SPYV SPDR SERIES TRUST

PRTFLO S&P500 VL (fund)

1,050 managers (1,061 13F filers) reported a position in SPYV shares at 2025-09-30, 451,910,575 shares in all. 71 filers opened a position and 50 filers sold out during the quarter.

Managers: 1,050
13F filers: 1,061
New: 71
Added: 447
Reduced: 346
Sold out: 50
Shares held by filers: 451,910,575

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA	13,456	$745K	0.05%	0	13F-HR Timeline Group
KM Capital Management Ltd.	13,429	$743K	0.34%	+2,214	13F-HR Timeline
McGlone Suttner Wealth Management, Inc.	13,392	$741K	0.1%	-3,975	13F-HR Timeline
Fortune 45 LLC	13,236	$730K	0.37%	-63	13F-HR Timeline
GM Advisory Group, LLC	13,106	$725K	0.03%	0	13F-HR Timeline
Wallington Asset Management, LLC	13,100	$725K	0.09%	-345	13F-HR Timeline
Embree Financial Group	13,048	$722K	0.1%	+58	13F-HR Timeline
Patriot Financial Group Insurance Agenc…	12,982	$718K	0.09%	+1,330	13F-HR Timeline
Serenus Wealth Advisors, LLC	12,979	$718K	0.12%	+20	13F-HR Timeline
Glass Jacobson Investment Advisors llc	12,882	$713K	0.26%	-559	13F-HR Timeline
FineMark National Bank & Trust	12,655	$700K	0.02%	+6,990	13F-HR Timeline
Signal Advisors Wealth, LLC	12,648	$700K	0.06%	-268,882	13F-HR Timeline
Warren Street Wealth Advisors, LLC	12,629	$699K	0.21%	+320	13F-HR Timeline
MCDONALD PARTNERS LLC	12,506	$692K	0.21%	-842	13F-HR Timeline
HF Advisory Group, LLC	12,485	$691K	0.25%	-160	13F-HR Timeline
4WEALTH ADVISORS, INC.	12,452	$689K	0.64%	-241	13F-HR Timeline
Empirical Asset Management, LLC	12,445	$689K	0.19%	+831	13F-HR Timeline
GRIMES & Co WEALTH MANAGEMENT, LLC	12,388	$685K	0.02%	+68	13F-HR Timeline
PEAPACK GLADSTONE FINANCIAL CORP	12,113	$670K	0.01%	+6,469	13F-HR Timeline
Consolidated Portfolio Review Corp	12,035	$666K	0.08%	+1,314	13F-HR Timeline
626 Financial, LLC	12,026	$665K	0.29%	0	13F-HR Timeline
Copley Financial Group, Inc.	11,977	$663K	0.45%	-396	13F-HR Timeline
Kirkwood Financial Services	11,950	$661K	0.24%		13F-HR Timeline
Richmond Investment Services, LLC	11,924	$660K	0.12%	+707	13F-HR Timeline
Castleview Partners, LLC	11,799	$653K	0.35%	-1,271	13F-HR Timeline
BEACON FINANCIAL GROUP	11,793	$653K	0.06%	0	13F-HR Timeline
BRASS TAX WEALTH MANAGEMENT, INC	11,765	$651K	0.11%	-412	13F-HR Timeline
CHOREO, LLC	11,727	$649K	0.01%	+678	13F-HR Timeline
MGB Wealth Management, LLC	11,702	$647K	0.18%	-1,653	13F-HR Timeline
NewEdge Wealth, LLC	11,549	$645K	0.01%	+107	13F-HR Timeline
Realta Investment Advisors	11,560	$640K	0.21%	-719	13F-HR Timeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP	11,546	$639K	<0.01%	+166	13F-HR Timeline Group
MATHER GROUP, LLC.	11,525	$638K	0.01%	-702	13F-HR Timeline
Fortis Group Advisors, LLC	11,368	$636K	0.11%	-36	13F-HR Timeline
MMA ASSET MANAGEMENT LLC	11,474	$635K	0.21%	+5,741	13F-HR Timeline
Investments & Financial Planning, LLC	11,402	$631K	0.34%	-599	13F-HR Timeline
VESTIA PERSONAL WEALTH ADVISORS	11,302	$625K	0.36%	+36	13F-HR Timeline
Snowden Capital Advisors LLC	11,292	$625K	0.02%	+16	13F-HR Timeline
Alteri Wealth LLC	11,243	$622K	0.21%	+1,265	13F-HR Timeline
LIBERTY WEALTH MANAGEMENT LLC	11,242	$622K	0.09%	+3,027	13F-HR Timeline
HBW ADVISORY SERVICES LLC	11,201	$620K	0.07%	+787	13F-HR Timeline
BROWN ADVISORY INCin group BROWN ADVISORY INC	11,188	$619K	<0.01%	-1,052	13F-HR Timeline Group
SYON CAPITAL LLC	11,118	$615K	0.03%	-527	13F-HR Timeline
Jacobi Capital Management LLC	11,113	$615K	0.04%	-1,057	13F-HR Timeline
Colonial River Investments, LLC	11,098	$614K	0.23%	-5,107	13F-HR Timeline
Wallace Advisory Group, LLC	11,593	$607K	0.49%	+326	13F-HR Timeline
Diversified Enterprises, LLC	10,924	$604K	0.04%	+874	13F-HR Timeline
PMG Wealth Management, Inc.	10,867	$600K	0.46%	0	13F-HR Timeline
AVISO WEALTH MANAGEMENT	10,779	$596K	0.26%	-102	13F-HR Timeline
Composition Wealth, LLC	10,777	$596K	0.01%	+155	13F-HR Timeline
Continuum Advisory, LLC	10,771	$596K	0.06%	-3,012	13F-HR Timeline
Carnegie Investment Counsel	10,739	$594K	0.01%	0	13F-HR Timeline
Brand Asset Management Group, Inc.	10,658	$590K	0.17%	new	13F-HR Timeline
Smithfield Trust Co	10,600	$584K	0.03%	0	13F-HR Timeline
WEDBUSH SECURITIES INC	10,555	$584K	0.02%	+5,672	13F-HR Timeline
Detalus Advisors, LLC	10,539	$583K	0.15%	0	13F-HR Timeline
CENTAURUS FINANCIAL, INC.	10,508	$581K	0.03%	-754	13F-HR Timeline
ALTFEST L J & CO INC	10,499	$581K	0.06%	+186	13F-HR Timeline
HUB Investment Partners, LLC	10,366	$574K	0.02%	-547	13F-HR Timeline
Prospect Financial Services LLC	10,223	$566K	0.33%	+949	13F-HR Timeline
DGS Capital Management, LLCin group DGS Capital Management, LLC	10,130	$560K	0.1%	-209	13F-HR Timeline Group
Pinnacle Bancorp, Inc.	9,974	$552K	0.16%	-772	13F-HR Timeline
Ashton Thomas Private Wealth, LLC	9,836	$544K	0.01%	+4,671	13F-HR Timeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO	9,782	$541K	<0.01%	+588	13F-HR Timeline Group
Pathway Financial Advisors LLC	9,730	$538K	0.07%	0	13F-HR Timeline
Strategic Blueprint, LLC	9,687	$536K	0.02%	+278	13F-HR Timeline
Arbor Wealth Advisors LLC	9,650	$534K	0.4%	0	13F-HR Timeline
Darrow Company, Inc.	9,500	$532K	0.25%	+30	13F-HR Timeline
Kovack Advisors, Inc.	9,432	$522K	0.05%	-1,149	13F-HR Timeline
LGT Financial Advisors LLC	9,415	$521K	1.12%	-4,450	13F-HR Timeline
KPP Advisory Services LLC	9,133	$505K	0.08%	+82	13F-HR Timeline
INVESTMENT PARTNERS, LTD.	9,002	$498K	0.18%	0	13F-HR Timeline
ORG Partners LLC	8,840	$489K	0.09%	0	13F-HR Timeline
MBL Wealth, LLC	8,840	$489K	0.04%	0	13F-HR Timeline
YHB Investment Advisors, Inc.	8,745	$484K	0.04%	+164	13F-HR Timeline
Trueblood Wealth Management, LLC	8,686	$481K	0.19%	+28	13F-HR Timeline
VANGUARD GROUP INCin group VANGUARD GROUP INC	8,684	$481K	<0.01%	+1,028	13F-HR Timeline Group
KRAEMATON INVESTMENT ADVISORS, INC	8,606	$476K	0.41%	+18	13F-HR Timeline
Crescent Sterling, Ltd.	8,588	$475K	0.5%	+95	13F-HR Timeline
Bogart Wealth, LLC	8,543	$473K	0.02%	-6,296	13F-HR Timeline
OARSMAN CAPITAL, INC.	8,527	$472K	0.07%	-1	13F-HR Timeline
Bluesphere Advisors LLC	8,461	$468K	0.21%	0	13F-HR Timeline
TRUSTMARK BANK TRUST DEPARTMENT	8,458	$468K	0.03%	-29	13F-HR Timeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	8,346	$462K	0.07%	-244	13F-HR Timeline
ACUTE INVESTMENT ADVISORY, LLC	8,326	$461K	3.87%	-2,058	13F-HR Timeline
Portland Financial Advisors Inc	8,290	$459K	0.98%	0	13F-HR Timeline
Compass Financial Services Inc	8,268	$457K	0.2%	+11	13F-HR Timeline
Sage Mountain Advisors LLC	8,248	$456K	0.03%	+394	13F-HR Timeline
Annex Advisory Services, LLC	8,234	$456K	0.01%	new	13F-HR Timeline
Tilson Financial Group, Inc.	8,226	$455K	0.15%	-789	13F-HR Timeline
COWA, LLC	8,200	$454K	0.15%	-3,000	13F-HR Timeline
Dynamic Financial Group	8,182	$453K	0.39%	+117	13F-HR Timeline
BridgePort Financial Solutions, LLC	8,153	$451K	0.12%	+35	13F-HR Timeline
Garden State Investment Advisory Servic…	8,090	$448K	0.11%	-3,028	13F-HR Timeline
FIRST FINANCIAL BANK - TRUST DIVISION	8,054	$446K	0.04%	0	13F-HR Timeline
Bill Few Associates, Inc.	8,050	$445K	0.11%	+1,044	13F-HR Timeline
GDS Wealth Management	8,048	$445K	0.03%	-8	13F-HR Timeline
Rossby Financial, LCC	8,022	$445K	0.15%	-974	13F-HR Timeline
Clarity Capital Advisors, LLC	8,021	$444K	0.24%	0	13F-HR Timeline
Rossmore Private Capital	7,999	$443K	0.05%	0	13F-HR Timeline
Lynx Investment Advisory	7,960	$440K	0.26%	+37	13F-HR Timeline
Johnson Wealth Management, LLC	7,937	$439K	0.24%		13F-HR Timeline
MCF Advisors LLC	7,767	$430K	0.03%	0	13F-HR Timeline
EXENCIAL WEALTH ADVISORS, LLC	7,700	$426K	0.01%	-230	13F-HR Timeline
Regal Investment Advisors LLC	7,634	$422K	0.03%	0	13F-HR Timeline
Narus Financial Partners, LLC	7,581	$419K	0.11%	-278	13F-HR/A Timeline
Thrive Capital Management, LLC	7,518	$416K	0.11%	+1,206	13F-HR Timeline
Somerset Trust Co	7,486	$414K	0.13%	-241	13F-HR Timeline
Acorn Wealth Advisors, LLC	7,473	$414K	0.13%	-1,617	13F-HR Timeline
EVERGREEN CAPITAL MANAGEMENT LLC	7,469	$413K	0.01%	0	13F-HR Timeline
FWG Investments, LLC.	7,453	$412K	0.28%	+34	13F-HR Timeline
Atlas Private Wealth Advisors	7,417	$410K	0.1%	+2,912	13F-HR Timeline
Venture Visionary Partners LLC	7,398	$409K	0.01%	-128,504	13F-HR Timeline
CAHABA WEALTH MANAGEMENT, INC.	7,359	$407K	0.03%	0	13F-HR Timeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…	7,334	$406K	0.01%	+828	13F-HR Timeline Group
PRAIRIEVIEW WEALTH PARTNERS, LLC	7,323	$405K	0.38%	+3	13F-HR Timeline
Cascade Investment Advisors, Inc.	7,275	$403K	0.24%	0	13F-HR Timeline
Truepoint, Inc.	7,271	$402K	0.01%	0	13F-HR Timeline
Aptus Capital Advisors, LLC	7,204	$399K	<0.01%	+253	13F-HR Timeline
Drucker Wealth 3.0, LLC	7,203	$399K	0.07%	-267	13F-HR Timeline
GeoWealth Management, LLC	7,160	$396K	0.01%	+502	13F-HR Timeline
Allie Family Office LLC	7,159	$396K	0.19%	new	13F-HR Timeline
Wealth Advisory Solutions, LLC	7,154	$396K	0.1%	+23	13F-HR Timeline
SCS Capital Management LLC	7,131	$395K	<0.01%	0	13F-HR Timeline
Keebeck Wealth Management	7,116	$394K	0.05%	0	13F-HR Timeline
Iowa State Bank	7,100	$393K	0.07%	0	13F-HR Timeline
Retirement Planning Co of New England, …	7,067	$391K	0.16%	-199	13F-HR Timeline
FIRETHORN WEALTH PARTNERS, LLC	7,060	$391K	0.15%	new	13F-HR Timeline
McMill Wealth Management	7,054	$390K	0.11%	0	13F-HR Timeline
NWAM LLC	6,984	$390K	0.02%	+2	13F-HR/A Timeline
Mayfair Advisory Group, LLC	7,018	$388K	0.17%	0	13F-HR Timeline
Grandview Asset Management LLC	6,980	$386K	0.11%	+140	13F-HR Timeline
Rothschild Wealth LLC	6,975	$386K	0.08%	+193	13F-HR Timeline
FRANKLIN RESOURCES INCin group Franklin Resources	6,951	$385K	<0.01%	-682,287	13F-HR Timeline Group
WNY Asset Management, LLC	6,935	$384K	0.04%	-11	13F-HR Timeline
Mustard Seed Financial, LLC	6,914	$383K	0.25%	-95	13F-HR Timeline
Caprock Group, LLC	6,939	$379K	0.01%		13F-HR Timeline
Cerro Pacific Wealth Advisors LLC	6,846	$379K	0.1%	-3,258	13F-HR Timeline
Vectors Research Management, LLC	6,798	$376K	0.12%	new	13F-HR Timeline
ETF Store, Inc.	6,783	$375K	0.4%	+1,518	13F-HR Timeline
Greystone Financial Group, LLC	6,773	$375K	0.06%	0	13F-HR Timeline
GC Wealth Management RIA, LLC	6,753	$374K	0.01%	0	13F-HR Timeline
Ballast, Inc.	6,706	$371K	0.09%	-1,438	13F-HR Timeline
Mullaney, Keating & Wright, Inc.	6,697	$371K	0.21%	+28	13F-HR Timeline
Stiles Financial Services Inc	6,676	$369K	0.12%	+2,143	13F-HR Timeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…	6,599	$365K	<0.01%	+1,766	13F-HR Timeline Group
Key Client Fiduciary Advisors, LLC	6,513	$360K	0.12%	+81	13F-HR Timeline
Vawter Financial, Ltd.	6,482	$359K	0.16%	new	13F-HR/A Timeline
Compound Planning, Inc.	6,479	$358K	0.01%	-345	13F-HR Timeline
Orange Investment Advisors, Inc.	6,462	$358K	0.04%	-206	13F-HR Timeline
Richard W. Paul & Associates, LLC	6,436	$356K	0.12%	-354	13F-HR Timeline
SMART Wealth LLC	6,410	$355K	0.13%	+944	13F-HR Timeline
Twelve Points Wealth Management LLC	6,400	$354K	0.09%	-285	13F-HR Timeline
PENNINGTON PARTNERS & CO., LLC	6,372	$353K	0.17%	0	13F-HR Timeline
Clearstead Advisors, LLC	6,358	$352K	0.01%	0	13F-HR Timeline
Curran Financial Partners, LLC	6,327	$350K	0.07%	-7	13F-HR Timeline
OLD SECOND NATIONAL BANK OF AURORA	6,323	$350K	0.07%	-76	13F-HR Timeline
Mission Creek Capital Partners, Inc.	6,273	$347K	0.07%	0	13F-HR Timeline
LCNB CORP	6,250	$346K	0.12%	0	13F-HR Timeline
Sterling Investment Counsel, LLC	6,217	$344K	0.11%	new	13F-HR Timeline
HENGEHOLD CAPITAL MANAGEMENT LLC	6,192	$343K	0.03%	0	13F-HR Timeline
AlphaCore Capital LLC	6,179	$342K	0.01%	+33	13F-HR Timeline
Brio Consultants, LLC	6,154	$341K	0.05%	-249	13F-HR Timeline
TWIN PEAKS WEALTH ADVISORS, LLC	6,144	$340K	0.12%	-741	13F-HR Timeline
Accurate Wealth Management, LLC	6,176	$339K	0.05%	-924	13F-HR Timeline
Berkeley, Inc	6,104	$338K	0.11%	0	13F-HR Timeline
Roehl & Yi Investment Advisors, LLC	6,060	$335K	0.15%	0	13F-HR Timeline
Florida Trust Wealth Management Co	6,046	$335K	0.01%	0	13F-HR Timeline
Focused Wealth Management, Inc	6,033	$334K	0.04%	+25	13F-HR Timeline
IEQ CAPITAL, LLC	6,022	$333K	<0.01%	+27	13F-HR Timeline
Soltis Investment Advisors LLC	5,984	$331K	0.02%	+304	13F-HR Timeline
Wilkins Miller Wealth Management, LLC	5,980	$331K	0.2%	+168	13F-HR Timeline
Capital Square, LLC	5,974	$331K	0.17%	+533	13F-HR Timeline
Mascagni Wealth Management, Inc.	5,963	$330K	0.25%	-588	13F-HR Timeline
Pinion Investment Advisors, LLC	5,860	$330K	0.09%	0	13F-HR Timeline
Sharper & Granite LLC	5,953	$329K	0.12%	-353	13F-HR Timeline
GILL CAPITAL PARTNERS, LLC	5,918	$327K	0.1%	0	13F-HR Timeline
Evolution Wealth Advisors, LLC	5,900	$326K	0.04%	0	13F-HR Timeline
Tidemark, LLC	5,887	$326K	0.09%	+5	13F-HR Timeline
SAX WEALTH ADVISORS, LLC	5,885	$326K	0.02%	0	13F-HR Timeline
GoalVest Advisory LLC	5,860	$324K	0.07%	0	13F-HR Timeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …	5,850	$324K	<0.01%	-3,542	13F-HR Timeline Group
Essex Bankin group Essex Financial Services, Inc.	5,847	$324K	0.07%	0	13F-HR Timeline Group
Smallwood Wealth Investment Management,…	5,842	$323K	0.17%	0	13F-HR Timeline
Ballentine Partners, LLC	5,826	$322K	<0.01%	-533	13F-HR Timeline
FIRST COMMUNITY TRUST NA	5,820	$322K	0.25%	0	13F-HR Timeline
HANCOCK WHITNEY CORP	5,796	$321K	0.01%	0	13F-HR Timeline
WealthPlan Investment Management, LLC	5,770	$319K	0.02%	+57	13F-HR Timeline
CIBC WORLD MARKET INC.	5,762	$319K	<0.01%	-3,178	13F-HR Timeline
Reyes Financial Architecture, Inc.	5,747	$318K	0.22%	0	13F-HR Timeline
Dynamic Advisor Solutions LLC	5,718	$316K	0.01%	+55	13F-HR Timeline
Capital Investment Advisors, LLC	5,657	$313K	0.01%	-1,164	13F-HR Timeline
Heritage Family Offices, LLP	5,572	$308K	0.14%	-248	13F-HR Timeline
Interchange Capital Partners, LLC	5,501	$304K	0.06%	0	13F-HR Timeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC	5,472	$303K	<0.01%	new	13F-HR Timeline Group
INTERNATIONAL ASSETS INVESTMENT MANAGEM…	5,702	$301K	0.02%	0	13F-HR Timeline
Tranquility Partners, LLC	5,420	$300K	0.1%	-254	13F-HR Timeline
Claro Advisors Inc.	5,398	$299K	0.04%	-1,526	13F-HR Timeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.	5,365	$297K	0.01%	0	13F-HR Timeline Group
DAVENPORT & Co LLC	5,345	$296K	<0.01%	+67	13F-HR Timeline