SPYV SPDR SERIES TRUST

PRTFLO S&P500 VL (fund)

1,150 managers (1,162 13F filers) reported a position in SPYV shares at 2025-12-31, 477,385,843 shares in all. 86 filers opened a position and 63 filers sold out during the quarter.

Managers: 1,150
13F filers: 1,162
New: 86
Added: 503
Reduced: 314
Sold out: 63
Shares held by filers: 477,385,843

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Headland Capital, LLC	16,161	$918K	0.26%	+172	13F-HR Timeline
BOKF, NAin group BOKF, NA	16,031	$911K	0.01%	-534	13F-HR Timeline Group
NorthCoast Asset Management LLC	16,012	$910K	0.02%	-90,843	13F-HR Timeline
Ironwood Financial, llc	15,582	$906K	0.15%	-15	13F-HR Timeline
Sequent Asset Management, LLC	15,871	$902K	0.4%	+450	13F-HR Timeline
LOWE BROCKENBROUGH & CO INC	15,873	$902K	0.04%	0	13F-HR Timeline
BROWN ADVISORY INCin group BROWN ADVISORY INC	15,495	$880K	<0.01%	+4,307	13F-HR Timeline Group
MGB Wealth Management, LLC	15,432	$880K	0.25%	+3,730	13F-HR Timeline
SFMG, LLC	15,479	$879K	0.06%	0	13F-HR Timeline
Galvin, Gaustad & Stein, LLC	15,322	$870K	0.07%	new	13F-HR Timeline
Mine & Arao Wealth Creation & Managemen…	15,217	$865K	0.34%	-59	13F-HR Timeline
Triad Wealth Partners, LLC	15,204	$864K	0.08%	+1,083	13F-HR Timeline
Barnes Wealth Management Group, Inc	15,191	$863K	0.46%	-605	13F-HR Timeline
Coordinated Financial Services, Inc.	15,186	$863K	0.5%	+351	13F-HR Timeline
CHOREO, LLC	15,052	$861K	0.01%	+3,325	13F-HR Timeline
Rothschild Wealth LLC	15,079	$857K	0.08%	+8,104	13F-HR/A Timeline
Greenspring Advisors, LLC	15,052	$855K	0.05%	new	13F-HR Timeline
Impact Partnership Wealth, LLC	14,960	$850K	0.11%	new	13F-HR Timeline
Sowell Financial Services LLC	14,848	$844K	0.03%	+1,007	13F-HR Timeline
GeoWealth Management, LLC	14,774	$839K	0.03%	+7,614	13F-HR Timeline
AWM CAPITAL, LLC	14,622	$831K	0.08%	-146	13F-HR Timeline
Texas Capital Bank Wealth Management Se…	14,602	$830K	0.05%	new	13F-HR Timeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC	14,480	$823K	<0.01%	0	13F-HR Timeline Group
AIFG Consultants Ltd.	14,414	$819K	1.41%	-184	13F-HR Timeline
Bank Julius Baer & Co. Ltd, Zurich	14,230	$808K	<0.01%	new	13F-HR Timeline
Lansing Street Advisors	14,226	$808K	0.21%	-2,716	13F-HR Timeline
ForthRight Wealth Management, LLC	14,191	$806K	0.23%	+3	13F-HR Timeline
Sanchez Wealth Management Group	14,164	$805K	0.17%	-3,439	13F-HR Timeline
Lantz Financial LLC	14,141	$803K	0.17%	-564	13F-HR Timeline
Brown Miller Wealth Management, LLC	13,995	$795K	0.22%	-2,449	13F-HR Timeline
SageView Advisory Group, LLC	13,954	$793K	0.03%	-81	13F-HR Timeline
Advance Capital Management, Inc.	13,838	$786K	0.03%	-97	13F-HR Timeline
Ritter Daniher Financial Advisory LLC /…	13,780	$783K	0.13%	-788	13F-HR Timeline
Emergent Wealth Advisors, LLC	13,779	$783K	0.44%	-1,195	13F-HR Timeline
BCGM Wealth Management, LLC	13,760	$782K	0.2%	+4	13F-HR Timeline
Caldwell Trust Co	13,669	$777K	0.07%	-30	13F-HR Timeline
Alpha Zero LLC	13,610	$773K	0.42%	0	13F-HR Timeline
LBMC INVESTMENT ADVISORS, LLC	13,607	$773K	0.05%	+72	13F-HR Timeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA	13,456	$764K	0.02%	0	13F-HR Timeline Group
McGlone Suttner Wealth Management, Inc.	13,407	$762K	0.1%	+15	13F-HR Timeline
Hirtle & Co., LLC	13,292	$755K	0.03%	-205	13F-HR Timeline
Fortune 45 LLC	13,247	$755K	0.36%	+11	13F-HR Timeline
Embree Financial Group	13,116	$745K	0.09%	+68	13F-HR Timeline
GM Advisory Group, LLC	13,106	$745K	0.03%	0	13F-HR Timeline
Serenus Wealth Advisors, LLC	13,003	$739K	0.14%	+24	13F-HR Timeline
RDA Financial Network	12,927	$734K	0.18%	-21,111	13F-HR Timeline
Wallington Asset Management, LLC	12,880	$732K	0.09%	-220	13F-HR Timeline
Alteri Wealth LLC	12,755	$725K	0.23%	+1,512	13F-HR Timeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…	12,717	$722K	0.03%	+12,375	13F-HR Timeline Group
Patriot Financial Group Insurance Agenc…	12,641	$718K	0.09%	-341	13F-HR Timeline
Empirical Asset Management, LLC	12,628	$717K	0.2%	+183	13F-HR Timeline
Snowden Capital Advisors LLC	12,625	$717K	0.02%	+1,333	13F-HR Timeline
Frazier Financial Advisors, LLC	12,618	$717K	0.42%	-906	13F-HR Timeline
4WEALTH ADVISORS, INC.	12,455	$708K	0.61%	+3	13F-HR Timeline
GRIMES & Co WEALTH MANAGEMENT, LLC	12,453	$707K	0.02%	+65	13F-HR Timeline
Richmond Investment Services, LLC	12,452	$707K	0.12%	+528	13F-HR Timeline
Kovack Advisors, Inc.	12,303	$699K	0.03%	+2,871	13F-HR/A Timeline
EXENCIAL WEALTH ADVISORS, LLC	12,241	$695K	0.02%	+4,541	13F-HR Timeline
Castleview Partners, LLC	12,195	$693K	0.34%	+396	13F-HR Timeline
Rossmore Private Capital	12,093	$687K	0.06%	+4,094	13F-HR Timeline
HF Advisory Group, LLC	12,092	$687K	0.24%	-393	13F-HR/A Timeline
Wallace Advisory Group, LLC	12,053	$685K	0.72%	+460	13F-HR Timeline
Copley Financial Group, Inc.	12,044	$684K	0.42%	+67	13F-HR Timeline
Kirkwood Financial Services	12,016	$683K	0.24%	+66	13F-HR Timeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP	11,950	$679K	<0.01%	+404	13F-HR Timeline Group
LIBERTY WEALTH MANAGEMENT LLC	11,919	$677K	0.09%	+677	13F-HR Timeline
Edgestream Partners, L.P.	11,806	$671K	0.02%	new	13F-HR Timeline
BEACON FINANCIAL GROUP	11,793	$670K	0.07%	0	13F-HR Timeline
HBW ADVISORY SERVICES LLC	11,637	$661K	0.07%	+436	13F-HR Timeline
Fortis Group Advisors, LLC	11,352	$660K	0.11%	-16	13F-HR Timeline
MCDONALD PARTNERS LLC	11,618	$660K	0.21%	-888	13F-HR Timeline
NewEdge Wealth, LLC	11,578	$658K	0.01%	+29	13F-HR Timeline
Strategic Financial Concepts, LLC	11,543	$656K	0.6%	-989,429	13F-HR Timeline
VESTIA PERSONAL WEALTH ADVISORS	11,264	$654K	0.33%	-38	13F-HR Timeline
MATHER GROUP, LLC.	11,415	$649K	0.01%	-110	13F-HR Timeline
WEDBUSH SECURITIES INC	11,306	$642K	0.02%	+751	13F-HR Timeline
Carnegie Investment Counsel	11,259	$640K	0.01%	+520	13F-HR Timeline
DRIVE WEALTH MANAGEMENT, LLC	11,136	$633K	0.12%	-3,714	13F-HR Timeline
SYON CAPITAL LLC	11,118	$632K	0.03%	0	13F-HR Timeline
Aegis Wealth Management, Inc.	11,086	$630K	0.49%		13F-HR Timeline
Jacobi Capital Management LLC	11,035	$627K	0.04%	-78	13F-HR Timeline
Composition Wealth, LLC	11,017	$626K	0.01%	+240	13F-HR Timeline
Diversified Enterprises, LLC	10,948	$622K	0.04%	+24	13F-HR Timeline
PMG Wealth Management, Inc.	10,867	$617K	0.45%	0	13F-HR Timeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO	10,690	$607K	<0.01%	+908	13F-HR Timeline Group
Realta Investment Advisors	10,603	$602K	0.2%	-957	13F-HR Timeline
IMC-Chicago, LLC	10,600	$602K	0.01%	new	13F-HR Timeline
Smithfield Trust Co	10,600	$600K	0.03%	0	13F-HR Timeline
Detalus Advisors, LLC	10,539	$599K	0.15%	0	13F-HR Timeline
PERRYMAN FINANCIAL ADVISORY INC /AD	10,530	$598K	0.09%		13F-HR Timeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…	10,495	$596K	0.02%	+3,161	13F-HR Timeline Group
M Holdings Securities, Inc.	10,465	$595K	0.04%	new	13F-HR Timeline
EVERGREEN CAPITAL MANAGEMENT LLC	10,469	$595K	0.01%	+3,000	13F-HR Timeline
Peak Wealth Management LLC	10,376	$589K	0.49%		13F-HR Timeline
CENTAURUS FINANCIAL, INC.	10,370	$589K	0.03%	-138	13F-HR Timeline
Brand Asset Management Group, Inc.	10,278	$584K	0.16%	-380	13F-HR Timeline
Prospect Financial Services LLC	10,269	$583K	0.34%	+46	13F-HR Timeline
626 Financial, LLC	10,260	$583K	0.25%	-1,766	13F-HR Timeline
Investments & Financial Planning, LLC	10,234	$581K	0.31%	-1,168	13F-HR Timeline
Glass Jacobson Investment Advisors llc	10,096	$574K	0.21%	-2,786	13F-HR Timeline
SHP Wealth Management	9,979	$567K	0.04%		13F-HR Timeline
AlphaCore Capital LLC	9,942	$565K	0.01%	+3,763	13F-HR Timeline
Pathway Financial Advisors LLC	9,730	$564K	0.07%	0	13F-HR Timeline
DGS Capital Management, LLCin group DGS Capital Management, LLC	9,892	$562K	0.1%	-238	13F-HR Timeline Group
YHB Investment Advisors, Inc.	9,855	$560K	0.04%	+1,110	13F-HR Timeline
Wealth Enhancement Trust Services, Inc.	9,794	$556K	0.07%		13F-HR Timeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	9,736	$553K	0.03%	+4,921	13F-HR Timeline
Pinnacle Bancorp, Inc.	9,714	$552K	0.16%	-260	13F-HR Timeline
Arbor Wealth Advisors LLC	9,650	$548K	0.39%	0	13F-HR Timeline
Midwest Trust Co	9,559	$543K	0.01%	+5,132	13F-HR Timeline
HUB Investment Partners, LLC	9,486	$539K	0.01%	-880	13F-HR Timeline
ALTFEST L J & CO INC	9,453	$537K	0.06%	-1,046	13F-HR Timeline
Regal Investment Advisors LLC	9,425	$535K	0.03%	+1,791	13F-HR Timeline
OakTrust Wealth Advisors, LLC	9,344	$531K	0.49%		13F-HR Timeline
Liberty Atlantic Advisors LLC	9,313	$529K	0.52%		13F-HR Timeline
Ashton Thomas Private Wealth, LLC	9,219	$524K	0.01%	-617	13F-HR Timeline
Soltis Investment Advisors LLC	9,170	$521K	0.03%	+3,186	13F-HR/A Timeline
Daviman Financial, LLC	9,147	$520K	0.3%		13F-HR Timeline
Brio Consultants, LLC	9,116	$518K	0.07%	+2,962	13F-HR Timeline
Darrow Company, Inc.	9,093	$517K	0.23%	-407	13F-HR Timeline
VANGUARD GROUP INCin group VANGUARD GROUP INC	9,061	$515K	<0.01%	+377	13F-HR Timeline Group
INVESTMENT PARTNERS, LTD.	9,002	$511K	0.18%	0	13F-HR Timeline
SAX WEALTH ADVISORS, LLC	8,904	$506K	0.02%	+3,019	13F-HR Timeline
MBL Wealth, LLC	8,840	$502K	0.04%	0	13F-HR Timeline
DAVENPORT & Co LLC	8,798	$500K	<0.01%	+3,453	13F-HR Timeline
ORG Partners LLC	8,774	$498K	0.09%	-66	13F-HR Timeline
Fortis Advisors, LLC	8,736	$496K	0.27%	new	13F-HR Timeline
Trueblood Wealth Management, LLC	8,724	$496K	0.19%	+38	13F-HR Timeline
TWIN PEAKS WEALTH ADVISORS, LLC	8,342	$495K	0.14%	+2,198	13F-HR Timeline
Bluesphere Advisors LLC	8,698	$494K	0.22%	+237	13F-HR Timeline
Crescent Sterling, Ltd.	8,698	$494K	0.51%	+110	13F-HR Timeline
Dynamic Financial Group	8,601	$489K	0.42%	+419	13F-HR Timeline
Aptus Capital Advisors, LLC	8,562	$486K	<0.01%	+1,358	13F-HR Timeline
Bogart Wealth, LLC	8,555	$486K	0.02%	+12	13F-HR Timeline
KRAEMATON INVESTMENT ADVISORS, INC	8,527	$484K	0.39%	-79	13F-HR Timeline
Tribridge Partners Financial LLC	8,519	$484K	0.2%	+4,126	13F-HR Timeline
True Blue Financial, LLC	8,508	$483K	0.4%		13F-HR Timeline
TrueWealth Financial Partners	8,508	$483K	0.4%	new	13F-HR Timeline
Colonial River Investments, LLC	8,493	$482K	0.17%	-2,605	13F-HR Timeline
TRUSTMARK BANK TRUST DEPARTMENT	8,458	$480K	0.03%	0	13F-HR Timeline
OARSMAN CAPITAL, INC.	8,445	$480K	0.06%	-82	13F-HR Timeline
Arax Advisory Partners	8,397	$477K	0.01%	new	13F-HR Timeline
WealthPlan Investment Management, LLC	8,383	$476K	0.03%	+2,613	13F-HR Timeline
LAVELLE CAPITAL LP	8,370	$476K	0.3%		13F-HR Timeline
Cadia Private Client LLC	8,315	$472K	0.37%		13F-HR Timeline
Csenge Advisory Group	8,301	$472K	0.02%	new	13F-HR Timeline
Portland Financial Advisors Inc	8,290	$471K	1%	0	13F-HR Timeline
Compass Financial Services Inc	8,281	$470K	0.2%	+13	13F-HR Timeline
BridgePort Financial Solutions, LLC	8,195	$466K	0.13%	+42	13F-HR Timeline
Bill Few Associates, Inc.	8,191	$465K	0.11%	+141	13F-HR Timeline
PEAPACK GLADSTONE FINANCIAL CORP	8,162	$464K	0.01%	-3,951	13F-HR Timeline
Tilson Financial Group, Inc.	8,115	$461K	0.14%	-111	13F-HR Timeline
Florida Trust Wealth Management Co	8,077	$459K	0.01%	+2,031	13F-HR Timeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	8,058	$458K	0.07%	-288	13F-HR Timeline
FIRST FINANCIAL BANK - TRUST DIVISION	8,054	$458K	0.04%	0	13F-HR Timeline
GDS Wealth Management	8,048	$457K	0.03%	0	13F-HR Timeline
AVISO WEALTH MANAGEMENT	8,046	$457K	0.19%	-2,733	13F-HR Timeline
MCF Advisors LLC	8,032	$456K	0.03%	+265	13F-HR Timeline
Clarity Capital Advisors, LLC	8,021	$456K	0.23%	0	13F-HR Timeline
Lynx Investment Advisory	8,003	$455K	0.25%	+43	13F-HR Timeline
Rossby Financial, LCC	7,967	$453K	0.14%	-55	13F-HR Timeline
Johnson Wealth Management, LLC	7,937	$451K	0.22%	0	13F-HR Timeline
COWA, LLC	7,900	$449K	0.14%	-300	13F-HR Timeline
Strategic Blueprint, LLC	7,885	$448K	0.03%	-1,802	13F-HR Timeline
Net Worth Advisory Group	7,786	$442K	0.09%	new	13F-HR Timeline
Mullaney, Keating & Wright, Inc.	7,762	$441K	0.23%	+1,065	13F-HR Timeline
Cascade Investment Advisors, Inc.	7,725	$439K	0.26%	+450	13F-HR Timeline
Sage Mountain Advisors LLC	7,660	$435K	0.02%	-588	13F-HR Timeline
Narus Financial Partners, LLC	7,649	$435K	0.12%	+68	13F-HR Timeline
Cerro Pacific Wealth Advisors LLC	7,640	$434K	0.12%	+794	13F-HR Timeline
PRAIRIEVIEW WEALTH PARTNERS, LLC	7,465	$424K	0.38%	+142	13F-HR Timeline
FWG Investments, LLC.	7,463	$424K	0.27%	+10	13F-HR Timeline
Somerset Trust Co	7,449	$423K	0.13%	-37	13F-HR Timeline
South Shore Capital Advisors	7,380	$419K	0.31%		13F-HR Timeline
OLD SECOND NATIONAL BANK OF AURORA	7,360	$418K	0.08%	+1,037	13F-HR Timeline
CAHABA WEALTH MANAGEMENT, INC.	7,359	$418K	0.03%	0	13F-HR Timeline
ALLIANCEBERNSTEIN L.P.	7,337	$417K	<0.01%	new	13F-HR Timeline
PUREfi Wealth, LLC	7,291	$414K	0.32%	+2,936	13F-HR Timeline
ACUTE INVESTMENT ADVISORY, LLC	7,278	$413K	4.01%	-1,048	13F-HR Timeline
Truepoint, Inc.	7,269	$413K	0.01%	-2	13F-HR Timeline
Ruggiero Investments, Inc.	7,268	$413K	0.37%		13F-HR Timeline
Wealth Advisory Solutions, LLC	7,242	$411K	0.1%	+88	13F-HR Timeline
Allie Family Office LLC	7,159	$407K	0.19%	0	13F-HR Timeline
Venture Visionary Partners LLC	7,158	$407K	0.01%	-240	13F-HR Timeline
SCS Capital Management LLC	7,131	$405K	<0.01%	0	13F-HR Timeline
Keebeck Wealth Management	7,116	$404K	0.05%	0	13F-HR Timeline
Iowa State Bank	7,100	$403K	0.08%	0	13F-HR Timeline
Retirement Planning Co of New England, …	7,059	$401K	0.16%	-8	13F-HR Timeline
McMill Wealth Management	7,054	$401K	0.11%	0	13F-HR Timeline
Drucker Wealth 3.0, LLC	7,037	$400K	0.07%	-166	13F-HR Timeline
Mayfair Advisory Group, LLC	7,018	$400K	0.16%	0	13F-HR Timeline
Grandview Asset Management LLC	7,021	$399K	0.11%	+41	13F-HR Timeline
SMART Wealth LLC	6,965	$396K	0.12%	+555	13F-HR Timeline
Acorn Wealth Advisors, LLC	6,954	$395K	0.12%	-519	13F-HR Timeline
FRANKLIN RESOURCES INCin group Franklin Resources	6,952	$395K	<0.01%	+1	13F-HR Timeline Group
Caprock Group, LLC	6,939	$394K	0.01%	0	13F-HR Timeline
Warren Street Wealth Advisors, LLC	6,882	$391K	0.11%	-5,747	13F-HR Timeline
JMN Financial LLC	6,844	$389K	0.39%		13F-HR Timeline
Beacon Capital Management, LLC	6,843	$389K	0.06%	new	13F-HR Timeline
SUMMIT WEALTH GROUP LLC / CO	6,804	$387K	0.05%	new	13F-HR Timeline