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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
Optimist Retirement Group LLC232,705$14.1M5.46%+67113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS231,892$14.1M0.02%+2,67413F-HRTimeline
ALPHA CAPITAL ADVISORS INC /ADV228,850$13.9M12.01%-5,56113F-HRTimeline
Synergy Investment Management, LLC228,359$13.9M3.36%+4,75313F-HRTimeline
TME FINANCIAL, INC.227,305$13.8M8.53%+125,88113F-HRTimeline
Financial Council, LLC227,017$13.8M4.48%+2,96513F-HRTimeline
Hofer & Associates. Inc226,703$13.8M6.66%+4,45613F-HRTimeline
Aureum Wealth Management, LLC223,035$13.6M8.41%+11,87613F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE222,782$13.5M1.85%+13,88313F-HRTimeline
Private Wealth Group, LLC221,416$13.5M5.2%+15,84213F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co219,808$13.4M0.57%-28,89313F-HRTimelineGroup
Guardian Wealth Advisors, LLC219,716$13.4M6.68%+3,35013F-HRTimeline
Qube Research & Technologies Ltd218,987$13.3M0.01%+159,37713F-HRTimeline
TrueWealth Advisors, LLC217,901$13.2M2.99%+13,22913F-HRTimeline
Diligent Investors, LLC217,539$13.2M2.94%-1,84913F-HRTimeline
GenWealth Group, Inc.215,686$13.1M2.04%-70613F-HRTimeline
RESTON WEALTH MANAGEMENT LLC209,182$12.7M3.43%+1,01113F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding202,865$12.3M+8,644Timeline
BCS Wealth Management202,146$12.3M2.21%+4,81413F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC201,179$12.3M1.41%-98,92913F-HRTimeline
Vertrix Wealth Management, LLC199,787$12.1M4.09%-14,67113F-HRTimeline
Gateway Wealth Partners, LLC199,142$12.1M0.73%-167,56713F-HRTimeline
New England Capital Financial Advisors …196,252$11.9M2.85%-6,13213F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …194,516$11.8M1.92%13F-HRTimelineGroup
&PARTNERS195,228$11.8M0.05%+19,55213F-HRTimeline
Farther Finance Advisors, LLC191,510$11.6M0.09%+8,34113F-HRTimeline
Madrid Financial Services190,549$11.6M6.13%+11,20613F-HRTimeline
Northwest Wealth Advisors, LLC187,942$11.4M6.56%+1,82513F-HRTimeline
PECAUT & CO.185,397$11.3M3.43%+7,95813F-HRTimeline
Walsh & Associates, LLC184,501$11.2M9.16%+93813F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC183,066$11.1M1.62%-17,44813F-HRTimeline
Merit Financial Group, LLC179,401$10.9M0.07%-19,97813F-HR/ATimeline
FORONJY FINANCIAL LLC177,040$10.8M3.95%-11,45413F-HRTimeline
Measured Wealth Private Client Group, L…174,125$10.6M2.56%-240,08913F-HRTimeline
Cresset Asset Management, LLC173,144$10.5M0.04%-7,00313F-HRTimeline
Bensler, LLC172,288$10.5M0.93%+11,97213F-HRTimeline
Oak Harvest Investment Services171,595$10.4M0.98%-6,80813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC169,765$10.3M0.16%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV167,230$10.2M0.48%+4,71413F-HRTimeline
Cobblestone Asset Management LLC167,149$10.2M4.24%-48,10113F-HRTimeline
Financial Management Professionals, Inc.166,508$10.1M0.96%+2,60813F-HRTimeline
LYNCH & ASSOCIATES/IN166,194$10.1M1.76%+4,90613F-HRTimeline
M&T Bank Corpin group M&T Bank Corp165,860$10.1M0.03%+4,72713F-HRTimelineGroup
Auour Investments LLC165,322$10M2.88%-1,33213F-HRTimeline
Uptown Financial Advisors LLC164,321$9.99M7.32%+2,43513F-HRTimeline
Olde Wealth Management, LLC162,652$9.89M2.8%-3,61513F-HRTimeline
NewSquare Capital LLC162,102$9.85M0.73%+71613F-HRTimeline
Parkway Wealth Management Group, LLC161,722$9.83M1.14%+12,27813F-HRTimeline
Larson Financial Group LLC158,714$9.65M0.25%-43,15813F-HRTimeline
Savvy Advisors, Inc.158,589$9.64M0.21%+20,07313F-HRTimeline
Town Capital LLC156,609$9.52M6.04%-12,77913F-HRTimeline
Ignite Planners, LLC155,533$9.46M1.3%+4,37713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC154,529$9.39M0.18%-3,08313F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC154,433$9.39M0.92%+16,93913F-HRTimeline
Stone Summit Wealth LLC152,106$9.25M2.35%+3,20913F-HRTimeline
Key Financial Inc152,069$9.24M1.51%+7813F-HRTimeline
MEMBERS WEALTH LLC150,222$9.13M5.01%+2,15313F-HRTimeline
Retirement Management Systems Inc.149,405$9.08M1.86%+8,27313F-HRTimeline
Quent Capital, LLC149,189$9.07M0.56%-2,00613F-HRTimeline
SeedSafe Financial LLC146,629$8.91M6.42%+10,45113F-HRTimeline
Cornerstone Wealth Group, LLC142,806$8.68M0.52%+4,66513F-HRTimeline
TOP Private Wealth LLC.142,308$8.65M8.3%13F-HRTimeline
Centennial Wealth Advisory LLC141,742$8.62M1.86%-92813F-HRTimeline
Mutual Advisors, LLC141,243$8.59M0.16%+10,81613F-HRTimeline
1900 WEALTH MANAGEMENT LLC140,864$8.56M0.48%-62213F-HRTimeline
Cannon Wealth Management Services, LLC139,863$8.5M4.65%-2,88713F-HRTimeline
Milestones Private Investment Advisors …138,243$8.4M6.69%+99,61413F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC137,525$8.36M3.78%-1,15713F-HRTimeline
EP Wealth Advisors, LLC136,424$8.29M0.03%+82,44813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC136,148$8.28M0.03%-16,68413F-HRTimelineGroup
Trilogy Capital Inc.136,124$8.27M0.32%-1,01113F-HRTimeline
City Center Advisors, LLC130,528$7.93M6.43%+8,27913F-HRTimeline
Laurel Wealth Planning LLC128,282$7.8M3.45%-3,07313F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC127,558$7.75M5.7%-23513F-HRTimeline
Goldstone Financial Group, LLC127,395$7.74M0.71%-4,66213F-HRTimeline
Modera Wealth Management, LLC126,954$7.72M0.08%-1,72313F-HRTimeline
Sharkey, Howes & Javer122,220$7.43M0.9%+3,45213F-HRTimeline
Collaborative Wealth Managment Inc.120,975$7.35M3.09%+15,03813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp119,996$7.29M<0.01%+23,48513F-HRTimelineGroup
ARBOR TRUST WEALTH ADVISORS, LLC119,427$7.26M2.93%+2,36013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management117,655$7.15M0.22%-2,74113F-HRTimelineGroup
Vision Capital Management, Inc.115,939$7.05M0.8%+3,89013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC115,100$7M0.01%+102,20013F-HRTimeline
Foundations Investment Advisors, LLC114,870$6.98M0.07%+2,85513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC114,681$6.97M<0.01%+34,69313F-HRTimelineGroup
Occidental Asset Management, LLC113,947$6.93M0.69%+3,06913F-HRTimeline
COZAD ASSET MANAGEMENT INC112,720$6.85M0.44%+4,78913F-HRTimeline
WRAPMANAGER INC112,110$6.82M2.13%+1,76813F-HRTimeline
FLOW TRADERS U.S. LLC110,758$6.73M0.28%+48,74013F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC110,181$6.7M1.65%+7,62413F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC110,087$6.69M1.05%+14,45413F-HRTimeline
RFG Advisory, LLC109,824$6.68M0.1%-7,49413F-HRTimeline
TAGStone Capital, Inc.109,108$6.63M2.11%-2,07013F-HRTimeline
CEERA INVESTMENTS, LLC108,046$6.57M2.78%+28,61613F-HRTimeline
Vertex Planning Partners, LLC107,805$6.55M0.97%+52,00913F-HRTimeline
J.W. COLE ADVISORS, INC.107,753$6.55M0.11%+3,19313F-HRTimeline
SIMA Wealth Partners, LLC106,953$6.5M4.61%+4,26213F-HRTimeline
AA Financial Advisors, LLC106,701$6.49M0.78%-1,96213F-HRTimeline
HARBOUR INVESTMENTS, INC.106,397$6.47M0.09%+6,20813F-HRTimeline
Vise Technologies, Inc.106,068$6.45M0.07%+44,24113F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC104,363$6.34M1.65%-26,42013F-HRTimeline
SHARPEPOINT LLC101,939$6.2M3.1%+3,06213F-HRTimeline
Farmers & Merchants Trust Co of Chamber…101,806$6.19M1.57%+8,10913F-HRTimeline
IAG Wealth Partners, LLC100,915$6.13M0.61%-1,04313F-HRTimeline
RFG - Bristol Wealth Advisors, LLC100,760$6.13M1.48%+1,66113F-HRTimeline
United Advisor Group, LLC99,573$6.05M0.64%+7,39613F-HRTimeline
Inman Jager Wealth Management, LLC99,177$6.03M3.21%+3,08113F-HRTimeline
Cornerstone National Bank & Trust Co98,106$5.98M2.02%+59,63313F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD98,285$5.97M0.01%+51013F-HRTimelineGroup
Broussard Financial Group LLC98,004$5.96M4.77%-4,23013F-HRTimeline
Modern Wealth Management, LLC97,451$5.92M0.07%-341,77413F-HRTimeline
Belpointe Asset Management LLC96,454$5.86M0.19%+8,86313F-HRTimeline
Fortis Capital Advisors, LLC96,454$5.86M0.66%+8,86313F-HRTimeline
Phoenix Wealth Advisors96,330$5.86M1.97%+38513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC96,209$5.85M0.03%-32,40113F-HRTimeline
Salomon & Ludwin, LLC93,694$5.72M0.47%-1,78413F-HRTimeline
Private Advisory Group LLC93,852$5.71M0.32%+19,64013F-HRTimeline
Horizon Family Wealth, Inc.93,820$5.7M2.6%+1,04713F-HRTimeline
Koshinski Asset Management, Inc.93,042$5.66M0.3%-1,97413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…91,036$5.53M<0.01%+23,26413F-HRTimelineGroup
Bucket List Wealth Management, LLC90,859$5.52M2.72%-72,71213F-HRTimeline
PACIFIC FINANCIAL GROUP INC90,666$5.51M2.64%-84313F-HRTimeline
Clear Retirement Advice LLC89,583$5.45M3.73%+9,64013F-HRTimeline
Independent Wealth Network Inc.88,671$5.39M1.37%-2,06313F-HRTimeline
DecisionMap Wealth Management, LLC88,440$5.38M3.01%+4,06013F-HRTimeline
Sterling Group Wealth Management, LLC88,092$5.36M2.2%-9,33013F-HRTimeline
Visionary Wealth Advisors87,737$5.33M0.21%+13,91613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…87,289$5.31M<0.01%-16,34913F-HRTimelineGroup
Braun-Bostich & Associates Inc.87,227$5.3M2.96%-29,09713F-HRTimeline
PRIVATE TRUST CO NA87,043$5.29M0.42%+5,10413F-HRTimeline
Smith Partners Wealth Management, LLC86,876$5.28M4.2%+30,17413F-HRTimeline
Asset Management Group, Inc.86,723$5.27M0.77%-5,60513F-HRTimeline
Benchmark Financial, LLC86,110$5.23M4.27%-1,55013F-HRTimeline
LANARK FINANCIAL, INC.85,530$5.2M0.35%+9,81513F-HRTimeline
WealthTrak Capital Management LLC85,523$5.2M3.42%+31,72813F-HRTimeline
Quantinno Capital Management LP84,817$5.16M0.01%+7,56413F-HRTimeline
Independent Advisor Alliance84,129$5.11M0.12%-2,696,05813F-HRTimeline
Beacon Pointe Advisors, LLC83,631$5.08M0.02%+23,64913F-HRTimeline
Buttonwood Financial Group, LLC82,380$5.01M2.86%-102,89313F-HRTimeline
Intergy Private Wealth, LLC82,226$5M1.15%-17,03813F-HRTimeline
Waterloo Capital, L.P.81,430$4.95M0.28%-1,88313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…81,244$4.94M0.03%-1,13013F-HRTimelineGroup
Milestone Asset Management Group, LLC81,170$4.93M2.49%+95613F-HRTimeline
Arete Wealth Advisors, LLC81,138$4.93M0.33%-1,23213F-HR/ATimeline
BlackRock, Inc.in group BlackRock, Inc.80,831$4.91M<0.01%+10,85113F-HRTimelineGroup
Clarus Wealth Advisors80,042$4.91M1.89%-3,83913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED80,652$4.9M0.3%-8,25813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC80,207$4.88M0.11%+2,87413F-HRTimelineGroup
CVFG LLC79,573$4.84M0.51%+5,95313F-HRTimeline
SOA Wealth Advisors, LLC.79,103$4.81M0.81%-70,29813F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC77,884$4.73M1.13%-180,12813F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT76,397$4.64M1.24%-74613F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC74,036$4.5M3.81%-15,86113F-HRTimeline
Jacksonville Wealth Management, LLC73,834$4.49M2.54%+11,97513F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV73,382$4.46M0.51%-2,73013F-HRTimeline
MOTIVE WEALTH ADVISORS73,114$4.44M1.83%-84113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC72,628$4.42M<0.01%-1,16113F-HRTimelineGroup
Golden State Wealth Management, LLC72,626$4.41M0.4%-11,83613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…72,527$4.41M0.09%+20,30813F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.70,903$4.31M0.14%+313F-HRTimeline
Partners in Financial Planning70,630$4.29M0.65%+47213F-HRTimeline
JDM Financial Group LLC70,373$4.28M1.46%+5,50913F-HRTimeline
Gotham Asset Management, LLC70,092$4.26M0.01%+33,31413F-HRTimeline
Advisory Services Network, LLC69,813$4.24M0.05%-4,90013F-HRTimeline
Focus Financial Network, Inc.68,955$4.19M0.13%-15,08413F-HRTimeline
TritonPoint Partners, LLCin group TritonPoint Partners, LLC68,955$4.19M0.35%-3,61913F-HRTimelineGroup
Prime Capital Investment Advisors, LLC68,916$4.19M0.04%-83413F-HRTimeline
PAX Financial Group, LLC68,791$4.18M0.62%-1,87813F-HRTimeline
Yukon Wealth Management, Inc.68,523$4.17M1.19%+18,94413F-HRTimeline
Shum Financial Group, Inc.68,415$4.16M2.51%+4,63813F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC68,318$4.15M0.28%-40713F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…66,464$4.04M0.05%-16813F-HRTimelineGroup
Friday Financial64,969$4.02M1.08%+5,26013F-HRTimeline
MidAtlantic Capital Management, Inc.65,153$3.96M2.46%-3,27613F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC65,014$3.95M0.28%-19,76013F-HRTimelineGroup
WEALTHGARDEN F.S. LLC64,871$3.94M2.24%+9,38713F-HRTimeline
Freedom Investment Management, Inc.64,161$3.9M1.09%-5,51813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC63,093$3.84M0.08%-23,77813F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…62,943$3.83M0.03%new13F-HRTimelineGroup
Chicago Partners Investment Group LLC62,003$3.81M0.08%+74413F-HRTimeline
JNBA Financial Advisors62,238$3.78M0.29%-3,86813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…62,067$3.77M0.11%+3,80713F-HRTimelineGroup
MBM WEALTH CONSULTANTS, LLC61,919$3.76M0.73%-49913F-HRTimeline
Cornerstone Wealth Management, LLC61,650$3.75M0.16%-3,06813F-HRTimeline
Opal Wealth Advisors, LLC61,355$3.73M0.81%+3,29813F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…61,043$3.71M0.1%+8,14513F-HRTimelineGroup
Prospera Financial Services Inc61,038$3.71M0.05%+8813F-HRTimeline
Glen Eagle Advisors, LLC60,911$3.7M0.47%+55113F-HRTimeline
Steward Partners Investment Advisory, L…60,668$3.69M0.02%+1,07413F-HRTimeline
Breachway Investments LLC60,094$3.65M5.5%-145,72513F-HRTimeline
CORDA Investment Management, LLC.59,964$3.65M0.22%-413F-HRTimeline
Kera Capital Partners, Inc.59,506$3.62M0.35%-14213F-HRTimeline
Arax Advisory Partners58,820$3.58M0.02%+50,82813F-HRTimeline
American Investment Services, Inc.58,237$3.54M0.75%-41013F-HRTimeline
Balefire, LLC57,705$3.51M0.57%+15,82213F-HRTimeline
PSI Advisors, LLC56,763$3.45M0.8%+1,13813F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.56,621$3.44M<0.01%new13F-HRTimelineGroup
Axis Wealth Partners, LLC56,555$3.44M1.65%+1,56313F-HRTimeline
Perigon Wealth Management, LLC55,949$3.4M0.05%+1,63813F-HRTimeline
Sovran Advisors, LLC54,125$3.37M0.25%-3,08713F-HRTimeline