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Disclosery

SPYV SPDR SERIES TRUST

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PRTFLO S&P500 VL (fund)

1,173 managers (1,186 13F filers) reported a position in SPYV shares at 2026-03-31, 473,425,033 shares in all. 76 filers opened a position and 56 filers sold out during the quarter.

Managers
1,173
13F filers
1,186
New
76
Added
478
Reduced
419
Sold out
56
Shares held by filers
473,425,033

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
INTEGRATED CAPITAL MANAGEMENT, INC.16,207$917K0.61%-37413F-HRTimeline
Headland Capital, LLC16,135$913K0.26%-2613F-HRTimeline
Galvin, Gaustad & Stein, LLC15,902$900K0.07%+58013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC15,734$890K0.01%-1,28813F-HRTimeline
LOWE BROCKENBROUGH & CO INC15,628$884K0.04%-24513F-HRTimeline
Ironwood Financial, llc15,582$882K0.15%013F-HRTimeline
Brown Miller Wealth Management, LLC15,483$876K0.25%+1,48813F-HRTimeline
SFMG, LLC15,479$876K0.06%013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC15,410$872K0.21%-79913F-HRTimeline
GeoWealth Management, LLC15,376$870K0.03%+60213F-HRTimeline
True Blue Financial, LLC15,322$867K0.68%+6,81413F-HRTimeline
ForthRight Wealth Management, LLC15,291$865K0.25%+1,10013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV15,240$862K0.04%+5,50413F-HRTimeline
Mine & Arao Wealth Creation & Managemen…15,221$861K0.36%+413F-HRTimeline
GM Advisory Group, LLC15,211$861K0.03%+2,10513F-HRTimeline
RKL Wealth Management LLC15,118$855K0.08%-1,50813F-HRTimeline
Greenspring Advisors, LLC14,988$848K0.05%-6413F-HRTimeline
CHOREO, LLC14,956$843K0.01%-9613F-HRTimeline
Coordinated Financial Services, Inc.14,815$838K0.48%-37113F-HRTimeline
AWM CAPITAL, LLC14,675$830K0.08%+5313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC14,589$825K<0.01%+10913F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…14,465$818K0.02%+8,40113F-HRTimelineGroup
Lansing Street Advisors14,268$807K0.2%+4213F-HRTimeline
PENNINGTON PARTNERS & CO., LLC14,263$807K0.28%+8,56113F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA14,251$806K0.02%+79513F-HRTimelineGroup
Texas Capital Bank Wealth Management Se…14,102$798K0.05%-50013F-HRTimeline
Asempa Wealth Advisors14,039$795K0.69%-2,60113F-HRTimeline
Lantz Financial LLC14,008$793K0.16%-13313F-HRTimeline
Frazier Financial Advisors, LLC13,940$789K0.44%+1,32213F-HRTimeline
Costello Asset Management, INC13,938$789K0.27%+7,34913F-HRTimeline
SageView Advisory Group, LLC13,908$787K0.03%-4613F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich13,898$786K<0.01%-33213F-HRTimeline
Ritter Daniher Financial Advisory LLC /…13,843$783K0.13%+6313F-HRTimeline
BCGM Wealth Management, LLC13,765$779K0.2%+513F-HRTimeline
Caldwell Trust Co13,669$773K0.07%013F-HRTimeline
Alpha Zero LLC13,610$770K0.39%013F-HRTimeline
Sanchez Wealth Management Group13,586$769K0.17%-57813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.13,413$759K0.01%-11,47013F-HRTimelineGroup
RDA Financial Network13,404$758K0.19%+47713F-HRTimeline
Barnes Wealth Management Group, Inc13,393$758K0.38%-1,79813F-HRTimeline
KM Capital Management Ltd.12,592$758K0.51%-4,58913F-HRTimeline
Beacon Capital Management, LLC13,290$752K0.13%+6,44713F-HRTimeline
Hirtle & Co., LLC13,286$752K0.03%-613F-HRTimeline
Wallington Asset Management, LLC13,270$751K0.1%+39013F-HRTimeline
Signal Advisors Wealth, LLC13,237$749K0.05%-3,41113F-HRTimeline
Embree Financial Group13,162$745K0.09%+4613F-HRTimeline
ROCKLAND TRUST CO13,090$741K0.03%-3,28113F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC13,050$738K0.05%-55713F-HRTimeline
Serenus Wealth Advisors, LLC13,018$737K0.15%+1513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC12,900$730K<0.01%new13F-HRTimeline
Snowden Capital Advisors LLC12,767$722K0.02%+14213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…12,762$722K0.02%+4513F-HR/ATimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP12,735$721K<0.01%+78513F-HRTimelineGroup
Castleview Partners, LLC12,733$720K0.37%+53813F-HRTimeline
NewEdge Wealth, LLC12,584$712K0.01%+1,00613F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC12,497$707K0.02%+4413F-HRTimeline
Kovack Advisors, Inc.12,363$700K0.04%+6013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding12,345$699K+11,769Timeline
MATHER GROUP, LLC.12,286$695K0.01%+87113F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC12,237$692K0.02%-413F-HRTimeline
Waterway Wealth Management, LLC12,190$690K0.15%new13F-HRTimeline
Impact Partnership Wealth, LLC12,127$686K0.08%-2,83313F-HRTimeline
4WEALTH ADVISORS, INC.12,290$684K0.58%-16513F-HRTimeline
Kirkwood Financial Services12,060$682K0.23%+4413F-HRTimeline
Advance Capital Management, Inc.11,980$678K0.03%-1,85813F-HRTimeline
Copley Financial Group, Inc.11,963$677K0.41%-8113F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC11,934$675K0.08%+1513F-HRTimeline
Rossby Financial, LCC11,893$674K0.14%+3,92613F-HRTimeline
Richmond Investment Services, LLC11,842$670K0.11%-61013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,796$667K<0.01%-9,28313F-HRTimelineGroup
BEACON FINANCIAL GROUP11,793$667K0.07%013F-HRTimeline
MCDONALD PARTNERS LLC11,718$663K0.16%+10013F-HRTimeline
Triad Wealth Partners, LLC11,691$661K0.05%-3,51313F-HRTimeline
HBW ADVISORY SERVICES LLC11,617$657K0.07%-2013F-HRTimeline
Walser Wealth Management Company, A Ltd…11,470$649K0.29%-6,45113F-HRTimeline
Cadia Private Client LLC11,349$642K0.52%+3,03413F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS11,318$640K0.3%+5413F-HRTimeline
Brand Asset Management Group, Inc.11,259$637K0.17%+98113F-HRTimeline
Carnegie Investment Counsel11,259$637K0.01%013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO11,150$631K<0.01%+46013F-HRTimelineGroup
PMG Wealth Management, Inc.11,068$626K0.45%+20113F-HRTimeline
Jacobi Capital Management LLC11,045$625K0.03%+1013F-HRTimeline
Diversified Enterprises, LLC10,972$621K0.03%+2413F-HRTimeline
Wallace Advisory Group, LLC10,970$621K0.66%-1,08313F-HRTimeline
Realta Investment Advisors10,879$616K0.21%+27613F-HRTimeline
Strategic Financial Concepts, LLC10,817$612K0.15%-72613F-HRTimeline
McGlone Suttner Wealth Management, Inc.10,761$609K0.08%-2,64613F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD10,744$608K0.09%+21413F-HR/ATimeline
Rossmore Private Capital10,693$605K0.05%-1,40013F-HRTimeline
Prospect Financial Services LLC10,665$603K0.37%+39613F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC10,658$603K<0.01%13F-HRTimelineGroup
HF Advisory Group, LLC10,646$602K0.21%-1,44613F-HRTimeline
WEDBUSH SECURITIES INC10,641$602K0.02%-66513F-HRTimeline
Smithfield Trust Co10,600$600K0.03%013F-HRTimeline
Detalus Advisors, LLC10,603$600K0.14%+6413F-HRTimeline
Clark Capital Management Group, Inc.10,567$598K<0.01%-172,49513F-HRTimeline
Soltis Investment Advisors LLC10,566$598K0.04%+1,39613F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC10,469$592K0.01%013F-HRTimeline
Fortune 45 LLC10,455$592K0.29%-2,79213F-HRTimeline
CENTAURUS FINANCIAL, INC.10,384$588K0.03%+1413F-HRTimeline
Peak Wealth Management LLC10,376$587K0.48%013F-HRTimeline
Tribridge Partners Financial LLC10,275$583K0.24%+1,75613F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC10,278$582K0.12%-85813F-HRTimeline
626 Financial, LLC10,260$581K0.26%013F-HRTimeline
Investments & Financial Planning, LLC10,217$578K0.31%-1713F-HRTimeline
Rothschild Wealth LLC10,138$574K0.05%-4,94113F-HRTimeline
Glass Jacobson Investment Advisors llc10,096$571K0.2%013F-HRTimeline
YHB Investment Advisors, Inc.9,784$554K0.04%-7113F-HRTimeline
Pathway Financial Advisors LLC9,730$552K0.07%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.9,692$548K0.07%-10213F-HRTimeline
Bogart Wealth, LLC9,653$546K0.02%+1,09813F-HRTimeline
Arbor Wealth Advisors LLC9,650$546K0.38%013F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC9,612$544K0.09%-28013F-HRTimelineGroup
Bill Few Associates, Inc.9,603$543K0.13%+1,41213F-HRTimeline
Midwest Trust Co9,553$541K0.01%-613F-HRTimeline
ALTFEST L J & CO INC9,546$540K0.06%+9313F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…9,534$539K0.48%-25,58213F-HRTimeline
MBL Wealth, LLC9,440$534K0.04%+60013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC9,434$534K0.11%+2,92313F-HRTimeline
Pinnacle Bancorp, Inc.9,429$533K0.16%-28513F-HRTimeline
Brio Consultants, LLC8,848$531K0.06%-26813F-HRTimeline
Dynamic Financial Group9,339$528K0.43%+73813F-HRTimeline
SYON CAPITAL LLC9,246$523K0.03%-1,87213F-HRTimeline
Regal Investment Advisors LLC9,231$522K0.03%-19413F-HRTimeline
Bluesphere Advisors LLC9,223$522K0.19%+52513F-HRTimeline
TWO SIGMA SECURITIES, LLC9,218$522K0.06%new13F-HRTimeline
Aptus Capital Advisors, LLC9,065$513K<0.01%+50313F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC9,042$512K0.05%+4,58113F-HRTimeline
Key Capital Management, INC9,002$509K0.34%+8,56213F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION8,993$509K0.04%+93913F-HRTimeline
SAX WEALTH ADVISORS, LLC8,891$505K0.02%-1313F-HRTimeline
DAVENPORT & Co LLC8,848$501K<0.01%+5013F-HRTimeline
Portland Financial Advisors Inc8,816$499K1.04%+52613F-HRTimeline
Trueblood Wealth Management, LLC8,749$495K0.19%+2513F-HRTimeline
Crescent Sterling, Ltd.8,698$492K0.48%013F-HRTimeline
Asset Allocation Strategies LLC8,683$491K0.09%-87,08013F-HRTimeline
Cascade Investment Advisors, Inc.8,670$491K0.29%+94513F-HRTimeline
Drucker Wealth 3.0, LLC8,641$489K0.09%+1,60413F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…8,576$485K0.02%-1,91913F-HRTimelineGroup
KRAEMATON INVESTMENT ADVISORS, INC8,509$481K0.39%-1813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…8,476$480K0.03%+2,38113F-HRTimeline
Financial Solutions Advisory Group, Inc.8,460$479K0.07%13F-HRTimeline
Liberty Atlantic Advisors LLC8,348$472K0.4%-96513F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP8,321$470K0.01%+15913F-HRTimeline
Compass Financial Services Inc8,289$469K0.2%+813F-HRTimeline
BridgePort Financial Solutions, LLC8,223$465K0.13%+2813F-HRTimeline
OakTrust Wealth Advisors, LLC8,200$464K0.42%-1,14413F-HRTimeline
MCF Advisors LLC8,201$464K0.02%+16913F-HRTimeline
Fortis Group Advisors, LLC7,652$458K0.08%-3,70013F-HRTimeline
GDS Wealth Management8,056$456K0.03%+813F-HRTimeline
Clarity Capital Advisors, LLC8,021$454K0.21%013F-HRTimeline
Arax Advisory Partners7,992$452K0.01%-40513F-HRTimeline
Tilson Financial Group, Inc.7,984$452K0.14%-13113F-HRTimeline
SHP Wealth Management7,949$450K0.03%-2,03013F-HRTimeline
Johnson Wealth Management, LLC7,937$449K0.22%013F-HRTimeline
Capital Square, LLC7,572$448K0.21%+81013F-HRTimeline
Wealth Advisory Solutions, LLC7,892$447K0.1%+65013F-HRTimeline
Snider Financial Group7,853$444K0.13%-126,11713F-HRTimeline
South Shore Capital Advisors7,835$443K0.32%+45513F-HRTimeline
O'Keefe Stevens Advisory, Inc.7,830$443K0.11%new13F-HRTimeline
Narus Financial Partners, LLC7,817$442K0.12%+16813F-HRTimeline
Net Worth Advisory Group7,815$442K0.09%+2913F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC7,815$442K0.36%+35013F-HRTimeline
Daviman Financial, LLC7,753$439K0.26%-1,39413F-HRTimeline
OARSMAN CAPITAL, INC.7,739$438K0.05%-70613F-HRTimeline
Composition Wealth, LLC7,713$436K0.01%-3,30413F-HRTimeline
Darrow Company, Inc.7,841$436K0.2%-1,25213F-HRTimeline
Sage Mountain Advisors LLC7,660$433K0.03%013F-HRTimeline
Florida Trust Wealth Management Co7,627$432K0.01%-45013F-HRTimeline
IMC-Chicago, LLC7,602$430K0.01%-2,99813F-HRTimeline
Integrity Wealth Partners, LLC7,578$429K0.39%13F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT7,535$426K0.03%-92313F-HRTimeline
Black Diamond Financial, LLC7,532$426K0.05%+2,83713F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.7,359$416K0.03%013F-HRTimeline
Leo Wealth, LLC7,350$416K0.03%+1,51813F-HRTimeline
Empirical Asset Management, LLC7,227$409K0.11%-5,40113F-HRTimeline
Somerset Trust Co7,210$408K0.13%-23913F-HRTimeline
Colter Lewis Investment Partners LLC7,209$408K0.38%new13F-HRTimeline
DRAVO BAY LLC7,207$408K0.17%+1,60613F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA7,189$407K0.08%-17113F-HRTimeline
Warren Street Wealth Advisors, LLC7,185$407K0.1%+30313F-HRTimeline
Allie Family Office LLC7,159$405K0.18%013F-HR/ATimeline
SCS Capital Management LLC7,131$403K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,131$403K0.01%new13F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.7,094$403K<0.01%-24313F-HRTimeline
Keebeck Wealth Management7,116$403K0.05%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC7,114$402K0.06%-94413F-HRTimeline
Iowa State Bank7,100$402K0.07%013F-HRTimeline
Retirement Planning Co of New England, …7,069$400K0.16%+1013F-HRTimeline
AVISO WEALTH MANAGEMENT7,056$399K0.18%-99013F-HRTimeline
Cerro Pacific Wealth Advisors LLC7,019$397K0.1%-62113F-HRTimeline
Mayfair Advisory Group, LLC7,018$397K0.14%013F-HRTimeline
NorthCoast Asset Management LLC7,002$396K0.01%-9,01013F-HRTimeline
Cassilly Financial Group LLC6,961$394K0.34%+19613F-HRTimeline
Mullaney, Keating & Wright, Inc.6,956$394K0.21%-80613F-HRTimeline
Acorn Wealth Advisors, LLC6,954$393K0.11%013F-HRTimeline
Truepoint, Inc.6,940$393K0.01%-32913F-HRTimeline
Caprock Group, LLC6,939$393K0.01%013F-HRTimeline
POM Investment Strategies, LLC6,856$388K0.48%-201,45813F-HRTimeline
FWG Investments, LLC.6,832$387K0.25%-63113F-HRTimeline