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Disclosery

SPYV SPDR SERIES TRUST

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PRTFLO S&P500 VL (fund)

1,008 managers (1,020 13F filers) reported a position in SPYV shares at 2025-03-31, 437,824,157 shares in all. 69 filers opened a position and 64 filers sold out during the quarter.

Managers
1,008
13F filers
1,020
New
69
Added
454
Reduced
342
Sold out
64
Shares held by filers
437,824,157

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
NOVEM GROUP222,962$11.4M1.61%+58,25713F-HRTimeline
Valtinson Bruner Financial Planning LLC222,291$11.4M3.84%+3,82313F-HRTimeline
Hobart Private Capital, LLC218,124$11.1M2.79%+54,31613F-HRTimeline
Financial Council, LLC217,391$11.1M5.98%+21813F-HRTimeline
Clear Creek Financial Management, LLC216,162$11M1.14%-8,06213F-HRTimeline
Dogwood Wealth Management LLC215,799$11M5.79%+9,30313F-HRTimeline
GHP Investment Advisors, Inc.214,779$11M0.53%+1,69013F-HRTimeline
New England Capital Financial Advisors …212,513$10.9M5.52%-22,98113F-HRTimeline
WRAPMANAGER INC209,210$10.7M2.81%+65613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…209,106$10.7M0.16%+23,11513F-HRTimelineGroup
Legacy Financial Group LLC208,765$10.7M1.64%+10,77313F-HRTimeline
Goldstone Financial Group, LLC205,908$10.5M1.59%+6,94713F-HRTimeline
Hofer & Associates. Inc204,951$10.5M7.1%+3,82113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…198,113$10.1M0.25%-27,01613F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC197,215$10.1M0.09%-5,51913F-HR/ATimelineGroup
M&T Bank Corpin group M&T Bank Corp195,676$9.99M0.04%-6,12713F-HRTimelineGroup
Oak Harvest Investment Services192,256$9.82M1.37%-8,92613F-HRTimeline
Stone Summit Wealth LLC192,197$9.82M3.32%-3,31413F-HRTimeline
VestGen Advisors, LLC189,970$9.7M0.44%13F-HRTimeline
GenWealth Group, Inc.189,650$9.69M2.14%+4,69013F-HRTimeline
Collaborative Wealth Managment Inc.189,130$9.66M4.52%+2,40513F-HRTimeline
Sterling Group Wealth Management, LLC187,837$9.59M5.14%+2,45413F-HRTimeline
IFG Advisory, LLC187,779$9.59M0.53%-40,16613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC185,673$9.48M0.26%-6,35913F-HRTimeline
Gunma Bank,Ltd.176,200$9M2.9%+51,20013F-HRTimeline
Atria Wealth Solutions, Inc.175,812$8.98M0.11%-1,82613F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC175,545$8.97M3.48%-3,44813F-HRTimeline
PECAUT & CO.172,831$8.83M3%+1,41513F-HRTimeline
Atria Investments, Inc172,125$8.79M0.11%+20,69313F-HRTimeline
BCS Wealth Management172,073$8.79M2.26%+30713F-HRTimeline
Gibbs Wealth Management171,797$8.77M2.11%+22,71613F-HRTimeline
Asset Allocation Strategies LLC167,888$8.57M2.13%-23,44913F-HRTimeline
Collier Financial166,349$8.5M7.22%new13F-HRTimeline
Madrid Financial Services165,309$8.44M6.15%+6,60313F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …163,483$8.35M1.82%13F-HRTimelineGroup
Quent Capital, LLC163,473$8.35M0.88%+3,66213F-HRTimeline
Portside Wealth Group, LLC163,019$8.33M1.36%+10,80913F-HR/ATimeline
Private Wealth Group, LLC162,607$8.3M4.88%-108,04613F-HRTimeline
Orion Porfolio Solutions, LLC162,094$8.28M0.08%-134,91513F-HRTimeline
Orion Portfolio Solutions, LLC162,094$8.28M0.08%-134,91513F-HR/ATimeline
PAX Financial Group, LLC160,166$8.18M1.45%-27,92313F-HRTimeline
Promus Capital, LLC156,643$8M6.07%+2,82213F-HR/ATimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.175,512$7.92M0.02%+6,24613F-HRTimelineGroup
Cobblestone Asset Management LLC154,581$7.89M4.61%+54,31313F-HRTimeline
1900 WEALTH MANAGEMENT LLC154,195$7.87M0.65%-3,81713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC153,881$7.86M0.02%+36,23513F-HRTimelineGroup
Financial Advocates Investment Manageme…149,973$7.83M0.55%+51,89313F-HRTimeline
Trilogy Capital Inc.151,525$7.74M0.41%+5,01113F-HRTimeline
Laurel Wealth Planning LLC151,254$7.72M5.13%+11,37713F-HRTimeline
Auour Investments LLC156,481$7.7M2.79%+11,30113F-HRTimeline
Guardian Wealth Advisors, LLC150,135$7.67M4.92%+52,90613F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC148,275$7.57M4.07%-10,34513F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE147,878$7.55M1.4%13F-HRTimeline
LYNCH & ASSOCIATES/IN147,646$7.54M1.63%+2,06213F-HRTimeline
Cardinal Strategic Wealth Guidance142,429$7.27M2.32%+14,21413F-HRTimeline
INTEGRITY ALLIANCE, LLC.142,281$7.27M0.29%new13F-HRTimeline
Key Financial Inc142,130$7.26M1.58%-96313F-HRTimeline
AA Financial Advisors, LLC142,029$7.25M1.77%-191,19713F-HRTimeline
Olde Wealth Management, LLC140,563$7.18M2.53%+12,27313F-HRTimeline
TME FINANCIAL, INC.139,894$7.14M6.21%+75,46313F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.138,540$7.08M3.23%+8,23413F-HRTimeline
Partnership Wealth Management, LLC137,684$7.03M5.97%-14913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers136,263$6.96M0.01%+126,22613F-HRTimelineGroup
Independent Wealth Network Inc.136,189$6.96M2.77%+69213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management135,386$6.91M0.22%-63,95713F-HRTimelineGroup
RED CRANE WEALTH MANAGEMENT, LLC134,695$6.88M6.58%-76913F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC133,121$6.8M1.91%-18,01013F-HRTimeline
Cannon Wealth Management Services, LLC135,087$6.68M5.97%+4,58013F-HRTimeline
Venture Visionary Partners LLC130,292$6.65M0.28%+126,22113F-HRTimeline
Uptown Financial Advisors LLC129,458$6.61M6.83%+2,82513F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC128,414$6.56M0.88%+25,33313F-HRTimeline
Cooper Financial Group126,721$6.47M0.85%-8,90513F-HRTimeline
Bensler, LLC126,365$6.45M0.81%+15,73913F-HRTimeline
Farther Finance Advisors, LLC126,003$6.43M0.16%+103,62713F-HRTimeline
Modera Wealth Management, LLC124,713$6.37M0.09%+30113F-HRTimeline
Ignite Planners, LLC128,922$6.36M1.25%+2,43213F-HRTimeline
Arete Wealth Advisors, LLC123,058$6.29M0.48%-10,57013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co122,713$6.27M<0.01%-10,57313F-HR/ATimelineGroup
ARBOR TRUST WEALTH ADVISORS, LLC122,300$6.25M2.93%+9,20213F-HRTimeline
Intergy Private Wealth, LLC122,271$6.24M2.37%+413F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…122,126$6.24M2.38%+4,37613F-HRTimeline
HM PAYSON & CO121,945$6.23M0.11%013F-HRTimeline
Snider Financial Group121,015$6.18M2.01%+28513F-HRTimeline
Freedom Investment Management, Inc.119,465$6.1M0.51%+3,28213F-HRTimeline
Phoenix Wealth Advisors118,104$6.03M2.63%+22,61413F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT117,682$6.01M2.53%+15,53613F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC117,929$5.85M2.31%+48,18713F-HRTimeline
GPS Wealth Strategies Group, LLC113,322$5.79M0.78%-3,95713F-HRTimeline
STEVENS CAPITAL PARTNERS112,241$5.73M2.69%-29,46613F-HRTimeline
Centennial Wealth Advisory LLC111,170$5.68M2.06%+7,52613F-HRTimeline
MOTIVE WEALTH ADVISORS109,696$5.6M3%+84813F-HRTimeline
COZAD ASSET MANAGEMENT INC109,387$5.59M0.56%+4,31513F-HRTimeline
Synergy Investment Management, LLC108,449$5.54M2.31%+57,23913F-HRTimeline
JNBA Financial Advisors108,263$5.53M0.57%-42,12413F-HRTimeline
Tranquilli Financial Advisor LLC107,952$5.51M3.49%-1,25813F-HRTimeline
Mutual Advisors, LLC112,749$5.5M0.16%+88,92613F-HRTimeline
Koshinski Asset Management, Inc.107,521$5.49M0.47%+35,45613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…104,377$5.33M0.05%-3,41313F-HRTimelineGroup
Occidental Asset Management, LLC103,730$5.3M0.8%+1,56713F-HRTimeline
PRIVATE TRUST CO NA103,539$5.29M0.54%+9,64113F-HRTimeline
RFG Advisory, LLC102,598$5.24M0.14%+30,41013F-HRTimeline
TAGStone Capital, Inc.100,613$5.14M2.53%+1,58813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…99,108$5.07M0.2%-6,79713F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC98,787$5.04M0.06%+62,13213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.96,714$4.94M0.14%+3,37313F-HRTimeline
DecisionMap Wealth Management, LLC96,468$4.93M3.75%+27,73713F-HRTimeline
Gateway Wealth Partners, LLC94,896$4.85M1.09%+5,52113F-HRTimeline
CHURCHILL MANAGEMENT Corp94,430$4.82M0.06%-61,21813F-HRTimeline
Asset Management Group, Inc.94,239$4.81M0.89%+1,17113F-HRTimeline
SHARPEPOINT LLC97,462$4.79M4.2%-4,00213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC93,125$4.76M0.03%+1,34713F-HRTimelineGroup
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC92,964$4.75M0.45%+18,93013F-HRTimelineGroup
Buttonwood Financial Group, LLC100,489$4.73M2.77%new13F-HRTimeline
Horizon Family Wealth, Inc.91,143$4.65M3.1%-57813F-HRTimeline
GTS SECURITIES LLC90,155$4.6M0.2%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT89,698$4.58M0.14%new13F-HRTimeline
PACIFIC FINANCIAL GROUP INC87,483$4.47M3.61%-2,38913F-HRTimeline
SVB WEALTH LLC85,753$4.38M0.18%-29,75313F-HRTimeline
Transform Wealth, LLC85,606$4.37M0.26%+2,55313F-HRTimeline
Foundations Investment Advisors, LLC85,271$4.35M0.08%-35,09813F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…85,114$4.35M0.09%+2,09413F-HRTimelineGroup
Atom Investors LP84,534$4.32M0.53%new13F-HRTimeline
Marcum Wealth, LLC83,568$4.27M0.37%+1,19313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC83,291$4.25M0.03%+36,86913F-HRTimeline
Golden State Wealth Management, LLC82,127$4.19M0.62%+50513F-HR/ATimeline
Clarus Wealth Advisors86,507$4.19M2.24%+5,17313F-HRTimeline
Braun-Bostich & Associates Inc.81,619$4.17M3.08%+29,80413F-HRTimeline
City Center Advisors, LLC80,706$4.12M4.81%-2,84613F-HRTimeline
MidAtlantic Capital Management, Inc.80,100$4.09M3.21%013F-HRTimeline
IAG Wealth Partners, LLC79,645$4.07M0.63%-2,03613F-HRTimeline
SIMA Wealth Partners, LLC78,839$4.03M3.34%+8,32913F-HRTimeline
Priebe Wealth Holdings LLC78,338$4M2.5%-2,26813F-HRTimeline
Sharkey, Howes & Javer77,612$3.96M0.57%+10,73513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC76,697$3.92M0.13%+8,37213F-HRTimeline
Tyler-Stone Wealth Management76,504$3.91M0.7%+57813F-HRTimeline
Waterloo Capital, L.P.75,820$3.87M0.36%+37,74813F-HRTimeline
American Money Management, LLC75,337$3.85M0.73%-42713F-HRTimeline
MEMBERS WEALTH LLC74,339$3.8M2.86%+3,34613F-HRTimeline
Copia Wealth Management73,875$3.77M3.49%+96113F-HRTimeline
Perigon Wealth Management, LLC73,479$3.75M0.1%-5,30613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS72,741$3.71M0.01%-3,16513F-HRTimeline
RFG - Bristol Wealth Advisors, LLC71,900$3.67M1.23%+6,20413F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC71,564$3.65M0.42%+25,32613F-HRTimelineGroup
Topel & Distasi Wealth Management, LLC71,279$3.64M1.7%-20,41713F-HRTimeline
Salomon & Ludwin, LLC70,568$3.62M0.39%+12,78813F-HRTimeline
Red Tortoise LLC69,965$3.57M1.86%-3,11013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC69,205$3.53M<0.01%+30513F-HRTimelineGroup
Cavalier Investments, LLC69,200$3.53M1.2%new13F-HRTimeline
J.W. COLE ADVISORS, INC.68,890$3.52M0.11%-37,35913F-HRTimeline
WealthTrak Capital Management LLC67,372$3.44M2.97%+15,33213F-HRTimeline
Keener Financial Planning LLC67,348$3.44M2.24%-6,04613F-HRTimeline
Milestone Asset Management Group, LLC67,070$3.43M3.1%+6,01813F-HRTimeline
COMERICA BANK66,881$3.42M0.01%+10,59713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC65,816$3.36M<0.01%+8,01213F-HRTimelineGroup
JDM Financial Group LLC65,747$3.36M1.7%-46413F-HRTimeline
Idaho Trust Co65,395$3.34M1.36%new13F-HRTimeline
Total Clarity Wealth Management, Inc.65,262$3.34M1.09%013F-HRTimeline
Glen Eagle Advisors, LLC65,276$3.33M0.55%-77613F-HRTimeline
Cornerstone Wealth Management, LLC64,936$3.32M0.22%+3,66213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\63,708$3.25M<0.01%+5,93513F-HRTimelineGroup
Yukon Wealth Management, Inc.63,475$3.24M1.35%13F-HRTimeline
Prism Advisors, Inc.62,892$3.21M0.99%-316,62113F-HRTimeline
American Investment Services, Inc.62,740$3.2M0.56%013F-HRTimeline
Prospera Financial Services Inc61,856$3.16M0.07%-2,88113F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC61,747$3.15M1.23%new13F-HR/ATimeline
Brady Martz Wealth Solutions, LLC61,209$3.13M0.71%+2,26613F-HRTimeline
Quantinno Capital Management LP60,426$3.09M0.02%+41,85113F-HRTimeline
Inman Jager Wealth Management, LLC59,805$3.05M2.29%+14,60313F-HRTimeline
Raab & Moskowitz Asset Management LLC58,683$3M0.75%-5,76513F-HRTimeline
Certified Advisory Corp58,489$2.99M0.34%-4,27013F-HRTimeline
Stonebrook Private Inc.58,020$2.96M0.77%+53,47513F-HRTimeline
VANCE WEALTH, LLC57,542$2.94M1.1%-4,55513F-HRTimeline
Keystone Financial Group56,892$2.91M0.3%-8,25113F-HRTimeline
MBM WEALTH CONSULTANTS, LLC56,370$2.88M0.85%+2,01213F-HRTimeline
WCG Wealth Advisors LLC56,178$2.87M0.22%+55313F-HR/ATimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC55,563$2.84M<0.01%+40,38513F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP55,417$2.83M0.21%+3,15613F-HRTimeline
Belpointe Asset Management LLC55,099$2.81M0.15%+42,15513F-HRTimeline
Fortis Capital Advisors, LLC55,099$2.81M0.57%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/54,788$2.8M<0.01%+6,31013F-HRTimelineGroup
Breakwater Capital Group54,301$2.77M0.49%+29813F-HRTimeline
Cordatus Wealth Management LLC54,107$2.76M0.76%-55713F-HRTimeline
Steward Partners Investment Advisory, L…53,890$2.75M0.02%-77213F-HRTimeline
Global Financial Private Client, LLC53,626$2.74M1.05%-1,39613F-HRTimeline
Vertex Planning Partners, LLC53,565$2.74M0.6%-31013F-HRTimeline
Sequoia Financial Advisors, LLC53,395$2.73M0.02%+73013F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC53,366$2.73M1.76%new13F-HRTimeline
LEE DANNER & BASS INC52,756$2.69M0.22%013F-HRTimeline
Shum Financial Group, Inc.52,660$2.69M2.33%+1,14413F-HRTimeline
Federation des caisses Desjardins du Qu…52,260$2.67M0.01%+26713F-HRTimeline
CORDA Investment Management, LLC.52,130$2.66M0.21%+1,87313F-HRTimeline
Balentine LLC52,025$2.66M0.11%new13F-HRTimeline
Friday Financial51,808$2.66M1.59%-5213F-HRTimeline
PSI Advisors, LLC51,985$2.65M0.86%-2,23913F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC51,913$2.65M0.02%-6,96313F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…51,727$2.64M0.07%-30913F-HRTimeline
United Advisor Group, LLC51,665$2.64M0.54%+9,10113F-HRTimeline
Wambolt & Associates, LLC50,843$2.6M0.88%-2,73013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC51,385$2.53M0.98%-13,89913F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC49,491$2.53M0.53%-16,57813F-HRTimeline