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Disclosery

SPYV SPDR SERIES TRUST

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PRTFLO S&P500 VL (fund)

1,038 managers (1,051 13F filers) reported a position in SPYV shares at 2025-06-30, 425,086,971 shares in all. 78 filers opened a position and 45 filers sold out during the quarter.

Managers
1,038
13F filers
1,051
New
78
Added
455
Reduced
346
Sold out
45
Shares held by filers
425,086,971

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
1ST SOURCE BANK47,608$2.49M0.14%+1,64413F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC47,549$2.49M1.58%-11413F-HRTimeline
JT Stratford LLC47,303$2.48M0.37%+18513F-HRTimeline
Tower Wealth Partners, Inc.47,252$2.47M1.46%+2,62913F-HRTimeline
INNEALTA CAPITAL, LLC47,198$2.47M1.3%+10,45713F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC46,850$2.45M0.83%-4,53513F-HRTimeline
OBSIDIAN CIO, LLC46,553$2.44M0.35%new13F-HRTimeline
Wrenne Financial Planning LLC46,542$2.44M1.14%+2,86513F-HRTimeline
ArborFi Advisors, LLC46,188$2.42M2.13%+3,23113F-HRTimeline
Certified Advisory Corp45,422$2.38M0.25%-13,06713F-HRTimeline
NORDEN GROUP LLC44,416$2.32M0.25%+9,13013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC44,295$2.32M0.43%-5,19613F-HRTimeline
One Capital Management, LLC43,910$2.3M0.08%+8,56213F-HRTimeline
Quantinno Capital Management LP43,879$2.3M0.01%-16,54713F-HRTimeline
LEE DANNER & BASS INC43,756$2.29M0.18%-9,00013F-HRTimeline
Wells Financial Advisors INC43,730$2.29M3.15%-1,25513F-HRTimeline
FF Advisors,LLC43,420$2.27M1.18%013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC43,000$2.25M0.01%-8,91313F-HRTimelineGroup
Foundation Wealth Management, LLC\PA42,850$2.24M0.97%-91213F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …42,478$2.22M0.43%+69513F-HRTimeline
Wealthspire Advisors, LLC42,431$2.22M0.01%-6,16713F-HRTimeline
Wealth Advisors Northwest LLC42,240$2.21M1.16%-1,06313F-HRTimeline
Graypoint LLC42,208$2.21M0.12%+513F-HRTimeline
Total Clarity Wealth Management, Inc.40,910$2.14M0.61%-24,35213F-HRTimeline
U.S. Capital Wealth Advisors, LLC40,348$2.11M0.06%-1313F-HRTimeline
WealthTrak Capital Management LLC40,315$2.11M1.76%-27,05713F-HRTimeline
MANNING & NAPIER ADVISORS LLC40,209$2.1M0.03%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT40,136$2.1M0.05%-49,56213F-HRTimeline
FCG Investment Co39,584$2.07M1.08%+2,18813F-HRTimeline
OLD MISSION CAPITAL LLC39,003$2.04M0.05%-8,86613F-HRTimeline
Seaside Wealth Management, Inc.38,594$2.02M0.64%-3,57413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.38,546$2.02M<0.01%-8,47013F-HRTimelineGroup
WJ Wealth Management, LLC38,302$2M0.63%-2,05013F-HRTimeline
Milestones Private Investment Advisors …38,177$2M1.48%13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC38,168$2M1.26%-98813F-HRTimeline
CAP Partners, LLC37,781$1.98M1.24%+8,68713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/37,619$1.97M<0.01%-17,16913F-HRTimelineGroup
Chicago Partners Investment Group LLC36,087$1.94M0.06%-62013F-HRTimeline
Bristlecone Advisors, LLC36,894$1.93M0.16%-2,28913F-HRTimeline
Better Money Decisions, LLC36,647$1.92M1.17%+1,06213F-HRTimeline
Affinity Capital Advisors, LLC36,093$1.89M0.32%+22,94113F-HRTimeline
Arkadios Wealth Advisors36,023$1.89M0.06%+14513F-HRTimeline
Independent Advisor Alliance35,900$1.88M0.05%+8,13413F-HRTimeline
Gotham Asset Management, LLC35,774$1.87M0.01%+1,44413F-HRTimeline
Valpey Financial Services, LLC35,595$1.86M1.29%13F-HRTimeline
Founders Financial Alliance, LLC35,498$1.86M0.42%+4,82913F-HRTimeline
Weitzel Financial Services, Inc.33,949$1.81M0.77%+54313F-HRTimeline
Laurel Wealth Advisors LLC34,526$1.81M0.27%+7013F-HR/ATimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson34,437$1.8M<0.01%+3813F-HRTimelineGroup
LANARK FINANCIAL, INC.34,427$1.8M0.15%+23,29113F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV34,321$1.8M0.39%-28313F-HRTimeline
Tradewinds Capital Management, LLC33,980$1.78M0.45%-4,15813F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding33,836$1.77M-963Timeline
Alliance Wealth Advisors, LLC /UT33,423$1.75M0.42%+1,85513F-HRTimeline
Summit Investment Advisory Services, LLC33,384$1.75M0.76%+1,39213F-HR/ATimeline
Altman Advisors, Inc.132,856$1.74M0.71%+2,92013F-HRTimeline
Relyea Zuckerberg Hanson LLC33,119$1.73M0.2%+10113F-HRTimeline
IFP Advisors, Inc33,078$1.73M0.05%-2,63113F-HRTimeline
Slagle Financial, LLC32,823$1.72M0.69%new13F-HRTimeline
WealthShield Partners, LLC32,714$1.71M0.21%-3,01713F-HRTimeline
RDA Financial Network32,653$1.71M0.46%-1,84213F-HRTimeline
River Street Advisors LLC32,575$1.7M0.73%-4913F-HRTimeline
E&G Advisors, LLC32,442$1.7M0.44%-20613F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.32,486$1.69M1.4%+13613F-HRTimeline
Elios Financial Group Inc.32,093$1.68M0.76%+2,75513F-HRTimeline
Ausdal Financial Partners, Inc.32,084$1.68M0.11%-8,61513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS32,000$1.67M<0.01%-200,86813F-HRTimelineGroup
PRIVATE CLIENT SERVICES, LLC31,887$1.67M0.65%-1,55113F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC31,493$1.66M0.15%+3,69113F-HRTimeline
Lifeworks Advisors, LLC31,700$1.66M0.25%-49613F-HRTimeline
Jacksonville Wealth Management, LLC30,824$1.61M1.3%new13F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.30,792$1.61M0.11%+2,24213F-HRTimelineGroup
Hutchinson Financial Advisors, INC30,588$1.6M1.79%13F-HR/ATimeline
DAGCO, INC.30,527$1.6M0.45%+41213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…30,316$1.59M<0.01%-50113F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC30,244$1.58M0.22%+1,80013F-HRTimeline
Coppell Advisory Solutions LLC30,302$1.58M0.19%new13F-HR/ATimeline
Stonebrook Private Inc.30,099$1.58M0.37%-27,92113F-HRTimeline
Priebe Wealth Holdings LLC30,077$1.57M1.36%-48,26113F-HRTimeline
Intrua Financial, LLC29,827$1.56M0.22%-14,44413F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.29,561$1.55M0.53%+83113F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …29,090$1.54M0.11%-2,66313F-HRTimelineGroup
Riverpoint Wealth Management Holdings, …29,266$1.53M0.36%-47313F-HRTimeline
Rehmann Capital Advisory Group29,143$1.53M0.09%-84613F-HRTimeline
Onyx Bridge Wealth Group LLC29,136$1.52M0.2%-6,95913F-HRTimeline
Invesco Ltd.in group Invesco Ltd.28,844$1.51M<0.01%-1,82813F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co28,759$1.51M0.02%013F-HRTimelineGroup
Redwood Financial Network Corp28,453$1.49M1.01%+99313F-HRTimeline
Bridgewealth Advisory Group, LLC28,386$1.49M0.38%-3,15313F-HRTimeline
SEVEN MILE ADVISORY28,006$1.47M0.88%013F-HRTimeline
Iron Horse Wealth Management, LLC27,903$1.46M0.43%-35013F-HRTimeline
Index Fund Advisors, Inc.27,616$1.45M0.08%+25813F-HRTimeline
Baltimore-Washington Financial Advisors…27,507$1.44M0.07%-1,04413F-HRTimeline
Flagship Private Wealth, LLC27,505$1.44M0.61%+19713F-HR/ATimeline
Financial Network Wealth Advisors LLC27,440$1.44M1.75%-23113F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC27,233$1.43M1.37%+3,16613F-HRTimeline
Integrity Wealth Solutions LLC27,039$1.42M0.69%+1,79313F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC27,000$1.41M0.49%013F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…26,620$1.39M0.15%-33113F-HR/ATimelineGroup
Commonwealth Financial Services, LLC25,988$1.36M0.26%-1,82513F-HRTimeline
BLAIR WILLIAM & CO/IL25,938$1.36M<0.01%-9,82513F-HRTimeline
CWA Asset Management Group, LLC25,863$1.35M0.06%-3,46613F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC25,219$1.32M0.1%+3,09913F-HRTimeline
MKT Advisors LLC24,805$1.31M0.52%+5,77713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC25,047$1.31M0.03%+8,69813F-HRTimelineGroup
Cornerstone Wealth Group, LLC24,878$1.3M0.1%+7,22413F-HRTimeline
Northern Capital Management, Inc.24,844$1.3M0.76%+13,59613F-HRTimeline
REDW Wealth LLC24,706$1.29M0.51%+113F-HRTimeline
MAI Capital Management23,853$1.25M0.01%+1,79713F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC23,748$1.24M0.92%new13F-HRTimeline
Diversified Portfolios, Inc.23,217$1.22M0.12%+15513F-HRTimeline
Optivise Advisory Services LLC23,114$1.21M0.62%-69313F-HRTimeline
RIK SAYLOR FINANCIAL, INC.22,971$1.2M0.93%+813F-HRTimeline
Sanchez Wealth Management Group22,894$1.2M0.29%-8,82813F-HRTimeline
Ellevest, Inc.22,551$1.18M0.19%+29313F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC22,311$1.17M0.59%-40013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC22,216$1.16M0.01%+3,93513F-HRTimeline
Advisory Services Network, LLC21,921$1.16M0.02%+98313F-HRTimeline
MATAURO, LLC22,114$1.16M0.22%-4,71013F-HRTimeline
Sigma Planning Corp22,042$1.15M0.03%+23613F-HRTimeline
CALTON & ASSOCIATES, INC.21,651$1.13M0.2%-11,16813F-HRTimeline
Cresset Asset Management, LLC21,626$1.13M0.01%-1,86113F-HR/ATimeline
Towerpoint Wealth, LLC21,306$1.12M0.49%-67013F-HRTimeline
Capital Investment Advisory Services, L…21,263$1.11M0.09%-1,86113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.21,263$1.11M0.01%+11213F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC21,241$1.11M0.11%+7,52213F-HRTimelineGroup
GGM Financial LLC21,146$1.11M0.64%-4,83113F-HR/ATimeline
Advisors Capital Management, LLC20,979$1.1M0.02%+44813F-HRTimeline
OneDigital Investment Advisors LLC20,954$1.1M0.01%-2,79113F-HRTimeline
Schrum Private Wealth Management LLC20,739$1.09M0.87%+6413F-HRTimeline
Coastal Bridge Advisors, LLC20,695$1.08M0.09%+6,07713F-HRTimeline
Centerpoint Advisors, LLC20,531$1.07M0.36%013F-HRTimeline
Fourth Dimension Wealth, LLC20,465$1.07M0.45%+3,16313F-HRTimeline
Redhawk Wealth Advisors, Inc.20,309$1.06M0.13%-28,71713F-HRTimeline
Frisch Financial Group, Inc.20,017$1.05M0.26%+10,53713F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.19,784$1.04M0.18%-45913F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP19,614$1.03M0.01%+1,34513F-HRTimelineGroup
Root Financial Partners, LLC19,343$1.01M0.1%-2,62713F-HRTimeline
Integrated Advisors Network LLC19,215$1.01M0.05%-50513F-HRTimeline
Savvy Advisors, Inc.19,132$1M0.07%+86713F-HRTimeline
GREENLEAF TRUST19,105$1000K0.01%-90013F-HRTimeline
Argent Trust Co19,076$998K0.04%013F-HRTimeline
WHITE PINE CAPITAL LLC19,012$995K0.32%+5513F-HRTimeline
Legacy Edge Advisors, LLC18,754$982K0.13%-30113F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …18,752$981K0.03%013F-HRTimelineGroup
Triton Financial Group Inc18,590$973K0.71%13F-HRTimeline
SPRING CAPITAL MANAGEMENT, LLC18,490$968K0.51%013F-HRTimeline
Sequent Planning LLC18,340$960K0.3%+2,32213F-HRTimeline
WealthPLAN Partners, LLC18,326$959K0.15%+1,77913F-HRTimeline
Smartleaf Asset Management LLC18,083$942K0.08%+14,95013F-HRTimeline
Waldron Private Wealth LLC17,922$938K0.04%013F-HRTimeline
SWMG, LLC17,468$935K0.31%+3,31113F-HRTimeline
Verdence Capital Advisors LLC17,804$932K0.06%-4,30613F-HRTimeline
Scott Marsh Financial, LLC17,402$911K0.34%13F-HRTimeline
Barnes Wealth Management Group, Inc17,395$910K0.54%+4713F-HRTimeline
McGlone Suttner Wealth Management, Inc.17,367$909K0.14%-9,87813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC17,119$896K0.07%+86813F-HRTimeline
Lansing Street Advisors16,891$884K0.26%-4,40613F-HRTimeline
Able Wealth Management LLC16,819$880K0.44%new13F-HRTimeline
CW Advisors, LLC16,671$873K0.01%new13F-HRTimeline
Mason Investment Advisory Services, Inc.16,559$867K0.05%+2613F-HRTimeline
Colonial River Investments, LLC16,205$864K0.37%+64413F-HRTimeline
Cubist Systematic Strategies, LLC16,435$860K0.01%new13F-HRTimeline
Hurley Capital, LLC16,190$847K0.59%013F-HRTimeline
RKL Wealth Management LLC16,119$844K0.07%+7813F-HRTimeline
Headland Capital, LLC15,959$835K0.25%+413F-HR/ATimeline
LOWE BROCKENBROUGH & CO INC15,873$831K0.05%-15013F-HRTimeline
M3 Advisory Group, LLC15,872$831K0.57%-75213F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC15,871$831K0.18%-39213F-HRTimeline
Brown Miller Wealth Management, LLC15,676$820K0.25%new13F-HRTimeline
Sowell Financial Services LLC15,645$819K0.03%-1,24713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…15,588$816K0.03%+38313F-HRTimelineGroup
Sequent Asset Management, LLC15,421$807K0.64%-67613F-HRTimeline
LOWERY THOMAS, LLC15,367$804K0.51%-2,28013F-HRTimeline
Mine & Arao Wealth Creation & Managemen…15,240$798K0.36%+3713F-HRTimeline
Ironwood Financial, llc15,597$797K0.17%013F-HRTimeline
Financial Insights, Inc.15,127$792K0.29%-3013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,040$787K<0.01%+7,34013F-HRTimelineGroup
Wealthstream Advisors, Inc.14,932$782K0.13%013F-HRTimeline
Emergent Wealth Advisors, LLC14,876$779K0.5%-1,59813F-HRTimeline
Bogart Wealth, LLC14,839$777K0.03%+5413F-HRTimeline
Advance Capital Management, Inc.14,794$774K0.04%+913F-HRTimeline
PFG Investments, LLC14,791$774K0.05%+17113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…14,787$774K<0.01%-602,37013F-HR/ATimelineGroup
HICKORY ASSET MANAGEMENT, INC.14,727$771K0.64%-39613F-HRTimeline
AWM CAPITAL, LLC14,702$770K0.08%+6913F-HRTimeline
Lantz Financial LLC14,657$767K0.19%+99813F-HRTimeline
Cassaday & Co Wealth Management LLC14,624$765K0.02%-1,23613F-HRTimeline
AIFG Consultants Ltd.14,624$765K1.49%-1,10113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC14,585$763K0.01%-12,78313F-HRTimeline
Lantern Wealth Advisors, LLC14,465$757K0.45%13F-HRTimeline
SageView Advisory Group, LLC14,072$753K0.03%-4513F-HRTimeline
Frazier Financial Advisors, LLC14,383$753K0.53%+45013F-HRTimeline
ForthRight Wealth Management, LLC14,209$744K0.23%+1,23513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC14,080$737K<0.01%-10013F-HRTimelineGroup
Tempus Wealth Planning, LLC14,074$737K0.18%-1,04213F-HRTimeline
BCGM Wealth Management, LLC14,018$734K0.21%-47613F-HRTimeline
LGT Financial Advisors LLC13,865$726K1.84%+4,75513F-HRTimeline
Continuum Advisory, LLC13,783$721K0.09%+7,22013F-HRTimeline
Coordinated Financial Services, Inc.13,775$721K0.5%13F-HRTimeline