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Disclosery

SPYV SPDR SERIES TRUST

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PRTFLO S&P500 VL (fund)

1,050 managers (1,061 13F filers) reported a position in SPYV shares at 2025-09-30, 451,910,575 shares in all. 71 filers opened a position and 50 filers sold out during the quarter.

Managers
1,050
13F filers
1,061
New
71
Added
447
Reduced
346
Sold out
50
Shares held by filers
451,910,575

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…204,161$11.3M0.19%+23,13013F-HRTimelineGroup
Portside Wealth Group, LLC202,262$11.2M1.55%+29,24013F-HRTimeline
GenWealth Group, Inc.200,389$11.1M2.06%+5,30313F-HRTimeline
RFG Advisory, LLC200,153$11.1M0.23%+128,41413F-HRTimeline
POM Investment Strategies, LLC198,117$11M5.96%+33,45513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.197,409$10.9M0.02%+13,79013F-HRTimelineGroup
Gibbs Wealth Management196,383$10.9M2.46%-27,45813F-HRTimeline
Promus Capital, LLC196,302$10.9M6.93%+4,63713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC191,881$10.6M0.22%-67913F-HRTimeline
Collaborative Wealth Managment Inc.191,461$10.6M4.29%-1,66313F-HRTimeline
Private Wealth Group, LLC189,510$10.5M5.22%+11,29213F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE185,659$10.3M1.49%+11,20913F-HRTimeline
Oak Harvest Investment Services185,617$10.3M1.2%-1,55213F-HRTimeline
PECAUT & CO.184,630$10.2M3.28%+3,15013F-HRTimeline
TOWNSQUARE CAPITAL LLC184,118$10.2M1.54%-92,29113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC182,135$10.1M0.06%-5,28313F-HR/ATimelineGroup
Cresset Asset Management, LLC180,796$10M0.04%+159,17013F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC179,327$9.92M0.02%-3,04713F-HRTimelineGroup
BCS Wealth Management176,721$9.78M2.2%-23813F-HRTimeline
Farther Finance Advisors, LLC176,237$9.75M0.15%+21,38313F-HRTimeline
Hunting Hill Global Capital, LLC174,585$9.66M3.64%-8,79413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …174,288$9.64M0.2%-83,50813F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp174,067$9.63M0.03%-20,91413F-HRTimelineGroup
SOA Wealth Advisors, LLC.173,141$9.58M1.64%-63,56013F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC170,185$9.42M2.16%+3,81213F-HRTimeline
Auour Investments LLC169,479$9.38M3.05%+8,16513F-HRTimeline
Madrid Financial Services169,013$9.35M5.85%-4,16013F-HRTimeline
Cobblestone Asset Management LLC168,816$9.34M4.27%+6,46413F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …166,035$9.19M1.82%13F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC165,443$9.15M0.07%+59,13813F-HRTimelineGroup
Gunma Bank,Ltd.163,200$9.03M2.83%013F-HRTimeline
Cardinal Strategic Wealth Guidance159,522$8.83M2.37%+1,29313F-HRTimeline
Laurel Wealth Planning LLC158,913$8.79M4.65%+2,26313F-HRTimeline
Olde Wealth Management, LLC155,925$8.75M2.7%13F-HRTimeline
FORONJY FINANCIAL LLC156,959$8.68M3.8%-19,69313F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC156,624$8.67M0.01%+52,99713F-HRTimelineGroup
Quent Capital, LLC155,472$8.6M0.72%-2,47313F-HRTimeline
TME FINANCIAL, INC.155,426$8.6M6.44%+6,99013F-HRTimeline
LYNCH & ASSOCIATES/IN154,921$8.57M1.66%+4,41313F-HRTimeline
Key Financial Inc152,149$8.44M1.56%-1,49513F-HRTimeline
1900 WEALTH MANAGEMENT LLC151,902$8.4M0.57%-2,08513F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC151,695$8.39M2.81%-13,44213F-HRTimeline
PAX Financial Group, LLC149,223$8.26M1.49%+87613F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC148,075$8.19M4.09%-2,45313F-HRTimeline
Independent Wealth Network Inc.147,540$8.16M2.62%+6,67213F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…146,694$8.12M2.53%+13,54013F-HRTimeline
Uptown Financial Advisors LLC146,458$8.1M7.12%+4,31413F-HRTimeline
Synergy Investment Management, LLC145,226$8.04M3.07%+20,37913F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.142,170$7.87M2.9%+6,76313F-HRTimeline
WRAPMANAGER INC142,021$7.86M2.42%-60,01013F-HRTimeline
Partnership Wealth Management, LLC139,542$7.72M5.95%+63513F-HRTimeline
Bensler, LLC139,148$7.7M0.8%+5,16213F-HRTimeline
MOTIVE WEALTH ADVISORS137,952$7.63M3.29%-56413F-HRTimeline
Stone Summit Wealth LLC136,816$7.57M2.15%-37,54313F-HRTimeline
Centennial Wealth Advisory LLC135,559$7.5M2.09%+5,17913F-HRTimeline
Cannon Wealth Management Services, LLC134,252$7.43M5.62%-1,01713F-HRTimeline
AA Financial Advisors, LLC133,608$7.39M1.45%-1,40113F-HRTimeline
Ignite Planners, LLC132,375$7.32M1.2%-1,38313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC131,321$7.27M<0.01%+39,76013F-HRTimelineGroup
GREENWOOD CAPITAL ASSOCIATES LLC131,070$7.25M0.84%+4,24813F-HRTimeline
Arete Wealth Advisors, LLC131,070$7.25M0.45%+1,63913F-HRTimeline
Snider Financial Group129,240$7.15M1.95%+2,57813F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC128,894$7.13M6.01%-9,76913F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD126,255$6.99M0.02%-78,51013F-HRTimelineGroup
Mutual Advisors, LLC122,835$6.87M0.15%+3,38013F-HRTimeline
Modera Wealth Management, LLC123,954$6.86M0.08%-2,43213F-HRTimeline
STEVENS CAPITAL PARTNERS123,614$6.84M2.04%+8,49213F-HRTimeline
HM PAYSON & CO121,945$6.75M0.1%013F-HRTimeline
GPS Wealth Strategies Group, LLC119,884$6.63M0.7%+2,52913F-HRTimeline
Trilogy Capital Inc.119,692$6.62M0.31%-38,34313F-HRTimeline
Intergy Private Wealth, LLC118,367$6.55M2.05%-3,91013F-HRTimeline
Gateway Wealth Partners, LLC116,950$6.47M0.87%+11,34613F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC115,399$6.39M2.88%+8,15613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management113,604$6.29M0.21%-5,84413F-HRTimelineGroup
Eaton Financial Holdings Company, LLC112,478$6.22M1.75%-141,47513F-HRTimeline
Koshinski Asset Management, Inc.112,280$6.21M0.42%+4,40413F-HRTimeline
Occidental Asset Management, LLC111,063$6.15M0.77%+4,48913F-HRTimeline
City Center Advisors, LLC110,046$6.09M5.92%+16,01013F-HRTimeline
TAGStone Capital, Inc.109,872$6.08M2.41%+2,03413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC109,030$6.03M0.14%-25,32313F-HRTimeline
Foundations Investment Advisors, LLC107,702$5.96M0.09%+14,80313F-HRTimeline
IAG Wealth Partners, LLC107,684$5.96M0.72%-1,62613F-HRTimeline
NorthCoast Asset Management LLC106,855$5.91M0.02%+2,77813F-HRTimeline
COZAD ASSET MANAGEMENT INC106,724$5.91M0.47%+2,20013F-HRTimeline
Buttonwood Financial Group, LLC103,660$5.78M2.49%+1,12913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC104,332$5.77M<0.01%-152,64113F-HRTimelineGroup
Cooper Financial Group104,243$5.77M0.64%-5,72213F-HRTimeline
HARBOUR INVESTMENTS, INC.103,784$5.74M0.13%+4,59213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC103,071$5.7M0.03%+1,85213F-HRTimeline
DecisionMap Wealth Management, LLC103,061$5.7M3.66%+3,63513F-HRTimeline
VestGen Advisors, LLC101,571$5.62M0.19%-69,12013F-HRTimeline
Braun-Bostich & Associates Inc.101,052$5.59M3.52%+6,43713F-HRTimeline
Sterling Group Wealth Management, LLC100,589$5.57M2.76%-7,97013F-HRTimeline
Horizon Family Wealth, Inc.98,445$5.45M3.13%+28513F-HRTimeline
Belpointe Asset Management LLC98,332$5.44M0.21%+3,01413F-HRTimeline
Fortis Capital Advisors, LLC98,332$5.44M0.86%+3,01413F-HRTimeline
JNBA Financial Advisors98,089$5.43M0.49%-4,35613F-HRTimeline
SIMA Wealth Partners, LLC96,266$5.33M4.07%+2,23913F-HRTimeline
Asset Management Group, Inc.94,138$5.21M0.85%-1,31713F-HRTimeline
Phoenix Wealth Advisors93,808$5.19M1.99%-11,40213F-HRTimeline
SHARPEPOINT LLC93,687$5.18M4.68%-3,58413F-HRTimeline
J.W. COLE ADVISORS, INC.93,245$5.16M0.1%+13,85513F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC92,972$5.14M1.61%+14,01413F-HR/ATimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…92,714$5.13M0.04%-63713F-HRTimelineGroup
CEERA INVESTMENTS, LLC92,439$5.11M1.6%+21,66113F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC91,201$5.05M0.43%-1,99413F-HRTimelineGroup
Stonebrook Private Inc.91,158$5.04M1.09%+61,05913F-HRTimeline
Asset Allocation Strategies LLC90,791$5.02M0.99%-23,15513F-HRTimeline
Salomon & Ludwin, LLC89,062$4.96M0.45%+9,65613F-HRTimeline
PFG Advisors88,115$4.88M0.2%+13,50413F-HRTimeline
Clarus Wealth Advisors85,965$4.79M2.12%-2,28513F-HRTimeline
&PARTNERS86,269$4.77M0.03%+2,74413F-HRTimeline
PACIFIC FINANCIAL GROUP INC85,307$4.72M3.5%-2,38613F-HRTimeline
RFG - Bristol Wealth Advisors, LLC85,141$4.71M1.36%+213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…84,672$4.68M0.06%-52813F-HRTimelineGroup
MEMBERS WEALTH LLC84,020$4.66M2.95%13F-HRTimeline
Golden State Wealth Management, LLC83,449$4.62M0.51%+2,19713F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC83,320$4.61M0.44%-1,67513F-HRTimelineGroup
Waterloo Capital, L.P.81,845$4.53M0.34%+10,94413F-HRTimeline
Sharkey, Howes & Javer79,920$4.42M0.57%-4,74313F-HRTimeline
Orion Porfolio Solutions, LLC78,795$4.36M0.03%-15,11513F-HRTimeline
Partners in Financial Planning78,150$4.32M0.75%+30213F-HRTimeline
Inman Jager Wealth Management, LLC77,759$4.3M2.75%+4,75713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC76,294$4.22M0.1%+51,24713F-HRTimelineGroup
Farmers & Merchants Trust Co of Chamber…76,148$4.21M1.19%+16,69013F-HRTimeline
United Advisor Group, LLC75,242$4.16M0.56%-4,00513F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT74,232$4.11M1.32%-52,79913F-HRTimeline
Copia Wealth Management74,148$4.1M3.05%+36313F-HRTimeline
PRIVATE TRUST CO NA73,571$4.07M0.36%-15,82613F-HRTimeline
American Money Management, LLC72,956$4.04M0.67%-1,27913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS72,806$4.03M0.01%+88513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC71,891$3.98M0.12%+13,10813F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…71,613$3.96M0.26%-80913F-HRTimelineGroup
Milestone Asset Management Group, LLC71,471$3.95M2.49%+2,47613F-HRTimeline
Topel & Distasi Wealth Management, LLC71,279$3.94M1.95%013F-HRTimeline
Red Tortoise LLC70,384$3.89M1.71%+21213F-HRTimeline
INTEGRITY ALLIANCE, LLC.69,588$3.85M0.18%-9,49213F-HRTimeline
MidAtlantic Capital Management, Inc.68,429$3.79M2.58%-11,67113F-HRTimeline
Visionary Wealth Advisors67,451$3.73M0.17%-349,32613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\67,279$3.72M<0.01%+4,74913F-HRTimelineGroup
Glen Eagle Advisors, LLC66,268$3.67M0.51%+3,07313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers66,235$3.66M0.01%-50,07213F-HRTimelineGroup
Northern Capital Management, Inc.65,237$3.61M1.96%+40,39313F-HRTimeline
Prime Capital Investment Advisors, LLC64,867$3.59M0.05%-2,25213F-HRTimeline
JDM Financial Group LLC64,750$3.58M1.5%-94913F-HRTimeline
Perigon Wealth Management, LLC64,574$3.57M0.07%-70913F-HRTimeline
Freedom Investment Management, Inc.64,507$3.57M0.94%-51,50113F-HRTimeline
BURNEY CO/64,399$3.56M0.11%-2,11413F-HRTimeline
Keener Financial Planning LLC63,445$3.51M1.63%-8,77713F-HRTimeline
Cornerstone Wealth Management, LLC63,413$3.51M0.19%-53013F-HRTimeline
COMERICA BANK62,393$3.45M0.01%-8,23113F-HRTimeline
SVB WEALTH LLC61,651$3.41M0.18%-4,11513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…61,528$3.4M0.1%new13F-HRTimelineGroup
American Investment Services, Inc.60,765$3.36M0.81%-4313F-HRTimeline
Prospera Financial Services Inc59,977$3.32M0.06%-1,41613F-HRTimeline
Brady Martz Wealth Solutions, LLC59,176$3.27M0.59%013F-HRTimeline
MBM WEALTH CONSULTANTS, LLC58,445$3.23M0.8%+84913F-HRTimeline
Beacon Pointe Advisors, LLC58,161$3.22M0.03%+52,83113F-HRTimeline
Keystone Financial Group57,969$3.21M0.25%+3,31413F-HR/ATimeline
Tranquilli Financial Advisor LLC57,710$3.19M1.89%-19,54113F-HRTimeline
Shum Financial Group, Inc.56,376$3.12M2.33%13F-HRTimeline
Atria Investments, Inc55,672$3.08M0.04%-12,27013F-HRTimeline
Prism Advisors, Inc.55,367$3.06M0.83%-1,05713F-HRTimeline
Sovran Advisors, LLC54,747$3.06M0.27%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP55,091$3.05M0.19%+4,87713F-HRTimeline
Vertex Planning Partners, LLC54,901$3.04M0.58%+64213F-HRTimeline
PSI Advisors, LLC54,714$3.03M0.78%+1,79813F-HRTimeline
Opal Wealth Advisors, LLC54,624$3.02M0.84%+3,30513F-HRTimeline
Raab & Moskowitz Asset Management LLC54,498$3.02M0.67%-5513F-HRTimeline
Steward Partners Investment Advisory, L…54,365$3.01M0.02%+3,03313F-HRTimeline
Global Financial Private Client, LLC53,641$2.97M1.06%-3613F-HRTimeline
Simplicity Wealth,LLC53,413$2.96M0.17%-4,06313F-HRTimeline
CORDA Investment Management, LLC.53,243$2.95M0.21%+1,08113F-HRTimeline
WCG Wealth Advisors LLC53,154$2.94M0.18%-1,11813F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC52,985$2.93M1.64%-1,30413F-HRTimeline
Federation des caisses Desjardins du Qu…52,912$2.93M0.01%+11113F-HRTimeline
Friday Financial52,658$2.91M1.22%+82113F-HRTimeline
Cubist Systematic Strategies, LLC52,642$2.91M0.04%+36,20713F-HRTimeline
Kera Capital Partners, Inc.52,453$2.9M0.44%+1,47513F-HRTimeline
Kensington Asset Management, LLC51,875$2.87M0.17%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC51,149$2.83M<0.01%-17,07813F-HRTimelineGroup
Cordatus Wealth Management LLC51,069$2.83M0.67%-3,02913F-HRTimeline
Yukon Wealth Management, Inc.51,003$2.82M0.93%+23613F-HRTimeline
Axis Wealth Partners, LLC50,875$2.81M1.65%+3,10013F-HRTimeline
VANCE WEALTH, LLC50,868$2.81M0.87%-2,06013F-HRTimeline
OBSIDIAN CIO, LLC50,765$2.81M0.37%+4,21213F-HRTimeline
Tower Wealth Partners, Inc.50,711$2.81M1.54%+3,45913F-HRTimeline
Faithward Advisors, LLC50,572$2.8M0.42%+1,57113F-HRTimeline
Breakwater Capital Group50,564$2.8M0.41%-4,59013F-HRTimeline
Demars Financial Group, LLC50,473$2.79M0.97%-5,40113F-HRTimeline
WEALTHGARDEN F.S. LLC48,444$2.71M1.93%+11913F-HRTimeline
JT Stratford LLC48,556$2.69M0.36%+1,25313F-HRTimeline
Empirical Financial Services, LLC d.b.a…48,313$2.67M0.05%-10,26413F-HRTimeline
NORDEN GROUP LLC48,164$2.66M0.27%+3,74813F-HRTimeline
1ST SOURCE BANK48,114$2.66M0.14%+50613F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC47,549$2.63M1.49%013F-HRTimeline
Sequoia Financial Advisors, LLC47,132$2.61M0.02%-2,79813F-HRTimeline
Ensign Peak Advisors, Inc46,335$2.56M<0.01%-65,75913F-HR/ATimeline
Chicago Partners Investment Group LLC44,282$2.5M0.07%+8,19513F-HRTimeline
INNEALTA CAPITAL, LLC44,799$2.48M1.24%-2,39913F-HRTimeline