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Disclosery

SPYV SPDR SERIES TRUST

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PRTFLO S&P500 VL (fund)

1,008 managers (1,020 13F filers) reported a position in SPYV shares at 2025-03-31, 437,824,157 shares in all. 69 filers opened a position and 64 filers sold out during the quarter.

Managers
1,008
13F filers
1,020
New
69
Added
454
Reduced
342
Sold out
64
Shares held by filers
437,824,157

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…5,159$263K0.01%new13F-HRTimelineGroup
Capital Square, LLC5,158$263K0.15%+50413F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.5,156$263K0.21%+17513F-HRTimeline
SIGNATUREFD, LLC5,155$263K<0.01%-99513F-HRTimeline
Ashton Thomas Private Wealth, LLC5,154$263K0.01%-47613F-HRTimeline
Cambridge Advisors Inc.5,130$262K0.06%013F-HRTimeline
Legacy Financial Advisors, Inc.5,121$262K0.04%new13F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC5,100$260K0.15%-20013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…5,082$260K<0.01%-33613F-HRTimelineGroup
Accurate Wealth Management, LLC5,491$259K0.05%-86013F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV5,021$256K0.09%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,983$254K0.01%+17913F-HRTimelineGroup
Chicago Wealth Management, Inc.4,949$253K0.13%013F-HRTimeline
Ariadne Wealth Management, LP5,029$250K0.13%013F-HRTimeline
Leo Wealth, LLC4,855$248K0.04%-2,73013F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI4,854$248K0.02%+40313F-HRTimeline
STAR Financial Bank4,832$247K0.18%013F-HRTimeline
Texas Yale Capital Corp.4,825$246K0.01%+80013F-HRTimeline
Stiles Financial Services Inc4,812$246K0.09%+3813F-HRTimeline
SMART Wealth LLC4,795$245K0.09%+26113F-HRTimeline
CIBC WORLD MARKET INC.4,757$243K<0.01%+25013F-HRTimeline
Triad Wealth Partners, LLC4,734$242K0.08%new13F-HRTimeline
Fusion Family Wealth, LLC4,706$240K0.02%013F-HRTimeline
Valued Retirements, Inc.4,631$237K0.31%013F-HRTimeline
JFS WEALTH ADVISORS, LLC4,620$236K0.02%+1,81513F-HRTimeline
Goldstein Advisors, LLC4,568$233K0.03%013F-HRTimeline
Principle Wealth Partners LLC4,534$232K0.02%-11413F-HRTimeline
Grantvest Financial Group LLC4,507$230K0.19%new13F-HRTimeline
Costello Asset Management, INC4,505$230K0.09%+213F-HRTimeline
Atlas Private Wealth Advisors4,501$230K0.03%-35913F-HRTimeline
Apella Capital, LLC4,658$226K0.01%-10,91813F-HRTimeline
Northwest Capital Management Inc4,382$224K0.09%+4013F-HRTimeline
Trifecta Capital Advisors, LLC4,365$223K0.05%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC4,352$222K0.04%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC4,331$221K0.02%+6213F-HRTimeline
LexAurum Advisors, LLC4,328$221K0.04%+18513F-HRTimeline
Walkner Condon Financial Advisors LLC4,316$220K0.04%+20113F-HRTimeline
ARS Wealth Advisors Group, LLC4,276$218K0.03%new13F-HRTimeline
Howard Capital Management Group, LLC4,273$218K0.02%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC4,263$218K0.14%-152,72713F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC4,244$217K0.01%-7313F-HRTimeline
Choate Investment Advisors4,219$215K0.01%013F-HRTimeline
Forza Wealth Management, LLC4,165$213K0.1%013F-HRTimeline
Sheaff Brock Investment Advisors, LLC4,094$209K0.02%new13F-HRTimeline
ZEGA Investments, LLC4,094$209K0.06%-4713F-HRTimeline
Second Line Capital, LLC4,079$208K0.05%new13F-HRTimeline
Veracity Capital LLC4,076$208K0.08%-12813F-HRTimeline
ATWOOD & PALMER INC4,071$208K0.01%013F-HRTimeline
VISTA INVESTMENT MANAGEMENT4,035$206K0.08%-5913F-HRTimeline
Winch Advisory Services, LLC4,028$206K0.05%-59613F-HRTimeline
Hopwood Financial Services, Inc.4,021$205K0.16%013F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC4,000$204K0.12%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC3,923$200K0.06%013F-HRTimeline
Glassman Wealth Services3,833$196K0.03%013F-HRTimeline
Crews Bank & Trust3,816$195K0.03%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC3,693$189K0.03%-5613F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,546$181K0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.3,450$176K0.05%013F-HRTimeline
LRI Investments, LLC3,383$173K0.02%new13F-HRTimeline
Topsail Wealth Management, LLC3,275$167K0.03%+30013F-HRTimeline
HOWE & RUSLING INC3,242$166K0.01%-1,16813F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC3,228$165K0.02%013F-HRTimeline
PrairieView Partners, LLC3,131$159K0.02%-47013F-HRTimeline
AMERIFLEX GROUP, INC.3,108$159K0.06%+1,92313F-HRTimeline
Smartleaf Asset Management LLC3,133$159K0.02%+2,67413F-HRTimeline
SBI Securities Co., Ltd.3,034$155K0.01%-45913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,021$154K<0.01%-46613F-HRTimelineGroup
PIN OAK INVESTMENT ADVISORS INC3,026$153K0.12%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,939$150K0.01%-64413F-HRTimelineGroup
Darwin Wealth Management, LLC2,877$147K0.05%013F-HRTimeline
Indiana Trust & Investment Management Co2,879$147K0.05%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors2,800$142K0.02%013F-HRTimelineGroup
von Borstel & Associates, Inc.2,769$141K0.04%new13F-HRTimeline
BOKF, NAin group BOKF, NA2,710$138K<0.01%new13F-HRTimelineGroup
Operose Advisors LLC2,675$137K0.05%-15013F-HRTimeline
Stonebridge Financial Group, LLC2,471$126K0.01%-6213F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC2,364$121K0.16%+813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,351$120K<0.01%+84313F-HRTimelineGroup
Noble Wealth Management PBC2,330$119K0.08%-11513F-HRTimeline
Murphy & Mullick Capital Management Corp2,303$118K0.11%013F-HRTimeline
Urban Financial Advisory Corp2,248$115K0.06%+22313F-HRTimeline
Heritage Wealth Advisors2,200$112K0.01%013F-HRTimeline
Bare Financial Services, Inc2,000$102K0.04%013F-HRTimeline
TRUST CO OF VERMONT1,912$97.6K<0.01%-13613F-HRTimeline
Coston, McIsaac & Partners1,917$97K0.03%013F-HRTimeline
Future Financial Wealth Managment LLC1,627$83.1K0.06%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,625$83K0.03%013F-HR/ATimeline
POM Investment Strategies, LLC1,620$82.7K0.1%new13F-HRTimeline
Main Street Group, LTD1,620$82.7K0.03%-35713F-HRTimeline
CENTRAL TRUST Co1,583$80.8K<0.01%+1,39613F-HRTimeline
PINNEY & SCOFIELD, INC.1,514$77.3K0.06%013F-HRTimeline
MJT & Associates Financial Advisory Gro…1,506$76.9K0.07%13F-HRTimeline
NVWM, LLC1,461$74.6K0.02%013F-HRTimeline
Arax Advisory Partners1,432$73.1K<0.01%+1,32213F-HRTimeline
Abound Wealth Management1,408$71.9K0.02%013F-HRTimeline
Creekmur Asset Management LLC1,366$69.7K0.01%+1,28313F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.1,322$67.5K0.06%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.1,279$65.3K0.01%-1,02313F-HRTimeline
Blue Trust, Inc.1,278$65.3K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC1,350$65K0.02%-4313F-HRTimeline
Family Manage LLC1,266$64.7K0.01%013F-HRTimeline
Asset Dedication, LLC1,212$61.9K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,208$61.7K<0.01%+99813F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS1,200$61.3K0.03%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,169$59.7K<0.01%-1,69813F-HRTimelineGroup
FIRST FINANCIAL CORP /IN/1,157$59.1K0.03%013F-HRTimeline
BALLAST ADVISORS LLC1,146$58.5K0.02%-56913F-HRTimeline
ATLAS CAPITAL ADVISORS INC.1,095$55.9K0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.1,079$55.1K0.04%new13F-HRTimeline
NFSG Corp1,067$54.5K0.01%-21513F-HRTimeline
Westside Investment Management, Inc.1,044$53.3K0.01%-5913F-HRTimeline
Transce3nd, LLC1,013$51.7K0.02%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,000$51.1K<0.01%013F-HRTimeline
Archer Investment Corp1,000$51.1K0.01%013F-HRTimeline
Global Wealth Strategies & Associates995$50.8K0.02%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC974$49.7K<0.01%013F-HRTimeline
Beacon Capital Management, LLC908$46.4K0.01%+89613F-HRTimeline
STEPH & CO885$45.2K0.02%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB802$41K<0.01%-6213F-HRTimeline
Parkside Financial Bank & Trust749$38.3K<0.01%+46813F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC735$37.5K0.01%013F-HRTimeline
North Star Investment Management Corp.697$35.6K<0.01%+213F-HRTimeline
Lindbrook Capital, LLC695$35.5K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC694$35.5K0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…688$35.1K0.03%013F-HRTimelineGroup
Sandy Spring Bank681$34.8K<0.01%+213F-HRTimeline
Garde Capital, Inc.655$33.5K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.628$32.1K<0.01%+113F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC626$32K0.01%+113F-HRTimeline
Flaharty Asset Management, LLC617$31.5K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC605$30.9K<0.01%-26713F-HRTimeline
Park Place Capital Corp597$30.5K0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC580$29.6K<0.01%new13F-HR/ATimelineGroup
VSM Wealth Advisory, LLC578$29.5K0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…572$29.2K<0.01%-40013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC569$29.1K<0.01%013F-HRTimeline
Headlands Technologies LLC562$28.7K<0.01%new13F-HRTimeline
Pineridge Advisors LLC553$28.3K0.01%+113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC544$27.8K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC535$27.3K0.01%013F-HRTimelineGroup
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…495$25.3K0.01%013F-HRTimelineGroup
Olistico Wealth, LLC492$25.1K0.02%013F-HRTimeline
Elite Financial, Inc.500$25K0.01%new13F-HRTimeline
CVA Family Office, LLC480$24.5K<0.01%013F-HRTimeline
Sound Income Strategies, LLC459$23.4K<0.01%+29113F-HRTimeline
Tortoise Investment Management, LLC430$22K<0.01%-90013F-HR/ATimeline
Hartford Financial Management Inc.420$21.4K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…404$20.6K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC375$19.2K0.01%013F-HRTimeline
Hanson & Doremus Investment Management353$18K<0.01%013F-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%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC301$15.4K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC275$14K<0.01%013F-HRTimeline
Crewe Advisors LLC268$13.7K<0.01%-70113F-HRTimeline
Accredited Wealth Management, LLC262$13.4K0.01%+113F-HRTimeline
AMERICAN NATIONAL BANK & TRUST260$13.3K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC259$13.2K<0.01%013F-HRTimeline
Paladin Advisory Group, LLC254$13K0.01%013F-HRTimeline
Brooklyn Investment Group247$12.6K<0.01%new13F-HRTimeline
First Horizon Advisors, Inc.238$12.2K<0.01%-11313F-HRTimeline
WASHINGTON TRUST Co225$11.5K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.207$10.6K0.01%-2013F-HRTimeline
WPG Advisers, LLC206$10.5K0.01%+113F-HRTimeline
Hughes Financial Services, LLC198$10.1K<0.01%new13F-HRTimeline
Avion Wealth208$10K<0.01%013F-HRTimeline
McClarren Financial Advisors, Inc.51$10K0.01%-14913F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\195$9.96K<0.01%-53013F-HRTimelineGroup
Barnes Dennig Private Wealth Management…181$9.24K0.01%13F-HRTimeline
Park Square Financial Group, LLC181$9.24K0.01%+5513F-HRTimeline
Valued Wealth Advisors LLC174$8.89K0.01%-20513F-HRTimeline
Raleigh Capital Management Inc.166$8.48K<0.01%013F-HRTimeline
CNB Bank154$7.87K<0.01%-3913F-HRTimeline
CURIO WEALTH, LLC1$7.82K0.06%-15213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.143$7K<0.01%+8313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
REDMONT WEALTH ADVISORS LLC135$6.89K0.01%new13F-HRTimeline
EASTERN BANK120$6.13K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…118$6.03K<0.01%013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO95$4.85K<0.01%013F-HRTimelineGroup
TD Waterhouse Canada Inc.86$4.37K<0.01%new13F-HRTimeline
Versant Capital Management, Inc84$4.29K<0.01%013F-HRTimeline
Spectrum Wealth Counsel, LLC80$4.09K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.76$3.88K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC63$3.2K<0.01%+113F-HRTimeline
Stone House Investment Management, LLC60$3.07K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…53$2.71K<0.01%+1513F-HRTimelineGroup
Longview Financial Advisors LLC50$2.55K<0.01%013F-HRTimeline
Spurstone Advisory Services, LLC40$2.04K0.04%new13F-HRTimeline
HORIZON BANCORP INC /IN/36$2K<0.01%013F-HRTimeline
Bear Mountain Capital, Inc.39$1.91K<0.01%new13F-HRTimeline
Capital A Wealth Management, LLC36$1.84K<0.01%-1913F-HRTimeline
Kiker Wealth Management, LLC35$1.79K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…34$1.74K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC31$1.58K<0.01%013F-HRTimeline
Breakwater Investment Management26$1.33K<0.01%013F-HRTimeline
BFSG, LLC21$1.07K<0.01%-1913F-HRTimeline
Rialto Wealth Management, LLC16$818<0.01%-4413F-HRTimeline
SALEM INVESTMENT COUNSELORS INC13$664<0.01%-68913F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP11$562<0.01%-213F-HRTimelineGroup