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Disclosery

SPYV SPDR SERIES TRUST

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PRTFLO S&P500 VL (fund)

1,173 managers (1,186 13F filers) reported a position in SPYV shares at 2026-03-31, 473,425,033 shares in all. 76 filers opened a position and 56 filers sold out during the quarter.

Managers
1,173
13F filers
1,186
New
76
Added
478
Reduced
419
Sold out
56
Shares held by filers
473,425,033

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Portside Wealth Group, LLC242,776$13.7M1.86%+20,85513F-HRTimeline
ALPHA CAPITAL ADVISORS INC /ADV234,411$13.3M12.62%+3,36213F-HRTimeline
Millington Financial Advisors, LLC223,865$13.2M5.56%+1,33013F-HRTimeline
Optimist Retirement Group LLC232,034$13.1M5.79%+90913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC231,083$13.1M0.01%+67,34513F-HRTimelineGroup
GHP Investment Advisors, Inc.229,345$13M0.53%+2,68613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS229,218$13M0.02%+154,00213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC228,353$12.9M0.06%+58,76913F-HRTimelineGroup
Financial Council, LLC224,052$12.7M4.89%-2,17413F-HRTimeline
Synergy Investment Management, LLC223,606$12.7M4.14%-4,60113F-HRTimeline
Hofer & Associates. Inc222,247$12.6M6.76%+4,91113F-HRTimeline
Diligent Investors, LLC219,388$12.4M3.07%-3,71213F-HRTimeline
GenWealth Group, Inc.216,392$12.2M2.09%+8,44613F-HRTimeline
Guardian Wealth Advisors, LLC216,366$12.2M7.04%+1,05913F-HRTimeline
Cobblestone Asset Management LLC215,250$12.2M5.48%-27,83413F-HRTimeline
Vertrix Wealth Management, LLC214,458$12.1M4.47%13F-HRTimeline
Aureum Wealth Management, LLC211,159$11.9M8.31%+43,40013F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE208,899$11.8M1.75%-167,73313F-HRTimeline
RESTON WEALTH MANAGEMENT LLC208,171$11.8M3.61%-13,64013F-HRTimeline
Breachway Investments LLC205,819$11.7M11.19%+158,61013F-HRTimeline
Private Wealth Group, LLC205,574$11.6M5.42%+7,05913F-HR/ATimeline
TrueWealth Advisors, LLC204,672$11.6M2.91%+100,43713F-HRTimeline
New England Capital Financial Advisors …202,384$11.5M3.13%-6,79113F-HRTimeline
Larson Financial Group LLC201,872$11.4M0.37%-14,73813F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC200,514$11.3M1.91%-61,37513F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…200,000$11.3M0.03%new13F-HR/ATimelineGroup
Merit Financial Group, LLC199,379$11.3M0.08%-9,98413F-HRTimeline
BCS Wealth Management197,332$11.2M2.28%-165,24913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …194,221$11M0.21%+5,65113F-HRTimelineGroup
FORONJY FINANCIAL LLC188,494$10.7M4.43%+8,13513F-HRTimeline
Northwest Wealth Advisors, LLC186,117$10.5M7.52%+16,06513F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …185,363$10.5M1.87%+9,20513F-HRTimelineGroup
Buttonwood Financial Group, LLC185,273$10.5M6.45%-5,17313F-HRTimeline
Walsh & Associates, LLC183,563$10.4M10.3%-39713F-HRTimeline
Farther Finance Advisors, LLC183,169$10.4M0.1%+4,23613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources180,695$10.2M<0.01%+173,74313F-HRTimelineGroup
Cresset Asset Management, LLC180,147$10.2M0.04%-7,67713F-HRTimeline
Madrid Financial Services179,343$10.1M5.99%+9,97913F-HRTimeline
Oak Harvest Investment Services178,403$10.1M1.05%-9,58213F-HRTimeline
PECAUT & CO.177,439$10M3.26%-11,22713F-HRTimeline
&PARTNERS175,676$9.94M0.05%+3,35313F-HRTimeline
STEVENS CAPITAL PARTNERS172,719$9.77M2.35%+9,38513F-HRTimeline
Town Capital LLC169,388$9.58M7.75%+86,37313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp167,986$9.5M0.03%-11,27313F-HR/ATimelineGroup
Auour Investments LLC166,654$9.43M2.97%+2,14913F-HRTimeline
Olde Wealth Management, LLC166,267$9.41M2.98%+5,26813F-HRTimeline
Financial Management Professionals, Inc.163,900$9.27M1.04%new13F-HRTimeline
Bucket List Wealth Management, LLC163,571$9.25M5.57%-187,94913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV162,516$9.2M0.56%-692,82313F-HRTimeline
Uptown Financial Advisors LLC161,886$9.16M7.41%+16,48913F-HRTimeline
NewSquare Capital LLC161,386$9.13M0.8%-1,88013F-HRTimeline
LYNCH & ASSOCIATES/IN161,288$9.13M1.71%+3,88213F-HRTimeline
Bensler, LLC160,316$9.07M0.94%+7,22613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC157,612$8.92M0.2%-5,57813F-HR/ATimeline
MEMBERS WEALTH LLC148,069$8.73M5.22%+4,27613F-HRTimeline
Parkway Wealth Management Group, LLC149,444$8.69M1.1%-22,59013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC152,832$8.65M0.03%-119,28113F-HRTimelineGroup
Key Financial Inc151,991$8.6M1.53%+3,22713F-HRTimeline
Quent Capital, LLC151,195$8.55M0.61%-3,75913F-HRTimeline
Ignite Planners, LLC151,156$8.53M1.32%+15,43513F-HRTimeline
SOA Wealth Advisors, LLC.149,401$8.45M1.6%-7,75813F-HRTimeline
Stone Summit Wealth LLC148,897$8.42M2.34%+8,38413F-HRTimeline
Cornerstone Wealth Group, LLC138,141$8.13M0.52%+79,30613F-HRTimeline
Cannon Wealth Management Services, LLC142,750$8.08M5.46%+7,27413F-HRTimeline
Centennial Wealth Advisory LLC142,670$8.07M1.95%-2,88213F-HRTimeline
1900 WEALTH MANAGEMENT LLC141,486$8.01M0.51%-5,15413F-HRTimeline
Retirement Management Systems Inc.141,132$7.99M1.92%-49,44113F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.138,838$7.86M2.7%-6,63313F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC138,682$7.85M3.81%-78013F-HRTimeline
Savvy Advisors, Inc.138,516$7.84M0.21%+3,43113F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC137,494$7.78M0.86%+3,20313F-HRTimeline
Trilogy Capital Inc.137,135$7.76M0.35%+12,79413F-HRTimeline
SeedSafe Financial LLC136,178$7.7M6.34%+7,47513F-HRTimeline
Goldstone Financial Group, LLC132,057$7.47M0.81%-73,49413F-HRTimeline
Laurel Wealth Planning LLC131,355$7.43M3.92%-31,94013F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC130,783$7.4M2.47%-12,68013F-HRTimeline
Mutual Advisors, LLC130,427$7.38M0.16%+6,43013F-HRTimeline
Modera Wealth Management, LLC128,677$7.28M0.09%+6,56313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC128,610$7.28M0.04%+25,53113F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC127,793$7.23M5.95%-95013F-HRTimeline
City Center Advisors, LLC122,249$6.92M6.39%+89813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management120,396$6.81M0.23%+59013F-HRTimelineGroup
Sharkey, Howes & Javer118,768$6.72M0.91%-3,41413F-HRTimeline
Koss-Olinger Consulting, LLC118,132$6.68M0.56%-573,37813F-HRTimeline
RFG Advisory, LLC117,318$6.64M0.12%-24,69713F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC117,067$6.62M2.91%-28113F-HRTimeline
Braun-Bostich & Associates Inc.116,324$6.58M4.12%-18,88113F-HRTimeline
Vision Capital Management, Inc.112,049$6.34M0.8%+3,20913F-HRTimeline
Foundations Investment Advisors, LLC112,015$6.34M0.08%+2,90213F-HRTimeline
TAGStone Capital, Inc.111,178$6.29M2.22%-71113F-HRTimeline
Occidental Asset Management, LLC110,878$6.27M0.74%+2,84713F-HRTimeline
WRAPMANAGER INC110,342$6.24M2.17%-4,83213F-HRTimeline
AA Financial Advisors, LLC108,663$6.15M0.87%-16,13513F-HRTimeline
COZAD ASSET MANAGEMENT INC107,931$6.11M0.48%-1,61313F-HRTimeline
Collaborative Wealth Managment Inc.105,937$5.99M2.76%-86,29313F-HRTimeline
SteelPeak Wealth, LLC105,113$5.95M0.19%+76,79613F-HRTimeline
J.W. COLE ADVISORS, INC.104,560$5.92M0.2%+4,51613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…103,638$5.86M0.01%+97,09913F-HRTimelineGroup
SIMA Wealth Partners, LLC102,691$5.81M4.43%+1,53713F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC102,557$5.8M1.66%+2,03313F-HRTimeline
Broussard Financial Group LLC102,234$5.78M4.63%+6,14913F-HRTimeline
IAG Wealth Partners, LLC101,958$5.77M0.64%-2,68113F-HRTimeline
TME FINANCIAL, INC.101,424$5.74M3.98%+2,87013F-HRTimeline
HARBOUR INVESTMENTS, INC.100,189$5.67M0.09%-6,23413F-HRTimeline
Intergy Private Wealth, LLC99,264$5.62M1.65%-10,88013F-HRTimeline
RFG - Bristol Wealth Advisors, LLC99,099$5.61M1.51%+8,01613F-HRTimeline
SHARPEPOINT LLC98,877$5.59M3.34%+1,11113F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD97,775$5.53M0.01%-6,77013F-HRTimelineGroup
Sterling Group Wealth Management, LLC97,422$5.51M2.61%-2,56913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp96,511$5.46M<0.01%-13,17813F-HRTimelineGroup
Inman Jager Wealth Management, LLC96,096$5.44M3.18%+10,01713F-HRTimeline
Phoenix Wealth Advisors95,945$5.43M2.14%+1,18113F-HRTimeline
Salomon & Ludwin, LLC95,478$5.42M0.48%+2,04713F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC95,633$5.41M1%new13F-HRTimeline
Koshinski Asset Management, Inc.95,016$5.38M0.34%-3,30713F-HRTimeline
Farmers & Merchants Trust Co of Chamber…93,697$5.3M1.44%+59213F-HR/ATimeline
Horizon Family Wealth, Inc.92,773$5.25M2.77%-2,95313F-HRTimeline
Asset Management Group, Inc.92,328$5.22M0.84%-2,38913F-HRTimeline
United Advisor Group, LLC92,177$5.22M0.65%+13,86613F-HRTimeline
PACIFIC FINANCIAL GROUP INC91,509$5.18M2.79%-6,20513F-HRTimeline
Independent Wealth Network Inc.90,734$5.13M1.53%-61,29813F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC89,897$5.09M4.78%-11,18013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED88,910$5.03M0.37%-2,74313F-HRTimeline
Benchmark Financial, LLC87,660$4.96M4.45%+13,10813F-HRTimeline
Belpointe Asset Management LLC87,591$4.96M0.18%-10,79813F-HRTimeline
Fortis Capital Advisors, LLC87,591$4.96M0.65%-10,79813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC86,871$4.92M0.11%+3,46713F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC84,774$4.8M0.39%-7,32413F-HRTimelineGroup
Golden State Wealth Management, LLC84,462$4.78M0.52%-5,09013F-HRTimeline
DecisionMap Wealth Management, LLC84,380$4.77M3.09%-22613F-HRTimeline
Clarus Wealth Advisors83,881$4.76M2.03%-2,41913F-HRTimeline
Cooper Financial Group84,048$4.76M0.48%-2,32813F-HRTimeline
Focus Financial Network, Inc.84,039$4.75M0.17%new13F-HRTimeline
Waterloo Capital, L.P.83,313$4.71M0.33%-13913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…82,374$4.66M0.03%-3,98513F-HRTimelineGroup
Arete Wealth Advisors, LLC82,370$4.66M0.35%-51,94513F-HR/ATimeline
PRIVATE TRUST CO NA81,939$4.64M0.41%+4,88813F-HRTimeline
Milestone Asset Management Group, LLC80,214$4.54M2.65%+27813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC79,988$4.53M<0.01%+61,08013F-HRTimelineGroup
Clear Retirement Advice LLC79,943$4.52M3.55%+2,57613F-HRTimeline
CEERA INVESTMENTS, LLC79,430$4.49M1.97%-5,93013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC77,333$4.38M0.11%+7,42113F-HRTimelineGroup
Quantinno Capital Management LP77,253$4.37M0.01%+20,16313F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT77,143$4.36M1.29%+1,79913F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV76,112$4.31M0.57%+25,67613F-HRTimeline
LANARK FINANCIAL, INC.75,715$4.28M0.32%+39,12613F-HRTimeline
American Money Management, LLC74,901$4.24M0.67%+56913F-HRTimeline
Advisory Services Network, LLC74,713$4.23M0.06%-36113F-HRTimeline
Private Advisory Group LLC74,212$4.2M0.29%new13F-HRTimeline
MOTIVE WEALTH ADVISORS73,955$4.18M1.96%-62,24013F-HRTimeline
Visionary Wealth Advisors73,821$4.18M0.18%+6,36313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC73,789$4.17M<0.01%+30,82013F-HRTimelineGroup
CVFG LLC73,620$4.17M0.52%new13F-HRTimeline
PALLADIEM, LLC70,801$4.12M3.93%-6,49913F-HRTimeline
TritonPoint Partners, LLCin group TritonPoint Partners, LLC72,574$4.11M1.51%+1,41613F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.70,900$4.01M0.15%-2,84413F-HRTimeline
Red Tortoise LLC70,838$4.01M1.68%+18113F-HRTimeline
PAX Financial Group, LLC70,669$4M0.68%-81,00013F-HRTimeline
Partners in Financial Planning70,158$3.97M0.66%+19313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.69,980$3.96M<0.01%-292,02113F-HRTimelineGroup
Prime Capital Investment Advisors, LLC69,750$3.95M0.05%+5,76413F-HRTimeline
Freedom Investment Management, Inc.69,679$3.94M1.17%+2,65113F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC68,725$3.89M0.28%-15,61313F-HRTimelineGroup
MidAtlantic Capital Management, Inc.68,429$3.87M2.67%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…67,772$3.83M<0.01%+37,57413F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…66,632$3.77M0.05%-17,75413F-HRTimelineGroup
JNBA Financial Advisors66,106$3.74M0.31%-25,03413F-HRTimeline
MONEY CONCEPTS CAPITAL CORP65,147$3.69M0.2%+2,59313F-HRTimeline
JDM Financial Group LLC64,864$3.67M1.42%+53513F-HRTimeline
Cornerstone Wealth Management, LLC64,718$3.66M0.18%+18313F-HRTimeline
Chicago Partners Investment Group LLC61,259$3.61M0.08%+2,40213F-HRTimeline
Shum Financial Group, Inc.63,777$3.61M2.55%+2,72813F-HRTimeline
MBM WEALTH CONSULTANTS, LLC62,418$3.53M0.81%+1,11513F-HRTimeline
Vise Technologies, Inc.61,827$3.51M0.07%013F-HRTimeline
FLOW TRADERS U.S. LLC62,018$3.51M0.11%new13F-HRTimeline
Jacksonville Wealth Management, LLC61,859$3.5M2.36%+15,71213F-HRTimeline
Prospera Financial Services Inc60,950$3.45M0.06%-16413F-HRTimeline
Sovran Advisors, LLC57,212$3.43M0.27%+2,78313F-HRTimeline
Glen Eagle Advisors, LLC60,360$3.42M0.48%-1,76013F-HRTimeline
WCG Wealth Advisors LLC60,280$3.41M0.1%-16,06713F-HRTimeline
Beacon Pointe Advisors, LLC59,982$3.39M0.02%+1,66713F-HRTimeline
CORDA Investment Management, LLC.59,968$3.39M0.23%+3,01313F-HRTimeline
Keener Financial Planning LLC59,918$3.39M1.42%-9213F-HRTimeline
Friday Financial59,709$3.38M1.16%+3,35913F-HRTimeline
Kera Capital Partners, Inc.59,648$3.37M0.41%+1,60713F-HRTimeline
Qube Research & Technologies Ltd59,610$3.37M<0.01%-54,23613F-HRTimeline
Steward Partners Investment Advisory, L…59,594$3.37M0.02%+6,10213F-HRTimeline
American Investment Services, Inc.58,647$3.32M0.74%-60613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…58,260$3.3M0.11%+5,65313F-HRTimelineGroup
Opal Wealth Advisors, LLC58,057$3.28M0.74%+3,58913F-HRTimeline
Smith Partners Wealth Management, LLC56,702$3.21M2.87%+20,41113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\56,010$3.17M<0.01%-7,23813F-HRTimelineGroup
Vertex Planning Partners, LLC55,796$3.16M0.61%+83113F-HRTimeline
Advyzon Investment Management, LLC55,786$3.16M0.28%+16,05013F-HRTimeline
PSI Advisors, LLC55,625$3.15M0.75%+10,98413F-HRTimeline
Partnership Wealth Management, LLC55,554$3.14M2.4%-88,36813F-HRTimeline
WEALTHGARDEN F.S. LLC55,484$3.14M2.14%-7,38613F-HRTimeline
Prism Advisors, Inc.55,211$3.12M0.83%013F-HRTimeline
Axis Wealth Partners, LLC54,992$3.11M1.65%+2,99613F-HRTimeline
Topel & Distasi Wealth Management, LLC54,436$3.08M1.59%-16,84313F-HRTimeline