Skip to content
Disclosery

SPYV SPDR SERIES TRUST

Follow

PRTFLO S&P500 VL (fund)

1,008 managers (1,020 13F filers) reported a position in SPYV shares at 2025-03-31, 437,824,157 shares in all. 69 filers opened a position and 64 filers sold out during the quarter.

Managers
1,008
13F filers
1,020
New
69
Added
454
Reduced
342
Sold out
64
Shares held by filers
437,824,157

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Summit Trail Advisors, LLC13,514$690K0.02%-2,58313F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA13,456$687K0.05%013F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC13,412$685K0.05%+4513F-HRTimeline
Coordinated Financial Services, Inc./CO13,286$679K0.52%13F-HRTimeline
L.M. KOHN & COMPANY13,262$677K0.18%-9,04013F-HRTimeline
Fortune 45 LLC13,255$677K0.44%-35,35813F-HRTimeline
MGB Wealth Management, LLC13,253$674K0.24%+18313F-HRTimeline
Embree Financial Group13,108$669K0.11%+4013F-HRTimeline
GM Advisory Group, LLC13,106$669K0.04%013F-HRTimeline
Castleview Partners, LLC13,083$668K0.45%-8,22913F-HRTimeline
Composition Wealth, LLC13,034$666K0.01%new13F-HRTimeline
Fort Point Capital Partners LLC12,977$663K0.07%+13313F-HRTimeline
ForthRight Wealth Management, LLC12,974$663K0.22%+213F-HRTimeline
Serenus Wealth Advisors, LLC12,939$661K0.11%+1513F-HRTimeline
Permanens Capital L.P.12,784$653K0.12%-4,32913F-HRTimeline
MCDONALD PARTNERS LLC12,651$646K0.17%-8213F-HRTimeline
4WEALTH ADVISORS, INC.12,600$643K0.71%-1,01913F-HRTimeline
Kovack Advisors, Inc.12,417$634K0.07%+40113F-HRTimeline
HF Advisory Group, LLC12,370$632K0.28%-52113F-HRTimeline
Affinity Capital Advisors, LLC13,152$629K0.12%new13F-HRTimeline
Pinnacle Bancorp, Inc.12,313$629K0.21%-82013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC12,263$626K0.02%+8013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC12,252$626K<0.01%-8413F-HRTimelineGroup
CASTLEKEEP INVESTMENT ADVISORS LLC12,240$625K0.32%+51913F-HRTimeline
Warren Street Wealth Advisors, LLC12,100$618K0.24%-9613F-HRTimeline
Prospect Financial Services LLC12,093$618K0.34%+3,81213F-HRTimeline
626 Financial, LLC12,026$614K0.32%013F-HRTimeline
Patriot Financial Group Insurance Agenc…11,965$611K0.08%+22813F-HRTimeline
Investments & Financial Planning, LLC11,956$611K0.4%+73413F-HRTimeline
BEACON FINANCIAL GROUP11,793$602K0.07%013F-HRTimeline
Diversified Enterprises, LLC11,770$601K0.05%+46613F-HRTimeline
Copley Financial Group, Inc.11,451$585K0.45%+73313F-HR/ATimeline
Snowden Capital Advisors LLC11,396$582K0.02%-4113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP11,352$580K<0.01%-1,31913F-HRTimelineGroup
VESTIA PERSONAL WEALTH ADVISORS11,329$579K0.46%-79813F-HRTimeline
CENTAURUS FINANCIAL, INC.11,326$578K0.03%-2,37513F-HRTimeline
Capital Investment Advisors, LLC11,268$575K0.01%+5,77013F-HRTimeline
Northern Capital Management, Inc.11,248$574K0.37%new13F-HRTimeline
COWA, LLC11,200$572K0.24%013F-HRTimeline
Empirical Asset Management, LLC11,161$570K0.19%+1,60113F-HRTimeline
Wallace Advisory Group, LLC11,124$569K0.39%-1,63413F-HRTimeline
LANARK FINANCIAL, INC.11,136$568K0.05%+11,12513F-HRTimeline
ALTFEST L J & CO INC11,038$564K0.07%+4113F-HRTimeline
Herold Advisors, Inc.10,945$559K0.12%+3,39313F-HRTimeline
TWIN CAPITAL MANAGEMENT INC10,929$558K0.07%+2413F-HRTimeline
PMG Wealth Management, Inc.10,867$555K0.59%+913F-HRTimeline
HUB Investment Partners, LLC10,810$552K0.02%+20013F-HRTimeline
Community Bank, N.A.10,806$552K0.07%-14513F-HRTimeline
Smithfield Trust Co10,600$540K0.03%013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC10,554$539K0.1%+30913F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO10,543$538K<0.01%+1,51713F-HR/ATimelineGroup
Detalus Advisors, LLC10,539$538K0.17%-1,35413F-HRTimeline
Fortis Group Advisors, LLC10,512$537K0.1%+57813F-HRTimeline
Jackson Creek Investment Advisors LLC10,430$533K0.17%+27413F-HRTimeline
HBW ADVISORY SERVICES LLC10,423$532K0.08%+1,53213F-HRTimeline
Consolidated Portfolio Review Corp10,376$530K0.08%+28413F-HRTimeline
Strategic Blueprint, LLC10,134$518K0.03%+1,15613F-HRTimeline
Crescent Sterling, Ltd.10,112$516K0.53%-10013F-HRTimeline
Caprock Group, LLC9,993$510K0.02%+4,30713F-HRTimeline
HRT FINANCIAL LP9,721$496K<0.01%new13F-HRTimeline
Arbor Wealth Advisors LLC9,650$493K0.44%013F-HRTimeline
Carnegie Investment Counsel10,739$493K0.01%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP9,600$490K<0.01%-89,00013F-HRTimelineGroup
Innovative Wealth Building LLC9,569$489K0.45%-3,32413F-HRTimeline
Frisch Financial Group, Inc.9,480$484K0.14%-54813F-HRTimeline
Tilson Financial Group, Inc.9,383$479K0.19%-24413F-HRTimeline
Darrow Company, Inc.9,438$478K0.27%+2313F-HRTimeline
Everhart Financial Group, Inc.9,243$472K0.06%new13F-HRTimeline
LGT Financial Advisors LLC9,110$465K1.42%+2,97313F-HRTimeline
Fortitude Financial, LLC9,110$465K0.44%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC9,096$464K0.03%-29613F-HRTimeline
INVESTMENT PARTNERS, LTD.9,002$460K0.19%013F-HRTimeline
NewEdge Wealth, LLC8,899$454K0.01%+113F-HRTimeline
Sage Mountain Advisors LLC8,853$452K0.03%013F-HRTimeline
MBL Wealth, LLC8,840$451K0.05%013F-HRTimeline
Drucker Wealth 3.0, LLC8,810$450K0.1%+3,08813F-HRTimeline
Fisher Asset Management, LLC8,775$448K<0.01%-12,78413F-HRTimeline
Trueblood Wealth Management, LLC8,716$445K0.21%-3613F-HRTimeline
Somerset Trust Co8,708$445K0.16%+19513F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC8,640$441K0.08%+8913F-HRTimeline
OARSMAN CAPITAL, INC.8,597$439K0.08%-2913F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC8,569$438K0.45%-30813F-HRTimeline
Rossby Financial, LCC8,929$436K0.19%new13F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT8,487$433K0.03%013F-HRTimeline
Bluesphere Advisors LLC8,461$432K0.25%013F-HRTimeline
Bremer Bank National Association8,456$432K0.08%+10813F-HRTimeline
Qube Research & Technologies Ltd8,406$429K<0.01%-1,71713F-HRTimeline
Alteri Wealth LLC8,348$426K0.19%+2,68313F-HRTimeline
Portland Financial Advisors Inc8,290$423K1.08%013F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC8,258$422K0.11%-14613F-HRTimelineGroup
Ballast, Inc.8,256$422K0.12%+25813F-HRTimeline
Compass Financial Services Inc8,231$420K0.22%+82313F-HRTimeline
Dynamic Financial Group8,207$419K0.42%+1,50413F-HRTimeline
Acorn Wealth Advisors, LLC8,201$419K0.17%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC8,184$418K0.02%-22013F-HRTimeline
BridgePort Financial Solutions, LLC8,082$413K0.19%+2613F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION8,054$411K0.04%013F-HRTimeline
Rossmore Private Capital8,043$411K0.05%013F-HRTimeline
Clarity Capital Advisors, LLC8,021$410K0.27%013F-HRTimeline
Lynx Investment Advisory7,884$403K0.27%+2713F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC7,879$402K0.49%+51213F-HRTimeline
FineMark National Bank & Trust7,852$401K0.01%+3,88513F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding7,812$399K-88,794Timeline
Narus Financial Partners, LLC7,803$398K0.14%+36013F-HRTimeline
MCF Advisors LLC7,767$397K0.03%013F-HRTimeline
Regal Investment Advisors LLC7,759$396K0.03%-54513F-HRTimeline
ORG Partners LLC7,751$396K0.1%+7,73213F-HRTimeline
AVISO WEALTH MANAGEMENT7,721$394K0.21%-10413F-HRTimeline
Safeguard Financial, LLC7,719$394K0.09%-14013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,700$393K<0.01%-84,63813F-HR/ATimelineGroup
Wilmington Savings Fund Society, FSB7,650$391K0.01%013F-HRTimeline
WNY Asset Management, LLC7,631$390K0.05%-48313F-HRTimeline
GDS Wealth Management7,613$389K0.03%new13F-HRTimeline
FLOW TRADERS U.S. LLC7,561$386K0.02%new13F-HRTimeline
Aptus Capital Advisors, LLC7,469$381K<0.01%+1,80613F-HRTimeline
Empower Advisory Group, LLC7,432$380K<0.01%-79113F-HRTimeline
Cascade Investment Advisors, Inc.7,400$378K0.26%-8013F-HRTimeline
Bill Few Associates, Inc.7,382$377K0.13%-313F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.7,359$376K0.03%013F-HRTimeline
Orange Investment Advisors, Inc.7,353$376K0.04%-40713F-HRTimeline
Soltis Investment Advisors LLC7,137$364K0.03%-2913F-HRTimeline
Retirement Planning Co of New England, …7,132$364K0.18%+513F-HR/ATimeline
SCS Capital Management LLC7,131$364K<0.01%new13F-HR/ATimeline
Keebeck Wealth Management7,116$363K0.05%013F-HRTimeline
Eldridge Investment Advisors, Inc.7,103$363K0.08%-22,14313F-HRTimeline
MATHER GROUP, LLC.7,101$363K<0.01%-1,71813F-HRTimeline
Iowa State Bank7,100$363K0.08%013F-HRTimeline
McMill Wealth Management7,054$360K0.13%013F-HRTimeline
Truepoint, Inc.7,030$359K0.01%-72813F-HRTimeline
Mayfair Advisory Group, LLC7,018$358K0.21%013F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC7,002$358K<0.01%+1,20013F-HRTimelineGroup
Wealth Advisory Solutions, LLC6,952$355K0.09%+19213F-HRTimeline
Mustard Seed Financial, LLC6,948$355K0.29%+3413F-HRTimeline
Grandview Asset Management LLC6,819$348K0.13%+17713F-HRTimeline
Greystone Financial Group, LLC6,790$347K0.06%+1713F-HRTimeline
GC Wealth Management RIA, LLC6,753$345K0.06%013F-HRTimeline
Richard W. Paul & Associates, LLC6,743$344K0.14%-24213F-HRTimeline
Edgestream Partners, L.P.6,726$343K0.01%new13F-HRTimeline
Twelve Points Wealth Management LLC6,685$341K0.09%-7613F-HRTimeline
KM Capital Management Ltd.6,605$337K0.18%+1,53713F-HRTimeline
Realta Investment Advisors6,590$337K0.15%+1,51713F-HRTimeline
Compound Planning, Inc.6,573$336K0.02%-6713F-HRTimeline
Mission Creek Capital Partners, Inc.6,567$335K0.08%+82413F-HRTimeline
Continuum Advisory, LLC6,563$335K0.04%+60313F-HRTimeline
Mullaney, Keating & Wright, Inc.6,533$334K0.22%+2013F-HRTimeline
Mascagni Wealth Management, Inc.6,533$334K0.33%013F-HR/ATimeline
Wolf Group Capital Advisors6,525$333K0.11%-2,94013F-HRTimeline
Brio Consultants, LLC6,525$333K0.05%+1,61413F-HR/ATimeline
Vawter Financial, Ltd.6,511$333K0.19%-9013F-HRTimeline
CHOREO, LLC6,466$330K0.01%+5613F-HRTimeline
Clearstead Advisors, LLC6,436$329K0.01%+7813F-HRTimeline
Ballentine Partners, LLC6,354$324K0.01%013F-HRTimeline
Florida Trust Wealth Management Co6,341$324K0.01%+1,79513F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA6,308$322K0.08%-25713F-HRTimeline
Claro Advisors Inc.6,299$322K0.04%new13F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC6,255$319K0.03%-5,84813F-HRTimeline
LCNB CORP6,250$319K0.12%+1,25013F-HRTimeline
GeoWealth Management, LLC6,235$318K0.01%-137,61713F-HRTimeline
Key Client Fiduciary Advisors, LLC6,218$318K0.15%+1,04913F-HRTimeline
Cape Investment Advisory, Inc.6,145$314K0.13%-83213F-HRTimeline
Berkeley, Inc6,104$312K0.15%013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC6,092$311K0.06%new13F-HRTimeline
Roehl & Yi Investment Advisors, LLC6,060$309K0.17%013F-HRTimeline
IEQ CAPITAL, LLC5,995$306K<0.01%new13F-HRTimeline
Focused Wealth Management, Inc5,987$306K0.04%-37213F-HRTimeline
Fiduciary Group, LLC5,962$304K0.03%-1,30113F-HRTimeline
SAX WEALTH ADVISORS, LLC5,934$303K0.02%+6213F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.5,913$302K0.07%-5513F-HRTimelineGroup
Smallwood Wealth Investment Management,…5,895$301K0.19%013F-HRTimeline
Pinion Investment Advisors, LLC5,880$300K0.07%-3813F-HRTimeline
GoalVest Advisory LLC5,860$299K0.08%-5813F-HRTimeline
Heritage Family Offices, LLP5,820$297K0.15%013F-HRTimeline
FIRST COMMUNITY TRUST NA5,804$296K0.26%013F-HRTimeline
Wilkins Miller Wealth Management, LLC5,792$296K0.22%+1,62513F-HRTimeline
Reyes Financial Architecture, Inc.5,747$293K0.22%013F-HRTimeline
MMA ASSET MANAGEMENT LLC5,734$293K0.12%-6413F-HRTimeline
AlphaCore Capital LLC5,731$293K0.02%new13F-HRTimeline
Sharper & Granite LLC5,683$290K0.12%-5013F-HRTimeline
WealthPlan Investment Management, LLC5,680$290K0.03%-21713F-HRTimeline
Dynamic Advisor Solutions LLC5,657$289K0.01%-50613F-HRTimeline
GILL CAPITAL PARTNERS, LLC5,622$287K0.1%013F-HRTimeline
SFG Wealth Management, LLC.5,621$287K0.14%-2413F-HRTimeline
Chris Bulman Inc5,577$285K0.18%-12313F-HRTimeline
Robertson Stephens Wealth Management, L…5,563$284K0.01%-2,92913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …5,558$284K0.02%-11513F-HRTimeline
Interchange Capital Partners, LLC5,501$281K0.08%013F-HRTimeline
Wise Wealth Partners5,476$280K0.67%-1513F-HRTimeline
Accel Wealth Management5,475$280K0.1%-1,17513F-HRTimeline
Beacon Pointe Advisors, LLC5,368$274K<0.01%+28713F-HRTimeline
Sterling Investment Counsel, LLC5,354$273K0.09%new13F-HRTimeline
DAVENPORT & Co LLC5,317$272K<0.01%+3913F-HRTimeline
Stack Financial Management, Inc5,300$271K0.02%-34413F-HRTimeline
Tidemark, LLC5,277$270K0.1%+313F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners5,257$268K0.04%-41913F-HRTimelineGroup
ETF Store, Inc.5,257$268K0.33%+13613F-HRTimeline
Cascade Financial Partners, LLC5,228$267K0.03%new13F-HRTimeline
Provenance Wealth Advisors, LLC5,211$266K0.04%013F-HRTimeline
Erickson Financial Group, LLC5,182$265K0.2%013F-HRTimeline
Rockwood Wealth Management, LLC5,171$264K0.03%+81913F-HRTimeline
Tranquility Partners, LLC5,168$264K0.1%-30313F-HRTimeline