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Disclosery

SPYV SPDR SERIES TRUST

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PRTFLO S&P500 VL (fund)

1,010 managers (1,023 13F filers) reported a position in SPYV shares at 2024-12-31, 423,225,242 shares in all. 70 filers opened a position and 77 filers sold out during the quarter.

Managers
1,010
13F filers
1,023
New
70
Added
419
Reduced
306
Sold out
77
Shares held by filers
423,225,242

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.

HolderSharesValue% of portfolioChangeSource
Fusion Family Wealth, LLC4,706$241K0.02%013F-HRTimeline
CEERA INVESTMENTS, LLC4,650$238K0.08%new13F-HRTimeline
Principle Wealth Partners LLC4,648$238K0.02%013F-HRTimeline
Valued Retirements, Inc.4,631$237K0.32%013F-HRTimeline
Winch Advisory Services, LLC4,624$236K0.06%+3013F-HRTimeline
Goldstein Advisors, LLC4,568$234K0.03%-12113F-HRTimeline
Florida Trust Wealth Management Co4,546$232K0.01%013F-HRTimeline
Stonebrook Private Inc.4,545$232K0.06%-79,78613F-HRTimeline
SMART Wealth LLC4,534$232K0.08%-1313F-HRTimeline
Costello Asset Management, INC4,503$230K0.15%-1,58913F-HRTimeline
CIBC WORLD MARKET INC.4,507$230K<0.01%-4,35013F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI4,451$228K0.02%013F-HRTimeline
HOWE & RUSLING INC4,410$226K0.02%new13F-HRTimeline
Trifecta Capital Advisors, LLC4,365$223K0.04%new13F-HRTimeline
Rockwood Wealth Management, LLC4,352$222K0.02%-1213F-HRTimeline
Northwest Capital Management Inc4,342$222K0.1%+1813F-HRTimeline
VALLEY NATIONAL ADVISERS INC4,352$222K0.04%013F-HRTimeline
Heritage Wealth Management, Inc. /CA/4,326$221K0.19%-1,85213F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC4,317$221K0.01%new13F-HRTimeline
Main Street Financial Solutions, LLC4,287$219K0.02%new13F-HRTimeline
Howard Capital Management Group, LLC4,273$219K0.01%013F-HRTimeline
180 WEALTH ADVISORS, LLC4,270$218K0.03%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC4,269$218K0.02%new13F-HRTimeline
SYNOVUS FINANCIAL CORP4,268$218K<0.01%-3,10213F-HRTimeline
ZEGA Investments, LLC4,141$218K0.06%13F-HRTimeline
Choate Investment Advisors4,219$216K0.01%new13F-HRTimeline
Veracity Capital LLC4,204$215K0.08%013F-HRTimeline
Avestar Capital, LLC4,177$214K0.02%+36713F-HRTimeline
Quantum Financial Advisors, LLC4,175$214K0.03%013F-HRTimeline
Wilkins Miller Wealth Management, LLC4,167$213K0.22%13F-HRTimeline
Forza Wealth Management, LLC4,165$213K0.1%013F-HRTimeline
SIMPLEX TRADING, LLC4,146$212K0.01%new13F-HRTimeline
LexAurum Advisors, LLC4,143$212K0.04%+14313F-HRTimeline
Cornerstone Wealth Group, LLC4,120$211K0.02%new13F-HRTimeline
Walkner Condon Financial Advisors LLC4,115$210K0.04%-3013F-HRTimeline
VISTA INVESTMENT MANAGEMENT4,094$209K0.08%-7013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.4,075$208K<0.01%new13F-HRTimeline
Venture Visionary Partners LLC4,071$208K0.01%-65913F-HR/ATimeline
ATWOOD & PALMER INC4,071$208K0.01%013F-HRTimeline
Texas Yale Capital Corp.4,025$206K0.01%new13F-HRTimeline
Hopwood Financial Services, Inc.4,021$206K0.16%13F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC4,000$205K0.12%new13F-HRTimeline
FineMark National Bank & Trust3,967$203K0.01%new13F-HRTimeline
World Investment Advisors3,925$201K0.01%-4,92513F-HRTimeline
TUCKER ASSET MANAGEMENT LLC3,923$201K0.02%013F-HRTimeline
Glassman Wealth Services3,833$196K0.03%013F-HRTimeline
Crews Bank & Trust3,816$195K0.03%13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC3,749$192K0.03%-79013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.3,583$188K0.01%+1,05813F-HRTimelineGroup
PrairieView Partners, LLC3,601$184K0.02%+41113F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,546$181K0.01%013F-HRTimeline
SBI Securities Co., Ltd.3,493$179K0.01%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,487$178K<0.01%+14813F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.3,450$176K0.05%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC3,228$165K0.03%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC3,026$160K0.15%013F-HRTimeline
Topsail Wealth Management, LLC2,975$152K0.03%13F-HRTimeline
Indiana Trust & Investment Management Co2,879$147K0.05%013F-HRTimeline
Darwin Wealth Management, LLC2,877$147K0.05%-44613F-HR/ATimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,867$147K0.01%013F-HRTimelineGroup
Acropolis Investment Management, LLC2,831$145K0.01%new13F-HRTimeline
Operose Advisors LLC2,825$144K0.05%-1,06513F-HRTimeline
JFS WEALTH ADVISORS, LLC2,805$143K0.01%+913F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors2,800$143K0.02%013F-HRTimelineGroup
Stonebridge Financial Group, LLC2,533$130K0.01%13F-HRTimeline
Noble Wealth Management PBC2,445$125K0.09%13F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC2,356$120K0.16%+1613F-HRTimeline
Murphy & Mullick Capital Management Corp2,303$118K0.11%13F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.2,302$118K0.02%013F-HRTimeline
Heritage Wealth Advisors2,200$113K0.01%013F-HRTimeline
TRUST CO OF VERMONT2,048$105K0.01%013F-HRTimeline
Urban Financial Advisory Corp2,025$104K0.06%+1313F-HRTimeline
Bare Financial Services, Inc2,000$102K0.04%013F-HRTimeline
Main Street Group, LTD1,977$101K0.04%-3413F-HRTimeline
Householder Group Estate & Retirement S…1,994$101K0.08%-27,51113F-HRTimeline
Coston, McIsaac & Partners1,917$98K0.03%013F-HRTimeline
BALLAST ADVISORS LLC1,715$87.7K0.03%-313F-HRTimeline
Future Financial Wealth Managment LLC1,627$83.2K0.06%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,625$83.1K0.05%13F-HRTimeline
PINNEY & SCOFIELD, INC.1,514$77.4K0.06%13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,508$77.1K<0.01%+213F-HRTimelineGroup
Transcendent Capital Group LLC1,496$76.5K0.04%013F-HRTimeline
NVWM, LLC1,461$74.7K0.02%013F-HRTimeline
Cornerstone Planning Group LLC1,393$73.9K0.02%-1113F-HRTimeline
Abound Wealth Management1,408$72K0.02%+1,15613F-HRTimeline
Tortoise Investment Management, LLC1,330$68K0.01%013F-HR/ATimeline
Venturi Wealth Management, LLC1,324$67.7K<0.01%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.1,322$67.6K0.06%13F-HRTimeline
Human Investing LLC1,282$65.6K0.01%new13F-HRTimeline
NFSG Corp1,282$65.5K0.02%-26813F-HRTimeline
Blue Trust, Inc.1,278$65.4K<0.01%-58613F-HR/ATimeline
Family Manage LLC1,266$64.7K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.1,185$62.3K0.03%13F-HRTimeline
Asset Dedication, LLC1,212$62K<0.01%-82513F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,200$61.4K0.03%013F-HRTimeline
FIRST FINANCIAL CORP /IN/1,157$59.2K0.03%013F-HRTimeline
Westside Investment Management, Inc.1,103$56.4K0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.1,095$56K0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP1,076$55K0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC1,021$54K<0.01%new13F-HRTimelineGroup
Transce3nd, LLC1,013$51.8K0.02%13F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,000$51.1K<0.01%013F-HRTimeline
Archer Investment Corp1,000$51.1K0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC974$49.8K<0.01%-1,67113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…972$49.7K0.01%013F-HRTimeline
Crewe Advisors LLC969$49.6K0.01%+56013F-HRTimeline
STEPH & CO885$45.3K0.02%013F-HRTimeline
Plante Moran Financial Advisors, LLC872$44.6K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB864$44.2K<0.01%new13F-HRTimeline
Atlatl Advisers LLC812$41.5K0.02%13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC735$37.6K0.01%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\725$37.1K<0.01%+32513F-HR/ATimelineGroup
Van Hulzen Asset Management, LLC722$36.9K<0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC702$35.9K<0.01%-2513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Legacy Investment Solutions, LLC688$35.9K0.02%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…688$35.9K0.02%013F-HRTimelineGroup
Lindbrook Capital, LLC695$35.5K<0.01%+48113F-HRTimeline
North Star Investment Management Corp.695$35.5K<0.01%new13F-HRTimeline
Wood Tarver Financial Group, LLC694$35K0.01%13F-HRTimeline
Sandy Spring Bank679$34.7K<0.01%+313F-HRTimeline
Sunbelt Securities, Inc.627$32.1K<0.01%+213F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC625$31.9K0.01%+513F-HRTimeline
Sanctuary Wealth Management, L.L.C.608$31.1K0.02%+9913F-HRTimeline
Park Place Capital Corp597$30.5K0.01%new13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC569$29.1K<0.01%013F-HRTimeline
Pineridge Advisors LLC552$28.2K0.01%+413F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC544$27.8K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC535$27.4K0.01%013F-HRTimelineGroup
Ascentis Wealth Management, LLCgroup of 2 filers holding495$25.3K-130Timeline
Olistico Wealth, LLC492$25.2K0.01%013F-HRTimeline
CVA Family Office, LLC480$24.6K<0.01%013F-HRTimeline
FPC INVESTMENT ADVISORY, INC.450$23.7K0.02%new13F-HRTimeline
Smartleaf Asset Management LLC459$23.5K<0.01%-713F-HRTimeline
Hartford Financial Management Inc.420$21.5K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…404$20.7K<0.01%013F-HR/ATimeline
NEW WAVE WEALTH ADVISORS LLC400$20.5K0.01%new13F-HRTimeline
Putney Financial Group LLC400$20.5K0.02%13F-HRTimeline
Valued Wealth Advisors LLC379$19.4K0.01%new13F-HRTimeline
Game Plan Financial Advisors, LLC375$19.1K0.01%013F-HRTimeline
Hanson & Doremus Investment Management353$18K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.351$18K<0.01%-6613F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…340$17.4K<0.01%013F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC328$16.8K<0.01%013F-HRTimeline
CITY HOLDING CO305$15.6K<0.01%-1013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC301$15.4K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust281$14.4K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC275$14K<0.01%013F-HRTimeline
Accredited Wealth Management, LLC261$13.3K0.01%13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST260$13.3K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC259$13.2K<0.01%013F-HRTimeline
Hamilton Point Investment Advisors, LLC258$13.2K<0.01%new13F-HRTimeline
Paladin Advisory Group, LLC254$13K0.01%013F-HRTimeline
Sugar Maple Asset Management, LLC252$12.9K0.01%new13F-HRTimeline
FLP Wealth Management, LLC250$12.8K0.03%13F-HRTimeline
Ransom Advisory, Ltd250$12.8K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.227$11.6K0.01%13F-HRTimeline
WASHINGTON TRUST Co225$11.5K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…210$10.7K<0.01%-2913F-HRTimelineGroup
WPG Advisers, LLC205$10.5K0.01%13F-HRTimeline
Avion Wealth208$10K<0.01%+213F-HRTimeline
McClarren Financial Advisors, Inc.200$10K0.03%+14813F-HRTimeline
CNB Bank193$9.87K<0.01%013F-HRTimeline
CENTRAL TRUST Co187$9.56K<0.01%-30413F-HRTimeline
Sound Income Strategies, LLC168$8.6K<0.01%-4113F-HRTimeline
Raleigh Capital Management Inc.166$8.49K<0.01%013F-HRTimeline
CURIO WEALTH, LLC153$7.82K<0.01%13F-HRTimeline
Park Square Financial Group, LLC126$6.44K<0.01%13F-HRTimeline
EASTERN BANK120$6.14K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…118$6.04K<0.01%013F-HRTimelineGroup
Arax Advisory Partners110$5.63K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.97$4.96K<0.01%13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO95$4.86K<0.01%new13F-HRTimelineGroup
YANKCOM Partnership90$4.6K<0.01%13F-HRTimeline
Versant Capital Management, Inc84$4.3K<0.01%013F-HRTimeline
Creekmur Asset Management LLC83$4.26K<0.01%-113F-HRTimeline
Spectrum Wealth Counsel, LLC80$4.09K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.76$3.88K<0.01%013F-HRTimeline
2UniFi Bank74$3.78K<0.01%13F-HRTimeline
Medallion Wealth Advisors, LLC62$3.19K<0.01%13F-HRTimeline
Rakuten Securities, Inc.62$3.17K<0.01%new13F-HRTimeline
WR Wealth Planners, LLC61$3.12K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC60$3.07K<0.01%13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.60$3K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WOLFF WIESE MAGANA LLC55$2.81K<0.01%-59813F-HRTimeline
Capital A Wealth Management, LLC55$2.81K<0.01%13F-HRTimeline
Longview Financial Advisors LLC50$2.56K<0.01%13F-HRTimeline
BFSG, LLC40$2.05K<0.01%new13F-HRTimeline
HORIZON BANCORP INC /IN/36$2K<0.01%-6113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…38$1.94K<0.01%-2,60013F-HRTimelineGroup
Kiker Wealth Management, LLC35$1.79K<0.01%13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…34$1.74K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC31$1.59K<0.01%new13F-HRTimeline
Element Wealth, LLC27$1.38K<0.01%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP27$1.37K<0.01%013F-HRTimeline
CAPITAL & PLANNING, LLC26$1.36K<0.01%13F-HRTimeline
Breakwater Investment Management26$1.33K<0.01%new13F-HR/ATimeline
EnRich Financial Partners LLC22$1.12K<0.01%013F-HRTimeline
ORG Partners LLC19$976<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…19$972<0.01%-28613F-HRTimelineGroup
SWAN Capital LLC15$772<0.01%+1113F-HRTimeline