Q2 2018 13F Holders as of 30 Jun 2018
-
Type / Class
-
Equity / PRTFLO S&P500 VL
-
Total 13F shares
-
27,216,494
-
Share change
-
+1,127,084
-
Total reported value
-
$810,550,153
-
Price per share
-
$29.63
-
Number of holders
-
152
-
Value change
-
+$34,293,563
-
Number of buys
-
101
-
Number of sells
-
39
Institutional Holders of SPDR SERIES TRUST - PRTFLO S&P500 VL (SPYV) as of Q2 2018
As of 30 Jun 2018,
SPDR SERIES TRUST - PRTFLO S&P500 VL (SPYV) was held by
152 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
27,216,494 shares.
The largest 10 holders included
Valmark Advisers, Inc., Horizon Investments, LLC, CLS Investments, LLC, Ford Financial Group, Inc., BANK OF AMERICA CORP /DE/, LPL Financial LLC, MORGAN STANLEY, INSPIRION WEALTH ADVISORS, LLC, Focused Wealth Management, Inc, and Lutz Financial Services LLC.
This page lists
153
institutional shareholders reporting positions in this security
for the Q2 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.