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Disclosery

SPYV SPDR SERIES TRUST

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PRTFLO S&P500 VL (fund)

1,010 managers (1,023 13F filers) reported a position in SPYV shares at 2024-12-31, 423,225,242 shares in all. 70 filers opened a position and 77 filers sold out during the quarter.

Managers
1,010
13F filers
1,023
New
70
Added
419
Reduced
306
Sold out
77
Shares held by filers
423,225,242

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Clear Creek Financial Management, LLC224,224$11.5M1.24%+26,80413F-HRTimeline
Valtinson Bruner Financial Planning LLC218,468$11.2M3.9%+46013F-HRTimeline
Financial Council, LLC217,173$11.1M5.72%+5,04413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …214,727$11M0.3%+1,93313F-HRTimelineGroup
Foguth Wealth Management, LLC.208,486$11M2.87%+178,60313F-HRTimeline
GHP Investment Advisors, Inc.213,089$10.9M0.51%+9,21813F-HRTimeline
Summit Financial, LLC213,064$10.9M0.38%+24,68213F-HRTimeline
WRAPMANAGER INC208,554$10.7M2.73%+1,21413F-HRTimeline
Dogwood Wealth Management LLC206,496$10.6M5.59%+34,23813F-HRTimeline
POWER WEALTH MANAGEMENT LLC204,226$10.4M4.36%+17,35113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC202,734$10.4M0.08%-11,74613F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp201,803$10.3M0.03%+10,74513F-HRTimelineGroup
Oak Harvest Investment Services201,182$10.3M1.43%+24,01413F-HRTimeline
Hofer & Associates. Inc201,130$10.3M6.9%-3,38513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management199,343$10.2M0.32%-9,44813F-HRTimelineGroup
Goldstone Financial Group, LLC198,961$10.2M1.59%+34,90713F-HRTimeline
Asset Allocation Strategies LLC191,337$10M2.41%+47,97213F-HRTimeline
Signal Advisors Wealth, LLC195,913$10M1.13%+158,02313F-HRTimeline
Stone Summit Wealth LLC195,511$10M3.36%-9,78813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC192,032$9.82M0.24%-57,72413F-HRTimeline
PAX Financial Group, LLC188,089$9.62M1.72%-5,55813F-HRTimeline
Collaborative Wealth Managment Inc.186,725$9.55M4.33%+3,07813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…185,991$9.51M0.13%+14,63513F-HRTimelineGroup
Sterling Group Wealth Management, LLC185,383$9.48M4.92%+4,48013F-HRTimeline
GenWealth Group, Inc.184,960$9.46M2.15%+4,83813F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC178,993$9.15M3.41%-1,56213F-HRTimeline
Atria Wealth Solutions, Inc.177,638$9.08M0.1%-72,88013F-HRTimeline
BCS Wealth Management171,766$8.78M2.18%+23,97713F-HRTimeline
PECAUT & CO.171,416$8.77M3.03%+12,22013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.169,266$8.67M0.02%-1,00613F-HRTimelineGroup
NOVEM GROUP164,705$8.42M1.25%13F-HRTimeline
Hobart Private Capital, LLC163,808$8.38M2.08%+1,88113F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC156,990$8.3M4.89%13F-HRTimeline
Quent Capital, LLC159,811$8.17M0.85%+3,25313F-HRTimeline
Madrid Financial Services158,706$8.12M6.44%13F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC158,620$8.11M4.2%+27,48613F-HRTimeline
1900 WEALTH MANAGEMENT LLC158,012$8.08M0.68%-1,07113F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …156,617$8.01M0.23%013F-HRTimelineGroup
CHURCHILL MANAGEMENT Corp155,648$7.96M0.09%-1,53513F-HRTimeline
Promus Capital, LLC153,821$7.87M6.03%13F-HR/ATimeline
Portside Wealth Group, LLC152,210$7.78M1.29%-19,50213F-HR/ATimeline
Atria Investments, Inc151,432$7.74M0.1%-62713F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC151,131$7.73M1.95%+12,33013F-HRTimeline
JNBA Financial Advisors150,387$7.69M0.79%-4,45213F-HRTimeline
Auour Investments LLC145,180$7.64M2.67%+6,18913F-HRTimeline
Gibbs Wealth Management149,081$7.62M2.07%+13,40613F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …148,747$7.61M1.74%+8,13613F-HRTimelineGroup
Trilogy Capital Inc.146,514$7.49M0.39%+13,80013F-HRTimeline
LYNCH & ASSOCIATES/IN145,584$7.45M1.62%+4,26113F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd145,061$7.42M0.15%new13F-HRTimelineGroup
GeoWealth Management, LLC143,852$7.36M0.24%+4,81313F-HRTimeline
Key Financial Inc143,093$7.32M1.66%-11413F-HRTimeline
Ausdal Financial Partners, Inc.141,816$7.25M0.63%+9,59513F-HRTimeline
STEVENS CAPITAL PARTNERS141,707$7.25M3.28%+1,05113F-HRTimeline
Laurel Wealth Planning LLC139,877$7.15M4.61%+4,02513F-HRTimeline
Partnership Wealth Management, LLC137,833$7.05M5.87%+15,50213F-HRTimeline
Cooper Financial Group135,626$6.94M0.84%-3,72213F-HRTimeline
Independent Wealth Network Inc.135,497$6.93M2.81%+5,66513F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC135,464$6.93M6.56%13F-HRTimeline
Arete Wealth Advisors, LLC133,628$6.83M0.49%+30,63313F-HRTimeline
Cannon Wealth Management Services, LLC130,507$6.83M5.89%-4,39813F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co133,286$6.82M<0.01%-16,98613F-HRTimelineGroup
DENVER WEALTH MANAGEMENT, INC.130,306$6.66M3%+11,09613F-HRTimeline
Olde Wealth Management, LLC128,290$6.56M2.34%-1,87313F-HRTimeline
Cardinal Strategic Wealth Guidance128,215$6.56M2.09%+1,71613F-HRTimeline
Ignite Planners, LLC126,490$6.49M1.42%+4,68713F-HRTimeline
Uptown Financial Advisors LLC126,633$6.48M6.98%13F-HRTimeline
Gunma Bank,Ltd.125,000$6.39M2.11%+52,00013F-HRTimeline
Modera Wealth Management, LLC124,412$6.36M0.08%+83,32713F-HRTimeline
Intergy Private Wealth, LLC122,267$6.25M2.33%+713F-HRTimeline
HM PAYSON & CO121,945$6.24M0.11%-37,34813F-HRTimeline
Snider Financial Group120,730$6.17M1.91%+6,37913F-HRTimeline
Foundations Investment Advisors, LLC120,369$6.16M0.12%+6,55413F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…117,750$6.02M2.16%+22,39013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC117,646$6.02M0.02%-187,59613F-HRTimelineGroup
GPS Wealth Strategies Group, LLC117,279$6M0.77%+3,61213F-HRTimeline
Freedom Investment Management, Inc.116,183$5.94M0.49%-3,21013F-HRTimeline
SVB WEALTH LLC115,506$5.91M0.11%new13F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC113,098$5.78M2.71%+13,30813F-HRTimeline
TUDOR INVESTMENT CORP ET AL112,941$5.78M0.06%-62,65013F-HRTimeline
Bensler, LLC110,626$5.66M0.67%+15,26313F-HRTimeline
Tranquilli Financial Advisor LLC109,210$5.58M3.54%+69,37613F-HRTimeline
MOTIVE WEALTH ADVISORS108,848$5.57M2.99%-15,46613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…107,790$5.51M0.05%-5,20913F-HRTimelineGroup
J.W. COLE ADVISORS, INC.106,249$5.43M0.22%-8,59513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…105,905$5.42M0.19%+25,31613F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC105,072$5.37M0.5%+5,31513F-HRTimeline
Centennial Wealth Advisory LLC103,644$5.3M2.08%-108,98913F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC103,081$5.27M0.69%+3,33813F-HRTimeline
Occidental Asset Management, LLC102,163$5.22M0.82%-11,16013F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT102,146$5.22M2.41%+4,03313F-HRTimeline
SHARPEPOINT LLC101,464$5.19M4.67%13F-HRTimeline
Financial Advocates Investment Manageme…98,080$5.18M0.3%+4,15013F-HRTimeline
Cobblestone Asset Management LLC100,268$5.13M3.35%+1,61613F-HRTimeline
TAGStone Capital, Inc.99,025$5.06M2.49%+93013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP98,600$5.04M0.01%new13F-HRTimelineGroup
Guardian Wealth Advisors, LLC97,229$4.97M3.19%+59,48713F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding96,606$4.94M+90,322Timeline
WEXFORD CAPITAL LP96,283$4.92M1.26%new13F-HRTimeline
Phoenix Wealth Advisors95,490$4.88M2.12%+11,96313F-HRTimeline
PRIVATE TRUST CO NA93,898$4.8M0.49%+1,22413F-HRTimeline
HARBOUR INVESTMENTS, INC.93,341$4.77M0.14%+6,82213F-HRTimeline
Asset Management Group, Inc.93,068$4.76M0.85%+3,83913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC92,338$4.72M0.01%+12,66813F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC91,778$4.69M0.03%+38,16113F-HRTimelineGroup
Horizon Family Wealth, Inc.91,721$4.69M3.12%-1,76713F-HRTimeline
Topel & Distasi Wealth Management, LLC91,696$4.69M2.01%013F-HRTimeline
PACIFIC FINANCIAL GROUP INC89,872$4.6M3.41%-4,20513F-HRTimeline
Gateway Wealth Partners, LLC89,375$4.57M1.18%-12,74313F-HRTimeline
City Center Advisors, LLC83,552$4.27M4.8%-1,12513F-HRTimeline
Transform Wealth, LLC83,053$4.25M0.24%+4,26213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…83,020$4.25M0.08%+38,18613F-HRTimelineGroup
Marcum Wealth, LLC82,375$4.21M0.37%-15013F-HRTimeline
IAG Wealth Partners, LLC81,681$4.18M0.74%-3,75613F-HRTimeline
Golden State Wealth Management, LLC81,622$4.17M0.63%13F-HRTimeline
Clarus Wealth Advisors81,334$4.13M2.06%-4,98513F-HRTimeline
Priebe Wealth Holdings LLC80,606$4.12M2.79%+1,78113F-HRTimeline
MidAtlantic Capital Management, Inc.80,100$4.1M3%013F-HRTimeline
Perigon Wealth Management, LLC78,785$4.07M0.1%+40713F-HRTimeline
Tyler-Stone Wealth Management75,926$3.88M0.69%-66713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS75,906$3.88M0.01%+1,66113F-HRTimeline
American Money Management, LLC75,764$3.87M0.76%-1,59613F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC74,034$3.79M0.34%-81413F-HRTimelineGroup
Keener Financial Planning LLC73,394$3.75M2.22%+7,58813F-HRTimeline
Red Tortoise LLC73,075$3.74M1.96%+11113F-HRTimeline
Copia Wealth Management72,914$3.73M3.55%13F-HRTimeline
MEMBERS WEALTH LLC70,993$3.72M2.78%13F-HRTimeline
Prime Capital Investment Advisors, LLC72,248$3.69M0.05%+3,17313F-HRTimeline
RFG Advisory, LLC72,188$3.69M0.1%+24,02413F-HRTimeline
Koshinski Asset Management, Inc.72,065$3.69M0.33%-3,42313F-HRTimeline
SIMA Wealth Partners, LLC70,510$3.61M3.06%-1,96713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC70,160$3.59M<0.01%+5,30713F-HRTimelineGroup
FLORIDA FINANCIAL ADVISORS, LLC69,742$3.57M1.59%+16,90813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC68,900$3.52M<0.01%+3,92013F-HRTimelineGroup
DecisionMap Wealth Management, LLC68,731$3.51M2.79%13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC68,325$3.49M0.12%+14,74513F-HRTimeline
Sharkey, Howes & Javer66,877$3.42M0.48%+5,60513F-HRTimeline
TME FINANCIAL, INC.64,431$3.41M3.18%13F-HRTimeline
JDM Financial Group LLC66,211$3.39M1.76%+2,89513F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC66,069$3.38M0.68%+4,42713F-HRTimeline
Glen Eagle Advisors, LLC66,052$3.38M0.56%-3,61113F-HRTimeline
RFG - Bristol Wealth Advisors, LLC65,696$3.36M1.1%13F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC65,284$3.34M1.28%+5,23013F-HRTimeline
Total Clarity Wealth Management, Inc.65,262$3.34M1.09%-47,60413F-HRTimeline
Keystone Financial Group65,143$3.33M0.33%-285,53513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…64,901$3.32M<0.01%new13F-HRTimelineGroup
Prospera Financial Services Inc64,737$3.31M0.08%-473,94613F-HRTimeline
Raab & Moskowitz Asset Management LLC64,448$3.3M0.81%+1,33313F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …63,555$3.25M1.9%-5,02113F-HRTimeline
Certified Advisory Corp62,759$3.21M0.35%-1,92513F-HRTimeline
American Investment Services, Inc.62,740$3.21M0.57%-14813F-HR/ATimeline
VANCE WEALTH, LLC62,097$3.18M1.23%-1,46213F-HRTimeline
Cornerstone Wealth Management, LLC61,274$3.13M0.21%+5,84313F-HRTimeline
Milestone Asset Management Group, LLC61,052$3.12M2.79%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP59,904$3.06M<0.01%+20,44613F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC58,876$3.01M0.02%+1,56013F-HRTimelineGroup
Brady Martz Wealth Solutions, LLC58,943$3M0.72%13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC57,804$2.96M<0.01%+19,71813F-HRTimelineGroup
Salomon & Ludwin, LLC57,780$2.95M0.31%+27113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\57,773$2.95M<0.01%-9,77813F-HRTimelineGroup
COMERICA BANK56,284$2.88M0.01%-1,51913F-HR/ATimeline
WCG Wealth Advisors LLC55,625$2.85M0.19%-6,43013F-HRTimeline
Global Financial Private Client, LLC55,022$2.81M1.06%-1,03913F-HRTimeline
Steward Partners Investment Advisory, L…54,662$2.8M0.02%-3,14013F-HRTimeline
Cordatus Wealth Management LLC54,664$2.79M0.74%-476,36513F-HRTimeline
PSI Advisors, LLC54,224$2.77M0.82%+65513F-HRTimeline
MBM WEALTH CONSULTANTS, LLC54,358$2.77M0.82%+2,47913F-HRTimeline
Breakwater Capital Group54,003$2.76M0.55%-1,38713F-HRTimeline
Vertex Planning Partners, LLC53,875$2.76M0.61%+34213F-HRTimeline
Wambolt & Associates, LLC53,573$2.74M0.88%-3,05013F-HRTimeline
EP Wealth Advisors, LLC53,478$2.73M0.02%+28,99213F-HRTimeline
LEE DANNER & BASS INC52,756$2.7M0.21%-8,40013F-HRTimeline
Sequoia Financial Advisors, LLC52,665$2.69M0.03%+5,46413F-HR/ATimeline
MONEY CONCEPTS CAPITAL CORP52,261$2.67M0.2%+4413F-HRTimeline
WealthTrak Capital Management LLC52,040$2.66M2.25%13F-HRTimeline
Empirical Financial Services, LLC d.b.a…52,036$2.66M0.07%-1,38213F-HRTimeline
Federation des caisses Desjardins du Qu…51,993$2.66M0.01%+75913F-HRTimeline
Friday Financial51,860$2.65M1.83%13F-HRTimeline
Braun-Bostich & Associates Inc.51,815$2.65M1.91%+80813F-HRTimeline
Shum Financial Group, Inc.51,516$2.63M2.28%+89313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.51,469$2.63M<0.01%+51,12213F-HRTimelineGroup
Synergy Investment Management, LLC51,210$2.62M1.13%13F-HRTimeline
Sigma Planning Corp50,356$2.58M0.08%+23,53813F-HRTimeline
CORDA Investment Management, LLC.50,257$2.57M0.21%-54913F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC49,795$2.55M1.9%13F-HRTimeline
Fortune 45 LLC48,613$2.49M1.62%-11,21913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/48,478$2.48M<0.01%+39,50313F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.48,308$2.47M0.33%+1,11313F-HRTimeline
JT Stratford LLC47,458$2.43M0.4%+2,15213F-HRTimeline
Wealthspire Advisors, LLC47,282$2.42M0.02%+18,67213F-HRTimeline
Partners in Financial Planning47,116$2.41M0.49%-13,34613F-HRTimeline
BURNEY CO/47,113$2.41M0.09%+8,77613F-HRTimeline
KPP Advisory Services LLC46,960$2.4M0.57%+3,65113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC46,422$2.37M0.02%+10,28013F-HRTimeline
1ST SOURCE BANK46,274$2.37M0.14%-12113F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC46,238$2.36M0.29%+2,43213F-HRTimelineGroup
FF Advisors,LLC44,215$2.35M1.61%-19,06013F-HRTimeline
Wells Financial Advisors INC45,385$2.32M3.16%-12,13113F-HRTimeline
Wrenne Financial Planning LLC45,216$2.31M1.32%-4,22313F-HRTimeline
WJ Wealth Management, LLC45,202$2.31M0.8%-1,02813F-HRTimeline