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Disclosery

SPYV SPDR SERIES TRUST

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PRTFLO S&P500 VL (fund)

1,150 managers (1,162 13F filers) reported a position in SPYV shares at 2025-12-31, 477,385,843 shares in all. 86 filers opened a position and 63 filers sold out during the quarter.

Managers
1,150
13F filers
1,162
New
86
Added
503
Reduced
314
Sold out
63
Shares held by filers
477,385,843

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Steward Partners Investment Advisory, L…53,492$3.04M0.02%-87313F-HRTimeline
Independent Advisor Alliance53,379$3.03M0.07%+12,17013F-HRTimeline
Yukon Wealth Management, Inc.50,689$3M1.73%-31413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…52,607$2.99M0.1%+19,07313F-HRTimelineGroup
Cordatus Wealth Management LLC52,166$2.96M0.69%+1,09713F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers52,147$2.96M<0.01%-14,08813F-HRTimelineGroup
Brady Martz Wealth Solutions, LLC52,012$2.95M0.52%-7,16413F-HRTimeline
Axis Wealth Partners, LLC51,996$2.95M1.63%+1,12113F-HRTimeline
SVB WEALTH LLC50,530$2.87M0.17%-11,12113F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV50,436$2.87M0.45%+16,46813F-HRTimeline
Francis Financial, Inc.50,215$2.85M0.56%new13F-HRTimeline
Demars Financial Group, LLC50,061$2.84M0.95%-41213F-HRTimeline
Atria Investments, Inc49,996$2.84M0.03%-5,67613F-HRTimeline
Breakwater Capital Group49,592$2.82M0.39%-97213F-HRTimeline
VANCE WEALTH, LLC49,143$2.79M0.83%-1,72513F-HR/ATimeline
SECURED RETIREMENT ADVISORS, LLC48,322$2.75M1.53%-4,66313F-HRTimeline
NORDEN GROUP LLC47,754$2.71M0.27%-41013F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC47,549$2.7M1.47%013F-HRTimeline
1ST SOURCE BANK47,350$2.69M0.14%-76413F-HRTimeline
Breachway Investments LLC47,209$2.68M2.83%13F-HRTimeline
Total Clarity Wealth Management, Inc.47,179$2.68M0.65%+6,21713F-HRTimeline
ArborFi Advisors, LLC46,343$2.63M2.14%+2,83413F-HRTimeline
Ensign Peak Advisors, Inc46,335$2.63M<0.01%013F-HR/ATimeline
Jacksonville Wealth Management, LLC46,147$2.62M1.86%+6,18513F-HRTimeline
INNEALTA CAPITAL, LLC44,799$2.55M1.38%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…44,665$2.54M0.05%-3,64813F-HRTimeline
PSI Advisors, LLC44,641$2.54M0.64%-10,07313F-HRTimeline
IFP Advisors, Inc44,153$2.51M0.06%+5,62613F-HRTimeline
Slagle Financial, LLC43,844$2.49M0.87%+1,19013F-HRTimeline
Wealthspire Advisors, LLC43,727$2.48M0.02%+1,15113F-HRTimeline
Founders Financial Alliance, LLC43,449$2.47M0.47%+1,84213F-HRTimeline
Sunesis Advisors, LLC43,133$2.45M1.11%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC43,080$2.45M0.06%+3,01913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC42,969$2.44M<0.01%-8,18013F-HRTimelineGroup
Certified Advisory Corp42,929$2.44M0.22%+3513F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC42,796$2.43M0.41%-53713F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC42,668$2.42M0.69%-97413F-HRTimeline
CAP Partners, LLC42,606$2.42M1.37%+2,38813F-HRTimeline
Wrenne Financial Planning LLC42,549$2.42M0.98%-1,52313F-HRTimeline
Foundation Wealth Management, LLC\PA42,471$2.41M0.88%-37913F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT42,458$2.41M0.04%-2513F-HRTimeline
One Capital Management, LLC42,368$2.41M0.07%+27913F-HRTimeline
JT Stratford LLC42,187$2.4M0.31%-6,36913F-HRTimeline
Kensington Asset Management, LLC41,880$2.4M0.12%-9,99513F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC42,577$2.39M0.65%+4,86013F-HRTimeline
Sequoia Financial Advisors, LLC41,793$2.37M0.01%-5,33913F-HRTimeline
FF Advisors,LLC41,172$2.34M1.04%013F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …40,610$2.31M0.37%+22113F-HRTimeline
Rehmann Capital Advisory Group40,327$2.29M0.12%+57313F-HRTimeline
Advyzon Investment Management, LLC39,736$2.26M0.26%+8,47713F-HRTimeline
AdvisorNet Financial, Inc39,542$2.25M0.12%-38113F-HRTimeline
FineMark National Bank & Trust39,221$2.23M0.07%+26,56613F-HRTimeline
Wealth Advisors Northwest LLC38,374$2.18M0.97%-2,30013F-HRTimeline
TOWNSQUARE CAPITAL LLC37,781$2.15M0.48%-146,33713F-HRTimeline
Idaho Trust Co37,724$2.14M0.71%-5,66513F-HRTimeline
Valpey Financial Services, LLC37,552$2.13M1.36%+1,78813F-HR/ATimeline
Ausdal Financial Partners, Inc.37,199$2.11M0.1%+2,91413F-HRTimeline
LEE DANNER & BASS INC36,956$2.1M0.15%-3,15013F-HRTimeline
LANARK FINANCIAL, INC.36,589$2.08M0.16%+1,73613F-HRTimeline
Onyx Bridge Wealth Group LLC36,544$2.08M0.22%-2,97613F-HRTimeline
Seaside Wealth Management, Inc.36,398$2.07M0.59%-1,35513F-HRTimeline
Gotham Asset Management, LLC36,353$2.07M0.01%+57913F-HRTimeline
PFG Advisors36,351$2.07M0.1%-51,76413F-HRTimeline
Smith Partners Wealth Management, LLC36,291$2.06M1.9%13F-HRTimeline
Arkadios Wealth Advisors36,245$2.06M0.04%-72813F-HRTimeline
Affinity Capital Advisors, LLC36,175$2.06M0.28%-18513F-HRTimeline
Milestones Private Investment Advisors …35,625$2.02M1.39%-2,95213F-HRTimeline
Financial Network Wealth Advisors LLC35,595$2.02M2.11%+1,58413F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…35,116$2M0.41%13F-HRTimeline
Apella Capital, LLC34,709$1.97M0.04%+50413F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding34,570$1.96M+6,471Timeline
GTS SECURITIES LLC34,374$1.95M0.07%+7,30013F-HRTimeline
Laurel Wealth Advisors LLC34,198$1.94M0.26%-42513F-HRTimeline
Tradewinds Capital Management, LLC34,120$1.94M0.41%+7613F-HRTimeline
Alliance Wealth Advisors, LLC /UT33,992$1.93M0.42%-7,74513F-HRTimeline
Weitzel Financial Services, Inc.33,643$1.92M0.74%-42613F-HRTimeline
River Street Advisors LLC33,619$1.91M0.72%+82213F-HRTimeline
Balefire, LLC33,141$1.88M0.37%+11,56413F-HRTimeline
Relyea Zuckerberg Hanson LLC33,119$1.88M0.19%013F-HRTimeline
Summit Investment Advisory Services, LLC32,840$1.87M0.7%-14613F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.32,697$1.86M0.14%+3,28913F-HRTimelineGroup
MKT Advisors LLC32,194$1.85M0.63%+6,96913F-HRTimeline
Altman Advisors, Inc.142,176$1.85M0.7%+3,51213F-HRTimeline
E&G Advisors, LLC32,156$1.83M0.41%-11113F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS32,003$1.82M<0.01%+313F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC31,644$1.8M0.21%+1,10013F-HRTimeline
Lifeworks Advisors, LLC31,616$1.8M0.23%-2713F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson31,018$1.76M<0.01%-5,02013F-HRTimelineGroup
WIREGRASS INVESTMENT MANAGEMENT LLC30,918$1.76M1.47%13F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC30,493$1.73M0.13%013F-HRTimeline
Redhawk Wealth Advisors, Inc.30,363$1.72M0.19%+8,92413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…30,198$1.72M<0.01%+4513F-HRTimelineGroup
MidFirst Bank29,920$1.7M0.14%13F-HRTimeline
BLAIR WILLIAM & CO/IL29,761$1.69M<0.01%+7,54913F-HRTimeline
MAI Capital Management29,754$1.69M0.01%+5,39913F-HRTimeline
Thayer Financial, L.L.C.29,686$1.69M1.78%13F-HRTimeline
Smartleaf Asset Management LLC29,427$1.68M0.06%-9,07813F-HRTimeline
Wells Financial Advisors INC29,055$1.65M3.14%-12,79013F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.28,836$1.64M0.58%+613F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC28,745$1.63M0.68%+1,50313F-HRTimeline
Redwood Financial Network Corp28,648$1.63M1.04%-95313F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co28,580$1.62M0.02%-17913F-HRTimelineGroup
Third View Private Wealth, LLC28,411$1.61M0.22%13F-HRTimeline
SteelPeak Wealth, LLC28,317$1.61M0.05%-2,01213F-HRTimeline
Bridgewealth Advisory Group, LLC27,805$1.58M0.35%+1,57413F-HRTimeline
WealthShield Partners, LLC27,763$1.58M0.17%-2,57013F-HRTimeline
DAGCO, INC.27,730$1.58M0.36%+1313F-HRTimeline
Fourth Dimension Wealth, LLC27,726$1.58M0.57%+5,77213F-HRTimeline
Integrity Wealth Solutions LLC27,718$1.57M0.62%+36113F-HRTimeline
OneDigital Investment Advisors LLC27,529$1.56M0.02%+6,52113F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…27,212$1.55M0.17%+25013F-HR/ATimelineGroup
Wall Capital Group, Inc.27,056$1.54M1.46%13F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC27,000$1.53M0.44%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC26,996$1.53M<0.01%new13F-HRTimelineGroup
VestGen Advisors, LLC26,988$1.53M0.07%-74,58313F-HRTimeline
Invesco Ltd.in group Invesco Ltd.26,948$1.53M<0.01%-1,91313F-HRTimelineGroup
PRIVATE CLIENT SERVICES, LLC26,913$1.53M0.48%+3713F-HRTimeline
Callan Family Office, LLC26,847$1.53M0.03%new13F-HRTimeline
Flagship Private Wealth, LLC26,658$1.51M0.6%-52713F-HRTimeline
Index Fund Advisors, Inc.26,606$1.51M0.07%-1,07413F-HRTimeline
Baltimore-Washington Financial Advisors…25,202$1.43M0.06%-1,31313F-HRTimeline
REDW Wealth LLC25,187$1.43M0.55%+47913F-HRTimeline
Verdence Capital Advisors LLC25,024$1.42M0.08%-6,90813F-HRTimeline
CWA Asset Management Group, LLC25,008$1.42M0.05%-10213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.24,883$1.41M0.02%+31913F-HRTimelineGroup
Riverpoint Wealth Management Holdings, …24,758$1.41M0.3%-1,50013F-HRTimeline
Commonwealth Financial Services, LLC24,641$1.4M0.23%-2713F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV24,612$1.4M1.36%13F-HRTimeline
Integrated Advisors Network LLC24,440$1.39M0.06%+6,72813F-HRTimeline
Alliance Private Wealth, LLC23,583$1.38M0.48%13F-HRTimeline
Diversified Portfolios, Inc.24,337$1.38M0.12%+1,10013F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC23,858$1.38M0.65%013F-HRTimeline
OPAL CAPITAL LLC13,702$1.37M0.34%13F-HRTimeline
Intrua Financial, LLC23,999$1.36M0.15%-11,64113F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC23,860$1.36M0.11%-1,33113F-HRTimeline
WHITE PINE CAPITAL LLC23,682$1.35M0.37%+1,20013F-HRTimeline
Sequent Planning LLC23,551$1.34M0.34%+3,28313F-HRTimeline
Coastal Bridge Advisors, LLC23,439$1.33M0.1%+2,36313F-HRTimeline
Ellevest, Inc.23,133$1.31M0.18%+51013F-HRTimeline
UPTICK PARTNERS, LLC23,024$1.31M0.28%new13F-HRTimeline
CALTON & ASSOCIATES, INC.22,951$1.3M0.19%+48613F-HRTimeline
Graney & King, LLC22,691$1.29M0.75%-21,18113F-HRTimeline
RIK SAYLOR FINANCIAL, INC.22,610$1.28M0.94%-56813F-HRTimeline
MATAURO, LLC22,540$1.28M0.19%-36113F-HRTimeline
Optivise Advisory Services LLC22,217$1.26M0.73%-14013F-HRTimeline
Krilogy Financial LLC21,264$1.24M0.04%+9213F-HRTimeline
Capital Investment Advisory Services, L…21,453$1.22M0.09%-12213F-HRTimeline
Legacy Edge Advisors, LLC21,390$1.22M0.13%-46413F-HRTimeline
Towerpoint Wealth, LLC21,387$1.22M0.48%+10913F-HRTimeline
Coppell Advisory Solutions LLC21,216$1.21M0.12%-17,34613F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC21,356$1.21M0.53%-36713F-HRTimeline
PFG Investments, LLC21,316$1.21M0.06%-79913F-HRTimeline
Tempus Wealth Planning, LLC21,247$1.21M0.28%+32213F-HRTimeline
GGM Financial LLC21,089$1.2M0.58%+35813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/21,079$1.2M<0.01%+2,46313F-HRTimelineGroup
Sigma Planning Corp20,954$1.19M0.03%-25713F-HRTimeline
Argent Trust Co20,936$1.19M0.04%+2,36313F-HRTimeline
Advisors Capital Management, LLC20,895$1.19M0.01%+213F-HRTimeline
Schrum Private Wealth Management LLC20,671$1.17M0.87%-12813F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC20,654$1.17M<0.01%+3,11313F-HRTimelineGroup
Centerpoint Advisors, LLC20,351$1.16M0.36%-18013F-HRTimeline
Root Financial Partners, LLC20,159$1.15M0.06%-38413F-HRTimeline
Lantern Wealth Advisors, LLC20,125$1.14M0.61%+5,04413F-HRTimeline
Frisch Financial Group, Inc.20,111$1.14M0.26%+5113F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.19,945$1.13M0.16%-1,30213F-HRTimeline
Petersen Hastings Wealth Advisors Inc.19,723$1.12M0.11%13F-HRTimeline
Peck Wealth Management, LLC19,450$1.1M1.05%-1,29913F-HRTimeline
Pinnacle Family Advisors, LLC19,390$1.1M0.48%new13F-HRTimeline
GREENLEAF TRUST19,105$1.09M0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,908$1.07M<0.01%-85,42413F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP18,565$1.05M0.01%+44713F-HRTimelineGroup
WAYSTONE ADVISORS LLC18,538$1.05M0.9%13F-HRTimeline
Triton Financial Group Inc18,507$1.05M0.7%-13213F-HRTimeline
SPRING CAPITAL MANAGEMENT, LLC18,490$1.05M0.53%013F-HRTimeline
Pacific Excel Wealth Advisors, Inc.18,319$1.04M1.97%13F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…18,049$1.03M0.12%13F-HRTimeline
Waldron Private Wealth LLC17,922$1.02M0.04%013F-HRTimeline
Walser Wealth Management Company, A Ltd…17,921$1.02M0.54%13F-HRTimeline
WJ Wealth Management, LLC17,762$1.01M0.44%-17413F-HRTimeline
M3 Advisory Group, LLC17,574$998K0.61%+73713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC17,527$996K0.01%-6,95313F-HRTimeline
Cassaday & Co Wealth Management LLC17,437$991K0.02%+2,81313F-HRTimeline
RHS Financial, LLC17,370$987K0.48%+2,62013F-HRTimeline
KM Capital Management Ltd.17,181$976K0.5%+3,75213F-HRTimeline
Community Bank, N.A.17,111$972K0.11%-4513F-HRTimeline
WealthPLAN Partners, LLC17,042$968K0.14%+1213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC17,022$967K0.01%+2,40813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC16,902$960K0.05%+2,21913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC16,829$956K0.01%+1,48113F-HRTimelineGroup
Financial Insights, Inc.16,668$947K0.32%+74013F-HRTimeline
Signal Advisors Wealth, LLC16,648$946K0.08%+4,00013F-HRTimeline
Asempa Wealth Advisors16,640$945K0.81%13F-HRTimeline
RKL Wealth Management LLC16,626$945K0.08%+43313F-HRTimeline
LOWERY THOMAS, LLC16,614$944K0.53%+1,77713F-HRTimeline
Mason Investment Advisory Services, Inc.16,613$944K0.04%+2913F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.16,581$942K0.63%+72113F-HRTimeline
Sherman Wealth Management LLC16,408$932K0.81%13F-HR/ATimeline
ROCKLAND TRUST CO16,371$930K0.04%-1,35413F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …16,252$923K0.03%-1,50013F-HR/ATimelineGroup
BAKER TILLY WEALTH MANAGEMENT, LLC16,209$921K0.23%+87513F-HRTimeline