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Disclosery

SPYV SPDR SERIES TRUST

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PRTFLO S&P500 VL (fund)

1,010 managers (1,023 13F filers) reported a position in SPYV shares at 2024-12-31, 423,225,242 shares in all. 70 filers opened a position and 77 filers sold out during the quarter.

Managers
1,010
13F filers
1,023
New
70
Added
419
Reduced
306
Sold out
77
Shares held by filers
423,225,242

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Inman Jager Wealth Management, LLC45,202$2.31M1.8%13F-HRTimeline
Opal Wealth Advisors, LLC44,322$2.27M0.68%+5,33813F-HRTimeline
Tower Wealth Partners, Inc.44,272$2.26M1.18%-93513F-HRTimeline
Wealth Advisors Northwest LLC44,237$2.26M1.54%13F-HRTimeline
ArborFi Advisors, LLC44,207$2.26M2.27%13F-HRTimeline
AdvisorNet Financial, Inc43,765$2.24M0.19%+2,69313F-HRTimeline
Sunesis Advisors, LLC43,133$2.21M1.34%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC42,899$2.19M0.07%-1,69813F-HRTimeline
United Advisor Group, LLC42,564$2.18M0.43%new13F-HRTimeline
Seaside Wealth Management, Inc.42,543$2.18M0.8%-2,41813F-HRTimeline
PFG Advisors42,359$2.17M0.13%-5,76113F-HRTimeline
Graypoint LLC42,191$2.16M0.13%+1,78413F-HRTimeline
Foundation Wealth Management, LLC\PA42,082$2.15M1.04%13F-HRTimeline
Ellevest, Inc.42,017$2.15M0.12%-28,79513F-HRTimeline
Elios Financial Group Inc.41,779$2.14M1.01%-3,96313F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …41,638$2.13M0.46%+1,69013F-HRTimeline
Onyx Bridge Wealth Group LLC41,471$2.12M0.31%-2,33013F-HRTimeline
Faithward Advisors, LLC41,348$2.11M0.36%+5,74113F-HRTimeline
One Capital Management, LLC41,052$2.1M0.07%-4,19913F-HRTimeline
Sanchez Wealth Management Group40,026$2.05M0.56%+30,51713F-HRTimeline
OneDigital Investment Advisors LLC39,779$2.03M0.02%+15,31813F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC39,667$2.03M1.48%13F-HRTimeline
Bristlecone Advisors, LLC39,176$2M0.16%-5,73613F-HRTimeline
Better Money Decisions, LLC38,118$1.95M1.35%+3,35713F-HRTimeline
Tradewinds Capital Management, LLC38,094$1.95M0.51%-17113F-HRTimeline
Waterloo Capital, L.P.38,072$1.95M0.21%-6,79613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC36,655$1.88M0.02%-36,25413F-HRTimelineGroup
Axis Wealth Partners, LLC36,337$1.86M1.57%13F-HRTimeline
RDA Financial Network35,553$1.82M0.53%-12,63113F-HRTimeline
Chicago Partners Investment Group LLC35,371$1.81M0.06%+61613F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV35,020$1.79M0.53%-50013F-HRTimeline
IFP Advisors, Inc34,917$1.79M0.06%-29,26713F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson34,896$1.78M<0.01%new13F-HRTimelineGroup
WealthShield Partners, LLC34,873$1.78M0.25%+6,87613F-HRTimeline
Triton Financial Group Inc34,599$1.77M1.11%-11413F-HRTimeline
NORDEN GROUP LLC34,407$1.76M0.2%+1,58513F-HRTimeline
Laurel Wealth Advisors LLC34,359$1.76M0.27%+5413F-HRTimeline
Bridgewealth Advisory Group, LLC33,253$1.76M0.5%-10,45713F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding34,103$1.74M-425Timeline
Gotham Asset Management, LLC33,587$1.72M0.02%013F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC33,501$1.71M0.92%+7,72413F-HRTimeline
Weitzel Financial Services, Inc.33,260$1.71M0.81%+9413F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.32,269$1.7M1.51%13F-HRTimeline
Relyea Zuckerberg Hanson LLC32,946$1.68M0.23%-2,63313F-HRTimeline
Riverpoint Wealth Management Holdings, …32,880$1.68M0.44%+18713F-HRTimeline
FCG Investment Co32,740$1.67M1.02%+2,55813F-HRTimeline
Lifeworks Advisors, LLC32,639$1.67M0.3%-1,47613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS32,576$1.67M<0.01%-1,37313F-HRTimelineGroup
Summit Investment Advisory Services, LLC32,416$1.66M0.85%+1,29813F-HRTimeline
E&G Advisors, LLC32,347$1.65M0.45%+1,18513F-HRTimeline
River Street Advisors LLC32,314$1.65M0.85%+12013F-HRTimeline
Arkadios Wealth Advisors32,302$1.65M0.09%+1,01313F-HRTimeline
Index Fund Advisors, Inc.31,654$1.62M0.09%-19213F-HRTimeline
Marion Wealth Management31,150$1.59M0.42%+3213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…31,001$1.59M<0.01%+18,95413F-HRTimelineGroup
New Century Financial Group, LLC30,844$1.58M0.67%-10,01813F-HRTimeline
Invesco Ltd.in group Invesco Ltd.30,672$1.57M<0.01%-22013F-HRTimelineGroup
Alliance Wealth Advisors, LLC /UT30,008$1.53M0.4%-3,31513F-HRTimeline
WEALTHGARDEN F.S. LLC29,983$1.53M1.43%+44013F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.29,912$1.53M0.11%-18,25313F-HRTimelineGroup
Baltimore-Washington Financial Advisors…29,431$1.51M0.08%+2813F-HRTimeline
Eldridge Investment Advisors, Inc.29,246$1.5M0.35%-34,57513F-HRTimeline
Founders Financial Alliance, LLC29,119$1.49M0.41%+2,11913F-HRTimeline
DAGCO, INC.29,052$1.49M0.49%+1,19113F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co28,759$1.47M0.02%013F-HRTimelineGroup
WEALTH MANAGEMENT RESOURCES, INC.28,697$1.47M0.54%+513F-HRTimeline
Commonwealth Financial Services, LLC28,138$1.44M0.28%013F-HRTimeline
Rehmann Capital Advisory Group28,087$1.44M0.09%+6,05713F-HRTimeline
Flagship Private Wealth, LLC28,049$1.43M0.69%+62713F-HRTimeline
SEVEN MILE ADVISORY28,006$1.43M0.91%+4613F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC27,000$1.42M0.52%13F-HRTimeline
Optivise Advisory Services LLC27,698$1.42M0.76%-3,00113F-HRTimeline
Iron Horse Wealth Management, LLC27,678$1.42M0.47%-1,64813F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …27,656$1.41M0.12%new13F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC27,363$1.4M0.01%+3,33513F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC26,258$1.37M0.14%+15,16313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC26,599$1.36M0.05%-1,05113F-HRTimelineGroup
Financial Network Wealth Advisors LLC26,375$1.35M2.51%-33,37313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.26,179$1.34M0.02%+10,34613F-HRTimelineGroup
Redwood Financial Network Corp26,122$1.34M1%+13013F-HRTimeline
Intrua Financial, LLC26,029$1.33M0.22%+17,55413F-HRTimeline
Diversified Portfolios, Inc.25,862$1.32M0.14%+3,60213F-HRTimeline
GGM Financial LLC25,805$1.32M1.41%+47513F-HRTimeline
Cresset Asset Management, LLC25,049$1.28M0.01%-2,62613F-HRTimeline
Strategic Financial Concepts, LLC24,882$1.27M0.24%+7,11913F-HR/ATimeline
REDW Wealth LLC24,704$1.26M0.44%-1,59713F-HRTimeline
PRIVATE CLIENT SERVICES, LLC24,495$1.25M0.67%+11,38713F-HRTimeline
Integrity Wealth Solutions LLC24,411$1.25M0.7%+35713F-HRTimeline
Mutual Advisors, LLC23,823$1.23M0.04%-1,09713F-HRTimeline
MATAURO, LLC23,879$1.22M0.26%13F-HRTimeline
INNEALTA CAPITAL, LLC23,444$1.2M0.58%+8,64213F-HRTimeline
Perissos Private Wealth Management, LLC23,112$1.18M0.88%-1,25613F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC23,111$1.18M0.17%+813F-HRTimeline
Anchor Pointe Wealth Management, LLC23,093$1.18M1.53%13F-HRTimeline
FNY Investment Advisers, LLC23,000$1.18M0.61%new13F-HRTimeline
BLAIR WILLIAM & CO/IL22,986$1.18M<0.01%+1,64013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC22,733$1.16M0.63%-18013F-HRTimeline
RIK SAYLOR FINANCIAL, INC.22,594$1.16M1.07%13F-HRTimeline
Verdence Capital Advisors LLC22,527$1.15M0.09%-16,41913F-HRTimeline
Altman Advisors, Inc.87,889$1.15M0.49%+66,34513F-HRTimeline
Farther Finance Advisors, LLC22,376$1.14M0.04%-49313F-HRTimeline
Schrum Private Wealth Management LLC22,347$1.14M0.97%-16,71513F-HRTimeline
L.M. KOHN & COMPANY22,302$1.14M0.3%+2,52913F-HRTimeline
Towerpoint Wealth, LLC22,119$1.13M0.55%+7813F-HRTimeline
MAI Capital Management21,964$1.12M0.01%+5,35013F-HRTimeline
Capital Investment Advisory Services, L…21,593$1.1M0.11%+3,84213F-HRTimeline
Fisher Asset Management, LLC21,559$1.1M<0.01%new13F-HRTimeline
Lansing Street Advisors21,359$1.09M0.38%+12613F-HRTimeline
Emergent Wealth Advisors, LLC21,253$1.09M0.79%+1,51413F-HRTimeline
Castleview Partners, LLC21,312$1.08M0.58%-46813F-HR/ATimeline
CALTON & ASSOCIATES, INC.20,908$1.07M0.47%-10,77213F-HRTimeline
Centerpoint Advisors, LLC20,531$1.05M0.37%013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.20,413$1.04M0.21%-43913F-HRTimeline
LOWERY THOMAS, LLC20,386$1.04M0.68%-3,01113F-HRTimeline
CAP Partners, LLC20,376$1.04M0.73%+67913F-HRTimeline
Sowell Financial Services LLC20,345$1.04M0.05%-1,37213F-HRTimeline
Integrated Advisors Network LLC20,239$1.04M0.05%-41313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC20,217$1.03M0.08%-70813F-HRTimeline
Root Financial Partners, LLC20,113$1.03M0.13%+6,46713F-HRTimeline
GREENLEAF TRUST20,005$1.02M0.01%-13613F-HRTimeline
Curi Capital, LLC19,939$1.02M0.02%013F-HRTimeline
Sequent Asset Management, LLC19,592$1M0.49%013F-HRTimeline
Maia Wealth LLC18,530$984K0.21%+2,38413F-HRTimeline
Advisory Services Network, LLC19,190$981K0.02%+75113F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC19,073$975K0.07%+1,09213F-HRTimeline
B. Riley Wealth Advisors, Inc.19,038$974K0.03%-106,21013F-HRTimeline
Barnes Wealth Management Group, Inc18,977$970K0.65%13F-HRTimeline
Quantinno Capital Management LP18,575$950K0.01%new13F-HRTimeline
Advisors Capital Management, LLC18,553$949K0.01%+51113F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP18,118$927K0.01%-1013F-HRTimelineGroup
Garden State Investment Advisory Servic…18,053$923K0.28%-1,02313F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC17,980$919K0.36%-3,60013F-HRTimeline
Argent Trust Co17,976$919K0.04%new13F-HRTimeline
Waldron Private Wealth LLC17,922$917K0.04%+22913F-HRTimeline
Legacy Edge Advisors, LLC17,561$897K0.14%+1,73013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC17,483$894K0.22%+513F-HRTimeline
Fourth Dimension Wealth, LLC15,882$884K0.46%13F-HRTimeline
WHITE PINE CAPITAL LLC17,267$883K0.3%+17513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC17,215$880K0.02%-597,71713F-HRTimelineGroup
Permanens Capital L.P.17,113$875K0.17%-1,91113F-HRTimeline
Mason Investment Advisory Services, Inc.16,514$845K0.05%+3613F-HRTimeline
M3 Advisory Group, LLC16,448$841K0.6%-5413F-HRTimeline
Hurley Capital, LLC16,190$830K0.67%13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…16,229$830K0.03%-15613F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC16,212$829K0.05%-60513F-HRTimeline
AIFG Consultants Ltd.16,158$826K1.35%-25313F-HRTimeline
Summit Trail Advisors, LLC16,097$823K0.03%013F-HRTimeline
Headland Capital, LLC15,921$814K0.28%13F-HRTimeline
Cassaday & Co Wealth Management LLC15,583$797K0.02%-24613F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…15,227$797K0.05%-37013F-HRTimeline
Apella Capital, LLC15,576$797K0.03%+613F-HRTimeline
Sequent Planning LLC15,562$796K0.29%-1713F-HRTimeline
Farmers & Merchants Trust Co of Chamber…15,340$784K0.3%+2,82713F-HRTimeline
Ironwood Financial, llc15,312$783K0.16%+5,86513F-HRTimeline
Mine & Arao Wealth Creation & Managemen…15,277$781K0.36%-1,44813F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC15,178$776K<0.01%new13F-HRTimelineGroup
Wallington Asset Management, LLC15,130$774K0.11%-2,11013F-HRTimeline
Tempus Wealth Planning, LLC15,116$773K0.24%-88513F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.15,007$767K0.65%13F-HRTimeline
TWO SIGMA SECURITIES, LLC14,982$766K0.14%new13F-HRTimeline
Wealthstream Advisors, Inc.14,907$762K0.14%+4813F-HRTimeline
Savvy Advisors, Inc.14,892$762K0.09%+2,42413F-HRTimeline
Bogart Wealth, LLC14,806$757K0.04%+14213F-HRTimeline
Advance Capital Management, Inc.14,779$756K0.03%+1313F-HRTimeline
Hirtle & Co., LLC14,771$755K0.03%-28813F-HRTimeline
PFG Investments, LLC14,650$749K0.05%+56413F-HRTimeline
BCGM Wealth Management, LLC14,645$749K0.24%-74313F-HRTimeline
Financial Insights, Inc.14,622$748K0.28%+12913F-HRTimeline
AWM CAPITAL, LLC14,583$746K0.09%+9413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC14,579$746K<0.01%+39513F-HRTimelineGroup
Plan Group Financial, LLC14,461$740K0.39%-24613F-HRTimeline
SageView Advisory Group, LLC14,152$724K0.03%+6,44013F-HRTimeline
Colonial River Investments, LLC14,116$722K0.35%-38,73113F-HRTimeline
Glass Jacobson Investment Advisors llc13,732$702K0.23%+32813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CENTAURUS FINANCIAL, INC.13,701$701K0.04%-17,84413F-HRTimeline
Lantz Financial LLC13,637$697K0.19%-113F-HRTimeline
4WEALTH ADVISORS, INC.13,619$696K0.71%13F-HRTimeline
Alpha Zero LLC13,610$696K0.53%13F-HRTimeline
Caldwell Trust Co13,564$694K0.07%+38513F-HRTimeline
Kera Capital Partners, Inc.13,541$692K0.2%13F-HRTimeline
RKL Wealth Management LLC13,490$690K0.06%+9,03113F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA13,456$688K0.04%013F-HRTimelineGroup
Frazier Financial Advisors, LLC13,433$686K0.54%-40913F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC13,367$684K0.05%+8613F-HRTimeline
Belpointe Asset Management LLC12,944$681K0.04%+2,17613F-HRTimeline
Wallace Advisory Group, LLC12,758$674K0.47%-72313F-HRTimeline
Pinnacle Bancorp, Inc.13,133$672K0.22%+4,42613F-HRTimeline
GM Advisory Group, LLC13,106$670K0.04%013F-HRTimeline
Embree Financial Group13,068$668K0.11%+7813F-HRTimeline
MGB Wealth Management, LLC13,070$668K0.21%+5313F-HRTimeline
TrinityPoint Wealth, LLC12,978$664K0.09%+2,08013F-HRTimeline
ForthRight Wealth Management, LLC12,972$663K0.22%+313F-HRTimeline
Geller Advisors LLC12,938$662K0.04%013F-HRTimeline
Serenus Wealth Advisors, LLC12,924$661K0.11%13F-HRTimeline
WealthPLAN Partners, LLC12,894$659K0.09%+97313F-HRTimeline
Innovative Wealth Building LLC12,893$659K0.6%13F-HRTimeline
HF Advisory Group, LLC12,891$659K0.3%+47713F-HRTimeline
MKT Advisors LLC12,655$658K0.29%+43513F-HRTimeline
Fort Point Capital Partners LLC12,844$657K0.07%+6213F-HRTimeline
MCDONALD PARTNERS LLC12,733$651K0.17%+20813F-HRTimeline