Q4 2018 13F Holders as of 31 Dec 2018
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Type / Class
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Equity / PRTFLO S&P500 VL
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Number of holders
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220
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Total 13F shares, excl. options
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58,234,517
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Shares change
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+25,589,078
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Total reported value, excl. options
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$1,591,080,590
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Value change
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+$696,119,598
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Number of buys
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152
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Number of sells
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45
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Price
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$27.16
Institutional Holders of SPDR SERIES TRUST - PRTFLO S&P500 VL (SPYV) as of Q4 2018
As of 31 Dec 2018 SPDR SERIES TRUST - PRTFLO S&P500 VL (SPYV) had 237 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 58,234,517 shares of stock of the company.
Largest 10 holders included Valmark Advisers, Inc., Horizon Investments, LLC, BANK OF AMERICA CORP /DE/, PFS INVESTMENTS INC., Balentine LLC, Hanson McClain, Inc., Parametric Portfolio Associates LLC, MORGAN STANLEY, LPL Financial LLC, and UBS Group AG.
This table shows 237 institutional shareholders of the security as of 31 Dec 2018.
| 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.