Q3 2016 13F Holders as of 30 Sep 2016
-
Type / Class
-
Equity / PRTFLO S&P500 VL
-
Total 13F shares
-
791,829
-
Share change
-
+44,177
-
Total reported value
-
$81,414,000
-
Price per share
-
$102.92
-
Number of holders
-
47
-
Value change
-
+$4,556,335
-
Number of buys
-
22
-
Number of sells
-
11
Institutional Holders of SPDR SERIES TRUST - PRTFLO S&P500 VL (SPYV) as of Q3 2016
As of 30 Sep 2016,
SPDR SERIES TRUST - PRTFLO S&P500 VL (SPYV) was held by
47 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
791,829 shares.
The largest 10 holders included
BANK OF AMERICA CORP /DE/, MORGAN STANLEY, Thrivent Financial for Lutherans, Commonwealth Equity Services, Inc, Carnick & Kubik Group, LLC, ROYAL BANK OF CANADA, LPL Financial LLC, WELLS FARGO & COMPANY/MN, UBS Group AG, and Sigma Planning Corp.
This page lists
47
institutional shareholders reporting positions in this security
for the Q3 2016 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.