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Disclosery

SPYV SPDR SERIES TRUST

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PRTFLO S&P500 VL (fund)

1,197 managers (1,213 13F filers) reported a position in SPYV shares at 2026-06-30, 490,719,222 shares in all. 92 filers opened a position and 52 filers sold out during the quarter.

Managers
1,197
13F filers
1,213
New
92
Added
493
Reduced
418
Sold out
52
Shares held by filers
490,719,222

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
WJ Wealth Management, LLC16,605$1.01M0.4%-32513F-HRTimeline
Sherman Wealth Management LLC16,488$1M0.75%+7313F-HRTimeline
LOWERY THOMAS, LLC16,340$993K0.49%+6413F-HRTimeline
Patriot Financial Group Insurance Agenc…16,254$988K0.1%-12,56213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC16,237$987K0.01%+50313F-HRTimeline
Headland Capital, LLC16,124$980K0.24%-1113F-HRTimeline
Sequent Planning LLC15,839$963K0.21%-7,96813F-HRTimeline
SFMG, LLC15,756$958K0.06%+27713F-HRTimeline
Ironwood Financial, llc15,345$949K0.15%-23713F-HRTimeline
Schrum Private Wealth Management LLC19,461$949K0.97%-1,02913F-HRTimeline
LOWE BROCKENBROUGH & CO INC15,598$948K0.04%-3013F-HRTimeline
Beacon Capital Management, LLC15,486$941K0.14%+2,19613F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.15,313$931K0.65%-89413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV15,310$931K0.04%+7013F-HRTimeline
ForthRight Wealth Management, LLC15,293$930K0.24%+213F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC15,278$929K0.03%+10,94113F-HRTimeline
Mine & Arao Wealth Creation & Managemen…15,255$927K0.34%+3413F-HRTimeline
Greenspring Advisors, LLC15,229$926K0.05%+24113F-HRTimeline
RKL Wealth Management LLC15,183$923K0.07%+6513F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.15,000$912K0.01%new13F-HRTimelineGroup
Wallace Advisory Group, LLC14,933$908K0.85%+3,96313F-HRTimeline
J. M. Brown & Associates Inc.14,928$907K0.52%13F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC14,666$892K0.19%-74413F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP14,525$883K<0.01%+1,79013F-HRTimelineGroup
IMA Advisory Services, Inc.14,519$883K0.06%new13F-HRTimeline
Lansing Street Advisors14,318$870K0.19%+5013F-HRTimeline
Rossby Financial, LCC14,301$869K0.16%+2,40813F-HRTimeline
PENNINGTON PARTNERS & CO., LLC14,263$867K0.28%013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA14,251$866K0.02%013F-HRTimelineGroup
RDA Financial Network14,152$860K0.19%+74813F-HRTimeline
Texas Capital Bank Wealth Management Se…14,052$854K0.05%-5013F-HRTimeline
Barnes Wealth Management Group, Inc14,038$853K0.39%+64513F-HRTimeline
Lantz Financial LLC14,000$851K0.16%-813F-HRTimeline
Liberty Atlantic Advisors LLC13,938$847K0.61%+5,59013F-HRTimeline
SageView Advisory Group, LLC13,856$842K0.03%-5213F-HRTimeline
CALTON & ASSOCIATES, INC.13,741$835K0.12%-4,67713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC13,690$832K0.03%-3,07513F-HRTimeline
IMC-Chicago, LLC13,600$827K0.01%+5,99813F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO13,596$827K<0.01%+2,44613F-HRTimelineGroup
BOKF, NAin group BOKF, NA13,572$825K0.01%-28,83213F-HRTimelineGroup
Callan Family Office, LLCin group Callan Family Office, LLC13,567$825K0.02%-10,06113F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…13,552$824K0.01%-91313F-HRTimelineGroup
HBW ADVISORY SERVICES LLC13,486$820K0.07%+1,86913F-HRTimeline
ROCKLAND TRUST CO13,423$816K0.03%+33313F-HRTimeline
BCGM Wealth Management, LLC13,367$813K0.17%-39813F-HRTimeline
GeoWealth Management, LLC13,344$811K0.03%-2,03213F-HRTimeline
Crusonia Wealth Advisors LLC13,344$811K0.13%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…13,331$810K0.12%-51213F-HRTimeline
Hirtle & Co., LLC13,286$808K0.03%013F-HRTimeline
Castleview Partners, LLC13,267$807K0.35%+53413F-HRTimeline
Impact Partnership Wealth, LLC13,222$804K0.08%+1,09513F-HRTimeline
Embree Financial Group13,217$803K0.08%+5513F-HRTimeline
Wallington Asset Management, LLC13,200$802K0.1%-7013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC13,105$797K0.04%+5513F-HRTimeline
CHOREO, LLC13,048$793K0.01%-1,90813F-HRTimeline
Serenus Wealth Advisors, LLC13,038$793K0.14%+2013F-HRTimeline
KM Capital Management Ltd.12,868$782K0.37%+27613F-HRTimeline
Asempa Wealth Advisors12,719$773K0.59%-1,32013F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.12,687$771K0.05%new13F-HRTimelineGroup
Advance Capital Management, Inc.12,639$768K0.02%+65913F-HRTimeline
NewEdge Wealth, LLC12,585$765K0.01%+113F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC12,577$765K0.02%+8013F-HRTimeline
Frazier Financial Advisors, LLC12,553$763K0.39%-1,38713F-HRTimeline
Caldwell Trust Co12,544$763K0.06%-1,12513F-HRTimeline
WEDBUSH SECURITIES INC12,521$761K0.02%+1,88013F-HRTimeline
Prospect Financial Services LLC12,451$757K0.38%+1,78613F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding12,330$750K+6,530Timeline
Triad Wealth Partners, LLC11,957$746K0.04%+26613F-HRTimeline
Bill Few Associates, Inc.12,259$745K0.16%+2,65613F-HRTimeline
Davis Wealth Advisors, LLC12,248$745K0.58%new13F-HRTimeline
4WEALTH ADVISORS, INC.12,246$745K0.57%-4413F-HRTimeline
Waterway Wealth Management, LLC12,190$741K0.15%013F-HRTimeline
Kirkwood Financial Services12,113$736K0.21%13F-HRTimeline
Edgestream Partners, L.P.11,857$721K0.02%+5,84413F-HRTimeline
BEACON FINANCIAL GROUP11,793$717K0.07%013F-HRTimeline
MCDONALD PARTNERS LLC11,718$712K0.17%013F-HRTimeline
Kovack Advisors, Inc.11,662$711K0.03%-70113F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC11,694$711K0.13%+1,41613F-HRTimeline
Sanchez Wealth Management Group11,505$699K0.12%-2,08113F-HRTimeline
HF Advisory Group, LLC11,384$692K0.21%+73813F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS11,302$687K0.27%-1613F-HRTimeline
Brand Asset Management Group, Inc.11,278$686K0.15%+1913F-HRTimeline
CIBC WORLD MARKET INC.11,244$684K<0.01%+5,40013F-HRTimeline
Carnegie Investment Counsel11,206$681K0.01%-5313F-HRTimeline
Warner Group LLC11,147$678K0.17%new13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC11,934$675K0.08%013F-HRTimeline
PMG Wealth Management, Inc.11,068$673K0.42%013F-HRTimeline
Diversified Enterprises, LLC10,937$665K0.03%-3513F-HRTimeline
McGlone Suttner Wealth Management, Inc.10,762$654K0.08%+113F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD10,749$653K0.09%+513F-HRTimeline
MATHER GROUP, LLC.10,723$652K0.01%-1,56313F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC10,711$651K<0.01%+5313F-HRTimelineGroup
Rossmore Private Capital10,693$650K0.05%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/10,680$649K<0.01%-1,11613F-HRTimelineGroup
Dynamic Financial Group10,674$649K0.49%+1,33513F-HRTimeline
Smithfield Trust Co10,600$646K0.03%013F-HRTimeline
DAVENPORT & Co LLC10,603$645K<0.01%+1,75513F-HRTimeline
Copley Financial Group, Inc.10,513$639K0.39%-1,45013F-HRTimeline
Fortune 45 LLC10,501$638K0.27%+4613F-HRTimeline
CENTAURUS FINANCIAL, INC.10,488$638K0.02%+10413F-HRTimeline
Midwest Trust Co10,474$637K0.01%+92113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC10,469$636K0.01%013F-HRTimeline
YHB Investment Advisors, Inc.10,384$631K0.04%+60013F-HRTimeline
Peak Wealth Management LLC10,376$631K0.44%013F-HRTimeline
Jacobi Capital Management LLC10,358$630K0.03%-68713F-HRTimeline
Tribridge Partners Financial LLC10,055$626K0.25%-22013F-HRTimeline
626 Financial, LLC10,260$624K0.24%013F-HRTimeline
Rothschild Wealth LLC10,200$620K0.05%+6213F-HRTimeline
Investments & Financial Planning, LLC10,067$612K0.29%-15013F-HRTimeline
Glass Jacobson Investment Advisors llc9,974$606K0.19%-12213F-HRTimeline
Wealth Enhancement Trust Services, Inc.9,910$602K0.07%+21813F-HR/ATimeline
Pathway Financial Advisors LLC9,730$600K0.07%013F-HRTimeline
Key Capital Management, INC9,854$599K0.31%+85213F-HRTimeline
Bogart Wealth, LLC9,784$595K0.02%+13113F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…9,707$590K0.46%+17313F-HRTimeline
Aptus Capital Advisors, LLC9,679$588K<0.01%+61413F-HRTimeline
Arbor Wealth Advisors LLC9,650$587K0.36%013F-HRTimeline
Realta Investment Advisors9,636$586K0.18%-1,24313F-HRTimeline
Composition Wealth, LLC9,588$583K0.01%+1,87513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…9,545$582K0.03%+1,06913F-HRTimeline
SIGNATUREFD, LLC9,548$580K0.01%+3,85813F-HRTimeline
Ballentine Partners, LLC9,524$579K0.01%-22,21313F-HRTimeline
MBL Wealth, LLC9,506$578K0.04%+6613F-HRTimeline
Regal Investment Advisors LLC9,389$571K0.03%+15813F-HRTimeline
ALTFEST L J & CO INC9,376$570K0.06%-17013F-HRTimeline
Accurate Wealth Management, LLC9,213$568K0.05%+3,44313F-HRTimeline
Bluesphere Advisors LLC9,223$561K0.17%013F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION8,993$547K0.04%013F-HRTimeline
IEQ CAPITAL, LLC8,992$547K<0.01%+2,70213F-HRTimeline
Brio Consultants, LLC8,856$538K0.06%+813F-HRTimeline
Pinnacle Bancorp, Inc.8,828$537K0.14%-60113F-HRTimeline
Portland Financial Advisors Inc8,816$536K0.98%013F-HRTimeline
Trueblood Wealth Management, LLC8,762$533K0.19%+1313F-HRTimeline
Crescent Sterling, Ltd.8,698$529K0.47%013F-HRTimeline
XY Planning Network, Inc.8,691$528K0.07%new13F-HRTimeline
Walser Wealth Management Company, A Ltd…8,564$521K0.22%-2,90613F-HRTimeline
Moors & Cabot, Inc.8,493$516K0.02%new13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC8,479$515K0.1%-95513F-HRTimeline
Cascade Investment Advisors, Inc.8,470$515K0.28%-20013F-HRTimeline
AWM CAPITAL, LLC8,419$512K0.04%-6,25613F-HRTimeline
Soltis Investment Advisors LLC8,377$509K0.03%-2,18913F-HRTimeline
Caprock Group, LLC8,375$509K0.01%+1,43613F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC8,371$509K0.38%-13813F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.8,349$508K0.03%+99013F-HRTimeline
Narus Financial Partners, LLC8,324$506K0.13%+50713F-HRTimeline
Compass Financial Services Inc8,300$505K0.19%+1113F-HRTimeline
SAX WEALTH ADVISORS, LLC8,894$503K0.02%+313F-HRTimeline
OakTrust Wealth Advisors, LLC8,223$500K0.43%+2313F-HRTimeline
Capital Square, LLC8,041$496K0.22%+46913F-HRTimeline
Fortis Group Advisors, LLC8,114$493K0.08%+46213F-HRTimeline
GDS Wealth Management8,056$490K0.02%013F-HRTimeline
Clarity Capital Advisors, LLC8,021$488K0.2%013F-HRTimeline
Tilson Financial Group, Inc.8,002$486K0.13%+1813F-HRTimeline
Mullaney, Keating & Wright, Inc.7,949$483K0.23%+99313F-HRTimeline
Wealth Advisory Solutions, LLC7,940$483K0.1%+4813F-HRTimeline
Johnson Wealth Management, LLC7,937$482K0.2%013F-HRTimeline
Curran Financial Partners, LLC7,874$479K0.07%+1,54713F-HRTimeline
Darrow Company, Inc.7,864$478K0.19%+2313F-HRTimeline
South Shore Capital Advisors7,835$476K0.32%013F-HRTimeline
O'Keefe Stevens Advisory, Inc.7,830$476K0.1%013F-HRTimeline
Tidemark, LLC7,798$474K0.11%+2,13713F-HRTimeline
Daviman Financial, LLC7,792$474K0.26%+3913F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…7,764$472K<0.01%+3,37813F-HRTimelineGroup
OARSMAN CAPITAL, INC.7,740$471K0.05%+113F-HRTimeline
Sage Mountain Advisors LLC7,660$466K0.03%013F-HRTimeline
Inscription Capital, LLC7,640$464K0.04%new13F-HRTimeline
Financial Solutions Advisory Group, Inc.7,532$464K0.06%-92813F-HRTimeline
Florida Trust Wealth Management Co7,627$464K0.01%013F-HRTimeline
AlphaCore Capital LLC7,565$460K0.01%+82513F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT7,535$458K0.03%013F-HRTimeline
Black Diamond Financial, LLC7,532$458K0.04%013F-HRTimeline
NWF Advisory Services Inc.7,342$446K0.04%+67013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC7,312$444K0.03%+1,10013F-HRTimeline
FWG Investments, LLC.7,302$444K0.23%+47013F-HRTimeline
World Investment Advisors7,373$442K0.01%+2,35213F-HRTimeline
Colter Lewis Investment Partners LLC7,241$440K0.2%+3213F-HRTimeline
Asset Allocation Strategies LLC7,202$438K0.07%-1,48113F-HRTimeline
Allie Family Office LLC7,159$435K0.16%013F-HR/ATimeline
Mayfair Advisory Group, LLC7,018$435K0.13%013F-HRTimeline
SCS Capital Management LLC7,131$433K<0.01%013F-HRTimeline
DV Trading LLC7,117$433K0.04%new13F-HRTimeline
Keebeck Wealth Management7,116$433K0.04%013F-HRTimeline
AVISO WEALTH MANAGEMENT7,112$432K0.15%+5613F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO7,105$432K0.04%+30113F-HRTimeline
Iowa State Bank7,100$432K0.07%013F-HRTimeline
Retirement Planning Co of New England, …7,088$431K0.16%+1913F-HRTimeline
Somerset Trust Co7,053$429K0.12%-15713F-HRTimeline
SYON CAPITAL LLC7,044$428K0.02%-2,20213F-HRTimeline
Drucker Wealth 3.0, LLC7,032$427K0.07%-1,60913F-HRTimeline
SHP Wealth Management6,957$423K0.03%-99213F-HRTimeline
Acorn Wealth Advisors, LLC6,954$423K0.1%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC6,938$422K0.05%-17613F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…6,907$420K0.01%-1,66913F-HRTimelineGroup
Warren Street Wealth Advisors, LLC6,901$420K0.09%-28413F-HRTimeline
WEALTH ALLIANCE, LLC6,875$418K0.03%+2,36913F-HRTimeline
NorthCoast Asset Management LLC6,871$418K0.01%-13113F-HRTimeline
ETF Store, Inc.6,828$415K0.35%+1513F-HRTimeline
WESTBOURNE INVESTMENTS, INC.6,800$413K0.17%+32513F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.6,759$411K<0.01%+1,53913F-HRTimeline
GC Wealth Management RIA, LLC6,753$411K0.02%013F-HRTimeline