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Disclosery

SPYV SPDR SERIES TRUST

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PRTFLO S&P500 VL (fund)

1,008 managers (1,020 13F filers) reported a position in SPYV shares at 2025-03-31, 437,824,157 shares in all. 69 filers opened a position and 64 filers sold out during the quarter.

Managers
1,008
13F filers
1,020
New
69
Added
454
Reduced
342
Sold out
64
Shares held by filers
437,824,157

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Redhawk Wealth Advisors, Inc.49,026$2.5M0.34%+71813F-HRTimeline
Wealthspire Advisors, LLC48,598$2.48M0.01%+1,31613F-HRTimeline
Opal Wealth Advisors, LLC47,941$2.45M0.75%+3,61913F-HRTimeline
OLD MISSION CAPITAL LLC47,869$2.44M0.05%new13F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC47,663$2.43M1.7%-2,13213F-HRTimeline
BURNEY CO/47,424$2.42M0.09%+31113F-HRTimeline
Partners in Financial Planning47,243$2.41M0.48%+12713F-HRTimeline
Simplicity Wealth,LLC47,152$2.41M0.19%new13F-HRTimeline
JT Stratford LLC47,118$2.41M0.43%-34013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.47,016$2.4M<0.01%-4,45313F-HRTimelineGroup
Faithward Advisors, LLC47,005$2.4M0.42%+5,65713F-HRTimeline
AdvisorNet Financial, Inc46,540$2.38M0.18%+2,77513F-HRTimeline
1ST SOURCE BANK45,964$2.35M0.14%-31013F-HRTimeline
Clark Capital Management Group, Inc.45,404$2.32M0.02%-575,96813F-HRTimeline
Wells Financial Advisors INC44,985$2.3M3.17%-40013F-HRTimeline
Tower Wealth Partners, Inc.44,623$2.28M1.22%+35113F-HRTimeline
Intrua Financial, LLC44,271$2.26M0.35%+18,24213F-HRTimeline
Foundation Wealth Management, LLC\PA43,762$2.23M1.06%+1,68013F-HRTimeline
Wrenne Financial Planning LLC43,677$2.23M1.19%-1,53913F-HRTimeline
Wealth Advisors Northwest LLC43,303$2.21M1.4%-93413F-HRTimeline
Sunesis Advisors, LLC43,133$2.2M1.19%013F-HRTimeline
EP Wealth Advisors, LLC43,023$2.2M0.02%-10,45513F-HRTimeline
Schechter Investment Advisors, LLC42,990$2.2M0.18%+31,27413F-HRTimeline
ArborFi Advisors, LLC42,957$2.19M2.18%-1,25013F-HRTimeline
Graypoint LLC42,203$2.16M0.13%+1213F-HRTimeline
Seaside Wealth Management, Inc.42,168$2.15M0.77%-37513F-HRTimeline
FF Advisors,LLC43,420$2.15M1.23%-79513F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …41,783$2.13M0.44%+14513F-HRTimeline
WEALTHGARDEN F.S. LLC40,802$2.08M2%+10,81913F-HRTimeline
Ausdal Financial Partners, Inc.40,699$2.08M0.16%-101,11713F-HRTimeline
U.S. Capital Wealth Advisors, LLC40,361$2.06M0.06%-2,53813F-HRTimeline
WJ Wealth Management, LLC40,352$2.06M0.73%-4,85013F-HRTimeline
Bristlecone Advisors, LLC39,183$2M0.16%+713F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC39,156$2M1.45%-51113F-HRTimeline
Axis Wealth Partners, LLC38,231$1.95M1.44%+1,89413F-HRTimeline
Tradewinds Capital Management, LLC38,138$1.95M0.52%+4413F-HRTimeline
FCG Investment Co37,396$1.91M1.2%+4,65613F-HRTimeline
INNEALTA CAPITAL, LLC36,741$1.88M1.02%+13,29713F-HRTimeline
Onyx Bridge Wealth Group LLC36,095$1.84M0.26%-5,37613F-HRTimeline
Arkadios Wealth Advisors35,878$1.83M0.07%+3,57613F-HRTimeline
BLAIR WILLIAM & CO/IL35,763$1.83M0.01%+12,77713F-HRTimeline
WealthShield Partners, LLC35,731$1.82M0.24%+85813F-HRTimeline
IFP Advisors, Inc35,709$1.82M0.06%+79213F-HRTimeline
Better Money Decisions, LLC35,585$1.82M1.21%-2,53313F-HRTimeline
Chicago Partners Investment Group LLC36,707$1.82M0.06%+1,33613F-HRTimeline
One Capital Management, LLC35,348$1.81M0.06%-5,70413F-HRTimeline
NORDEN GROUP LLC35,286$1.8M0.21%+87913F-HRTimeline
PFG Advisors34,944$1.78M0.1%-7,41513F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding34,799$1.78M+696Timeline
ECLECTIC ASSOCIATES INC /ADV34,604$1.77M0.47%-41613F-HRTimeline
RDA Financial Network34,495$1.76M0.53%-1,05813F-HRTimeline
Laurel Wealth Advisors LLC34,456$1.76M0.28%+9713F-HRTimeline
Gotham Asset Management, LLC34,330$1.75M0.01%+74313F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson34,399$1.74M<0.01%-49713F-HRTimelineGroup
PRIVATE CLIENT SERVICES, LLC33,438$1.71M0.84%+8,94313F-HRTimeline
Relyea Zuckerberg Hanson LLC33,018$1.69M0.23%+7213F-HRTimeline
CALTON & ASSOCIATES, INC.32,819$1.68M0.38%+11,91113F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…32,678$1.67M<0.01%-32,22313F-HRTimelineGroup
E&G Advisors, LLC32,648$1.67M0.47%+30113F-HRTimeline
River Street Advisors LLC32,624$1.67M0.82%+31013F-HRTimeline
Lifeworks Advisors, LLC32,196$1.64M0.27%-44313F-HRTimeline
Weitzel Financial Services, Inc.33,406$1.64M0.78%+14613F-HRTimeline
Summit Investment Advisory Services, LLC31,992$1.63M0.8%-42413F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …31,753$1.62M0.11%+4,09713F-HRTimelineGroup
Altman Advisors, Inc.129,936$1.62M0.75%+42,04713F-HRTimeline
Sanchez Wealth Management Group31,722$1.62M0.44%-8,30413F-HRTimeline
Alliance Wealth Advisors, LLC /UT31,568$1.61M0.42%+1,56013F-HRTimeline
Bridgewealth Advisory Group, LLC31,539$1.61M2.12%-1,71413F-HRTimeline
Marion Wealth Management31,167$1.59M0.43%+1713F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.32,350$1.59M1.42%+8113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…30,817$1.57M<0.01%-18413F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC30,809$1.57M0.06%+4,21013F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.30,672$1.57M<0.01%013F-HRTimelineGroup
Founders Financial Alliance, LLC30,669$1.57M0.38%+1,55013F-HRTimeline
KPP Advisory Services LLC30,268$1.55M0.29%-16,69213F-HRTimeline
DAGCO, INC.30,115$1.54M0.5%+1,06313F-HRTimeline
Rehmann Capital Advisory Group29,989$1.53M0.1%+1,90213F-HRTimeline
Riverpoint Wealth Management Holdings, …29,739$1.52M0.39%-3,14113F-HRTimeline
New Century Financial Group, LLC29,735$1.52M1.76%-1,10913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC29,722$1.52M<0.01%-40,43813F-HRTimelineGroup
Elios Financial Group Inc.29,338$1.5M0.74%-12,44113F-HRTimeline
CWA Asset Management Group, LLC29,329$1.5M0.07%new13F-HRTimeline
CAP Partners, LLC29,094$1.49M1.08%+8,71813F-HRTimeline
&PARTNERS29,263$1.48M0.02%+24,38513F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co28,759$1.47M0.02%013F-HRTimelineGroup
WEALTH MANAGEMENT RESOURCES, INC.28,730$1.47M0.53%+3313F-HRTimeline
Baltimore-Washington Financial Advisors…28,551$1.46M0.08%-88013F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.28,550$1.46M0.11%-1,36213F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC28,444$1.45M0.23%+5,33313F-HRTimeline
Iron Horse Wealth Management, LLC28,253$1.44M0.46%+57513F-HRTimeline
SEVEN MILE ADVISORY28,006$1.43M0.95%013F-HRTimeline
Commonwealth Financial Services, LLC27,813$1.42M0.29%-32513F-HRTimeline
Independent Advisor Alliance27,766$1.42M0.05%-1,526,18513F-HRTimeline
Financial Network Wealth Advisors LLC27,671$1.41M1.86%+1,29613F-HRTimeline
Redwood Financial Network Corp27,460$1.4M1.07%+1,33813F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC27,368$1.4M0.01%+513F-HRTimeline
Index Fund Advisors, Inc.27,358$1.4M0.09%-4,29613F-HRTimeline
Flagship Private Wealth, LLC27,308$1.39M0.66%-74113F-HRTimeline
McGlone Suttner Wealth Management, Inc.27,245$1.39M0.23%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…27,103$1.38M0.04%+27,08413F-HRTimelineGroup
LIBERTY SQUARE WEALTH PARTNERS LLC27,000$1.38M0.53%013F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…26,951$1.38M0.15%-484,23313F-HR/ATimelineGroup
MATAURO, LLC26,824$1.37M0.28%+2,94513F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC27,802$1.36M0.14%+1,54413F-HRTimeline
GGM Financial LLC25,977$1.33M0.91%+17213F-HRTimeline
Integrity Wealth Solutions LLC25,246$1.29M0.7%+83513F-HRTimeline
REDW Wealth LLC24,705$1.26M0.47%+113F-HRTimeline
Strategic Financial Concepts, LLC24,373$1.24M0.23%-50913F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC24,067$1.23M0.7%-9,43413F-HRTimeline
Optivise Advisory Services LLC23,807$1.22M0.68%-3,89113F-HRTimeline
OneDigital Investment Advisors LLC23,745$1.21M0.01%-16,03413F-HRTimeline
Farmers & Merchants Trust Co of Chamber…23,498$1.2M0.42%+8,15813F-HRTimeline
Cresset Asset Management, LLC23,487$1.2M0.01%-1,56213F-HRTimeline
Capital Investment Advisory Services, L…23,124$1.18M0.11%+1,53113F-HRTimeline
Diversified Portfolios, Inc.23,062$1.18M0.12%-2,80013F-HRTimeline
RIK SAYLOR FINANCIAL, INC.22,963$1.17M1.03%+36913F-HRTimeline
CEERA INVESTMENTS, LLC22,720$1.16M0.4%+18,07013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC22,711$1.16M0.65%-2213F-HRTimeline
Ellevest, Inc.22,258$1.14M0.08%-19,75913F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC22,120$1.13M0.08%+3,04713F-HRTimeline
Verdence Capital Advisors LLC22,110$1.13M0.09%-41713F-HRTimeline
MAI Capital Management22,056$1.13M0.01%+9213F-HRTimeline
Towerpoint Wealth, LLC21,976$1.12M0.56%-14313F-HRTimeline
Root Financial Partners, LLC21,970$1.12M0.12%+1,85713F-HRTimeline
Sigma Planning Corp21,806$1.11M0.04%-28,55013F-HRTimeline
Lansing Street Advisors21,297$1.09M0.36%-6213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.21,151$1.08M0.02%-5,02813F-HRTimelineGroup
Advisory Services Network, LLC20,938$1.07M0.02%+1,74813F-HRTimeline
Schrum Private Wealth Management LLC20,675$1.06M0.93%-1,67213F-HRTimeline
Centerpoint Advisors, LLC20,531$1.05M0.39%013F-HRTimeline
Advisors Capital Management, LLC20,531$1.05M0.02%+1,97813F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.20,243$1.03M0.2%-17013F-HRTimeline
GREENLEAF TRUST20,005$1.02M0.01%013F-HRTimeline
SYON CAPITAL LLC19,872$1.01M0.08%new13F-HRTimeline
Integrated Advisors Network LLC19,720$1.01M0.05%-51913F-HRTimeline
Csenge Advisory Group20,825$990K0.06%+12,84813F-HRTimeline
Argent Trust Co19,076$974K0.04%+1,10013F-HRTimeline
Legacy Edge Advisors, LLC19,055$973K0.15%+1,49413F-HRTimeline
WHITE PINE CAPITAL LLC18,957$968K0.34%+1,69013F-HRTimeline
NorthCoast Asset Management LLC18,789$960K<0.01%new13F-HR/ATimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …18,752$958K0.03%-137,86513F-HR/ATimelineGroup
SPRING CAPITAL MANAGEMENT, LLC18,490$944K0.52%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.18,367$938K0.03%-67113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC18,281$934K0.01%+10,59513F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP18,269$933K0.01%+15113F-HRTimelineGroup
Savvy Advisors, Inc.18,265$933K0.09%+3,37313F-HRTimeline
Waldron Private Wealth LLC17,922$915K0.04%013F-HRTimeline
Cornerstone Wealth Group, LLC17,654$902K0.07%+13,53413F-HRTimeline
LOWERY THOMAS, LLC17,647$901K0.62%-2,73913F-HRTimeline
Garden State Investment Advisory Servic…17,577$898K0.29%-47613F-HRTimeline
Barnes Wealth Management Group, Inc17,348$886K0.57%-1,62913F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC17,345$886K0.35%-63513F-HRTimeline
Fourth Dimension Wealth, LLC17,302$884K0.43%+1,42013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC17,215$880K0.02%013F-HRTimelineGroup
MKT Advisors LLC19,028$873K0.41%+6,37313F-HRTimeline
Sowell Financial Services LLC16,892$863K0.04%-3,45313F-HRTimeline
Maia Wealth LLC17,794$861K0.2%-73613F-HRTimeline
M3 Advisory Group, LLC16,624$849K0.67%+17613F-HRTimeline
WealthPLAN Partners, LLC16,547$845K0.12%+3,65313F-HRTimeline
Mason Investment Advisory Services, Inc.16,533$844K0.05%+1913F-HRTimeline
Emergent Wealth Advisors, LLC16,474$841K0.61%-4,77913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC16,349$835K0.02%+9,38813F-HRTimelineGroup
DRIVE WEALTH MANAGEMENT, LLC16,263$831K0.2%-1,22013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC16,251$830K0.08%-3,96613F-HR/ATimeline
Hurley Capital, LLC16,190$827K0.63%013F-HRTimeline
Sequent Asset Management, LLC16,097$822K0.46%-3,49513F-HRTimeline
RKL Wealth Management LLC16,041$819K0.08%+2,55113F-HRTimeline
LOWE BROCKENBROUGH & CO INC16,023$818K0.05%-18913F-HRTimeline
Sequent Planning LLC16,018$818K0.29%+45613F-HRTimeline
Headland Capital, LLC15,955$815K0.27%+3413F-HRTimeline
Cassaday & Co Wealth Management LLC15,860$810K0.02%+27713F-HRTimeline
AIFG Consultants Ltd.15,725$803K1.32%-43313F-HRTimeline
Ironwood Financial, llc15,597$797K0.17%+28513F-HRTimeline
Colonial River Investments, LLC15,561$795K0.44%+1,44513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…15,205$777K0.03%-1,02413F-HRTimelineGroup
Mine & Arao Wealth Creation & Managemen…15,203$776K0.38%-7413F-HRTimeline
Financial Insights, Inc.15,157$774K0.31%+53513F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.15,123$772K0.69%+11613F-HRTimeline
Tempus Wealth Planning, LLC15,116$772K0.23%013F-HRTimeline
Wealthstream Advisors, Inc.14,932$763K0.14%+2513F-HRTimeline
Bogart Wealth, LLC14,785$755K0.04%-2113F-HRTimeline
Advance Capital Management, Inc.14,785$755K0.04%+613F-HRTimeline
AWM CAPITAL, LLC14,633$747K0.09%+5013F-HRTimeline
PFG Investments, LLC14,620$747K0.05%-3013F-HRTimeline
Coastal Bridge Advisors, LLC14,618$747K0.07%new13F-HR/ATimeline
LeConte Wealth Management, LLC14,577$744K0.47%13F-HRTimeline
Wallington Asset Management, LLC14,555$743K0.11%-57513F-HRTimeline
Hirtle & Co., LLC14,516$741K0.03%-25513F-HRTimeline
BCGM Wealth Management, LLC14,494$740K0.23%-15113F-HRTimeline
Caldwell Trust Co14,187$725K0.08%+62313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC14,180$724K<0.01%-39913F-HRTimelineGroup
SageView Advisory Group, LLC14,117$721K0.03%-3513F-HRTimeline
Kera Capital Partners, Inc.13,985$714K0.21%+44413F-HRTimeline
Frazier Financial Advisors, LLC13,933$712K0.55%+50013F-HRTimeline
Ground Swell Capital, LLC13,907$710K1.62%new13F-HRTimeline
Glass Jacobson Investment Advisors llc13,732$702K0.23%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC13,719$701K0.08%+3,50313F-HRTimelineGroup
Lantz Financial LLC13,659$698K0.19%+2213F-HRTimeline
Alpha Zero LLC13,610$695K0.53%013F-HRTimeline
SWMG, LLC14,157$691K0.27%+6,67813F-HRTimeline