Q4 2016 13F Holders as of 31 Dec 2016
-
Type / Class
-
Equity / PRTFLO S&P500 VL
-
Number of holders
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52
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Total 13F shares, excl. options
-
1,126,782
-
Shares change
-
+325,209
-
Total reported value, excl. options
-
$123,503,000
-
Value change
-
+$35,625,274
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Number of buys
-
20
-
Number of sells
-
-20
-
Price
-
$109.47
Significant Holders of SPDR SERIES TRUST - PRTFLO S&P500 VL (SPYV) as of Q4 2016
57 filings reported holding SPYV - SPDR SERIES TRUST - PRTFLO S&P500 VL as of Q4 2016.
SPDR SERIES TRUST - PRTFLO S&P500 VL (SPYV) has 52 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,126,782 shares
.
Largest 10 shareholders include JPMORGAN CHASE & CO (215,000 shares), BANK OF AMERICA CORP /DE/ (156,135 shares), MORGAN STANLEY (110,729 shares), Thrivent Financial for Lutherans (89,555 shares), UBS Group AG (74,082 shares), Commonwealth Equity Services, Inc (61,992 shares), LPL Financial LLC (61,613 shares), Carnick & Kubik Group, LLC (55,632 shares), ROYAL BANK OF CANADA (47,319 shares), and WELLS FARGO & COMPANY/MN (42,821 shares).
This table shows the top 52 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.