Q1 2018 13F Holders as of 31 Mar 2018
-
Type / Class
-
Equity / PRTFLO S&P500 VL
-
Total 13F shares
-
25,682,279
-
Share change
-
+18,719,093
-
Total reported value
-
$755,707,469
-
Price per share
-
$29.40
-
Number of holders
-
130
-
Value change
-
+$550,487,819
-
Number of buys
-
100
-
Number of sells
-
19
Institutional Holders of SPDR SERIES TRUST - PRTFLO S&P500 VL (SPYV) as of Q1 2018
As of 31 Mar 2018,
SPDR SERIES TRUST - PRTFLO S&P500 VL (SPYV) was held by
130 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
25,682,279 shares.
The largest 10 holders included
ASSETMARK, INC, Horizon Investments, LLC, Valmark Advisers, Inc., CLS Investments, LLC, BANK OF AMERICA CORP /DE/, LPL Financial LLC, Focused Wealth Management, Inc, Ford Financial Group, Inc., INSPIRION WEALTH ADVISORS, LLC, and PFS INVESTMENTS INC..
This page lists
131
institutional shareholders reporting positions in this security
for the Q1 2018 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.