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Disclosery

SPYV SPDR SERIES TRUST

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PRTFLO S&P500 VL (fund)

1,173 managers (1,186 13F filers) reported a position in SPYV shares at 2026-03-31, 473,425,033 shares in all. 76 filers opened a position and 56 filers sold out during the quarter.

Managers
1,173
13F filers
1,186
New
76
Added
478
Reduced
419
Sold out
56
Shares held by filers
473,425,033

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Perigon Wealth Management, LLC54,311$3.07M0.06%-7,32813F-HRTimeline
EP Wealth Advisors, LLC53,976$3.05M0.02%-23,92513F-HRTimeline
Raab & Moskowitz Asset Management LLC53,893$3.05M0.68%-50513F-HRTimeline
Keystone Financial Group53,868$3.05M0.21%-59213F-HRTimeline
WealthTrak Capital Management LLC53,795$3.04M2.17%-16,25413F-HRTimeline
Global Financial Private Client, LLC53,338$3.02M0.99%-37713F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC53,282$3.01M0.72%+10,70513F-HRTimeline
Empirical Financial Services, LLC d.b.a…53,238$3.01M0.05%+8,57313F-HRTimeline
Copia Wealth Management53,204$3.01M2.07%-17,36713F-HRTimeline
Brady Martz Wealth Solutions, LLC52,923$2.99M0.51%+91113F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…52,898$2.99M0.09%-24,12713F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…52,219$2.95M0.11%-11,54713F-HRTimelineGroup
Cordatus Wealth Management LLC52,139$2.95M0.7%-2713F-HRTimeline
Affinity Capital Advisors, LLC51,923$2.94M0.41%+15,74813F-HRTimeline
Tranquilli Financial Advisor LLC51,562$2.92M1.7%-5,73113F-HRTimeline
Demars Financial Group, LLC51,334$2.9M0.96%+1,27313F-HRTimeline
Yukon Wealth Management, Inc.49,579$2.81M1.67%-1,11013F-HRTimeline
CAP Partners, LLC49,121$2.78M1.57%+6,51513F-HRTimeline
VANCE WEALTH, LLC48,499$2.74M0.79%-64413F-HRTimeline
Breakwater Capital Group48,194$2.73M0.37%-1,39813F-HRTimeline
Atria Investments, Inc48,141$2.72M0.03%-1,85513F-HRTimeline
NORDEN GROUP LLC48,068$2.72M0.26%+31413F-HRTimeline
Founders Financial Alliance, LLC47,845$2.71M0.49%+4,39613F-HRTimeline
Smartleaf Asset Management LLC48,493$2.7M0.1%+19,06613F-HRTimeline
Simplicity Wealth,LLC47,564$2.69M0.15%-9,37713F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC47,549$2.69M1.4%013F-HRTimeline
ArborFi Advisors, LLC47,153$2.67M2.18%+81013F-HRTimeline
Ensign Peak Advisors, Inc46,335$2.62M<0.01%013F-HR/ATimeline
SECURED RETIREMENT ADVISORS, LLC45,999$2.6M1.47%-2,32313F-HRTimeline
Total Clarity Wealth Management, Inc.45,692$2.59M0.61%-1,48713F-HRTimeline
1ST SOURCE BANK45,624$2.58M0.13%-1,72613F-HRTimeline
Slagle Financial, LLC45,082$2.55M0.84%+1,23813F-HRTimeline
Ausdal Financial Partners, Inc.44,829$2.54M0.11%+7,63013F-HRTimeline
WAYSTONE ADVISORS LLC44,819$2.54M2.27%+26,28113F-HRTimeline
INNEALTA CAPITAL, LLC44,798$2.53M1.57%-113F-HRTimeline
Spectrum Advisors, Inc.43,897$2.48M1.96%13F-HRTimeline
JT Stratford LLC43,830$2.48M0.32%+1,64313F-HRTimeline
Arkadios Wealth Advisors43,137$2.44M0.04%+6,89213F-HRTimeline
Sunesis Advisors, LLC43,133$2.44M1.1%013F-HRTimeline
FF Advisors,LLC41,074$2.43M0.98%-9813F-HRTimeline
BOKF, NAin group BOKF, NA42,404$2.4M0.04%+26,37313F-HRTimelineGroup
Foundation Wealth Management, LLC\PA42,368$2.4M0.85%-10313F-HRTimeline
Wrenne Financial Planning LLC42,304$2.39M0.94%-24513F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC42,034$2.38M0.41%-76213F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding41,890$2.37M+7,320Timeline
Balefire, LLC41,883$2.37M0.45%+8,74213F-HRTimeline
Kensington Asset Management, LLC41,880$2.37M0.13%013F-HR/ATimeline
GLR Partners, LLC41,505$2.35M1.28%13F-HRTimeline
Hunting Hill Global Capital, LLC41,363$2.34M2.79%-82,75813F-HRTimeline
BURNEY CO/41,340$2.34M0.07%-18,96113F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT40,981$2.32M0.04%-1,47713F-HRTimeline
U.S. Capital Wealth Advisors, LLC40,518$2.29M0.06%-2,56213F-HRTimeline
One Capital Management, LLC40,416$2.29M0.06%-1,95213F-HRTimeline
FCG Investment Co40,091$2.27M0.99%13F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …40,070$2.27M0.35%-54013F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV40,059$2.27M2.16%+15,44713F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC40,042$2.27M0.65%-2,62613F-HRTimeline
Rehmann Capital Advisory Group39,965$2.26M0.12%-36213F-HRTimeline
Certified Advisory Corp39,836$2.25M0.2%-3,09313F-HRTimeline
Sequoia Financial Advisors, LLC39,670$2.24M0.01%-2,12313F-HRTimeline
Wealth Advisors Northwest LLC39,511$2.24M0.94%+1,13713F-HRTimeline
AdvisorNet Financial, Inc39,501$2.23M0.12%-4113F-HRTimeline
UPTICK PARTNERS, LLC39,237$2.22M0.44%+16,21313F-HRTimeline
Milestones Private Investment Advisors …38,629$2.19M1.93%+3,00413F-HRTimeline
Cornerstone National Bank & Trust Co38,473$2.18M0.8%new13F-HRTimeline
Valpey Financial Services, LLC38,399$2.17M1.41%+84713F-HRTimeline
Financial Network Wealth Advisors LLC37,832$2.14M2.19%+2,23713F-HRTimeline
Compound Planning, Inc.37,232$2.11M0.06%+30,73213F-HRTimeline
Triton Financial Group Inc37,048$2.1M3.66%+18,54113F-HRTimeline
LEE DANNER & BASS INC36,956$2.09M0.13%013F-HRTimeline
MidFirst Bank36,859$2.09M0.17%+6,93913F-HRTimeline
Gotham Asset Management, LLC36,778$2.08M0.01%+42513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK36,706$2.08M0.01%+32,99113F-HRTimelineGroup
Laurel Wealth Advisors LLC34,300$2.06M0.2%+10213F-HRTimeline
MKT Advisors LLC35,698$2.03M0.68%+3,50413F-HRTimeline
Seaside Wealth Management, Inc.35,687$2.02M0.57%-71113F-HRTimeline
WealthPlan Investment Management, LLC35,596$2.01M0.11%+27,21313F-HRTimeline
Sanchez Gaunt Capital Management, LLC34,698$1.96M1.23%13F-HRTimeline
Onyx Bridge Wealth Group LLC34,334$1.94M0.21%-2,21013F-HRTimeline
Tradewinds Capital Management, LLC34,167$1.93M0.38%+4713F-HRTimeline
Apella Capital, LLC32,547$1.93M0.03%-2,16213F-HRTimeline
River Street Advisors LLC33,984$1.92M0.65%+36513F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC33,838$1.91M0.15%+9,97813F-HRTimeline
Weitzel Financial Services, Inc.33,481$1.9M0.72%-16213F-HRTimeline
Relyea Zuckerberg Hanson LLC33,518$1.9M0.19%+39913F-HRTimeline
IFP Advisors, Inc33,497$1.9M0.04%-10,65613F-HRTimeline
WIREGRASS INVESTMENT MANAGEMENT LLC33,296$1.88M1.56%+2,37813F-HRTimeline
MAI Capital Management32,548$1.84M0.01%+2,79413F-HRTimeline
Summit Investment Advisory Services, LLC32,535$1.84M0.68%-30513F-HRTimeline
E&G Advisors, LLC32,173$1.82M0.41%+1713F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS32,000$1.81M<0.01%-313F-HRTimelineGroup
Ballentine Partners, LLC31,737$1.8M0.02%+26,07413F-HRTimeline
Orion Porfolio Solutions, LLC31,668$1.79M0.02%-42,81313F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.31,387$1.78M0.13%-1,31013F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson31,018$1.75M<0.01%013F-HR/ATimelineGroup
OneDigital Investment Advisors LLC30,826$1.74M0.02%+3,29713F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC30,618$1.73M0.73%+1,87313F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC30,493$1.73M0.12%013F-HRTimeline
Lifeworks Advisors, LLC30,458$1.72M0.22%-1,15813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC30,272$1.71M<0.01%+14,77713F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC29,982$1.7M0.19%-1,66213F-HRTimeline
PFG Advisors29,685$1.68M0.08%-6,66613F-HRTimeline
Bridgewealth Advisory Group, LLC29,625$1.68M0.35%+1,82013F-HRTimeline
Thayer Financial, L.L.C.29,477$1.67M1.7%-20913F-HRTimeline
Idaho Trust Co29,346$1.66M0.54%-8,37813F-HRTimeline
Altman Advisors, Inc.144,374$1.66M0.69%+2,19813F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …29,307$1.66M0.09%new13F-HRTimelineGroup
Wall Capital Group, Inc.29,261$1.66M1.77%+2,20513F-HRTimeline
VestGen Advisors, LLC27,347$1.65M0.05%+35913F-HRTimeline
Patriot Financial Group Insurance Agenc…28,816$1.63M0.09%+16,17513F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.28,763$1.63M0.57%-7313F-HRTimeline
Wealthspire Advisors, LLC28,593$1.62M0.01%-15,13413F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co28,580$1.62M0.02%013F-HRTimelineGroup
Comprehensive Financial Consultants Ins…28,362$1.6M0.48%new13F-HRTimeline
Integrity Wealth Solutions LLC28,055$1.59M0.62%+33713F-HRTimeline
Redwood Financial Network Corp27,842$1.58M1.03%-80613F-HRTimeline
DAGCO, INC.27,740$1.57M0.34%+1013F-HRTimeline
PFG Investments, LLC27,507$1.56M0.07%+6,19113F-HRTimeline
WealthShield Partners, LLC27,152$1.54M0.17%-61113F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC27,000$1.53M0.43%013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC26,979$1.53M0.46%+6613F-HRTimeline
BLAIR WILLIAM & CO/IL26,784$1.52M<0.01%-2,97713F-HRTimeline
Index Fund Advisors, Inc.26,745$1.51M0.07%+13913F-HRTimeline
Coastal Bridge Advisors, LLC26,701$1.51M0.11%+3,26213F-HRTimeline
Empowered Funds, LLC26,638$1.51M0.01%+19,90913F-HR/ATimeline
Flagship Private Wealth, LLC26,581$1.5M0.61%-7713F-HRTimeline
CWA Asset Management Group, LLC26,549$1.5M0.05%+1,54113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC26,347$1.49M<0.01%-64913F-HRTimelineGroup
Integrated Advisors Network LLC26,174$1.48M0.08%+1,73413F-HRTimeline
RHS Financial, LLC26,023$1.47M0.7%+8,65313F-HRTimeline
Alliance Wealth Advisors, LLC /UT26,018$1.47M0.32%-7,97413F-HRTimeline
GTS SECURITIES LLC25,859$1.46M0.05%-8,51513F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…25,827$1.46M0.18%-1,38513F-HR/ATimelineGroup
BOYUM WEALTH ARCHITECTS LLC24,113$1.44M0.6%+25513F-HRTimeline
Fourth Dimension Wealth, LLC25,321$1.43M0.54%-2,40513F-HRTimeline
Baltimore-Washington Financial Advisors…25,254$1.43M0.06%+5213F-HRTimeline
REDW Wealth LLC25,189$1.43M0.57%+213F-HRTimeline
Invesco Ltd.in group Invesco Ltd.25,177$1.42M<0.01%-1,77113F-HRTimelineGroup
Pacific Excel Wealth Advisors, Inc.25,142$1.42M1.5%+6,82313F-HRTimeline
Third View Private Wealth, LLC25,129$1.42M0.19%-3,28213F-HRTimeline
Roan Capital Partners25,034$1.42M1.31%13F-HRTimeline
TOWNSQUARE CAPITAL LLC24,936$1.41M0.32%-12,84513F-HRTimeline
Intrua Financial, LLC24,866$1.41M0.15%+86713F-HRTimeline
Riverpoint Wealth Management Holdings, …24,839$1.41M0.3%+8113F-HRTimeline
Diversified Portfolios, Inc.24,837$1.41M0.12%+50013F-HRTimeline
Commonwealth Financial Services, LLC24,641$1.39M0.22%013F-HRTimeline
Ashton Thomas Private Wealth, LLC24,474$1.38M0.03%+15,25513F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …24,346$1.38M0.04%+8,09413F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers24,253$1.37M<0.01%-27,89413F-HRTimelineGroup
Legacy Edge Advisors, LLC23,883$1.35M0.14%+2,49313F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.23,868$1.35M0.19%+3,92313F-HRTimeline
Sequent Planning LLC23,807$1.35M0.33%+25613F-HRTimeline
Callan Family Office, LLC23,628$1.34M0.03%-3,21913F-HRTimeline
Alliance Private Wealth, LLC23,583$1.33M0.48%013F-HRTimeline
RIK SAYLOR FINANCIAL, INC.22,870$1.29M0.98%+26013F-HRTimeline
Ellevest, Inc.22,767$1.29M0.18%-36613F-HRTimeline
WHITE PINE CAPITAL LLC22,677$1.28M0.35%-1,00513F-HR/ATimeline
Capital Investment Advisory Services, L…22,636$1.28M0.09%+1,18313F-HRTimeline
Optivise Advisory Services LLC22,496$1.27M0.77%+27913F-HRTimeline
Graney & King, LLC22,467$1.27M0.69%-22413F-HRTimeline
Lantern Wealth Advisors, LLC22,439$1.27M0.65%+2,31413F-HRTimeline
MATAURO, LLC22,255$1.26M0.18%-28513F-HRTimeline
Krilogy Financial LLC21,293$1.25M0.04%+2913F-HRTimeline
Global Assets Advisory, LLC3,742$1.22M0.35%new13F-HRTimeline
Towerpoint Wealth, LLC21,287$1.2M0.49%-10013F-HRTimeline
GGM Financial LLC21,147$1.2M0.55%+5813F-HRTimeline
Tempus Wealth Planning, LLC20,870$1.18M0.27%-37713F-HRTimeline
Sigma Planning Corp20,599$1.17M0.03%-35513F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC20,578$1.16M<0.01%-7613F-HRTimelineGroup
Schrum Private Wealth Management LLC20,490$1.16M0.88%-18113F-HRTimeline
Wagner Wealth Management, Corp20,362$1.15M1.03%-35,73913F-HRTimeline
Argent Trust Co20,336$1.15M0.04%-60013F-HRTimeline
Root Financial Partners, LLC20,313$1.15M0.05%+15413F-HRTimeline
Centerpoint Advisors, LLC20,178$1.14M0.37%-17313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC20,149$1.14M0.01%+2,62213F-HRTimeline
Frisch Financial Group, Inc.20,144$1.14M0.24%+3313F-HRTimeline
Wells Financial Advisors INC19,525$1.1M5.03%-9,53013F-HRTimeline
Petersen Hastings Wealth Advisors Inc.19,420$1.1M0.1%-30313F-HRTimeline
GREENLEAF TRUST19,105$1.08M0.01%013F-HRTimeline
Verdence Capital Advisors LLC19,081$1.08M0.06%-5,94313F-HRTimeline
SPRING CAPITAL MANAGEMENT, LLC18,490$1.05M0.53%013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC18,479$1.05M0.44%-2,87713F-HRTimeline
Peck Wealth Management, LLC18,450$1.04M1.05%-1,00013F-HRTimeline
CALTON & ASSOCIATES, INC.18,418$1.04M0.15%-4,53313F-HRTimeline
M3 Advisory Group, LLC18,413$1.04M0.64%+83913F-HRTimeline
Advisors Capital Management, LLC18,364$1.04M0.01%-2,53113F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP18,128$1.03M0.01%-43713F-HRTimelineGroup
MLG Wealth Management DBA Pine Grove Fi…18,066$1.02M0.12%+1713F-HRTimeline
Waldron Private Wealth LLC17,922$1.01M0.04%013F-HRTimeline
SVB WEALTH LLC17,922$1.01M0.07%-32,60813F-HRTimeline
Financial Insights, Inc.17,818$1.01M0.33%+1,15013F-HRTimeline
Cassaday & Co Wealth Management LLC17,447$987K0.02%+1013F-HRTimeline
Sequent Asset Management, LLC17,407$985K0.47%+1,53613F-HRTimeline
Community Bank, N.A.17,198$973K0.12%+8713F-HRTimeline
WJ Wealth Management, LLC16,930$958K0.45%-83213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC16,765$949K0.05%-13713F-HRTimeline
Mason Investment Advisory Services, Inc.16,634$941K0.04%+2113F-HRTimeline
DIVERSIFIED MANAGEMENT INC16,478$932K0.16%new13F-HRTimeline
Sherman Wealth Management LLC16,415$929K0.8%+713F-HRTimeline
LOWERY THOMAS, LLC16,276$921K0.53%-33813F-HRTimeline