRTFLO S&P500 VL
-
Total 13F shares
-
959,934
-
Share change
-
+162,785
-
Total reported value
-
$93,787,431
-
Price per share
-
$97.80
-
Number of holders
-
38
-
Value change
-
+$15,912,844
-
Number of buys
-
22
-
Number of sells
-
9
Institutional Holders of SPDR SERIES TRUST - PRTFLO S&P500 VL (SPYV) as of Q3 2014
As of 30 Sep 2014,
SPDR SERIES TRUST - PRTFLO S&P500 VL (SPYV) was held by
38 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
959,934 shares.
The largest 10 holders included
ENVESTNET ASSET MANAGEMENT INC, UNITED CAPITAL FINANCIAL ADVISERS, LLC, LPL Financial LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, MORGAN STANLEY, Commonwealth Equity Services, Inc, UBS AG, BANK OF AMERICA CORP /DE/, WELLS FARGO & COMPANY/MN, and RAYMOND JAMES & ASSOCIATES.
This page lists
38
institutional shareholders reporting positions in this security
for the Q3 2014 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.