Q3 2016 13F Holders as of 30 Sep 2016
-
Type / Class
-
Equity / PRTFLO S&P500 VL
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Number of holders
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47
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Total 13F shares, excl. options
-
791,829
-
Shares change
-
+44,177
-
Total reported value, excl. options
-
$81,414,000
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Value change
-
+$4,556,335
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Number of buys
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22
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Number of sells
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-11
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Price
-
$102.92
Significant Holders of SPDR SERIES TRUST - PRTFLO S&P500 VL (SPYV) as of Q3 2016
48 filings reported holding SPYV - SPDR SERIES TRUST - PRTFLO S&P500 VL as of Q3 2016.
SPDR SERIES TRUST - PRTFLO S&P500 VL (SPYV) has 47 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 791,829 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (203,877 shares), MORGAN STANLEY (90,054 shares), Thrivent Financial for Lutherans (75,345 shares), Commonwealth Equity Services, Inc (62,937 shares), Carnick & Kubik Group, LLC (54,558 shares), ROYAL BANK OF CANADA (47,521 shares), LPL Financial LLC (43,803 shares), WELLS FARGO & COMPANY/MN (34,250 shares), UBS Group AG (21,544 shares), and Sigma Planning Corp (17,655 shares).
This table shows the top 47 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.