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Disclosery

SPYV SPDR SERIES TRUST

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PRTFLO S&P500 VL (fund)

1,150 managers (1,162 13F filers) reported a position in SPYV shares at 2025-12-31, 477,385,843 shares in all. 86 filers opened a position and 63 filers sold out during the quarter.

Managers
1,150
13F filers
1,162
New
86
Added
503
Reduced
314
Sold out
63
Shares held by filers
477,385,843

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Valtinson Bruner Financial Planning LLC248,514$14.1M4.06%-29613F-HRTimeline
Cobblestone Asset Management LLC243,084$13.8M6.2%+74,26813F-HRTimeline
ALPHA CAPITAL ADVISORS INC /ADV231,049$13.4M12.44%13F-HRTimeline
Millington Financial Advisors, LLC222,535$13.2M5.86%-25,78613F-HRTimeline
Optimist Retirement Group LLC231,125$13.1M6.02%-23913F-HRTimeline
Synergy Investment Management, LLC228,207$13M4.59%+82,98113F-HRTimeline
GHP Investment Advisors, Inc.226,659$12.9M0.53%-1,67113F-HRTimeline
Financial Council, LLC226,226$12.9M5.13%+21613F-HRTimeline
Diligent Investors, LLC223,100$12.7M3.12%-8,94813F-HRTimeline
Portside Wealth Group, LLC221,921$12.6M1.71%+19,65913F-HRTimeline
RESTON WEALTH MANAGEMENT LLC221,811$12.6M3.86%+43713F-HRTimeline
Hofer & Associates. Inc217,336$12.3M6.54%+6,84113F-HRTimeline
Larson Financial Group LLC216,610$12.3M0.41%-7,69013F-HRTimeline
Guardian Wealth Advisors, LLC215,307$12.2M6.9%+10,14013F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT213,397$12.1M0.8%-3,86313F-HRTimeline
GenWealth Group, Inc.207,946$12M2.05%+7,55713F-HRTimeline
Merit Financial Group, LLC209,363$11.9M0.1%+4,99613F-HRTimeline
New England Capital Financial Advisors …209,175$11.9M4.64%-1,25013F-HRTimeline
POM Investment Strategies, LLC208,314$11.8M6.08%+10,19713F-HRTimeline
Goldstone Financial Group, LLC205,551$11.7M1.3%-99613F-HRTimeline
Private Wealth Group, LLC198,515$11.3M5.41%+9,00513F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC198,294$11.3M0.01%+41,67013F-HR/ATimelineGroup
Buttonwood Financial Group, LLC190,446$11.1M5.89%+86,78613F-HRTimeline
Gibbs Wealth Management188,904$11M2.66%-7,47913F-HRTimeline
Collaborative Wealth Managment Inc.192,230$10.9M3.85%+76913F-HRTimeline
Retirement Management Systems Inc.190,573$10.8M2.77%13F-HRTimeline
PECAUT & CO.188,666$10.7M3.46%+4,03613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …188,570$10.7M0.21%+14,28213F-HRTimelineGroup
Oak Harvest Investment Services187,985$10.7M1.16%+2,36813F-HRTimeline
Cresset Asset Management, LLC187,824$10.7M0.05%+7,02813F-HRTimeline
Walsh & Associates, LLC183,960$10.5M10.3%13F-HRTimeline
Clark Capital Management Group, Inc.183,062$10.4M0.06%new13F-HRTimeline
FORONJY FINANCIAL LLC180,359$10.2M4.28%+23,40013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC179,953$10.2M0.18%-11,92813F-HR/ATimeline
M&T Bank Corpin group M&T Bank Corp179,259$10.2M0.03%+5,19213F-HR/ATimelineGroup
Farther Finance Advisors, LLC178,933$10.2M0.11%+2,69613F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …176,158$10M1.93%+10,12313F-HRTimelineGroup
&PARTNERS172,323$9.79M0.05%+86,05413F-HRTimeline
Parkway Wealth Management Group, LLC172,034$9.77M1.31%13F-HRTimeline
Northwest Wealth Advisors, LLC170,052$9.66M7.52%13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC169,584$9.63M0.05%-12,55113F-HRTimelineGroup
Madrid Financial Services169,364$9.62M6.91%+35113F-HRTimeline
Aureum Wealth Management, LLC167,759$9.53M8.84%13F-HRTimeline
Auour Investments LLC164,505$9.35M2.97%-4,97413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC163,738$9.3M<0.01%+32,41713F-HRTimelineGroup
STEVENS CAPITAL PARTNERS163,334$9.28M2.43%+39,72013F-HRTimeline
Laurel Wealth Planning LLC163,295$9.28M5.14%+4,38213F-HRTimeline
NewSquare Capital LLC163,266$9.28M0.82%-66,74513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC163,190$9.27M0.21%+54,16013F-HRTimeline
Olde Wealth Management, LLC160,999$9.15M2.81%+5,07413F-HRTimeline
LYNCH & ASSOCIATES/IN157,406$8.94M1.69%+2,48513F-HRTimeline
SOA Wealth Advisors, LLC.157,159$8.93M1.51%-15,98213F-HRTimeline
Quent Capital, LLC154,954$8.8M0.64%-51813F-HRTimeline
Bensler, LLC153,090$8.7M0.87%+13,94213F-HRTimeline
Independent Wealth Network Inc.152,032$8.64M2.64%+4,49213F-HRTimeline
PAX Financial Group, LLC151,669$8.62M1.49%+2,44613F-HRTimeline
Key Financial Inc148,764$8.45M1.54%-3,38513F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…147,719$8.39M2.47%+1,02513F-HRTimeline
MEMBERS WEALTH LLC143,793$8.36M5.24%+59,77313F-HRTimeline
1900 WEALTH MANAGEMENT LLC146,640$8.33M0.53%-5,26213F-HRTimeline
Centennial Wealth Advisory LLC145,552$8.27M2.19%+9,99313F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.145,471$8.26M2.93%+3,30113F-HRTimeline
Uptown Financial Advisors LLC145,397$8.26M7.04%-1,06113F-HRTimeline
Partnership Wealth Management, LLC143,922$8.18M5.89%+4,38013F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC143,463$8.15M2.68%-8,23213F-HRTimeline
RFG Advisory, LLC142,015$8.07M0.15%-58,13813F-HRTimeline
Stone Summit Wealth LLC140,513$7.98M2.17%+3,69713F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC139,462$7.92M3.95%-8,61313F-HRTimeline
Ignite Planners, LLC135,721$7.89M1.21%+3,34613F-HRTimeline
MOTIVE WEALTH ADVISORS136,195$7.74M3.3%-1,75713F-HRTimeline
Cannon Wealth Management Services, LLC135,476$7.7M5.43%+1,22413F-HRTimeline
Braun-Bostich & Associates Inc.135,205$7.68M4.74%+34,15313F-HRTimeline
Savvy Advisors, Inc.135,085$7.67M0.25%+113,10313F-HRTimeline
Arete Wealth Advisors, LLC134,315$7.63M0.53%+3,24513F-HR/ATimeline
GREENWOOD CAPITAL ASSOCIATES LLC134,291$7.63M0.83%+3,22113F-HRTimeline
Snider Financial Group133,970$7.61M2.03%+4,73013F-HRTimeline
Gateway Wealth Partners, LLC133,235$7.57M0.84%+16,28513F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC128,743$7.31M5.98%-15113F-HRTimeline
SeedSafe Financial LLC128,703$7.31M6.47%13F-HRTimeline
AA Financial Advisors, LLC124,798$7.09M1.31%-8,81013F-HRTimeline
Trilogy Capital Inc.124,341$7.06M0.32%+4,64913F-HRTimeline
Hunting Hill Global Capital, LLC124,121$7.05M6.99%-50,46413F-HRTimeline
Mutual Advisors, LLC123,997$7.04M0.15%+1,16213F-HRTimeline
Sharkey, Howes & Javer122,182$6.94M0.88%+42,26213F-HRTimeline
Modera Wealth Management, LLC122,114$6.94M0.08%-1,84013F-HRTimeline
City Center Advisors, LLC121,351$6.89M6.34%+11,30513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management119,806$6.81M0.23%+6,20213F-HRTimelineGroup
ARBOR TRUST WEALTH ADVISORS, LLC117,348$6.67M2.92%+1,94913F-HRTimeline
TUDOR INVESTMENT CORP ET AL116,336$6.61M0.04%+97,99513F-HRTimeline
WRAPMANAGER INC115,174$6.54M2.21%-26,84713F-HRTimeline
Qube Research & Technologies Ltd113,846$6.47M0.01%+113,66213F-HRTimeline
Eaton Financial Holdings Company, LLC112,479$6.39M1.72%+113F-HRTimeline
TAGStone Capital, Inc.111,889$6.36M2.37%+2,01713F-HRTimeline
Intergy Private Wealth, LLC110,144$6.26M1.89%-8,22313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp109,689$6.23M<0.01%-246,89513F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC109,544$6.22M0.48%+2,82013F-HRTimeline
Foundations Investment Advisors, LLC109,113$6.2M0.08%+1,41113F-HRTimeline
Vision Capital Management, Inc.108,840$6.18M0.75%new13F-HRTimeline
Occidental Asset Management, LLC108,031$6.14M0.74%-3,03213F-HRTimeline
HARBOUR INVESTMENTS, INC.106,423$6.05M0.12%+2,63913F-HRTimeline
IAG Wealth Partners, LLC104,639$5.94M0.69%-3,04513F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD104,545$5.94M0.02%-21,71013F-HRTimelineGroup
TrueWealth Advisors, LLC104,235$5.92M1.53%new13F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC101,077$5.88M5.12%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC103,079$5.86M0.03%+813F-HRTimeline
SIMA Wealth Partners, LLC101,154$5.75M4.37%+4,88813F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC100,524$5.71M1.67%+7,55213F-HRTimeline
Sterling Group Wealth Management, LLC99,991$5.68M2.75%-59813F-HRTimeline
TME FINANCIAL, INC.98,554$5.6M3.93%-56,87213F-HRTimeline
Belpointe Asset Management LLC98,389$5.59M0.2%+5713F-HRTimeline
Fortis Capital Advisors, LLC98,389$5.59M0.83%+5713F-HRTimeline
Koshinski Asset Management, Inc.98,323$5.59M0.36%-13,95713F-HRTimeline
SHARPEPOINT LLC97,766$5.55M3.33%+4,07913F-HRTimeline
PACIFIC FINANCIAL GROUP INC97,714$5.55M3.09%+12,40713F-HRTimeline
Broussard Financial Group LLC96,085$5.46M4.43%13F-HRTimeline
Asset Allocation Strategies LLC95,763$5.44M1.01%+4,97213F-HRTimeline
Horizon Family Wealth, Inc.95,726$5.44M2.9%-2,71913F-HRTimeline
Phoenix Wealth Advisors94,764$5.38M2.07%+95613F-HRTimeline
Asset Management Group, Inc.94,717$5.38M0.87%+57913F-HRTimeline
Salomon & Ludwin, LLC93,431$5.38M0.48%+4,36913F-HRTimeline
Farmers & Merchants Trust Co of Chamber…93,105$5.29M1.48%+16,95713F-HRTimeline
J.W. COLE ADVISORS, INC.100,044$5.29M0.13%+6,79913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED91,653$5.24M0.35%-247,53013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC92,098$5.23M0.48%+8,77813F-HRTimelineGroup
JNBA Financial Advisors91,140$5.18M0.45%-6,94913F-HRTimeline
RFG - Bristol Wealth Advisors, LLC91,083$5.17M1.44%+5,94213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …89,702$5.1M0.07%+84,88713F-HRTimelineGroup
Golden State Wealth Management, LLC89,552$5.09M0.54%+6,10313F-HRTimeline
Macco Financial Group, Inc.89,048$5.06M4.35%13F-HRTimeline
Clarus Wealth Advisors86,300$5.01M2.08%+33513F-HRTimeline
Cooper Financial Group86,376$4.91M0.52%-17,86713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…86,359$4.91M0.03%-6,35513F-HRTimelineGroup
Inman Jager Wealth Management, LLC86,079$4.89M2.99%+8,32013F-HRTimeline
CEERA INVESTMENTS, LLC85,360$4.85M1.87%-7,07913F-HRTimeline
DecisionMap Wealth Management, LLC84,606$4.81M2.96%-18,45513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…84,386$4.79M0.06%-28613F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC84,338$4.79M0.39%+60,54813F-HRTimelineGroup
Northern Capital Management, Inc.84,118$4.78M2.53%+18,88113F-HRTimeline
Waterloo Capital, L.P.83,452$4.74M0.34%+1,60713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC83,404$4.74M0.11%+7,11013F-HRTimelineGroup
Town Capital LLC83,015$4.72M3.86%13F-HRTimeline
Milestone Asset Management Group, LLC79,936$4.54M2.56%+8,46513F-HRTimeline
Clear Retirement Advice LLC77,367$4.54M3.53%13F-HRTimeline
United Advisor Group, LLC78,311$4.45M0.57%+3,06913F-HRTimeline
EP Wealth Advisors, LLC77,901$4.43M0.02%13F-HRTimeline
PALLADIEM, LLC77,300$4.42M4.19%13F-HRTimeline
PRIVATE TRUST CO NA77,051$4.38M0.38%+3,48013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…77,025$4.38M0.13%+15,49713F-HRTimelineGroup
WCG Wealth Advisors LLC76,347$4.34M0.12%+23,19313F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT75,344$4.28M1.32%+1,11213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS75,216$4.27M0.01%+2,41013F-HRTimeline
Advisory Services Network, LLC75,074$4.26M0.06%+51,96913F-HRTimeline
Benchmark Financial, LLC74,552$4.24M4.22%13F-HRTimeline
Orion Porfolio Solutions, LLC74,481$4.23M0.03%-4,31413F-HRTimeline
American Money Management, LLC74,332$4.22M0.66%+1,37613F-HRTimeline
INTEGRITY ALLIANCE, LLC.73,744$4.19M0.15%+4,15613F-HRTimeline
Topel & Distasi Wealth Management, LLC71,279$4.05M1.98%013F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding71,158$4.04M-20,043Timeline
Red Tortoise LLC70,657$4.01M1.72%+27313F-HRTimeline
Copia Wealth Management70,571$4.01M2.86%-3,57713F-HRTimeline
WealthTrak Capital Management LLC70,049$3.98M2.85%+27,62613F-HRTimeline
Partners in Financial Planning69,965$3.97M0.67%-8,18513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC69,912$3.97M0.11%-1,97913F-HR/ATimelineGroup
MidAtlantic Capital Management, Inc.68,429$3.89M2.49%013F-HRTimeline
Visionary Wealth Advisors67,458$3.83M0.17%+713F-HRTimeline
Freedom Investment Management, Inc.67,028$3.81M1.11%+2,52113F-HRTimeline
Cornerstone Wealth Management, LLC64,535$3.67M0.19%+1,12213F-HRTimeline
WEALTHGARDEN F.S. LLC62,870$3.66M2.41%+14,42613F-HRTimeline
JDM Financial Group LLC64,329$3.65M1.42%-42113F-HRTimeline
Prime Capital Investment Advisors, LLC63,986$3.64M0.04%-88113F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…63,766$3.62M0.14%-7,84713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\63,248$3.59M<0.01%-4,03113F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP62,554$3.55M0.2%+7,46313F-HRTimeline
Glen Eagle Advisors, LLC62,120$3.53M0.48%-4,14813F-HRTimeline
Vise Technologies, Inc.61,827$3.51M0.07%+31,44513F-HRTimeline
Perigon Wealth Management, LLC61,639$3.5M0.06%-2,93513F-HRTimeline
MBM WEALTH CONSULTANTS, LLC61,303$3.48M0.83%+2,85813F-HRTimeline
Prospera Financial Services Inc61,114$3.47M0.06%+1,13713F-HRTimeline
Shum Financial Group, Inc.61,049$3.47M2.5%+4,67313F-HRTimeline
BURNEY CO/60,301$3.43M0.11%-4,09813F-HRTimeline
Chicago Partners Investment Group LLC58,857$3.41M0.08%+14,57513F-HRTimeline
Keener Financial Planning LLC60,010$3.41M1.47%-3,43513F-HRTimeline
COMERICA BANK59,441$3.38M0.01%-2,95213F-HRTimeline
Kera Capital Partners, Inc.58,041$3.38M0.42%+5,58813F-HRTimeline
American Investment Services, Inc.59,253$3.37M0.78%-1,51213F-HRTimeline
Cornerstone Wealth Group, LLC58,835$3.34M0.23%+23,28213F-HRTimeline
Beacon Pointe Advisors, LLC58,315$3.31M0.02%+15413F-HRTimeline
Tranquilli Financial Advisor LLC57,293$3.25M1.89%-41713F-HRTimeline
Quantinno Capital Management LP57,090$3.24M0.01%+24,48313F-HRTimeline
CORDA Investment Management, LLC.56,955$3.24M0.24%+3,71213F-HRTimeline
Simplicity Wealth,LLC56,941$3.23M0.19%+3,52813F-HRTimeline
Friday Financial56,350$3.2M1.13%+3,69213F-HRTimeline
Wagner Wealth Management, Corp56,101$3.19M3.14%13F-HRTimeline
Sovran Advisors, LLC54,429$3.17M0.27%-31813F-HRTimeline
Prism Advisors, Inc.55,211$3.14M0.84%-15613F-HRTimeline
Vertex Planning Partners, LLC54,965$3.12M0.73%+6413F-HRTimeline
Opal Wealth Advisors, LLC54,468$3.09M0.81%-15613F-HRTimeline
Keystone Financial Group54,460$3.09M0.23%-3,50913F-HRTimeline
Raab & Moskowitz Asset Management LLC54,398$3.09M0.68%-10013F-HRTimeline
Global Financial Private Client, LLC53,715$3.05M1.07%+7413F-HRTimeline