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Disclosery

SPYV SPDR SERIES TRUST

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PRTFLO S&P500 VL (fund)

1,038 managers (1,051 13F filers) reported a position in SPYV shares at 2025-06-30, 425,086,971 shares in all. 78 filers opened a position and 45 filers sold out during the quarter.

Managers
1,038
13F filers
1,051
New
78
Added
455
Reduced
346
Sold out
45
Shares held by filers
425,086,971

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
STEPHENS INC /AR/in group Stephens Investment Managemen…231,966$12.1M0.17%+22,86013F-HRTimelineGroup
Optimist Retirement Group LLC231,117$12.1M5.8%-1,81213F-HRTimeline
NOVEM GROUP230,881$12.1M1.53%+7,91913F-HRTimeline
Gibbs Wealth Management223,841$11.7M2.26%+52,04413F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT223,607$11.7M0.74%-85,44313F-HRTimeline
Financial Council, LLC222,651$11.7M5.62%+5,26013F-HRTimeline
GHP Investment Advisors, Inc.221,815$11.6M0.51%+7,03613F-HRTimeline
RESTON WEALTH MANAGEMENT LLC221,412$11.6M4.06%-6,39213F-HRTimeline
Goldstone Financial Group, LLC215,595$11.5M1.52%+9,68713F-HRTimeline
New England Capital Financial Advisors …211,921$11.1M5.08%-59213F-HRTimeline
Hofer & Associates. Inc209,027$10.9M6.83%+4,07613F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD204,765$10.7M0.03%-27,62013F-HRTimelineGroup
WRAPMANAGER INC202,031$10.6M2.58%-7,17913F-HRTimeline
GenWealth Group, Inc.195,086$10.2M2.06%+5,43613F-HRTimeline
M&T Bank Corpin group M&T Bank Corp194,981$10.2M0.04%-69513F-HRTimelineGroup
Collaborative Wealth Managment Inc.193,124$10.1M4.41%+3,99413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC192,560$10.1M0.24%+6,88713F-HRTimeline
Promus Capital, LLC191,665$10M6.51%+35,02213F-HR/ATimeline
Savant Capital, LLCin group Savant Capital, LLC187,418$9.81M0.07%-9,79713F-HR/ATimelineGroup
Oak Harvest Investment Services187,169$9.8M1.23%-5,08713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.183,619$9.61M0.02%+8,10713F-HRTimelineGroup
Hunting Hill Global Capital, LLC183,379$9.6M5.19%new13F-HRTimeline
Guardian Wealth Advisors, LLC182,945$9.58M5.67%+32,81013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC182,374$9.55M0.02%+28,49313F-HRTimelineGroup
PECAUT & CO.181,480$9.5M3.15%+8,64913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…181,031$9.48M0.18%-17,08213F-HRTimelineGroup
Private Wealth Group, LLC178,218$9.33M4.96%+15,61113F-HRTimeline
BCS Wealth Management176,959$9.26M1.99%+4,88613F-HRTimeline
FORONJY FINANCIAL LLC176,652$9.25M4.33%13F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE174,450$9.13M1.6%+26,57213F-HRTimeline
Stone Summit Wealth LLC174,359$9.13M2.83%-17,83813F-HRTimeline
Madrid Financial Services173,173$9.06M6.14%+7,86413F-HRTimeline
Portside Wealth Group, LLC173,022$9.06M1.34%+10,00313F-HRTimeline
Financial Advocates Investment Manageme…172,588$9.03M0.74%+22,61513F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …170,978$8.95M1.76%13F-HRTimelineGroup
VestGen Advisors, LLC170,691$8.93M0.36%-19,27913F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC166,373$8.71M2.1%+33,25213F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC165,137$8.64M3.07%-10,40813F-HRTimeline
POM Investment Strategies, LLC164,662$8.62M6.16%+163,04213F-HRTimeline
Gunma Bank,Ltd.163,200$8.54M2.79%-13,00013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…162,833$8.52M0.01%+130,15513F-HRTimelineGroup
Cobblestone Asset Management LLC162,352$8.5M4.47%+7,77113F-HRTimeline
Auour Investments LLC161,314$8.44M2.9%+4,83313F-HRTimeline
Cardinal Strategic Wealth Guidance158,229$8.28M2.39%+15,80013F-HRTimeline
Trilogy Capital Inc.158,035$8.27M0.4%+6,51013F-HRTimeline
Quent Capital, LLC157,945$8.27M0.8%-5,52813F-HRTimeline
Laurel Wealth Planning LLC156,650$8.2M4.66%+5,39613F-HRTimeline
Atria Wealth Solutions, Inc.156,373$8.19M0.19%-19,43913F-HRTimeline
Farther Finance Advisors, LLC154,854$8.11M0.16%+28,85113F-HRTimeline
1900 WEALTH MANAGEMENT LLC153,987$8.06M0.61%-20813F-HRTimeline
Key Financial Inc153,644$8.04M1.62%+11,51413F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC150,528$7.88M4.07%+2,25313F-HRTimeline
LYNCH & ASSOCIATES/IN150,508$7.88M1.59%+2,86213F-HRTimeline
TME FINANCIAL, INC.148,436$7.77M6.28%+8,54213F-HRTimeline
PAX Financial Group, LLC148,347$7.76M1.48%-11,81913F-HRTimeline
Uptown Financial Advisors LLC142,144$7.44M6.91%+12,68613F-HRTimeline
Independent Wealth Network Inc.140,868$7.37M2.68%+4,67913F-HRTimeline
Partnership Wealth Management, LLC138,907$7.27M5.89%+1,22313F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC138,663$7.26M6.61%+3,96813F-HRTimeline
MOTIVE WEALTH ADVISORS138,516$7.25M3.3%+28,82013F-HRTimeline
Venture Visionary Partners LLC135,902$7.11M0.27%+5,61013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.135,407$7.09M2.93%-3,13313F-HRTimeline
Cannon Wealth Management Services, LLC135,269$7.08M5.79%+18213F-HRTimeline
Ignite Planners, LLC133,758$7.07M1.23%+4,83613F-HR/ATimeline
AA Financial Advisors, LLC135,009$7.07M1.52%-7,02013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC134,353$7.03M0.19%+57,65613F-HRTimeline
Bensler, LLC133,986$7.01M0.78%+7,62113F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…133,154$6.97M2.51%+11,02813F-HRTimeline
Centennial Wealth Advisory LLC130,380$6.82M2.17%+19,21013F-HRTimeline
Arete Wealth Advisors, LLC129,431$6.77M0.48%+6,37313F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT127,031$6.65M2.38%+9,34913F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC126,822$6.64M0.83%-1,59213F-HRTimeline
Snider Financial Group126,662$6.63M1.91%+5,64713F-HRTimeline
Modera Wealth Management, LLC126,386$6.62M0.08%+1,67313F-HRTimeline
Synergy Investment Management, LLC124,847$6.53M3.94%+16,39813F-HRTimeline
Mutual Advisors, LLC119,455$6.42M0.16%+6,70613F-HRTimeline
Intergy Private Wealth, LLC122,277$6.4M2.18%+613F-HRTimeline
HM PAYSON & CO121,945$6.38M0.1%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management119,448$6.25M0.22%-15,93813F-HRTimelineGroup
GPS Wealth Strategies Group, LLC117,355$6.14M0.71%+4,03313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers116,307$6.09M0.01%-19,95613F-HRTimelineGroup
Freedom Investment Management, Inc.116,008$6.07M0.48%-3,45713F-HRTimeline
STEVENS CAPITAL PARTNERS115,122$6.07M2.18%+2,88113F-HRTimeline
Asset Allocation Strategies LLC113,946$5.96M1.32%-53,94213F-HRTimeline
Ensign Peak Advisors, Inc112,094$5.87M0.01%new13F-HRTimeline
Cooper Financial Group109,965$5.76M0.68%-16,75613F-HRTimeline
TAGStone Capital, Inc.107,838$5.75M2.37%+7,22513F-HRTimeline
IAG Wealth Partners, LLC109,310$5.72M0.76%+29,66513F-HRTimeline
Sterling Group Wealth Management, LLC108,559$5.68M3.14%-79,27813F-HRTimeline
Koshinski Asset Management, Inc.107,876$5.65M0.43%+35513F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC107,243$5.61M2.75%-15,05713F-HRTimeline
Occidental Asset Management, LLC106,574$5.58M0.77%+2,84413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC106,305$5.56M0.05%+7,51813F-HRTimelineGroup
Gateway Wealth Partners, LLC105,604$5.53M1.05%+10,70813F-HRTimeline
Phoenix Wealth Advisors105,210$5.51M2.31%-12,89413F-HRTimeline
COZAD ASSET MANAGEMENT INC104,524$5.47M0.48%-4,86313F-HR/ATimeline
NorthCoast Asset Management LLC104,077$5.45M0.02%+85,28813F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC103,627$5.42M<0.01%+48,06413F-HRTimelineGroup
Buttonwood Financial Group, LLC102,531$5.42M2.75%+2,04213F-HRTimeline
JNBA Financial Advisors102,445$5.36M0.52%-5,81813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC101,219$5.3M0.04%+17,92813F-HRTimeline
DecisionMap Wealth Management, LLC99,426$5.2M3.57%+2,95813F-HRTimeline
HARBOUR INVESTMENTS, INC.99,192$5.19M0.13%+2,47813F-HRTimeline
Horizon Family Wealth, Inc.98,160$5.14M3.13%+7,01713F-HRTimeline
SHARPEPOINT LLC97,271$5.09M5.24%-19113F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC94,485$5M1.66%-23,44413F-HR/ATimeline
Asset Management Group, Inc.95,455$5M0.87%+1,21613F-HRTimeline
Belpointe Asset Management LLC95,318$4.99M0.21%+40,21913F-HRTimeline
Fortis Capital Advisors, LLC95,318$4.99M0.89%+40,21913F-HRTimeline
Braun-Bostich & Associates Inc.94,615$4.95M3.38%+12,99613F-HRTimeline
City Center Advisors, LLC94,036$4.92M5.28%+13,33013F-HRTimeline
SIMA Wealth Partners, LLC94,027$4.92M3.97%+15,18813F-HRTimeline
Orion Porfolio Solutions, LLC93,910$4.92M0.04%-68,18413F-HR/ATimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…93,351$4.89M0.04%-11,02613F-HRTimelineGroup
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC93,195$4.88M0.45%+23113F-HRTimelineGroup
Foundations Investment Advisors, LLC92,899$4.86M0.08%+7,62813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC91,561$4.79M<0.01%+25,74513F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC90,683$4.75M0.02%-2,44213F-HRTimelineGroup
PRIVATE TRUST CO NA89,397$4.68M0.45%-14,14213F-HRTimeline
Clarus Wealth Advisors88,250$4.67M2.16%+1,74313F-HRTimeline
PACIFIC FINANCIAL GROUP INC87,693$4.59M3.58%+21013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…85,200$4.46M0.07%+8613F-HRTimelineGroup
RFG - Bristol Wealth Advisors, LLC85,139$4.46M1.38%+13,23913F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC84,995$4.45M0.46%+13,43113F-HRTimelineGroup
Sharkey, Howes & Javer84,663$4.43M0.59%+7,05113F-HRTimeline
&PARTNERS83,525$4.37M0.03%+54,26213F-HRTimeline
Golden State Wealth Management, LLC81,252$4.25M0.52%-87513F-HRTimeline
Salomon & Ludwin, LLC79,406$4.2M0.42%+8,83813F-HRTimeline
MidAtlantic Capital Management, Inc.80,100$4.19M2.97%013F-HRTimeline
J.W. COLE ADVISORS, INC.79,390$4.16M0.09%+10,50013F-HRTimeline
United Advisor Group, LLC79,247$4.15M0.72%+27,58213F-HRTimeline
INTEGRITY ALLIANCE, LLC.79,080$4.14M0.23%-63,20113F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC78,958$4.13M1.45%+17,21113F-HR/ATimeline
Partners in Financial Planning77,848$4.07M0.75%+30,60513F-HRTimeline
Tranquilli Financial Advisor LLC77,251$4.04M2.5%-30,70113F-HRTimeline
Tyler-Stone Wealth Management75,299$3.94M0.63%-1,20513F-HRTimeline
PFG Advisors74,611$3.91M0.18%+39,66713F-HRTimeline
American Money Management, LLC74,235$3.89M0.69%-1,10213F-HRTimeline
Copia Wealth Management73,785$3.86M3.26%-9013F-HRTimeline
Inman Jager Wealth Management, LLC73,002$3.82M2.58%+13,19713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…72,422$3.79M0.2%-26,68613F-HRTimelineGroup
Keener Financial Planning LLC72,222$3.78M1.88%+4,87413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS71,921$3.76M0.01%-82013F-HRTimeline
RFG Advisory, LLC71,739$3.75M0.09%-30,85913F-HRTimeline
Topel & Distasi Wealth Management, LLC71,279$3.73M1.96%013F-HRTimeline
Waterloo Capital, L.P.70,901$3.71M0.3%-4,91913F-HRTimeline
CEERA INVESTMENTS, LLC70,778$3.7M1.13%+48,05813F-HRTimeline
COMERICA BANK70,624$3.7M0.01%+3,74313F-HRTimeline
Red Tortoise LLC70,172$3.67M1.79%+20713F-HRTimeline
Milestone Asset Management Group, LLC68,995$3.61M2.67%+1,92513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC68,227$3.57M<0.01%-97813F-HRTimelineGroup
Atria Investments, Inc67,942$3.56M0.04%-104,18313F-HRTimeline
Prime Capital Investment Advisors, LLC67,119$3.51M0.05%-216,23813F-HRTimeline
BURNEY CO/66,513$3.48M0.12%+19,08913F-HRTimeline
SVB WEALTH LLC65,766$3.44M0.18%-19,98713F-HRTimeline
JDM Financial Group LLC65,699$3.44M1.62%-4813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC65,600$3.43M<0.01%new13F-HRTimeline
Perigon Wealth Management, LLC65,283$3.42M0.08%-8,19613F-HRTimeline
Cornerstone Wealth Management, LLC63,943$3.35M0.2%-99313F-HRTimeline
Idaho Trust Co63,679$3.33M1.19%-1,71613F-HRTimeline
Glen Eagle Advisors, LLC63,195$3.31M0.51%-2,08113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\62,530$3.27M<0.01%-1,17813F-HRTimelineGroup
HRT FINANCIAL LP62,533$3.27M0.01%+52,81213F-HRTimeline
Prospera Financial Services Inc61,393$3.21M0.06%-46313F-HRTimeline
American Investment Services, Inc.60,808$3.18M0.81%-1,93213F-HRTimeline
Farmers & Merchants Trust Co of Chamber…59,458$3.11M0.97%+35,96013F-HRTimeline
Graney & King, LLC59,213$3.1M2.08%-261,69613F-HRTimeline
Brady Martz Wealth Solutions, LLC59,176$3.1M0.6%-2,03313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC58,783$3.08M0.1%+27,97413F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…58,577$3.07M0.07%+6,85013F-HRTimeline
MBM WEALTH CONSULTANTS, LLC57,596$3.01M0.81%+1,22613F-HRTimeline
Simplicity Wealth,LLC57,476$3.01M0.13%+10,32413F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP57,469$3.01M<0.01%new13F-HRTimelineGroup
Prism Advisors, Inc.56,424$2.95M0.84%-6,46813F-HRTimeline
Demars Financial Group, LLC55,874$2.92M1.12%-17,324,31613F-HRTimeline
Breakwater Capital Group55,154$2.89M0.47%+85313F-HRTimeline
Keystone Financial Group54,655$2.86M0.26%-2,23713F-HRTimeline
Raab & Moskowitz Asset Management LLC54,553$2.86M0.68%-4,13013F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC54,289$2.84M1.69%+92313F-HRTimeline
WCG Wealth Advisors LLC54,272$2.84M0.18%-1,90613F-HRTimeline
Vertex Planning Partners, LLC54,259$2.84M0.59%+69413F-HRTimeline
Cordatus Wealth Management LLC54,098$2.83M0.7%-913F-HRTimeline
Global Financial Private Client, LLC53,677$2.81M1.05%+5113F-HRTimeline
VANCE WEALTH, LLC52,928$2.77M0.93%-4,61413F-HRTimeline
PSI Advisors, LLC52,916$2.77M1.36%+93113F-HRTimeline
Federation des caisses Desjardins du Qu…52,801$2.76M0.01%+54113F-HRTimeline
CORDA Investment Management, LLC.52,162$2.73M0.2%+3213F-HRTimeline
Friday Financial51,837$2.71M1.38%+2913F-HRTimeline
Steward Partners Investment Advisory, L…51,332$2.69M0.02%-2,55813F-HRTimeline
Opal Wealth Advisors, LLC51,319$2.69M0.74%+3,37813F-HRTimeline
Kera Capital Partners, Inc.50,978$2.67M0.53%+36,99313F-HRTimeline
Yukon Wealth Management, Inc.50,767$2.66M0.95%-12,70813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP50,214$2.63M0.18%-5,20313F-HRTimeline
Wambolt & Associates, LLC49,619$2.62M0.88%-1,22413F-HRTimeline
Sequoia Financial Advisors, LLC49,930$2.61M0.02%-3,46513F-HRTimeline
Faithward Advisors, LLC49,001$2.56M0.4%+1,99613F-HRTimeline
WEALTHGARDEN F.S. LLC48,325$2.55M2.12%+7,52313F-HRTimeline
AdvisorNet Financial, Inc48,053$2.52M0.16%+1,51313F-HRTimeline
EP Wealth Advisors, LLC48,010$2.51M0.02%+4,98713F-HRTimeline
Axis Wealth Partners, LLC47,775$2.5M1.64%+9,54413F-HRTimeline