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Disclosery

SPYV SPDR SERIES TRUST

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PRTFLO S&P500 VL (fund)

1,038 managers (1,051 13F filers) reported a position in SPYV shares at 2025-06-30, 425,086,971 shares in all. 78 filers opened a position and 45 filers sold out during the quarter.

Managers
1,038
13F filers
1,051
New
78
Added
455
Reduced
346
Sold out
45
Shares held by filers
425,086,971

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Arax Advisory Partners13,745$719K0.03%+12,31313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13,718$718K0.01%-3,49713F-HRTimelineGroup
BAKER TILLY WEALTH MANAGEMENT, LLC13,716$718K0.26%-3,62913F-HRTimeline
Caldwell Trust Co13,699$717K0.07%-48813F-HRTimeline
Alpha Zero LLC13,610$712K0.46%013F-HRTimeline
Advyzon Investment Management, LLC13,538$709K0.16%new13F-HRTimeline
Hirtle & Co., LLC13,497$706K0.03%-1,01913F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC13,475$705K0.05%+6313F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA13,456$704K0.05%013F-HRTimelineGroup
Wallington Asset Management, LLC13,445$704K0.1%-1,11013F-HRTimeline
Glass Jacobson Investment Advisors llc13,441$703K0.27%-29113F-HRTimeline
MCDONALD PARTNERS LLC13,348$699K0.17%+69713F-HRTimeline
MGB Wealth Management, LLC13,355$698K0.23%+10213F-HRTimeline
Fortune 45 LLC13,299$696K0.4%+4413F-HRTimeline
Fort Point Capital Partners LLC13,148$688K0.07%+17113F-HRTimeline
GM Advisory Group, LLC13,106$686K0.03%013F-HRTimeline
Castleview Partners, LLC13,070$684K0.44%-1313F-HRTimeline
Embree Financial Group12,990$680K0.1%-11813F-HRTimeline
Serenus Wealth Advisors, LLC12,959$678K0.12%+2013F-HRTimeline
Herold Advisors, Inc.12,839$672K0.14%+1,89413F-HRTimeline
LeConte Wealth Management, LLC12,786$669K0.45%-1,79113F-HRTimeline
4WEALTH ADVISORS, INC.12,693$664K0.69%+9313F-HRTimeline
HF Advisory Group, LLC12,645$662K0.26%+27513F-HRTimeline
Copley Financial Group, Inc.12,373$648K0.48%+92213F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC12,320$645K0.02%+5713F-HRTimeline
Warren Street Wealth Advisors, LLC12,309$644K0.21%+20913F-HRTimeline
Realta Investment Advisors12,279$643K0.25%+5,68913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC12,240$641K<0.01%-1213F-HRTimelineGroup
MATHER GROUP, LLC.12,227$640K0.01%+5,12613F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC12,177$637K0.12%new13F-HRTimeline
Jacobi Capital Management LLC12,170$637K0.04%-524,05713F-HRTimeline
626 Financial, LLC12,026$629K0.3%013F-HR/ATimeline
Investments & Financial Planning, LLC12,001$628K0.36%+4513F-HRTimeline
BEACON FINANCIAL GROUP11,793$617K0.06%013F-HRTimeline
Patriot Financial Group Insurance Agenc…11,652$610K0.07%-31313F-HRTimeline
SYON CAPITAL LLC11,645$609K0.04%-8,22713F-HRTimeline
Empirical Asset Management, LLC11,614$608K0.19%+45313F-HRTimeline
NewEdge Wealth, LLC11,442$605K0.01%+2,54313F-HRTimeline
Fortis Group Advisors, LLC11,404$602K0.11%+89213F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP11,380$596K<0.01%+2813F-HRTimelineGroup
Snowden Capital Advisors LLC11,276$590K0.02%-12013F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS11,266$590K0.4%-6313F-HRTimeline
CENTAURUS FINANCIAL, INC.11,262$589K0.03%-6413F-HRTimeline
Richmond Investment Services, LLC11,217$587K0.12%new13F-HRTimeline
KM Capital Management Ltd.11,215$587K0.29%+4,61013F-HRTimeline
COWA, LLC11,200$586K0.22%013F-HRTimeline
Garden State Investment Advisory Servic…11,118$582K0.16%-6,45913F-HRTimeline
CHOREO, LLC11,049$578K0.01%+4,58313F-HRTimeline
Community Bank, N.A.11,029$577K0.08%+22313F-HRTimeline
Wallace Advisory Group, LLC11,267$575K0.42%+14313F-HRTimeline
HUB Investment Partners, LLC10,913$571K0.02%+10313F-HRTimeline
AVISO WEALTH MANAGEMENT10,881$570K0.27%+3,16013F-HRTimeline
PMG Wealth Management, Inc.10,867$569K0.47%013F-HRTimeline
Qube Research & Technologies Ltd10,800$565K<0.01%+2,39413F-HRTimeline
Pinnacle Bancorp, Inc.10,746$562K0.17%-1,56713F-HRTimeline
Carnegie Investment Counsel10,739$562K0.01%013F-HRTimeline
Consolidated Portfolio Review Corp10,721$561K0.08%+34513F-HRTimeline
Smithfield Trust Co10,600$556K0.03%013F-HRTimeline
Composition Wealth, LLC10,622$556K0.01%-2,41213F-HRTimeline
Kovack Advisors, Inc.10,581$554K0.05%-1,83613F-HRTimeline
Jackson Creek Investment Advisors LLC10,546$552K0.15%+11613F-HRTimeline
Detalus Advisors, LLC10,539$552K0.16%013F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding10,528$551K+5,271Timeline
HBW ADVISORY SERVICES LLC10,414$545K0.07%-913F-HRTimeline
ACUTE INVESTMENT ADVISORY, LLC10,384$543K4.43%new13F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC10,339$541K0.11%+2,08113F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…10,320$540K0.01%-16,78313F-HRTimelineGroup
ALTFEST L J & CO INC10,313$540K0.06%-72513F-HRTimeline
Balefire, LLC10,297$539K0.12%new13F-HRTimeline
Cerro Pacific Wealth Advisors LLC10,104$529K0.15%new13F-HRTimeline
Csenge Advisory Group10,423$528K0.03%-10,40213F-HRTimeline
Diversified Enterprises, LLC10,050$526K0.04%-1,72013F-HRTimeline
Alteri Wealth LLC9,978$522K0.2%+1,63013F-HRTimeline
TUDOR INVESTMENT CORP ET AL9,913$519K<0.01%new13F-HRTimeline
Pathway Financial Advisors LLC9,730$509K0.07%new13F-HRTimeline
Arbor Wealth Advisors LLC9,650$505K0.41%013F-HRTimeline
Darrow Company, Inc.9,470$493K0.25%+3213F-HRTimeline
Strategic Blueprint, LLC9,409$492K0.02%-72513F-HRTimeline
Empower Advisory Group, LLC9,392$492K<0.01%+1,96013F-HRTimeline
Prospect Financial Services LLC9,274$485K0.3%-2,81913F-HR/ATimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO9,194$481K<0.01%-1,34913F-HRTimelineGroup
Acorn Wealth Advisors, LLC9,090$476K0.18%+88913F-HRTimeline
RHS Financial, LLC9,067$475K0.27%new13F-HRTimeline
KPP Advisory Services LLC9,051$474K0.08%-21,21713F-HR/ATimeline
Tilson Financial Group, Inc.9,015$472K0.18%-36813F-HRTimeline
INVESTMENT PARTNERS, LTD.9,002$471K0.18%013F-HRTimeline
Rossby Financial, LCC8,996$471K0.18%+6713F-HRTimeline
CIBC WORLD MARKET INC.8,940$468K<0.01%+4,18313F-HRTimeline
ORG Partners LLC8,840$467K0.1%+1,08913F-HRTimeline
MBL Wealth, LLC8,840$463K0.04%013F-HRTimeline
Apella Capital, LLC8,674$458K0.01%+4,01613F-HRTimeline
Trueblood Wealth Management, LLC8,658$453K0.19%-5813F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC8,590$450K0.08%-5013F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC8,588$449K0.42%+1913F-HRTimeline
YHB Investment Advisors, Inc.8,581$449K0.03%new13F-HRTimeline
Clark Capital Management Group, Inc.8,577$449K<0.01%-36,82713F-HRTimeline
OARSMAN CAPITAL, INC.8,528$446K0.07%-6913F-HRTimeline
Crescent Sterling, Ltd.8,493$445K0.5%-1,61913F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT8,487$444K0.03%013F-HRTimeline
Bluesphere Advisors LLC8,461$443K0.22%013F-HRTimeline
Portland Financial Advisors Inc8,290$434K1.04%013F-HRTimeline
Compass Financial Services Inc8,257$432K0.21%+2613F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC8,215$430K0.07%new13F-HRTimeline
Ballast, Inc.8,144$426K0.11%-11213F-HR/ATimeline
BridgePort Financial Solutions, LLC8,118$425K0.14%+3613F-HRTimeline
Dynamic Financial Group8,065$422K0.41%-14213F-HRTimeline
GDS Wealth Management8,056$422K0.03%+44313F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION8,054$422K0.04%013F-HRTimeline
Clarity Capital Advisors, LLC8,021$420K0.24%013F-HRTimeline
Edgestream Partners, L.P.8,000$419K0.01%+1,27413F-HRTimeline
Rossmore Private Capital7,999$419K0.05%-4413F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC7,930$415K0.01%-25413F-HRTimeline
Lynx Investment Advisory7,923$415K0.27%+3913F-HRTimeline
Narus Financial Partners, LLC7,859$411K0.13%+5613F-HRTimeline
Sage Mountain Advisors LLC7,854$411K0.03%-99913F-HRTimeline
MCF Advisors LLC7,767$407K0.03%013F-HRTimeline
Somerset Trust Co7,727$404K0.13%-98113F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC7,656$401K<0.01%+65413F-HRTimelineGroup
Wilmington Savings Fund Society, FSB7,650$400K0.01%013F-HRTimeline
Regal Investment Advisors LLC7,634$400K0.03%-12513F-HRTimeline
Drucker Wealth 3.0, LLC7,470$396K0.08%-1,34013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC7,469$391K0.01%new13F-HRTimeline
FWG Investments, LLC.7,419$388K0.3%new13F-HRTimeline
L.M. KOHN & COMPANY7,365$385K0.1%-5,89713F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.7,359$385K0.03%013F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC7,320$383K0.4%-55913F-HRTimeline
Cascade Investment Advisors, Inc.7,275$381K0.24%-12513F-HRTimeline
Truepoint, Inc.7,271$381K0.01%+24113F-HRTimeline
Retirement Planning Co of New England, …7,266$380K0.17%+13413F-HRTimeline
Accurate Wealth Management, LLC7,100$377K0.06%+1,60913F-HRTimeline
Mayfair Advisory Group, LLC7,018$374K0.18%013F-HRTimeline
Wealth Advisory Solutions, LLC7,131$373K0.09%+17913F-HRTimeline
SCS Capital Management LLC7,131$373K<0.01%013F-HRTimeline
Keebeck Wealth Management7,116$372K0.05%013F-HRTimeline
Iowa State Bank7,100$372K0.07%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC7,093$371K0.11%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC6,885$370K0.12%new13F-HRTimeline
NWAM LLC6,982$368K0.02%new13F-HR/ATimeline
McMill Wealth Management7,054$368K0.12%013F-HRTimeline
Mustard Seed Financial, LLC7,009$367K0.26%+6113F-HRTimeline
Bill Few Associates, Inc.7,006$367K0.1%-37613F-HRTimeline
Net Worth Advisory Group7,000$366K0.08%new13F-HRTimeline
Aptus Capital Advisors, LLC6,951$364K<0.01%-51813F-HRTimeline
WNY Asset Management, LLC6,946$364K0.04%-68513F-HRTimeline
FLOW TRADERS U.S. LLC6,941$363K0.01%-62013F-HRTimeline
Claro Advisors Inc.6,924$362K0.06%+62513F-HRTimeline
Grandview Asset Management LLC6,840$358K0.11%+2113F-HRTimeline
Compound Planning, Inc.6,824$357K0.01%+25113F-HRTimeline
Capital Investment Advisors, LLC6,821$357K0.01%-4,44713F-HR/ATimeline
Richard W. Paul & Associates, LLC6,790$355K0.13%+4713F-HRTimeline
Rothschild Wealth LLC6,782$355K0.09%new13F-HRTimeline
Greystone Financial Group, LLC6,773$354K0.06%-1713F-HRTimeline
GC Wealth Management RIA, LLC6,753$353K0.03%013F-HRTimeline
Twelve Points Wealth Management LLC6,685$350K0.09%013F-HRTimeline
Mullaney, Keating & Wright, Inc.6,669$349K0.23%+13613F-HRTimeline
Orange Investment Advisors, Inc.6,668$349K0.04%-68513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …6,665$349K<0.01%-1,14713F-HRTimelineGroup
GeoWealth Management, LLC6,658$348K0.01%+42313F-HRTimeline
Mascagni Wealth Management, Inc.6,551$343K0.29%+1813F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…6,506$341K0.01%+1,34713F-HRTimelineGroup
Key Client Fiduciary Advisors, LLC6,432$337K0.14%+21413F-HRTimeline
Summit Trail Advisors, LLC6,422$336K0.01%-7,09213F-HRTimeline
Brio Consultants, LLC6,403$335K0.05%-12213F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA6,399$335K0.07%+9113F-HRTimeline
Cape Investment Advisory, Inc.6,391$335K0.12%+24613F-HRTimeline
Sharper & Granite LLC6,306$334K0.13%+62313F-HRTimeline
PENNINGTON PARTNERS & CO., LLC6,372$334K0.18%new13F-HRTimeline
Ballentine Partners, LLC6,359$333K0.01%+513F-HRTimeline
Clearstead Advisors, LLC6,358$333K<0.01%-7813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,352$332K0.02%-2,74413F-HRTimeline
Curran Financial Partners, LLC6,334$332K0.07%new13F-HRTimeline
Thrive Capital Management, LLC6,312$330K0.1%new13F-HRTimeline
Mission Creek Capital Partners, Inc.6,273$328K0.07%-29413F-HRTimeline
LCNB CORP6,250$327K0.12%013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC6,192$324K0.03%-6313F-HRTimeline
AlphaCore Capital LLC6,146$322K0.01%+41513F-HRTimeline
Berkeley, Inc6,104$319K0.11%013F-HRTimeline
Roehl & Yi Investment Advisors, LLC6,060$317K0.16%013F-HRTimeline
Florida Trust Wealth Management Co6,046$316K0.01%-29513F-HRTimeline
Focused Wealth Management, Inc6,008$314K0.04%+2113F-HRTimeline
IEQ CAPITAL, LLC5,995$314K<0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC5,918$310K0.1%+29613F-HRTimeline
Evolution Wealth Advisors, LLC5,900$309K0.05%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC5,885$308K0.02%-4913F-HRTimeline
Tidemark, LLC5,882$308K0.1%+60513F-HRTimeline
Pinion Investment Advisors, LLC5,860$307K0.11%-2013F-HRTimeline
GoalVest Advisory LLC5,860$307K0.08%013F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.5,847$306K0.07%-6613F-HRTimelineGroup
Smallwood Wealth Investment Management,…5,842$306K0.17%-5313F-HRTimeline
FIRST COMMUNITY TRUST NA5,820$305K0.25%+1613F-HRTimeline
Wilkins Miller Wealth Management, LLC5,812$304K0.21%+2013F-HRTimeline
HANCOCK WHITNEY CORP5,796$303K0.01%new13F-HRTimeline
Leo Wealth, LLC5,782$303K0.02%+92713F-HRTimeline
Reyes Financial Architecture, Inc.5,747$301K0.26%013F-HRTimeline
MMA ASSET MANAGEMENT LLC5,733$300K0.12%-113F-HRTimeline
WealthPlan Investment Management, LLC5,713$299K0.02%+3313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,702$298K0.02%new13F-HRTimeline
Soltis Investment Advisors LLC5,680$297K0.02%-1,45713F-HRTimeline
AMERIFLEX GROUP, INC.5,725$297K0.16%+2,61713F-HRTimeline
Tranquility Partners, LLC5,674$297K0.11%+50613F-HRTimeline