Q2 2018 13F Holders as of 30 Jun 2018
-
Type / Class
-
Equity / PRTFLO S&P500 VL
-
Number of holders
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153
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Total 13F shares, excl. options
-
27,216,504
-
Shares change
-
+1,154,884
-
Total reported value, excl. options
-
$810,550,449
-
Value change
-
+$35,117,522
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Number of buys
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104
-
Number of sells
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-39
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Price
-
$29.63
Significant Holders of SPDR SERIES TRUST - PRTFLO S&P500 VL (SPYV) as of Q2 2018
162 filings reported holding SPYV - SPDR SERIES TRUST - PRTFLO S&P500 VL as of Q2 2018.
SPDR SERIES TRUST - PRTFLO S&P500 VL (SPYV) has 153 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 27,216,504 shares
.
Largest 10 shareholders include Valmark Advisers, Inc. (8,562,543 shares), Horizon Investments, LLC (1,458,191 shares), CLS Investments, LLC (1,312,489 shares), Ford Financial Group, Inc. (1,261,752 shares), BANK OF AMERICA CORP /DE/ (1,228,445 shares), LPL Financial LLC (1,001,623 shares), MORGAN STANLEY (934,713 shares), INSPIRION WEALTH ADVISORS, LLC (788,469 shares), Focused Wealth Management, Inc (754,004 shares), and Lutz Financial Services LLC (640,772 shares).
This table shows the top 153 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.