Q4 2017 13F Holders as of 31 Dec 2017
-
Type / Class
-
Equity / PRTFLO S&P500 VL
-
Number of holders
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99
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Total 13F shares, excl. options
-
7,408,573
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Shares change
-
+4,706,193
-
Total reported value, excl. options
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$227,945,272
-
Value change
-
+$141,971,141
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Number of buys
-
72
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Number of sells
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-7
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Price
-
$30.68
Significant Holders of SPDR SERIES TRUST - PRTFLO S&P500 VL (SPYV) as of Q4 2017
104 filings reported holding SPYV - SPDR SERIES TRUST - PRTFLO S&P500 VL as of Q4 2017.
SPDR SERIES TRUST - PRTFLO S&P500 VL (SPYV) has 99 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7,408,573 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (1,030,440 shares), Ford Financial Group, Inc. (654,027 shares), Allegis Investment Advisors, LLC (577,441 shares), MORGAN STANLEY (467,555 shares), Lutz Financial Services LLC (443,755 shares), Jackson Wealth Management, LLC (304,904 shares), CLS Investments, LLC (280,115 shares), COMMONWEALTH EQUITY SERVICES, LLC. (265,185 shares), LADENBURG THALMANN FINANCIAL SERVICES INC. (202,257 shares), and WELLS FARGO & COMPANY/MN (201,383 shares).
This table shows the top 99 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.