Q2 2014 13F Holders as of 30 Jun 2014
-
Type / Class
-
Equity / PRTFLO S&P500 VL
-
Number of holders
-
36
-
Total 13F shares, excl. options
-
799,599
-
Shares change
-
+369,640
-
Total reported value, excl. options
-
$78,001,545
-
Value change
-
+$36,328,274
-
Number of buys
-
17
-
Number of sells
-
-14
-
Price
-
$97.85
Significant Holders of SPDR SERIES TRUST - PRTFLO S&P500 VL (SPYV) as of Q2 2014
40 filings reported holding SPYV - SPDR SERIES TRUST - PRTFLO S&P500 VL as of Q2 2014.
SPDR SERIES TRUST - PRTFLO S&P500 VL (SPYV) has 36 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 799,599 shares
.
Largest 10 shareholders include UNITED CAPITAL FINANCIAL ADVISERS, LLC (213,728 shares), ENVESTNET ASSET MANAGEMENT INC (213,475 shares), MORGAN STANLEY (59,056 shares), LPL Financial LLC (54,933 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (46,381 shares), Commonwealth Equity Services, Inc (41,288 shares), ROYAL BANK OF CANADA (23,040 shares), BANK OF AMERICA CORP /DE/ (22,527 shares), RAYMOND JAMES & ASSOCIATES (16,492 shares), and JPMORGAN CHASE & CO (15,088 shares).
This table shows the top 36 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.