Skip to content
Disclosery

SPYV SPDR SERIES TRUST

Follow

PRTFLO S&P500 VL (fund)

1,198 managers (1,214 13F filers) reported a position in SPYV shares at 2026-06-30, 490,790,160 shares in all. 92 filers opened a position and 52 filers sold out during the quarter.

Managers
1,198
13F filers
1,214
New
92
Added
493
Reduced
418
Sold out
52
Shares held by filers
490,790,160

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
GC Wealth Management RIA, LLC6,753$411K0.02%013F-HRTimeline
Empirical Asset Management, LLC6,735$409K0.09%-49213F-HRTimeline
Dynamic Advisor Solutions LLC6,728$409K0.01%+1,04513F-HRTimeline
POM Investment Strategies, LLC6,726$409K0.46%-13013F-HRTimeline
JMG Financial Group, Ltd.6,661$405K0.01%-3413F-HRTimeline
Twelve Points Wealth Management LLC6,631$403K0.08%+23513F-HRTimeline
ALLIANCEBERNSTEIN L.P.7,094$401K<0.01%013F-HRTimeline
Cassilly Financial Group LLC6,602$401K0.29%-35913F-HR/ATimeline
Cascade Financial Partners, LLC6,591$401K0.03%+41113F-HRTimeline
Snider Financial Group6,588$400K0.1%-1,26513F-HRTimeline
PUREfi Wealth, LLC6,585$400K0.22%+113F-HRTimeline
Key Client Fiduciary Advisors, LLC6,581$400K0.12%013F-HRTimeline
Centurion Wealth Management LLC6,581$400K0.1%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…6,550$398K<0.01%+56313F-HRTimelineGroup
Everest Financial Group LLC6,519$396K0.05%013F-HRTimeline
JMN Financial LLC6,516$396K0.31%-4913F-HRTimeline
Cerro Pacific Wealth Advisors LLC6,476$394K0.09%-54313F-HRTimeline
AMG National Trust Bank6,476$394K0.01%new13F-HRTimeline
Stiles Financial Services Inc6,425$391K0.1%+7513F-HRTimeline
ZEGA Investments, LLC6,383$388K0.06%-29113F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd6,365$387K0.01%new13F-HRTimelineGroup
Vawter Financial, Ltd.6,354$386K0.15%013F-HRTimeline
Colonial River Investments, LLC6,274$381K0.11%-40013F-HRTimeline
Mission Creek Capital Partners, Inc.6,273$381K0.07%013F-HRTimeline
LCNB CORP6,250$380K0.12%013F-HRTimeline
Richard W. Paul & Associates, LLC6,228$379K0.12%013F-HRTimeline
Aegis Wealth Management, Inc.6,215$378K0.24%+1,83613F-HRTimeline
Ruggiero Investments, Inc.6,193$376K0.32%-27613F-HRTimeline
Richmond Brothers, Inc.6,169$375K0.2%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources6,155$374K<0.01%-174,54013F-HRTimelineGroup
KLCM Advisors, Inc.6,108$371K0.03%+78113F-HRTimeline
Berkeley, Inc6,104$371K0.12%013F-HRTimeline
Thayer Partners, LLC / MA6,103$371K0.15%+2713F-HRTimeline
Fisher Asset Management, LLC6,089$370K<0.01%new13F-HRTimeline
Second Line Capital, LLC6,073$369K0.07%+35413F-HRTimeline
Grandview Asset Management LLC6,069$369K0.09%-11313F-HRTimeline
Roehl & Yi Investment Advisors, LLC6,060$368K0.12%013F-HRTimeline
Virtue Capital Management, LLC5,986$364K0.05%-28713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,975$363K<0.01%-5813F-HRTimelineGroup
Ballast, Inc.5,970$363K0.07%-36113F-HRTimeline
GILL CAPITAL PARTNERS, LLC5,918$360K0.1%013F-HRTimeline
Lynx Investment Advisory5,913$359K0.12%+2413F-HRTimeline
Evolution Wealth Advisors, LLC5,900$359K0.04%013F-HRTimeline
Pinion Investment Advisors, LLC5,860$356K0.07%013F-HRTimeline
GoalVest Advisory LLC5,860$356K0.07%013F-HRTimeline
WNY Asset Management, LLC5,849$356K0.03%-52113F-HRTimeline
Smallwood Wealth Investment Management,…5,842$355K0.16%013F-HRTimeline
Brookwood Investment Group LLC5,824$354K0.04%+1,66313F-HRTimeline
FIRST COMMUNITY TRUST NA5,820$354K0.16%013F-HRTimeline
Mascagni Wealth Management, Inc.5,787$352K0.22%-2413F-HRTimeline
Mayflower Financial Advisors, LLC5,775$351K0.03%-71013F-HRTimeline
Berger Financial Group, Inc5,773$351K0.02%-52413F-HRTimeline
Reyes Financial Architecture, Inc.5,743$349K0.2%-413F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC5,728$348K0.12%new13F-HRTimeline
DRAVO BAY LLC5,646$343K0.12%-1,56113F-HRTimeline
MMA ASSET MANAGEMENT LLC5,643$343K0.11%-11113F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK5,636$343K<0.01%-113F-HRTimelineGroup
Linscomb Wealth, Inc.5,548$337K0.01%new13F-HRTimeline
Americana Partners, LLC5,533$336K0.01%-96113F-HRTimeline
Focused Wealth Management, Inc5,514$335K0.03%-59313F-HRTimeline
Old Peak Finance LLC5,511$335K0.16%013F-HRTimeline
Interchange Capital Partners, LLC5,501$334K0.06%013F-HRTimeline
Capital Investment Advisors, LLC5,462$332K<0.01%-30013F-HRTimeline
SFG Wealth Management, LLC.5,399$328K0.12%-3613F-HRTimeline
Sharper & Granite LLC5,399$328K0.1%-25013F-HRTimeline
Hegarty Advisors, LLC5,382$327K0.23%+1313F-HRTimeline
Venture Visionary Partners LLC5,377$327K0.01%+28613F-HRTimeline
Fiduciary Group, LLC5,366$326K0.03%-18113F-HRTimeline
Tranquility Partners, LLC5,365$326K0.11%+313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC5,369$326K0.02%+6013F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC5,362$326K0.13%+26213F-HRTimeline
Everhart Financial Group, Inc.5,298$322K0.02%+713F-HRTimeline
Shulman DeMeo Asset Management LLC5,292$322K0.06%-4113F-HRTimeline
Fischer Financial Services, Inc.5,261$320K0.08%new13F-HRTimeline
Kaizen Financial Strategies5,154$314K0.12%+39613F-HRTimeline
Orange Investment Advisors, Inc.5,162$314K0.04%-30213F-HRTimeline
Cape Investment Advisory, Inc.5,120$311K0.08%-55413F-HRTimeline
Three Arch Wealth Management LLC5,094$310K0.05%013F-HRTimeline
Global View Capital Management LLC5,090$309K0.06%+37213F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC5,079$309K0.14%+513F-HRTimeline
HANCOCK WHITNEY CORP5,030$306K0.01%-16513F-HRTimeline
Ariadne Wealth Management, LP5,029$306K0.14%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.5,026$306K<0.01%-8,38713F-HRTimelineGroup
Rockwood Wealth Management, LLC5,005$304K0.02%+1,41613F-HRTimeline
Erickson Financial Group, LLC4,978$303K0.16%-20413F-HRTimeline
One Charles Private Wealth Services, LLC4,978$303K0.07%new13F-HRTimeline
Capital Advantage, Inc.4,968$302K0.04%new13F-HRTimeline
Heritage Family Offices, LLP4,967$302K0.12%new13F-HRTimeline
Pacific Excel Wealth Advisors, Inc.4,967$302K0.12%-20,17513F-HRTimeline
SMART Wealth LLC4,954$301K0.06%+1013F-HRTimeline
Golden Reserve Retirement LLC4,946$301K0.05%new13F-HRTimeline
Strategic Blueprint, LLC4,928$300K0.01%-38513F-HRTimeline
Vestmark Advisory Solutions, Inc.4,918$299K<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC4,887$297K0.07%-1,33913F-HRTimeline
Montz Harcus Wealth Management LLC4,885$297K0.11%+53513F-HRTimeline
INSPIRE TRUST CO, N.A.4,883$297K0.04%new13F-HRTimeline
WORLD EQUITY GROUP, INC.4,877$297K0.07%new13F-HRTimeline
Marion Wealth Management4,875$296K0.06%+1813F-HRTimeline
JFS WEALTH ADVISORS, LLC4,875$296K0.01%-21913F-HRTimeline
Hurley Capital, LLC4,860$295K0.15%+3013F-HRTimeline
Annex Advisory Services, LLC4,856$295K0.01%-49213F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC4,847$295K<0.01%013F-HRTimelineGroup
Mountain Capital Investment Advisors In…4,837$294K0.04%+33813F-HRTimeline
TUCKER ASSET MANAGEMENT LLC4,836$294K0.07%+91313F-HRTimeline
Glenview Trust Co4,834$294K<0.01%013F-HR/ATimeline
LANE BROTHERS & CO INC4,780$291K0.19%-25413F-HRTimeline
Garden State Investment Advisory Servic…4,743$288K0.06%-30313F-HRTimeline
Wise Wealth Partners4,736$288K0.49%+113F-HRTimeline
Fusion Family Wealth, LLC4,706$286K0.02%013F-HRTimeline
Up Capital Management, Inc.4,639$282K0.22%+1713F-HRTimeline
Valued Retirements, Inc.4,631$282K0.25%013F-HRTimeline
KRM WEALTH MANAGEMENT L.L.C.4,621$281K0.12%-2113F-HRTimeline
Chris Bulman Inc4,621$281K0.1%+113F-HRTimeline
Procyon Advisors, LLC4,619$281K0.01%-86413F-HRTimeline
Amicus Financial Advisors, LLC4,596$279K0.07%-10513F-HRTimeline
Arrowroot Family Office, LLC4,544$276K0.08%+1513F-HRTimeline
Pacific Point Advisors, LLC4,541$276K0.13%new13F-HRTimeline
Intellectus Partners, LLC4,500$274K0.05%013F-HRTimeline
Note Advisors, LLC4,484$273K0.12%013F-HRTimeline
Goldstein Advisors, LLC4,473$272K0.02%013F-HRTimeline
First Interstate Bank4,469$272K0.01%new13F-HRTimeline
Purkiss Capital Advisors LLC4,458$271K0.1%new13F-HRTimeline
Choate Investment Advisors4,454$271K<0.01%013F-HRTimeline
Grantvest Financial Group LLC4,436$270K0.16%+1213F-HRTimeline
Principle Wealth Partners LLC4,434$270K0.01%013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…4,410$268K<0.01%+84013F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC4,352$265K0.03%013F-HRTimeline
Legacies Wealth LLC4,340$264K0.14%013F-HRTimeline
LexAurum Advisors, LLC4,329$263K0.03%+113F-HRTimeline
Mustard Seed Financial, LLC4,321$263K0.14%-10113F-HRTimeline
Oath Planning, LLC4,318$263K0.19%+1913F-HRTimeline
Phillip James Consulting Co.4,317$262K0.18%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.4,304$262K0.01%+1513F-HRTimeline
Walleye Partners, LLC4,300$261K0.3%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC4,294$261K<0.01%+4,09413F-HRTimelineGroup
Howard Capital Management Group, LLC4,273$260K0.02%013F-HRTimeline
Thrive Capital Management, LLC4,265$259K0.05%new13F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC4,254$259K<0.01%new13F-HRTimelineGroup
Forza Wealth Management, LLC4,165$253K0.08%013F-HRTimeline
Accel Wealth Management4,155$253K0.06%+1613F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC4,076$252K0.04%new13F-HRTimeline
NWAM LLC4,142$252K0.01%+58013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC4,123$251K0.01%013F-HRTimelineGroup
Sterling Investment Counsel, LLC4,107$250K0.06%-86313F-HRTimeline
Elm Partners Management LLC4,086$248K0.01%-62413F-HR/ATimeline
Vantage Point Financial LLC4,086$248K0.08%new13F-HRTimeline
Cambridge Advisors Inc.4,070$247K0.04%-70013F-HRTimeline
HBK Sorce Advisory LLC3,896$245K<0.01%+2713F-HRTimeline
UPTICK PARTNERS, LLC4,037$245K0.04%-35,20013F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC4,026$245K0.01%-10613F-HRTimeline
ACUTE INVESTMENT ADVISORY, LLC4,024$245K2.59%-18013F-HRTimeline
SmartHarvest Portfolios, LLC4,008$244K0.08%013F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC4,000$243K0.11%013F-HRTimeline
Winch Advisory Services, LLC3,972$241K0.05%-313F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC3,962$241K0.02%-35813F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP3,952$240K<0.01%-4,36913F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …3,935$239K<0.01%-6913F-HRTimelineGroup
Veracity Capital LLC3,931$239K0.06%-5413F-HRTimeline
Advisor Resource Council3,852$238K0.08%-26013F-HRTimeline
Asio Capital, LLC3,909$238K0.03%+613F-HRTimeline
Benchmark Financial Wealth Advisors, LLC3,903$237K0.06%+1713F-HRTimeline
Trifecta Capital Advisors, LLC3,903$237K0.03%013F-HRTimeline
COWA, LLC3,900$237K0.06%013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO3,896$237K<0.01%-95213F-HRTimeline
White Lighthouse Investment Management …3,876$236K0.03%+9613F-HRTimeline
Fortitude Financial, LLC3,876$236K0.21%-1,85113F-HRTimeline
BAYBAN3,868$235K0.18%-4913F-HRTimeline
Forvis Mazars Wealth Advisors, LLC3,838$233K<0.01%new13F-HRTimeline
Glassman Wealth Services3,833$233K0.03%013F-HRTimeline
Crews Bank & Trust3,816$232K0.03%013F-HRTimeline
Keenan, LLC3,814$232K0.16%+5813F-HRTimeline
Innovative Wealth Building LLC3,767$229K0.13%new13F-HRTimeline
WESTCO ADVISORY SERVICES INC /ADV3,765$229K0.14%-3313F-HRTimeline
Stirlingshire Investments, Inc.3,752$228K0.17%-25213F-HRTimeline
Capital Management Associates, Inc3,739$227K0.05%new13F-HRTimeline
Tradewinds, LLC.752$227K0.05%new13F-HRTimeline
CARLSON FINANCIAL, INC.3,714$226K0.12%+813F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC3,707$225K0.06%new13F-HRTimeline
Tactive Advisors, LLC3,700$225K0.06%-90013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,680$224K0.01%-9,08213F-HRTimelineGroup
Bernardo Wealth Planning LLC3,676$223K0.04%+213F-HRTimeline
Summit Place Financial Advisors, LLC3,675$223K0.1%013F-HRTimeline
Stonebridge Financial Planning Group, L…3,652$222K0.07%013F-HRTimeline
Wilkins Miller Wealth Management, LLC3,643$221K0.12%+1213F-HRTimeline
VILLERE ST DENIS J & CO LLC3,597$219K0.03%013F-HRTimeline
Indivisible Partners3,596$219K0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.3,549$217K<0.01%+67713F-HRTimeline
Falcon Wealth Planning3,558$216K0.01%013F-HRTimeline
Emerald Advisors, LLC3,553$216K0.03%013F-HRTimeline
AdviceOne Advisory Services, LLC3,542$215K0.12%013F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC3,541$215K0.06%new13F-HRTimeline
Regatta Research & Money Management3,532$215K0.2%13F-HRTimeline
AGH Wealth Advisors, LLC3,508$213K0.13%-9313F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,506$213K0.01%013F-HRTimeline
Allen Capital Group, LLC3,500$213K0.02%new13F-HRTimeline
SwitchPoint Financial Planning, LLC3,500$213K0.12%new13F-HRTimeline
Madison Wealth Partners, Inc3,493$212K0.03%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.3,466$211K0.01%new13F-HRTimelineGroup
Hibernia Wealth Partners, LLC3,463$211K0.11%-58013F-HRTimeline
Invera Wealth Advisors, LLC3,458$210K0.11%new13F-HRTimeline