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Disclosery

SPYV SPDR SERIES TRUST

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PRTFLO S&P500 VL (fund)

1,197 managers (1,213 13F filers) reported a position in SPYV shares at 2026-06-30, 490,719,222 shares in all. 92 filers opened a position and 52 filers sold out during the quarter.

Managers
1,197
13F filers
1,213
New
92
Added
493
Reduced
418
Sold out
52
Shares held by filers
490,719,222

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Topel & Distasi Wealth Management, LLC54,436$3.31M1.6%013F-HRTimeline
Keystone Financial Group53,858$3.27M0.19%-1013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\53,469$3.25M<0.01%-2,54113F-HRTimelineGroup
Global Financial Private Client, LLC53,283$3.24M0.88%-5513F-HRTimeline
Keener Financial Planning LLC53,193$3.23M1.16%-6,72513F-HRTimeline
Demars Financial Group, LLC53,147$3.23M0.9%+1,81313F-HRTimeline
Advyzon Investment Management, LLC53,016$3.22M0.23%-2,77013F-HRTimeline
Brady Martz Wealth Solutions, LLC52,913$3.22M0.49%-1013F-HRTimeline
Affinity Capital Advisors, LLC51,878$3.21M0.4%-4513F-HRTimeline
Partnership Wealth Management, LLC52,641$3.2M2.16%-2,91313F-HRTimeline
NORDEN GROUP LLC52,190$3.17M0.26%+4,12213F-HRTimeline
Koss-Olinger Consulting, LLC51,812$3.15M0.24%-66,32013F-HRTimeline
Copia Wealth Management51,681$3.14M1.89%-1,52313F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC51,542$3.13M0.32%+21,56013F-HRTimeline
Raab & Moskowitz Asset Management LLC51,450$3.13M0.63%-2,44313F-HRTimeline
WCG Wealth Advisors LLC51,134$3.11M0.07%-9,14613F-HRTimeline
Cordatus Wealth Management LLC50,818$3.09M0.68%-1,32113F-HRTimeline
JT Stratford LLC48,575$2.95M0.32%+4,74513F-HRTimeline
Smartleaf Asset Management LLC48,493$2.95M0.1%013F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC47,549$2.89M1.35%013F-HRTimeline
ArborFi Advisors, LLC46,987$2.86M2.07%-16613F-HRTimeline
VANCE WEALTH, LLC46,829$2.85M0.64%-1,67013F-HRTimeline
Breakwater Capital Group46,573$2.83M0.34%-1,62113F-HRTimeline
Slagle Financial, LLC46,418$2.82M0.85%+1,33613F-HRTimeline
GLR Partners, LLC46,381$2.82M1.31%+4,87613F-HRTimeline
Ensign Peak Advisors, Inc46,335$2.82M<0.01%013F-HRTimeline
CAP Partners, LLC46,265$2.81M1.38%-2,85613F-HRTimeline
Ausdal Financial Partners, Inc.46,157$2.81M0.11%+1,32813F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC45,994$2.8M1.43%-513F-HRTimeline
Prism Advisors, Inc.45,980$2.8M0.68%-9,23113F-HRTimeline
Empirical Financial Services, LLC d.b.a…45,811$2.78M0.04%-7,42713F-HRTimeline
Atria Investments, Inc45,440$2.76M0.03%-2,70113F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV45,423$2.76M2.33%+5,36413F-HRTimeline
TUDOR INVESTMENT CORP ET AL45,417$2.76M0.01%new13F-HRTimeline
Cooper Financial Group45,378$2.76M0.23%-38,67013F-HRTimeline
1ST SOURCE BANK45,228$2.75M0.12%-39613F-HRTimeline
INNEALTA CAPITAL, LLC44,798$2.72M1.45%013F-HRTimeline
Total Clarity Wealth Management, Inc.44,143$2.68M0.52%-1,54913F-HRTimeline
Arkadios Wealth Advisors44,034$2.68M0.04%+89713F-HRTimeline
Wealthspire Advisors, LLC43,978$2.67M0.01%+15,38513F-HRTimeline
Sunesis Advisors, LLC43,133$2.62M1.08%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT43,116$2.62M0.04%+2,13513F-HR/ATimeline
Foundation Wealth Management, LLC\PA42,204$2.57M0.77%-16413F-HRTimeline
Wrenne Financial Planning LLC42,016$2.55M0.86%-28813F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC41,259$2.51M0.42%-12,02313F-HRTimeline
WAYSTONE ADVISORS LLC41,197$2.5M1.87%-3,62213F-HRTimeline
FF Advisors,LLC41,074$2.5M0.94%013F-HRTimeline
BURNEY CO/41,048$2.5M0.07%-29213F-HRTimeline
Rehmann Capital Advisory Group40,670$2.47M0.11%+70513F-HRTimeline
Financial Network Wealth Advisors LLC40,498$2.46M2.5%+2,66613F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …40,248$2.45M0.32%+17813F-HRTimeline
Ashton Thomas Private Wealth, LLC39,879$2.42M0.05%+15,40513F-HRTimeline
FCG Investment Co39,602$2.41M0.83%-48913F-HRTimeline
Sequoia Financial Advisors, LLC39,541$2.4M0.01%-12913F-HRTimeline
River Street Advisors LLC39,419$2.4M0.71%+5,43513F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC42,343$2.4M0.41%+30913F-HRTimeline
Valpey Financial Services, LLC39,336$2.39M1.42%+93713F-HRTimeline
AdvisorNet Financial, Inc39,292$2.39M0.11%-20913F-HRTimeline
MidFirst Bank39,085$2.38M0.17%+2,22613F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC38,475$2.34M0.16%+29,43313F-HRTimeline
Wealth Advisors Northwest LLC38,027$2.31M0.79%-1,48413F-HRTimeline
Compound Planning, Inc.37,675$2.29M0.06%+44313F-HRTimeline
One Capital Management, LLC40,416$2.29M0.06%013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC37,361$2.27M0.55%-2,68113F-HRTimeline
LEE DANNER & BASS INC36,831$2.24M0.13%-12513F-HRTimeline
Jupiter Topco LLCin group Janus Henderson35,993$2.19M<0.01%13F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding35,955$2.19M-5,935Timeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.35,399$2.15M<0.01%new13F-HRTimelineGroup
Seaside Wealth Management, Inc.35,297$2.15M0.53%-39013F-HRTimeline
IFP Advisors, Inc34,712$2.11M0.04%+1,21513F-HRTimeline
WIREGRASS INVESTMENT MANAGEMENT LLC34,528$2.1M1.43%+1,23213F-HRTimeline
Clark Capital Management Group, Inc.34,460$2.09M0.01%+23,89313F-HRTimeline
Laurel Wealth Advisors LLC34,339$2.09M0.2%+3913F-HRTimeline
Global Assets Advisory, LLC34,058$2.08M0.45%+30,31613F-HRTimeline
Tradewinds Capital Management, LLC34,223$2.08M0.37%+5613F-HRTimeline
Tranquilli Financial Advisor LLC34,099$2.07M1.12%-17,46313F-HRTimeline
Relyea Zuckerberg Hanson LLC33,518$2.04M0.17%013F-HR/ATimeline
Onyx Bridge Wealth Group LLC33,337$2.03M0.18%-99713F-HRTimeline
MAI Capital Management33,105$2.01M0.01%+55713F-HRTimeline
RHS Financial, LLC32,915$2M0.81%+6,89213F-HRTimeline
OneDigital Investment Advisors LLC32,444$1.97M0.02%+1,61813F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.32,212$1.96M0.13%+82513F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS32,075$1.95M<0.01%+7513F-HRTimelineGroup
Apella Capital, LLC31,462$1.94M0.03%-1,08513F-HRTimeline
E&G Advisors, LLC31,673$1.93M0.37%-50013F-HRTimeline
Certified Advisory Corp31,636$1.92M0.16%-8,20013F-HRTimeline
Weitzel Financial Services, Inc.30,901$1.9M0.65%-2,58013F-HRTimeline
Galvin, Gaustad & Stein, LLC30,767$1.87M0.14%+14,86513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC30,652$1.86M<0.01%+38013F-HRTimelineGroup
PRIVATE CLIENT SERVICES, LLC30,629$1.86M0.49%+3,65013F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC30,547$1.86M0.66%-7113F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC30,493$1.85M0.11%013F-HRTimeline
Summit Investment Advisory Services, LLC30,425$1.85M0.46%-2,11013F-HRTimeline
Altman Advisors, Inc.158,875$1.84M0.66%+14,50113F-HRTimeline
Orion Porfolio Solutions, LLC30,178$1.83M0.01%-1,49013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC30,068$1.83M0.12%-3,77013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC29,874$1.82M<0.01%+9,29613F-HRTimelineGroup
Sanchez Gaunt Capital Management, LLC29,450$1.79M1%-5,24813F-HRTimeline
Third View Private Wealth, LLC29,400$1.79M0.22%+4,27113F-HRTimeline
Thayer Financial, L.L.C.29,371$1.79M1.62%-10613F-HRTimeline
Wall Capital Group, Inc.29,230$1.78M1.45%-3113F-HRTimeline
Empowered Funds, LLC28,982$1.76M0.01%+2,34413F-HRTimeline
Bridgewealth Advisory Group, LLC28,966$1.76M0.33%-65913F-HRTimeline
WealthPlan Investment Management, LLC28,746$1.75M0.09%-6,85013F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.28,708$1.75M0.54%-5513F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co28,580$1.74M0.02%013F-HRTimelineGroup
Integrity Wealth Solutions LLC28,362$1.72M0.64%+30713F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers28,360$1.72M<0.01%+4,10713F-HRTimelineGroup
PFG Advisors28,349$1.72M0.09%-1,33613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK28,255$1.72M0.01%-8,45113F-HRTimelineGroup
Intrua Financial, LLC28,110$1.71M0.16%+3,24413F-HRTimeline
SteelPeak Wealth, LLC28,090$1.71M0.04%-77,02313F-HRTimeline
RIK SAYLOR FINANCIAL, INC.27,876$1.69M1.12%+5,00613F-HRTimeline
VestGen Advisors, LLC27,852$1.69M0.05%+50513F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …27,821$1.69M0.08%-1,48613F-HRTimelineGroup
Index Fund Advisors, Inc.27,522$1.67M0.07%+77713F-HRTimeline
Coastal Bridge Advisors, LLC27,319$1.66M0.1%+61813F-HRTimeline
Comprehensive Financial Consultants Ins…27,121$1.65M0.44%-1,24113F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC27,000$1.64M0.39%013F-HRTimeline
Bluespring Wealth Management, LLC26,663$1.62M0.03%new13F-HRTimeline
Redwood Financial Network Corp26,569$1.62M0.9%-1,27313F-HRTimeline
PFG Investments, LLC26,408$1.61M0.06%-1,09913F-HRTimeline
Flagship Private Wealth, LLC26,309$1.6M0.57%-27213F-HRTimeline
WHITE PINE CAPITAL LLC26,046$1.58M0.37%+3,36913F-HRTimeline
REDW Wealth LLC25,769$1.57M0.56%+58013F-HRTimeline
MKT Advisors LLC25,295$1.56M0.49%-10,40313F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…25,543$1.55M0.15%-28413F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.25,518$1.55M<0.01%+34113F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP25,464$1.55M0.01%+7,33613F-HRTimelineGroup
Confluence Wealth Services, Inc.25,169$1.53M0.04%new13F-HRTimeline
Baltimore-Washington Financial Advisors…25,107$1.53M0.06%-14713F-HRTimeline
Roan Capital Partners25,062$1.52M1.26%+2813F-HRTimeline
Riverpoint Wealth Management Holdings, …24,936$1.52M0.28%+9713F-HRTimeline
Diversified Portfolios, Inc.24,837$1.51M0.11%013F-HRTimeline
DAGCO, INC.24,780$1.51M0.28%-2,96013F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC24,113$1.49M0.59%013F-HRTimeline
Idaho Trust Co24,360$1.48M0.43%-4,98613F-HRTimeline
BLAIR WILLIAM & CO/IL24,359$1.48M<0.01%-2,42513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…24,357$1.48M0.04%+17,22613F-HRTimelineGroup
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …24,346$1.48M0.04%013F-HRTimelineGroup
Legacy Edge Advisors, LLC24,267$1.48M0.14%+38413F-HR/ATimeline
CWA Asset Management Group, LLC24,245$1.47M0.05%-2,30413F-HRTimeline
Ellevest, Inc.24,025$1.45M0.17%+1,25813F-HRTimeline
Alpha Zero LLC23,154$1.44M0.55%+9,54413F-HRTimeline
Alliance Private Wealth, LLC23,583$1.43M0.5%013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.23,568$1.43M0.18%-30013F-HR/ATimeline
Capital Investment Advisory Services, L…23,559$1.43M0.09%+92313F-HRTimeline
Optivise Advisory Services LLC23,312$1.42M0.72%+81613F-HRTimeline
HB Wealth Management, LLC23,009$1.4M0.01%+18,30213F-HRTimeline
Lantern Wealth Advisors, LLC22,928$1.39M0.64%+48913F-HRTimeline
TOWNSQUARE CAPITAL LLC22,903$1.39M0.26%-2,03313F-HRTimeline
Lifeworks Advisors, LLC22,656$1.38M0.14%-7,80213F-HRTimeline
Fourth Dimension Wealth, LLC22,365$1.36M0.43%-2,95613F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC21,998$1.34M0.93%+21,89813F-HRTimeline
Signal Advisors Wealth, LLC21,668$1.32M0.07%+8,43113F-HRTimeline
Tempus Wealth Planning, LLC21,611$1.31M0.26%+74113F-HRTimeline
MATAURO, LLC21,497$1.31M0.17%-75813F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.21,428$1.3M0.37%-117,41013F-HRTimeline
Krilogy Financial LLC21,404$1.3M0.04%+11113F-HRTimeline
Founders Financial Alliance, LLC21,399$1.3M0.17%-26,44613F-HRTimeline
Towerpoint Wealth, LLC21,375$1.3M0.45%+8813F-HRTimeline
GGM Financial LLC21,110$1.28M0.49%-3713F-HRTimeline
Coppell Advisory Solutions LLC37,291$1.27M0.14%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP20,506$1.25M0.06%-44,64113F-HRTimeline
American Money Management, LLC20,502$1.25M0.18%-54,39913F-HRTimeline
Argent Trust Co20,336$1.24M0.04%013F-HRTimeline
Root Financial Partners, LLC20,169$1.23M0.05%-14413F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC19,798$1.2M0.01%-35113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC19,674$1.2M<0.01%+5,08513F-HRTimelineGroup
Graney & King, LLC19,618$1.19M0.43%-2,84913F-HRTimeline
Wells Financial Advisors INC19,442$1.18M10.97%-8313F-HRTimeline
Verdence Capital Advisors LLC19,383$1.18M0.06%+30213F-HRTimeline
M3 Advisory Group, LLC19,162$1.16M0.6%+74913F-HRTimeline
GREENLEAF TRUST19,105$1.16M0.01%013F-HRTimeline
Triton Financial Group Inc19,004$1.16M0.67%-18,04413F-HRTimeline
Centerpoint Advisors, LLC18,878$1.15M0.33%-1,30013F-HRTimeline
Advisors Capital Management, LLC18,747$1.14M0.01%+38313F-HRTimeline
Commonwealth Financial Services, LLC18,669$1.13M0.15%-5,97213F-HRTimeline
Cadia Private Client LLC18,590$1.13M0.81%+7,24113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP18,574$1.13M0.01%new13F-HRTimeline
SPRING CAPITAL MANAGEMENT, LLC18,490$1.12M0.55%013F-HRTimeline
Peck Wealth Management, LLC18,450$1.12M0.94%013F-HRTimeline
Alliance Wealth Advisors, LLC /UT18,448$1.12M0.21%-7,57013F-HRTimeline
Frisch Financial Group, Inc.18,378$1.12M0.19%-1,76613F-HRTimeline
Financial Insights, Inc.18,245$1.11M0.29%+42713F-HRTimeline
Sequent Asset Management, LLC18,171$1.1M0.47%+76413F-HRTimeline
Integrated Advisors Network LLC18,111$1.1M0.05%-8,06313F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC18,044$1.1M0.41%-43513F-HRTimeline
Petersen Hastings Wealth Advisors Inc.18,021$1.1M0.09%-1,39913F-HRTimeline
SVB WEALTH LLC17,921$1.09M0.07%-113F-HRTimeline
Waldron Private Wealth LLC17,910$1.09M0.04%-1213F-HRTimeline
Wagner Wealth Management, Corp17,767$1.08M0.87%-2,59513F-HRTimeline
Sigma Planning Corp17,653$1.07M0.03%-2,94613F-HRTimeline
Cassaday & Co Wealth Management LLC17,576$1.07M0.02%+12913F-HRTimeline
Snowden Capital Advisors LLC17,292$1.05M0.02%+4,52513F-HRTimeline
Community Bank, N.A.17,289$1.05M0.11%+9113F-HRTimeline
TRUST CO OF TOLEDO NA /OH/17,000$1.03M0.09%new13F-HRTimeline
Costello Asset Management, INC16,988$1.03M0.31%+3,05013F-HRTimeline
Brown Miller Wealth Management, LLC16,804$1.02M0.26%+1,32113F-HRTimeline
Mason Investment Advisory Services, Inc.16,658$1.01M0.04%+2413F-HRTimeline