Q1 2020 13F Holders as of 31 Mar 2020
-
Type / Class
-
Equity / PRTFLO S&P500 VL
-
Total 13F shares
-
99,106,748
-
Share change
-
-16,911,322
-
Total reported value
-
$2,570,665,837
-
Price per share
-
$25.84
-
Number of holders
-
325
-
Value change
-
-$463,059,847
-
Number of buys
-
190
-
Number of sells
-
174
Institutional Holders of SPDR SERIES TRUST - PRTFLO S&P500 VL (SPYV) as of Q1 2020
As of 31 Mar 2020,
SPDR SERIES TRUST - PRTFLO S&P500 VL (SPYV) was held by
325 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
99,106,748 shares.
The largest 10 holders included
Financial Engines Advisors L.L.C., Valmark Advisers, Inc., Allworth Financial LP, BANK OF AMERICA CORP /DE/, LPL Financial LLC, NICOLET ADVISORY SERVICES, LLC, STIFEL FINANCIAL CORP, MORGAN STANLEY, Gradient Investments LLC, and NorthRock Partners, LLC.
This page lists
325
institutional shareholders reporting positions in this security
for the Q1 2020 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.