Q1 2016 13F Holders as of 31 Mar 2016
-
Type / Class
-
Equity / PRTFLO S&P500 VL
-
Number of holders
-
47
-
Total 13F shares, excl. options
-
699,721
-
Shares change
-
+50,706
-
Total reported value, excl. options
-
$68,107,819
-
Value change
-
+$4,956,948
-
Number of buys
-
15
-
Number of sells
-
18
-
Price
-
$97.51
Institutional Holders of SPDR SERIES TRUST - PRTFLO S&P500 VL (SPYV) as of Q1 2016
As of 31 Mar 2016 SPDR SERIES TRUST - PRTFLO S&P500 VL (SPYV) had 52 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 699,721 shares of stock of the company.
Largest 10 holders included BANK OF AMERICA CORP /DE/, MORGAN STANLEY, LOCKHEED MARTIN INVESTMENT MANAGEMENT CO, LPL Financial LLC, Commonwealth Equity Services, Inc, THRIVENT FINANCIAL FOR LUTHERANS, ROYAL BANK OF CANADA, WELLS FARGO & COMPANY/MN, UBS Group AG, and LADENBURG THALMANN FINANCIAL SERVICES INC.
This table shows 52 institutional shareholders of the security as of 31 Mar 2016.
| 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.