Skip to content
Disclosery

SPYV SPDR SERIES TRUST

Follow

PRTFLO S&P500 VL (fund)

1,010 managers (1,023 13F filers) reported a position in SPYV shares at 2024-12-31, 423,225,242 shares in all. 70 filers opened a position and 77 filers sold out during the quarter.

Managers
1,010
13F filers
1,023
New
70
Added
419
Reduced
306
Sold out
77
Shares held by filers
423,225,242

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP12,671$648K<0.01%-59,18813F-HRTimelineGroup
IMC-Chicago, LLC12,665$648K0.02%-8,60513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC12,336$631K<0.01%-1,47213F-HRTimelineGroup
Warren Street Wealth Advisors, LLC12,196$624K0.26%-52813F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC12,183$623K0.02%+4,40313F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS12,127$620K0.51%+4513F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC12,103$619K0.06%013F-HRTimeline
626 Financial, LLC12,026$615K0.33%013F-HRTimeline
Kovack Advisors, Inc.12,016$615K0.06%+64413F-HRTimeline
Detalus Advisors, LLC11,893$608K0.2%-5113F-HRTimeline
BEACON FINANCIAL GROUP11,793$603K0.06%013F-HRTimeline
Patriot Financial Group Insurance Agenc…11,737$600K0.08%+1,32713F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC11,728$600K0.05%-13,57513F-HRTimelineGroup
CASTLEKEEP INVESTMENT ADVISORS LLC11,721$599K0.42%-74813F-HR/ATimeline
Schechter Investment Advisors, LLC11,716$599K0.05%+1,68313F-HRTimeline
Snowden Capital Advisors LLC11,437$585K0.02%-1,83313F-HRTimeline
Advisor Resource Council11,375$582K0.42%new13F-HRTimeline
Diversified Enterprises, LLC11,304$578K0.06%+26413F-HRTimeline
Investments & Financial Planning, LLC11,222$574K0.35%+35013F-HRTimeline
COWA, LLC11,200$573K0.26%013F-HRTimeline
AlphaMark Advisors, LLC11,165$571K0.25%+1,31413F-HRTimeline
ALTFEST L J & CO INC10,997$562K0.07%-113F-HRTimeline
Community Bank, N.A.10,951$560K0.07%-14713F-HRTimeline
Coordinated Financial Services, Inc.10,933$559K0.44%13F-HRTimeline
TWIN CAPITAL MANAGEMENT INC10,905$558K0.06%+4613F-HRTimeline
PMG Wealth Management, Inc.10,858$555K0.51%13F-HRTimeline
Carnegie Investment Counsel10,739$549K0.02%-6713F-HRTimeline
Copley Financial Group, Inc.10,718$548K0.42%+2,98013F-HRTimeline
HUB Investment Partners, LLC10,610$543K0.02%+55213F-HRTimeline
Smithfield Trust Co10,600$540K0.03%013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC10,245$524K0.14%13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC10,216$522K0.06%-35,20413F-HRTimelineGroup
Crescent Sterling, Ltd.10,212$522K0.54%013F-HRTimeline
Jackson Creek Investment Advisors LLC10,156$519K0.16%+1,88813F-HRTimeline
Qube Research & Technologies Ltd10,123$518K<0.01%-6,73813F-HRTimeline
Consolidated Portfolio Review Corp10,092$516K0.08%+6,10513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers10,037$513K<0.01%-1,50913F-HRTimelineGroup
Frisch Financial Group, Inc.10,028$513K0.16%-5013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC9,955$509K0.01%+3,17413F-HRTimeline
Fortis Group Advisors, LLC9,934$508K0.09%+63713F-HRTimeline
Arbor Wealth Advisors LLC9,650$494K0.44%013F-HRTimeline
Tilson Financial Group, Inc.9,627$492K0.2%-71613F-HRTimeline
Empirical Asset Management, LLC9,560$489K0.16%+1,82913F-HRTimeline
Darrow Company, Inc.9,415$481K0.28%+4413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC9,392$480K0.03%+3,58913F-HRTimeline
Caitlin John, LLC9,236$472K0.32%-10,36313F-HRTimeline
Fortitude Financial, LLC9,110$466K0.26%13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO9,026$462K<0.01%-2,35313F-HRTimelineGroup
INVESTMENT PARTNERS, LTD.9,002$460K0.19%013F-HRTimeline
Strategic Blueprint, LLC8,978$459K0.03%-15413F-HRTimeline
NewEdge Wealth, LLC8,898$455K0.01%+113F-HRTimeline
HBW ADVISORY SERVICES LLC8,891$455K0.05%+31413F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC8,877$454K0.45%+613F-HRTimeline
Sage Mountain Advisors LLC8,853$453K0.03%013F-HRTimeline
MBL Wealth, LLC8,840$452K0.05%013F-HRTimeline
MATHER GROUP, LLC.8,819$451K0.01%-53913F-HRTimeline
Trueblood Wealth Management, LLC8,752$448K0.22%013F-HRTimeline
OARSMAN CAPITAL, INC.8,626$441K0.08%-21913F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC8,551$437K0.08%-10013F-HRTimeline
Somerset Trust Co8,513$435K0.16%-6013F-HRTimeline
Jacobi Capital Management LLC8,496$434K0.03%-34813F-HRTimeline
Robertson Stephens Wealth Management, L…8,492$434K0.02%-12,39013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT8,487$434K0.03%-8413F-HRTimeline
Bluesphere Advisors LLC8,461$433K0.21%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC8,404$430K0.02%+713F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC8,404$430K0.11%-1313F-HRTimelineGroup
Bremer Bank National Association8,348$427K0.08%+18613F-HRTimeline
Regal Investment Advisors LLC8,304$425K0.03%-15,96013F-HRTimeline
Portland Financial Advisors Inc8,290$424K1.14%13F-HRTimeline
Prospect Financial Services LLC8,281$423K0.23%new13F-HRTimeline
Empower Advisory Group, LLC8,223$421K<0.01%-7,06813F-HRTimeline
BridgePort Financial Solutions, LLC8,056$420K0.19%13F-HRTimeline
Acorn Wealth Advisors, LLC8,201$419K0.17%-1,27913F-HRTimeline
WNY Asset Management, LLC8,114$415K0.05%-1,07913F-HRTimeline
Coppell Advisory Solutions LLC8,089$413K0.06%+1,93713F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION8,054$412K0.04%013F-HRTimeline
Rossmore Private Capital8,043$411K0.05%+1,50513F-HRTimeline
Clarity Capital Advisors, LLC8,021$410K0.27%013F-HRTimeline
Ballast, Inc.7,998$409K0.12%-8313F-HRTimeline
Wolf Group Capital Advisors9,465$409K0.2%013F-HRTimeline
Csenge Advisory Group7,977$408K0.02%-15,39513F-HRTimeline
Safeguard Financial, LLC7,859$402K0.09%-3,51613F-HRTimeline
Lynx Investment Advisory7,857$402K0.27%+5313F-HRTimeline
AVISO WEALTH MANAGEMENT7,825$400K0.2%-4513F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC7,821$400K0.07%+98713F-HRTimeline
MCF Advisors LLC7,767$397K0.03%013F-HRTimeline
Orange Investment Advisors, Inc.7,760$397K0.04%-42013F-HRTimeline
Truepoint, Inc.7,758$397K0.01%-32713F-HRTimeline
Wealth Watch Advisors, INC7,721$395K0.25%13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC7,686$393K0.01%new13F-HRTimeline
Balefire, LLC7,718$393K0.13%+2,61413F-HRTimeline
SWMG, LLC7,479$391K0.16%-32613F-HRTimeline
Wilmington Savings Fund Society, FSB7,650$391K0.01%013F-HRTimeline
Leo Wealth, LLC7,585$388K0.03%+4613F-HRTimeline
Herold Advisors, Inc.7,552$386K0.08%-8213F-HRTimeline
Lantern Wealth Advisors, LLC7,552$386K0.25%-8213F-HRTimeline
Cascade Investment Advisors, Inc.7,480$383K0.25%013F-HRTimeline
Narus Financial Partners, LLC7,443$381K0.13%+52813F-HRTimeline
Compass Financial Services Inc7,408$379K0.21%13F-HRTimeline
Bill Few Associates, Inc.7,385$378K0.13%+37413F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC7,367$377K0.41%new13F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.7,359$376K0.03%013F-HRTimeline
FWG Investments, LLC.7,357$376K0.29%+5013F-HRTimeline
Fiduciary Group, LLC7,263$371K0.04%-1,23113F-HRTimeline
Soltis Investment Advisors LLC7,166$366K0.03%-28413F-HRTimeline
Retirement Planning Co of New England, …7,127$364K0.18%-3513F-HRTimeline
Keebeck Wealth Management7,116$364K0.05%new13F-HRTimeline
Iowa State Bank7,100$363K0.08%013F-HRTimeline
McMill Wealth Management7,054$361K0.15%13F-HRTimeline
Mayfair Advisory Group, LLC7,018$359K0.21%new13F-HRTimeline
Richard W. Paul & Associates, LLC6,985$357K0.13%+42913F-HRTimeline
Traynor Capital Management, Inc.6,983$357K0.03%+91913F-HRTimeline
Cape Investment Advisory, Inc.6,977$357K0.14%+1713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC6,961$356K0.01%-3,11913F-HRTimelineGroup
Mustard Seed Financial, LLC6,914$354K0.29%+213F-HRTimeline
Greystone Financial Group, LLC6,773$346K0.06%013F-HRTimeline
Twelve Points Wealth Management LLC6,761$346K0.1%-1,32013F-HRTimeline
Wealth Advisory Solutions, LLC6,760$346K0.1%+1413F-HRTimeline
GC Wealth Management RIA, LLC6,753$345K0.06%013F-HRTimeline
Global View Capital Management LLC6,774$345K0.12%13F-HRTimeline
Dynamic Financial Group6,703$343K0.35%13F-HRTimeline
Accel Wealth Management6,650$340K0.13%+2713F-HRTimeline
Grandview Asset Management LLC6,642$340K0.12%+2813F-HRTimeline
Compound Planning, Inc.6,640$340K0.02%-11,37913F-HRTimeline
Vawter Financial, Ltd.6,601$338K0.2%-4013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA6,565$336K0.08%+62813F-HRTimeline
Mascagni Wealth Management, Inc.6,533$334K0.33%13F-HR/ATimeline
Mullaney, Keating & Wright, Inc.6,513$333K0.22%new13F-HRTimeline
CHOREO, LLC6,410$328K<0.01%-1,34213F-HRTimeline
Focused Wealth Management, Inc6,359$325K0.04%+14313F-HRTimeline
Peterson Wealth Advisors, LLC6,340$325K0.06%-6,28913F-HRTimeline
Clearstead Advisors, LLC6,358$325K<0.01%013F-HRTimeline
Ballentine Partners, LLC6,354$325K0.01%013F-HRTimeline
Accurate Wealth Management, LLC6,351$324K0.06%+6313F-HRTimeline
Mainstream Capital Management LLC6,294$322K0.23%-3413F-HRTimeline
Arrowroot Family Office, LLC6,186$316K0.16%+80813F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.6,164$315K0.09%new13F-HRTimeline
Dynamic Advisor Solutions LLC6,163$315K0.01%-2,26513F-HRTimeline
SIGNATUREFD, LLC6,150$314K0.01%+92813F-HRTimeline
LGT Financial Advisors LLC6,137$314K0.69%+73613F-HRTimeline
Berkeley, Inc6,104$312K0.16%-6,10413F-HR/ATimeline
Roehl & Yi Investment Advisors, LLC6,060$310K0.17%13F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.5,968$305K0.08%+1,45513F-HRTimelineGroup
Continuum Advisory, LLC5,960$305K0.04%+413F-HRTimeline
Pinion Investment Advisors, LLC5,918$303K0.12%013F-HRTimeline
GoalVest Advisory LLC5,918$303K0.08%013F-HRTimeline
WealthPlan Investment Management, LLC5,897$302K0.03%+21713F-HRTimeline
Smallwood Wealth Investment Management,…5,895$301K0.21%-1,69713F-HRTimeline
SAX WEALTH ADVISORS, LLC5,872$300K0.02%new13F-HRTimeline
Heritage Family Offices, LLP5,820$298K0.15%new13F-HRTimeline
FIRST COMMUNITY TRUST NA5,804$297K0.21%013F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC5,802$297K<0.01%-43013F-HRTimelineGroup
MMA ASSET MANAGEMENT LLC5,798$296K0.13%new13F-HRTimeline
Reyes Financial Architecture, Inc.5,747$294K0.23%13F-HRTimeline
Mission Creek Capital Partners, Inc.5,743$294K0.06%013F-HRTimeline
Sharper & Granite LLC5,733$293K0.13%-10013F-HRTimeline
Drucker Wealth 3.0, LLC5,722$293K0.07%-46913F-HR/ATimeline
Chris Bulman Inc5,700$292K0.19%-11413F-HRTimeline
Caprock Group, LLC5,686$291K0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners5,676$290K0.05%+30313F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …5,673$290K0.02%-3,54013F-HR/ATimeline
Alteri Wealth LLC5,665$290K0.08%13F-HRTimeline
Aptus Capital Advisors, LLC5,663$290K<0.01%+1,72013F-HRTimeline
SFG Wealth Management, LLC.5,645$289K0.15%+1,23513F-HRTimeline
Stack Financial Management, Inc5,644$289K0.03%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC5,630$288K0.01%+1913F-HRTimeline
GILL CAPITAL PARTNERS, LLC5,622$288K0.1%013F-HRTimeline
Interchange Capital Partners, LLC5,501$281K0.1%+9813F-HRTimeline
Capital Investment Advisors, LLC5,498$281K0.01%new13F-HRTimeline
Wise Wealth Partners5,491$281K0.69%13F-HRTimeline
Tranquility Partners, LLC5,471$280K0.11%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…5,418$277K<0.01%+10113F-HRTimelineGroup
BYRNE FINANCIAL FREEDOM, LLC5,300$271K0.12%13F-HRTimeline
DAVENPORT & Co LLC5,278$270K<0.01%+63713F-HRTimeline
Tidemark, LLC5,274$270K0.1%-37113F-HRTimeline
Provenance Wealth Advisors, LLC5,211$266K0.03%013F-HRTimeline
Erickson Financial Group, LLC5,182$265K0.19%013F-HRTimeline
Key Client Fiduciary Advisors, LLC5,169$264K0.12%+13813F-HRTimeline
Alpha Cubed Investments, LLC5,164$264K0.01%-52413F-HRTimeline
Ariadne Wealth Management, LP5,029$263K0.12%-30213F-HRTimeline
Cambridge Advisors Inc.5,130$262K0.06%013F-HRTimeline
Encompass More Asset Management5,123$262K0.09%new13F-HRTimeline
ETF Store, Inc.5,121$262K0.32%+66213F-HRTimeline
Realta Investment Advisors5,073$260K0.11%+4,43013F-HRTimeline
Beacon Pointe Advisors, LLC5,081$260K<0.01%+1,28513F-HRTimeline
Kaizen Financial Strategies5,068$259K0.15%+2113F-HRTimeline
KM Capital Management Ltd.5,068$259K0.13%+19213F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV5,021$257K0.08%013F-HRTimeline
Invera Wealth Advisors, LLC4,862$256K0.25%-10613F-HRTimeline
LCNB CORP5,000$256K0.09%013F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.4,981$255K0.2%+5413F-HRTimeline
Chicago Wealth Management, Inc.4,949$253K0.13%013F-HRTimeline
Brio Consultants, LLC4,911$251K0.04%-28613F-HRTimeline
&PARTNERS4,878$250K<0.01%new13F-HRTimeline
Atlas Private Wealth Advisors4,860$249K0.04%-17313F-HRTimeline
STAR Financial Bank4,832$247K0.18%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,804$246K0.01%+28413F-HRTimelineGroup
BREAKTHRU ADVISORY SERVICES, LLC4,784$245K0.22%13F-HRTimeline
Capital Square, LLC4,654$245K0.14%new13F-HRTimeline
Stiles Financial Services Inc4,774$244K0.09%-17913F-HRTimeline