Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / PRTFLO S&P500 VL
-
Total 13F shares
-
5,436,456
-
Share change
-
+1,949,349
-
Total reported value
-
$253,502,465
-
Price per share
-
$46.63
-
Number of holders
-
22
-
Value change
-
+$90,898,328
-
Number of buys
-
8
-
Number of sells
-
5
Institutional Holders of SPDR SERIES TRUST - PRTFLO S&P500 VL (SPYV) as of Q4 2023
As of 31 Dec 2023,
SPDR SERIES TRUST - PRTFLO S&P500 VL (SPYV) was held by
22 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,436,456 shares.
The largest 10 holders included
Financial Engines Advisors L.L.C., LPL Financial LLC, Allworth Financial LP, ENVESTNET ASSET MANAGEMENT INC, MORGAN STANLEY, Horizon Investments, LLC, Valmark Advisers, Inc., OSAIC HOLDINGS, INC., UBS Group AG, and BANK OF AMERICA CORP /DE/.
This page lists
839
institutional shareholders reporting positions in this security
for the Q4 2023 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.