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Disclosery

SPYV SPDR SERIES TRUST

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PRTFLO S&P500 VL (fund)

1,197 managers (1,213 13F filers) reported a position in SPYV shares at 2026-06-30, 490,719,222 shares in all. 92 filers opened a position and 52 filers sold out during the quarter.

Managers
1,197
13F filers
1,213
New
92
Added
493
Reduced
418
Sold out
52
Shares held by filers
490,719,222

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Financial Engines Advisors L.L.C.82,942,783$5.04B8.95%+1,528,36813F-HRTimeline
LPL Financial LLC52,010,628$3.16B0.71%+524,93713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC23,183,404$1.41B0.15%+350,74913F-HRTimelineGroup
Allworth Financial LP18,476,358$1.12B4.78%-1,290,72413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/17,485,355$1.06B0.07%+10,250,04613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY9,712,590$590M0.03%+338,12013F-HRTimelineGroup
Valmark Advisers, Inc.9,260,907$563M5.98%+264,84913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC7,578,412$461M0.09%+275,22513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,984,307$425M0.12%+576,55613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,598,736$401M0.02%-305,83113F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …6,312,030$384M0.3%+5,981,18613F-HRTimelineGroup
Willis Johnson & Associates, Inc.6,252,618$380M21.17%+185,28813F-HRTimeline
UBS Group AGgroup of 2 filers holding6,125,298$372M-103,232Timeline
Diversify Advisory Services, LLCgroup of 2 filers holding5,637,734$351M+3,019,345Timeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,262,630$320M1.91%+363,89013F-HRTimelineGroup
Advisory Alpha, LLC4,938,446$300M7.36%-6,82613F-HRTimeline
NorthRock Partners, LLC4,889,672$297M4.32%+303,36713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,880,123$297M0.05%+581,87613F-HRTimelineGroup
Connecticut Wealth Management, LLC4,665,939$284M10.49%+371,29313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,365,786$265M-524,507Timeline
VANTAGEPOINT INVESTMENT ADVISERS LLC4,302,423$262M1.96%-24,85013F-HRTimeline
Cetera Investment Advisers4,186,310$254M0.23%-19,64213F-HRTimeline
Dynasty Wealth Management, LLC4,083,530$248M1.84%+111,54613F-HRTimeline
Quotient Wealth Partners, LLC3,939,693$239M5.65%+99,04513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC3,664,076$223M0.27%+62,14213F-HRTimelineGroup
TIAAgroup of 4 filers holding3,620,563$220M-236,481Timeline
AE Wealth Management LLC3,582,797$218M1.02%-3,61413F-HRTimeline
HighTower Advisors, LLC3,210,846$195M0.19%+130,52713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,144,532$191M0.16%+481,69513F-HRTimelineGroup
Private Advisor Group, LLC3,052,238$186M0.85%+287,60413F-HRTimeline
Horizon Investments, LLC3,048,861$185M2.03%-2,283,31513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,959,304$180M0.21%+237,38013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,831,310$175M0.29%+11,52213F-HRTimeline
Octavia Wealth Advisors, LLC2,818,236$171M14.79%+95,61713F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…2,693,155$164M4.37%+140,66013F-HRTimeline
Lutz Financial Services LLC2,496,836$152M9.24%+62,16013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC2,375,737$144M1.32%+394,14013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,368,033$144M0.06%+890,49613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,352,228$143M0.02%+197,52213F-HRTimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,311,111$141M6.42%+113,07413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,167,693$132M0.17%+483,21013F-HRTimeline
Betterment LLC2,158,735$131M0.22%-88,61913F-HRTimeline
Integrated Wealth Concepts LLC2,036,379$124M0.6%+553,49113F-HRTimeline
AlphaStar Capital Management, LLC2,033,800$124M7.86%+80,48213F-HRTimeline
Magnus Financial Group LLC1,931,275$117M8.31%+93,48813F-HRTimeline
OLD NATIONAL BANCORP /IN/1,922,651$117M2.33%-19,39113F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC1,884,218$116M3.68%-1,34313F-HRTimelineGroup
First National Trust Co1,898,954$115M3.92%-5,40813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,870,677$114M0.06%-287,25713F-HRTimelineGroup
IHT Wealth Management, LLC1,828,577$111M2.36%+181,67513F-HRTimeline
Bell Bank1,694,652$103M3.93%-58,66613F-HRTimeline
Mariner, LLCin group Mariner, LLC1,564,264$95.1M0.1%-530,71113F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC1,525,773$92.8M4.75%+74,88413F-HRTimeline
SIMON QUICK ADVISORS, LLC1,524,098$92.6M3.74%-5,88113F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,488,475$90.5M0.45%+188,47813F-HR/ATimeline
MML INVESTORS SERVICES, LLC1,486,410$90.4M0.18%+283,09213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding1,440,225$87.6M+4,166Timeline
Dakota Wealth Management1,367,223$83.1M1.59%+221,68713F-HRTimeline
KWB Wealth1,365,288$83M7.1%-262,27113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,337,444$81.3M3.11%+35,59413F-HRTimeline
Convergence Financial, LLC1,211,498$73.6M5.86%-390,31613F-HRTimeline
Klingman & Associates, LLC1,173,526$71.3M3.04%+1913F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO1,096,659$66.7M0.79%-5,05813F-HRTimeline
71 West Capital Partners1,072,643$65.2M2.25%-6,53913F-HRTimeline
FMR LLCin group FMR LLC1,054,676$64.1M<0.01%+5,86713F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC1,047,254$63.7M0.99%+256,85013F-HRTimeline
Summit Financial, LLC1,024,625$62.3M0.68%+59,15413F-HRTimeline
Waverly Advisors, LLC996,736$60.6M0.35%+151,02313F-HRTimeline
Whitcomb & Hess, Inc.991,666$60.3M13.02%+27,67813F-HRTimeline
N.E.W. Advisory Services LLC977,108$59.4M3.97%-11,36813F-HRTimeline
TSFG, LLC932,631$56.7M7.14%+152,66113F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC904,959$55M0.06%+379,16813F-HRTimelineGroup
NOTTINGHAM ADVISORS, INC.747,960$54.7M6.53%-120,64213F-HRTimeline
CGN Advisors LLC859,839$52.3M3.82%-19,33313F-HRTimeline
COURIER CAPITAL LLC849,798$51.7M2.58%+65,35213F-HRTimeline
Cambridge Investment Research Advisors,…849,235$51.6M0.12%+36,57213F-HR/ATimeline
MONECO ADVISORS, LLC846,807$51.5M3.15%+103,20113F-HRTimeline
Janney Montgomery Scott LLC843,541$51.3M0.1%+309,27813F-HRTimeline
Leicht Financial Planning & Wealth Mana…830,431$50.5M20.68%+9,54913F-HRTimeline
BALANCED WEALTH GROUP LLC827,687$50.2M15.88%+16,27613F-HRTimeline
Perennial Investment Advisors, LLC813,155$49.4M3.3%-28,74513F-HRTimeline
Facet Wealth, Inc.793,438$48.2M0.69%-87,89613F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp770,376$46.8M4.19%-10,94913F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP770,094$46.8M0.06%-263,35213F-HR/ATimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC767,081$46.6M0.86%new13F-HRTimeline
Tennessee Valley Asset Management Partn…764,278$46.5M5.13%+14,14413F-HRTimeline
Creative Planningin group Creative Planning739,442$45M0.03%+43,64013F-HRTimelineGroup
Avior Wealth Management, LLC739,292$44.9M1.18%+53713F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding730,118$44.4M+57,558Timeline
CoreCap Advisors, LLC715,808$43.5M1.28%-479,67013F-HRTimeline
ERn Financial, LLC712,567$43.3M7.17%+14,06313F-HRTimeline
Constellation Investments, Inc.712,000$43.3M1.36%013F-HRTimeline
VICUS CAPITAL705,222$42.9M2.77%-6,40313F-HRTimeline
Accredited Investors Inc.701,724$42.7M1.84%-21,32813F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC677,779$41.2M17%+37,93113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.668,835$40.7M0.64%+47,30713F-HRTimeline
Alta Wealth Advisors LLC656,065$39.9M10.81%+14,36313F-HRTimeline
Pinnacle Wealth Planning Services, Inc.626,738$38.1M3.63%+6,63513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…606,028$36.8M0.06%-63,74513F-HRTimelineGroup
Geneos Wealth Management Inc.591,302$35.9M0.73%+8113F-HRTimeline
Gladstone Institutional Advisory LLC590,728$35.9M1.14%-86,73113F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC577,788$35.1M7.23%-18,12713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP575,516$35M<0.01%+3,01513F-HRTimelineGroup
McNamara Financial Services, Inc.573,157$34.8M6.01%+5,35013F-HRTimeline
HighPoint Advisor Group LLC572,226$34.8M1.23%-16,74113F-HRTimeline
Compton Financial Group, LLC569,655$34.6M6.67%-516,55913F-HRTimeline
NewEdge Advisors, LLC565,797$34.4M0.1%+44,05513F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC565,753$34.4M2.61%+5,57713F-HRTimeline
Roberts Financial Services LLC552,950$33.6M9.84%+3,32813F-HRTimeline
Shepherd Financial Partners LLC552,003$33.6M2.76%-160,97813F-HRTimeline
Navigation Group, LLC544,682$33.1M6.44%+6313F-HRTimeline
Choice Wealth Advisors LLC544,554$33.1M11.62%+1,83113F-HRTimeline
Kingsview Wealth Management, LLC525,435$31.9M0.39%+71,00713F-HRTimeline
BIP Wealth, LLC520,295$31.6M0.9%+88,53313F-HRTimeline
Avantax Planning Partners, Inc.509,111$30.9M0.77%-35,78913F-HRTimeline
Harbor Group, Inc.500,828$30.4M3.58%+15,55813F-HRTimeline
Leslie Global Wealth, LLC498,627$30.3M11.8%+4,85113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV494,457$30.1M0.04%+33,40213F-HR/ATimeline
Marathon Mission, Inc.493,644$30M14.98%+31,11313F-HRTimeline
SkyOak Wealth, LLC487,942$29.7M4.85%-31,11913F-HRTimeline
Rodgers & Associates, LTD487,758$29.7M2.69%-11,18713F-HRTimeline
Hamilton Capital, LLC483,626$29.4M1.46%-2,42413F-HRTimeline
MGO ONE SEVEN LLC464,874$28.3M0.47%+2,99013F-HRTimeline
First Heartland Consultants, Inc.463,488$28.2M1.82%+44,67713F-HRTimeline
MBE Wealth Management, LLC459,724$27.9M9.82%+9,38713F-HRTimeline
Wealth Advisors of Iowa, LLC456,134$27.7M7.51%+41,11513F-HRTimeline
RIVERSEDGE ADVISORS, LLC455,543$27.7M3.68%-2,84413F-HRTimeline
MCF Advisors LLC453,394$27.6M0.98%+445,19313F-HRTimeline
Savant Capital, LLC466,816$27.5M0.08%+238,46313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP447,664$27.2M0.03%-8,81313F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.446,191$27.1M0.04%+1,35413F-HRTimelineGroup
CarsonAllaria Wealth Management, Ltd.443,527$27M11.68%+20,84313F-HRTimeline
SilverOak Wealth Management LLC430,513$26.2M3.37%+13,56413F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding427,012$26M+12,595Timeline
Global Retirement Partners, LLC425,501$25.9M0.4%13F-HRTimeline
Provenance Wealth Advisors, LLC425,308$25.9M2.46%-2,00113F-HRTimeline
Strategic Financial Partners, Ltd.413,615$25.1M9.48%+45,71513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…412,981$25.1M0.21%-8,81413F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding404,139$24.6M+8,586Timeline
ARMSTRONG ADVISORY GROUP, INC403,951$24.6M1.49%+79,87813F-HRTimeline
GRANVILLE CAPITAL, INC.402,146$24.4M10.92%+13,73813F-HRTimeline
ABOUND FINANCIAL, LLC400,406$24.3M9.7%-1,21813F-HRTimeline
Stonebrook Private Inc.397,043$24.1M4.41%-17,92613F-HRTimeline
Scarborough Advisors, LLC390,184$23.9M2.75%-70,03113F-HRTimeline
Visionary Horizons, LLC389,843$23.7M9.9%+1,03013F-HRTimeline
Western Wealth Management, LLC388,134$23.6M0.77%-91,68013F-HRTimeline
TPG Financial Advisors, LLC387,813$23.6M7.04%+9,95413F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.385,288$23.4M0.03%+3,39213F-HRTimelineGroup
Cardinal Strategic Wealth Guidance382,298$23.2M5.27%+43,98113F-HRTimeline
Destiny Capital Corp/CO371,790$22.6M10.51%+3,25413F-HRTimeline
Alesco Advisors, LLC, An ESL Co369,874$22.5M0.52%-7,68913F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC361,666$22M0.01%+118,13013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC358,913$21.8M0.14%+35,01113F-HRTimelineGroup
Foguth Wealth Management, LLC.348,042$21.4M2.44%+20,22713F-HRTimeline
1834 INVESTMENT ADVISORS CO351,475$21.4M2.42%+48,07913F-HRTimeline
Navalign, LLC349,442$21.2M4.95%+3,96613F-HRTimeline
Ackerman Capital Advisors, LLC343,550$20.9M4.21%-67,89613F-HRTimeline
Windsor Capital Management, LLC332,851$20.2M5.26%-1,64213F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC332,489$20.2M7.75%+12,96313F-HRTimeline
Collier Financial330,680$20.1M13.75%+27,60313F-HRTimeline
CBM Financial, LLC323,913$20.1M11.93%+5,17613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC326,748$19.9M0.59%-2,73213F-HRTimelineGroup
Pure Financial Advisors, LLC325,685$19.8M0.25%-4,38413F-HRTimeline
Freestate Advisors LLC325,280$19.8M14.77%-9,84213F-HRTimeline
True Blue Financial, LLC322,945$19.6M8.29%+307,62313F-HRTimeline
Northern Capital Management, Inc.322,571$19.6M8.36%+11,68513F-HR/ATimeline
POTENTIA WEALTH317,152$19.3M7.89%-8,78413F-HRTimeline
VERUS CAPITAL PARTNERS, LLC316,139$19.2M1.04%+10,73813F-HRTimeline
Clear Creek Financial Management, LLC315,733$19.2M1.23%-13,01313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC315,142$19.2M0.03%+11,58013F-HRTimelineGroup
WOODARD & CO ASSET MANAGEMENT GROUP INC…313,553$19.1M2.75%-326,23613F-HRTimeline
Francis Financial, Inc.308,267$18.7M3.07%+31,23513F-HRTimeline
CX Institutional307,901$18.7M0.54%+84513F-HRTimeline
Simplicity Wealth,LLC301,939$18.4M0.62%+254,37513F-HRTimeline
NOVEM GROUP300,595$18.3M1.85%-38,65113F-HRTimeline
Great Lakes Retirement, Inc.299,764$18.2M1.62%+1,07813F-HRTimeline
Symphony Financial, Ltd. Co.295,932$18M1.97%+18,35113F-HRTimeline
Sanctuary Advisors, LLC293,438$17.8M0.08%-26,20113F-HRTimeline
Retirement Planning Group, LLC292,995$17.8M0.45%-27,01013F-HRTimeline
Morrissey Wealth Management, LLC288,113$17.7M11.14%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…291,276$17.7M0.03%+2,45313F-HRTimelineGroup
Tempo Wealth, LLC288,652$17.5M2.6%-4,50413F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding281,225$17.1M-8,886Timeline
POWER WEALTH MANAGEMENT LLC281,112$17.1M5.88%+8,65213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC276,375$16.8M0.01%+45,29213F-HRTimelineGroup
Probity Advisors, Inc.275,176$16.7M2.39%-5,17713F-HRTimeline
McAdam, LLC271,475$16.5M0.64%-40,81313F-HRTimeline
Valtinson Bruner Financial Planning LLC265,947$16.2M4.05%+14,59313F-HRTimeline
STEVENS CAPITAL PARTNERS262,126$15.9M3.03%+89,40713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management262,013$15.9M0.16%-17,83013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…260,079$15.8M0.18%+6,27413F-HRTimelineGroup
Portside Wealth Group, LLC255,960$15.6M1.82%+13,18413F-HRTimeline
Meridian Wealth Management, LLC255,696$15.5M0.48%+37213F-HRTimeline
Sargent Investment Group, LLC250,608$15.2M1.83%-4,32413F-HRTimeline
Hobart Private Capital, LLC247,956$15.1M2.59%-61,73013F-HRTimeline
IFG Advisory, LLC242,652$14.8M0.52%+242,62813F-HRTimeline
Millington Financial Advisors, LLC235,324$14.6M5.73%+11,45913F-HRTimeline
Legacy Financial Group LLC239,484$14.6M1.64%-7,98113F-HRTimeline
Cynosure Group, LLC234,630$14.3M2.14%-11,52513F-HRTimeline
GHP Investment Advisors, Inc.233,175$14.2M0.52%+3,83013F-HRTimeline