Q4 2016 13F Holders as of 31 Dec 2016
-
Type / Class
-
Equity / PRTFLO S&P500 VL
-
Total 13F shares
-
1,126,782
-
Share change
-
+325,209
-
Total reported value
-
$123,503,000
-
Price per share
-
$109.47
-
Number of holders
-
52
-
Value change
-
+$35,625,274
-
Number of buys
-
20
-
Number of sells
-
20
Institutional Holders of SPDR SERIES TRUST - PRTFLO S&P500 VL (SPYV) as of Q4 2016
As of 31 Dec 2016,
SPDR SERIES TRUST - PRTFLO S&P500 VL (SPYV) was held by
52 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,126,782 shares.
The largest 10 holders included
JPMORGAN CHASE & CO, BANK OF AMERICA CORP /DE/, MORGAN STANLEY, Thrivent Financial for Lutherans, UBS Group AG, Commonwealth Equity Services, Inc, LPL Financial LLC, Carnick & Kubik Group, LLC, ROYAL BANK OF CANADA, and WELLS FARGO & COMPANY/MN.
This page lists
52
institutional shareholders reporting positions in this security
for the Q4 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.