Q1 2018 13F Holders as of 31 Mar 2018
-
Type / Class
-
Equity / PRTFLO S&P500 VL
-
Number of holders
-
133
-
Total 13F shares, excl. options
-
26,327,239
-
Shares change
-
+18,894,327
-
Total reported value, excl. options
-
$774,669,763
-
Value change
-
+$555,639,700
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Number of buys
-
102
-
Number of sells
-
-20
-
Price
-
$29.40
Significant Holders of SPDR SERIES TRUST - PRTFLO S&P500 VL (SPYV) as of Q1 2018
141 filings reported holding SPYV - SPDR SERIES TRUST - PRTFLO S&P500 VL as of Q1 2018.
SPDR SERIES TRUST - PRTFLO S&P500 VL (SPYV) has 133 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 26,327,239 shares
.
Largest 10 shareholders include ASSETMARK, INC (3,797,689 shares), Horizon Investments, LLC (3,766,997 shares), Valmark Advisers, Inc. (3,721,769 shares), CLS Investments, LLC (1,216,814 shares), BANK OF AMERICA CORP /DE/ (1,106,211 shares), LPL Financial LLC (880,972 shares), Focused Wealth Management, Inc (853,438 shares), Ford Financial Group, Inc. (784,094 shares), INSPIRION WEALTH ADVISORS, LLC (759,826 shares), and PFS INVESTMENTS INC. (729,862 shares).
This table shows the top 133 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.