Q3 2017 13F Holders as of 30 Sep 2017
-
Type / Class
-
Equity / PRTFLO S&P500 VL
-
Total 13F shares
-
848,150
-
Share change
-
+11,813
-
Total reported value
-
$98,922,000
-
Price per share
-
$116.64
-
Number of holders
-
53
-
Value change
-
+$1,397,141
-
Number of buys
-
23
-
Number of sells
-
25
Institutional Holders of SPDR SERIES TRUST - PRTFLO S&P500 VL (SPYV) as of Q3 2017
As of 30 Sep 2017,
SPDR SERIES TRUST - PRTFLO S&P500 VL (SPYV) was held by
53 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
848,150 shares.
The largest 10 holders included
BANK OF AMERICA CORP /DE/, Commonwealth Equity Services, Inc, ROYAL BANK OF CANADA, WELLS FARGO & COMPANY/MN, SUSQUEHANNA INTERNATIONAL GROUP, LLP, UNITED CAPITAL FINANCIAL ADVISERS, LLC, LPL Financial LLC, UBS Group AG, THRIVENT FINANCIAL FOR LUTHERANS, and FIRST NATIONAL TRUST CO.
This page lists
53
institutional shareholders reporting positions in this security
for the Q3 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.