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Disclosery

SPYV SPDR SERIES TRUST

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PRTFLO S&P500 VL (fund)

1,050 managers (1,061 13F filers) reported a position in SPYV shares at 2025-09-30, 451,910,575 shares in all. 71 filers opened a position and 50 filers sold out during the quarter.

Managers
1,050
13F filers
1,061
New
71
Added
447
Reduced
346
Sold out
50
Shares held by filers
451,910,575

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Wrenne Financial Planning LLC44,072$2.44M1.04%-2,47013F-HRTimeline
Graney & King, LLC43,872$2.43M1.68%-15,34113F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC43,642$2.41M0.74%-3,20813F-HRTimeline
ArborFi Advisors, LLC43,509$2.41M1.96%-2,67913F-HRTimeline
Idaho Trust Co43,389$2.4M0.81%-20,29013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC43,333$2.4M0.41%-96213F-HRTimeline
Sunesis Advisors, LLC43,133$2.39M1.11%13F-HRTimeline
FCG Investment Co43,111$2.39M1.12%+3,52713F-HRTimeline
Certified Advisory Corp42,894$2.37M0.23%-2,52813F-HRTimeline
My Personal CFO, LLC42,850$2.37M0.92%new13F-HRTimeline
Foundation Wealth Management, LLC\PA42,850$2.37M0.92%013F-HRTimeline
Slagle Financial, LLC42,654$2.36M0.87%+9,83113F-HRTimeline
Wealthspire Advisors, LLC42,576$2.36M0.01%+14513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT42,483$2.35M0.05%+2,34713F-HRTimeline
WealthTrak Capital Management LLC42,423$2.35M1.93%+2,10813F-HRTimeline
One Capital Management, LLC42,089$2.33M0.07%-1,82113F-HRTimeline
Wells Financial Advisors INC41,845$2.32M3.1%-1,88513F-HRTimeline
Alliance Wealth Advisors, LLC /UT41,737$2.31M0.54%+8,31413F-HRTimeline
Founders Financial Alliance, LLC41,607$2.3M0.43%+6,10913F-HRTimeline
Independent Advisor Alliance41,209$2.28M0.06%+5,30913F-HRTimeline
FF Advisors,LLC41,172$2.28M1.09%-2,24813F-HRTimeline
Total Clarity Wealth Management, Inc.40,962$2.27M0.6%+5213F-HRTimeline
Wealth Advisors Northwest LLC40,674$2.25M1.09%-1,56613F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …40,389$2.23M0.39%-2,08913F-HRTimeline
CAP Partners, LLC40,218$2.23M1.26%+2,43713F-HRTimeline
LEE DANNER & BASS INC40,106$2.22M0.16%-3,65013F-HRTimeline
U.S. Capital Wealth Advisors, LLC40,061$2.22M0.06%-28713F-HRTimeline
Jacksonville Wealth Management, LLC39,962$2.21M1.62%+9,13813F-HRTimeline
AdvisorNet Financial, Inc39,923$2.21M0.13%-8,13013F-HRTimeline
Rehmann Capital Advisory Group39,754$2.2M0.12%+10,61113F-HRTimeline
Onyx Bridge Wealth Group LLC39,520$2.19M0.24%+10,38413F-HRTimeline
MANNING & NAPIER ADVISORS LLC39,406$2.18M0.03%-80313F-HRTimeline
Milestones Private Investment Advisors …38,577$2.13M1.46%+40013F-HRTimeline
IFP Advisors, Inc38,527$2.13M0.06%+5,44913F-HR/ATimeline
Coppell Advisory Solutions LLC38,562$2.13M0.23%+8,26013F-HRTimeline
Smartleaf Asset Management LLC38,505$2.12M0.13%+20,42213F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC38,049$2.11M1.25%-11913F-HRTimeline
Seaside Wealth Management, Inc.37,753$2.09M0.62%-84113F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC37,717$2.09M0.64%-56,76813F-HRTimeline
Arkadios Wealth Advisors36,973$2.05M0.05%+95013F-HRTimeline
Bristlecone Advisors, LLC36,904$2.04M0.17%+1013F-HRTimeline
Affinity Capital Advisors, LLC36,360$2.02M0.31%+26713F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson36,038$1.99M<0.01%+1,60113F-HRTimelineGroup
Gotham Asset Management, LLC35,774$1.98M0.01%013F-HRTimeline
Valpey Financial Services, LLC35,764$1.98M1.3%+16913F-HRTimeline
Intrua Financial, LLC35,640$1.97M0.23%+5,81313F-HRTimeline
Cornerstone Wealth Group, LLC35,553$1.97M0.13%+10,67513F-HRTimeline
LANARK FINANCIAL, INC.34,853$1.93M0.15%+42613F-HRTimeline
Laurel Wealth Advisors LLC34,623$1.92M0.27%+9713F-HRTimeline
Ausdal Financial Partners, Inc.34,285$1.9M0.09%+2,20113F-HRTimeline
Tradewinds Capital Management, LLC34,044$1.88M0.42%+6413F-HRTimeline
RDA Financial Network34,038$1.88M0.46%+1,38513F-HRTimeline
Financial Network Wealth Advisors LLC34,011$1.88M2.06%+6,57113F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV33,968$1.88M0.35%-35313F-HRTimeline
Apella Capital, LLC34,205$1.88M0.04%+25,53113F-HRTimeline
Weitzel Financial Services, Inc.34,069$1.87M0.76%+12013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…33,534$1.86M0.06%+17,94613F-HRTimelineGroup
Relyea Zuckerberg Hanson LLC33,119$1.83M0.19%013F-HRTimeline
Summit Investment Advisory Services, LLC32,986$1.83M0.73%-39813F-HR/ATimeline
River Street Advisors LLC32,797$1.81M0.7%+22213F-HRTimeline
Verdence Capital Advisors LLC31,932$1.81M0.1%+14,12813F-HRTimeline
Quantinno Capital Management LP32,607$1.8M<0.01%-11,27213F-HRTimeline
Altman Advisors, Inc.138,664$1.8M0.69%+5,80813F-HR/ATimeline
E&G Advisors, LLC32,267$1.79M0.42%-17513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS32,000$1.77M<0.01%013F-HRTimelineGroup
Lifeworks Advisors, LLC31,643$1.75M0.23%-5713F-HRTimeline
Advyzon Investment Management, LLC31,259$1.73M0.3%+17,72113F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC30,544$1.69M0.21%+30013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC30,493$1.69M0.13%-1,00013F-HRTimeline
Vise Technologies, Inc.30,382$1.68M0.06%new13F-HRTimeline
WealthShield Partners, LLC30,333$1.68M0.19%-2,38113F-HRTimeline
SteelPeak Wealth, LLC30,329$1.68M0.06%-290,87813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…30,153$1.67M<0.01%-16313F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.29,844$1.65M<0.01%-8,70213F-HRTimelineGroup
Redwood Financial Network Corp29,601$1.64M1.04%+1,14813F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.29,408$1.63M0.11%-1,38413F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.28,861$1.6M<0.01%+1713F-HRTimelineGroup
WEALTH MANAGEMENT RESOURCES, INC.28,830$1.6M0.52%-73113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC28,800$1.59M<0.01%-36,80013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co28,759$1.59M0.02%013F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding28,099$1.55M-5,737Timeline
SEVEN MILE ADVISORY28,006$1.55M0.25%013F-HRTimeline
DAGCO, INC.27,717$1.53M0.39%-2,81013F-HRTimeline
Index Fund Advisors, Inc.27,680$1.53M0.07%+6413F-HRTimeline
PFG Private Wealth Management, LLC27,357$1.51M0.68%new13F-HRTimeline
Integrity Wealth Solutions LLC27,357$1.51M0.68%+31813F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC27,242$1.51M0.64%+913F-HRTimeline
Flagship Private Wealth, LLC27,185$1.5M0.6%-32013F-HRTimeline
GTS SECURITIES LLC27,074$1.5M0.06%new13F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC27,000$1.49M0.46%013F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…26,962$1.49M0.16%+34213F-HR/ATimelineGroup
PRIVATE CLIENT SERVICES, LLC26,876$1.49M0.5%-5,01113F-HRTimeline
Baltimore-Washington Financial Advisors…26,515$1.47M0.06%-99213F-HRTimeline
Riverpoint Wealth Management Holdings, …26,258$1.45M0.32%-3,00813F-HRTimeline
Bridgewealth Advisory Group, LLC26,231$1.45M0.34%-2,15513F-HRTimeline
Fund Evaluation Group, LLC26,020$1.44M0.05%new13F-HRTimeline
Hutchinson Financial Advisors, INC25,921$1.43M1.41%-4,66713F-HRTimeline
MKT Advisors LLC25,225$1.4M0.52%+42013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC25,191$1.39M0.1%-2813F-HRTimeline
CWA Asset Management Group, LLC25,110$1.39M0.05%-75313F-HRTimeline
REDW Wealth LLC24,708$1.37M0.52%+213F-HRTimeline
Commonwealth Financial Services, LLC24,668$1.36M0.23%-1,32013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.24,564$1.36M0.02%+3,30113F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC24,480$1.35M0.01%+2,26413F-HRTimeline
MAI Capital Management24,355$1.35M0.01%+50213F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC23,858$1.32M0.81%+11013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC23,790$1.32M0.11%+2,54913F-HRTimelineGroup
Diversified Portfolios, Inc.23,237$1.29M0.11%+2013F-HRTimeline
RIK SAYLOR FINANCIAL, INC.23,178$1.28M0.94%+20713F-HRTimeline
Advisory Services Network, LLC23,105$1.28M0.02%+1,18413F-HRTimeline
MATAURO, LLC22,901$1.27M0.2%+78713F-HRTimeline
Ellevest, Inc.22,623$1.25M0.18%+7213F-HRTimeline
WHITE PINE CAPITAL LLC22,482$1.24M0.36%+3,47013F-HRTimeline
CALTON & ASSOCIATES, INC.22,465$1.24M0.19%+81413F-HRTimeline
Optivise Advisory Services LLC22,357$1.24M0.74%-75713F-HRTimeline
BLAIR WILLIAM & CO/IL22,212$1.23M<0.01%-3,72613F-HRTimeline
PFG Investments, LLC22,115$1.22M0.06%+7,32413F-HRTimeline
Savvy Advisors, Inc.21,982$1.22M0.06%+2,85013F-HRTimeline
Fourth Dimension Wealth, LLC21,954$1.21M0.46%+1,48913F-HRTimeline
Legacy Edge Advisors, LLC21,854$1.21M0.14%+3,10013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC21,723$1.2M0.55%-58813F-HRTimeline
Balefire, LLC21,577$1.19M0.24%+11,28013F-HRTimeline
Capital Investment Advisory Services, L…21,575$1.19M0.09%+31213F-HRTimeline
Redhawk Wealth Advisors, Inc.21,439$1.19M0.14%+1,13013F-HRTimeline
Krilogy Financial LLC21,172$1.18M0.04%new13F-HRTimeline
Towerpoint Wealth, LLC21,278$1.18M0.48%-2813F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.21,247$1.18M0.18%+1,46313F-HRTimeline
Sigma Planning Corp21,211$1.17M0.03%-83113F-HRTimeline
Coastal Bridge Advisors, LLC21,076$1.17M0.09%+38113F-HRTimeline
OneDigital Investment Advisors LLC21,008$1.16M0.01%+5413F-HRTimeline
Tempus Wealth Planning, LLC20,925$1.16M0.27%+6,85113F-HRTimeline
Advisors Capital Management, LLC20,893$1.16M0.01%-8613F-HRTimeline
Schrum Private Wealth Management LLC20,799$1.15M0.84%+6013F-HRTimeline
Peck Wealth Management, LLC20,749$1.15M1.1%13F-HRTimeline
GGM Financial LLC20,731$1.15M0.58%-41513F-HRTimeline
Root Financial Partners, LLC20,543$1.14M0.07%+1,20013F-HRTimeline
Centerpoint Advisors, LLC20,531$1.14M0.35%013F-HRTimeline
Sequent Planning LLC20,268$1.12M0.32%+1,92813F-HRTimeline
Frisch Financial Group, Inc.20,060$1.11M0.26%+4313F-HRTimeline
GREENLEAF TRUST19,105$1.06M0.01%013F-HRTimeline
OLD MISSION CAPITAL LLC18,741$1.04M0.04%-20,26213F-HRTimeline
Triton Financial Group Inc18,639$1.03M0.69%+4913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/18,616$1.03M<0.01%-19,00313F-HRTimelineGroup
Argent Trust Co18,573$1.03M0.04%-50313F-HRTimeline
SPRING CAPITAL MANAGEMENT, LLC18,490$1.02M0.5%013F-HRTimeline
TUDOR INVESTMENT CORP ET AL18,341$1.01M0.01%+8,42813F-HR/ATimeline
WJ Wealth Management, LLC17,936$1M0.44%-20,36613F-HR/ATimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP18,118$1M0.01%-1,49613F-HR/ATimelineGroup
Waldron Private Wealth LLC17,922$992K0.04%013F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …17,752$982K0.03%-1,00013F-HRTimelineGroup
ROCKLAND TRUST CO17,725$981K0.04%new13F-HRTimeline
Integrated Advisors Network LLC17,712$980K0.04%-1,50313F-HRTimeline
Sanchez Wealth Management Group17,603$974K0.22%-5,29113F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC17,541$971K<0.01%-25,45913F-HRTimelineGroup
Community Bank, N.A.17,156$949K0.11%+6,12713F-HRTimeline
Forthright Family Wealth Advisory LLC17,143$949K0.58%new13F-HRTimeline
WealthPLAN Partners, LLC17,030$942K0.14%-1,29613F-HRTimeline
Lansing Street Advisors16,942$937K0.25%+5113F-HRTimeline
M3 Advisory Group, LLC16,837$932K0.58%+96513F-HRTimeline
Mason Investment Advisory Services, Inc.16,584$918K0.05%+2513F-HRTimeline
BOKF, NAin group BOKF, NA16,565$917K0.01%+12,77313F-HRTimelineGroup
Brown Miller Wealth Management, LLC16,444$910K0.26%+76813F-HRTimeline
RKL Wealth Management LLC16,193$896K0.08%+7413F-HRTimeline
Headland Capital, LLC15,989$885K0.25%+3013F-HRTimeline
Financial Insights, Inc.15,928$881K0.29%+80113F-HRTimeline
LOWE BROCKENBROUGH & CO INC15,873$878K0.05%013F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.15,860$878K0.61%+10,52613F-HRTimeline
Barnes Wealth Management Group, Inc15,796$874K0.48%-1,59913F-HRTimeline
Ironwood Financial, llc15,597$863K0.15%013F-HRTimeline
SFMG, LLC15,479$856K0.06%new13F-HRTimeline
Sequent Asset Management, LLC15,421$853K0.41%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC15,348$849K0.01%+1,63013F-HRTimelineGroup
BAKER TILLY WEALTH MANAGEMENT, LLC15,334$848K0.19%+1,61813F-HRTimeline
Mine & Arao Wealth Creation & Managemen…15,276$845K0.34%+3613F-HRTimeline
Lantern Wealth Advisors, LLC15,081$834K0.44%+61613F-HRTimeline
Emergent Wealth Advisors, LLC14,974$829K0.48%+9813F-HRTimeline
Wealthstream Advisors, Inc.14,932$826K0.12%013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC14,850$822K0.17%-1,02113F-HRTimeline
LOWERY THOMAS, LLC14,837$821K0.47%-53013F-HRTimeline
Coordinated Financial Services, Inc.14,835$821K0.53%+1,06013F-HRTimeline
AWM CAPITAL, LLC14,768$817K0.07%+6613F-HRTimeline
RHS Financial, LLC14,750$816K0.42%+5,68313F-HRTimeline
Lantz Financial LLC14,705$814K0.18%+4813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC14,683$812K0.05%-2,43613F-HRTimeline
Cassaday & Co Wealth Management LLC14,624$809K0.02%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC14,614$809K0.01%+2913F-HRTimeline
AIFG Consultants Ltd.14,598$808K1.42%-2613F-HRTimeline
Ritter Daniher Financial Advisory LLC /…14,568$806K0.14%+14,33713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC14,480$801K<0.01%+40013F-HRTimelineGroup
ForthRight Wealth Management, LLC14,188$785K0.23%-2113F-HRTimeline
Triad Wealth Partners, LLC14,121$781K0.1%+10,21013F-HRTimeline
SageView Advisory Group, LLC14,035$777K0.03%-3713F-HRTimeline
Advance Capital Management, Inc.13,935$771K0.03%-85913F-HRTimeline
Sowell Financial Services LLC13,841$766K0.03%-1,80413F-HRTimeline
BCGM Wealth Management, LLC13,756$761K0.2%-26213F-HRTimeline
Caldwell Trust Co13,699$758K0.07%013F-HRTimeline
Alpha Zero LLC13,610$753K0.44%013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC13,535$749K0.05%+6013F-HRTimeline
Frazier Financial Advisors, LLC13,524$748K0.46%-85913F-HRTimeline
Hirtle & Co., LLC13,497$747K0.03%013F-HRTimeline