Q1 2017 13F Holders as of 31 Mar 2017
-
Type / Class
-
Equity / PRTFLO S&P500 VL
-
Total 13F shares
-
1,236,595
-
Share change
-
+81,580
-
Total reported value
-
$139,267,000
-
Price per share
-
$112.74
-
Number of holders
-
58
-
Value change
-
+$9,949,852
-
Number of buys
-
31
-
Number of sells
-
18
Institutional Holders of SPDR SERIES TRUST - PRTFLO S&P500 VL (SPYV) as of Q1 2017
As of 31 Mar 2017,
SPDR SERIES TRUST - PRTFLO S&P500 VL (SPYV) was held by
58 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,236,595 shares.
The largest 10 holders included
BANK OF AMERICA CORP /DE/, MORGAN STANLEY, STATE STREET CORP, THRIVENT FINANCIAL FOR LUTHERANS, Commonwealth Equity Services, Inc, ASSETMARK, INC, UBS Group AG, Carnick & Kubik Group, LLC, ROYAL BANK OF CANADA, and LPL Financial LLC.
This page lists
58
institutional shareholders reporting positions in this security
for the Q1 2017 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.