SPYV SPDR SERIES TRUST

PRTFLO S&P500 VL (fund)

1,038 managers (1,051 13F filers) reported a position in SPYV shares at 2025-06-30, 425,086,971 shares in all. 78 filers opened a position and 45 filers sold out during the quarter.

Managers: 1,038
13F filers: 1,051
New: 78
Added: 455
Reduced: 346
Sold out: 45
Shares held by filers: 425,086,971

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
FineMark National Bank & Trust	5,665	$297K	0.01%	-2,187	13F-HR Timeline
Dynamic Advisor Solutions LLC	5,663	$296K	0.01%	+6	13F-HR Timeline
PEAPACK GLADSTONE FINANCIAL CORP	5,644	$295K	<0.01%	new	13F-HR Timeline
Heritage Family Offices, LLP	5,820	$295K	0.15%	0	13F-HR Timeline
Capital Square, LLC	5,441	$289K	0.15%	+283	13F-HR Timeline
Interchange Capital Partners, LLC	5,501	$288K	0.07%	0	13F-HR/A Timeline
Accel Wealth Management	5,490	$287K	0.1%	+15	13F-HR Timeline
SMART Wealth LLC	5,466	$286K	0.09%	+671	13F-HR Timeline
SFG Wealth Management, LLC.	5,452	$285K	0.17%	-169	13F-HR Timeline
Capstone Financial Advisors, Inc.	5,387	$282K	0.02%	new	13F-HR Timeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.	5,365	$281K	0.01%	+2,426	13F-HR Timeline Group
INTEGRATED CAPITAL MANAGEMENT, INC.	5,334	$279K	0.21%	+178	13F-HR Timeline
Beacon Pointe Advisors, LLC	5,330	$279K	<0.01%	-38	13F-HR Timeline
SUMMIT WEALTH GROUP LLC / CO	5,285	$277K	0.07%		13F-HR Timeline
DAVENPORT & Co LLC	5,278	$276K	<0.01%	-39	13F-HR Timeline
ETF Store, Inc.	5,265	$276K	0.32%	+8	13F-HR Timeline
Provenance Wealth Advisors, LLC	5,211	$273K	0.04%	0	13F-HR Timeline
Ariadne Wealth Management, LP	5,029	$273K	0.13%	0	13F-HR Timeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…	5,202	$272K	<0.01%	+3,994	13F-HR Timeline Group
Erickson Financial Group, LLC	5,182	$271K	0.18%	0	13F-HR Timeline
Wise Wealth Partners	5,173	$271K	0.45%	-303	13F-HR Timeline
Ashton Thomas Private Wealth, LLC	5,165	$270K	0.01%	+11	13F-HR Timeline
SIGNATUREFD, LLC	5,156	$270K	<0.01%	+1	13F-HR Timeline
Cambridge Advisors Inc.	5,130	$269K	0.06%	0	13F-HR Timeline
BYRNE FINANCIAL FREEDOM, LLC	5,100	$267K	0.13%	0	13F-HR Timeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…	5,086	$266K	0.01%	+103	13F-HR Timeline Group
DROMS STRAUSS ADVISORS INC /MO/ /ADV	5,021	$263K	0.08%	0	13F-HR Timeline
Tactive Advisors, LLC	5,000	$262K	0.08%		13F-HR Timeline
Rockwood Wealth Management, LLC	4,994	$261K	0.02%	-177	13F-HR Timeline
B. Riley Wealth Advisors, Inc.	4,975	$260K	0.01%	-13,392	13F-HR Timeline
Chicago Wealth Management, Inc.	4,949	$259K	0.12%	0	13F-HR Timeline
Arrowroot Family Office, LLC	4,928	$258K	0.12%		13F-HR Timeline
WEDBUSH SECURITIES INC	4,883	$256K	0.01%	new	13F-HR Timeline
Fiduciary Group, LLC	4,885	$256K	0.02%	-1,077	13F-HR Timeline
Eldridge Investment Advisors, Inc.	4,885	$256K	0.05%	-2,218	13F-HR Timeline
NORRIS PERNE & FRENCH LLP/MI	4,854	$254K	0.02%	0	13F-HR Timeline
FIRST CITIZENS BANK & TRUST CO	4,848	$254K	<0.01%	new	13F-HR Timeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…	4,833	$253K	<0.01%	-249	13F-HR Timeline Group
STAR Financial Bank	4,832	$253K	0.16%	0	13F-HR Timeline
Marion Wealth Management	4,794	$251K	0.06%	-26,373	13F-HR Timeline
INSIGNEO ADVISORY SERVICES, LLC	4,734	$248K	0.02%	+403	13F-HR Timeline
Fusion Family Wealth, LLC	4,706	$246K	0.02%	0	13F-HR Timeline
VICTORY FINANCIAL GROUP, LLC	4,679	$245K	0.04%	-5,875	13F-HR Timeline
Valued Retirements, Inc.	4,631	$242K	0.27%	0	13F-HR Timeline
MOSAIC FAMILY WEALTH PARTNERS, LLC	4,627	$242K	0.03%	new	13F-HR Timeline
Fiduciary Alliance LLC	4,612	$241K	0.02%	new	13F-HR Timeline
ZEGA Investments, LLC	4,536	$237K	0.06%	+442	13F-HR Timeline
Principle Wealth Partners LLC	4,534	$237K	0.01%	0	13F-HR Timeline
Stiles Financial Services Inc	4,533	$237K	0.08%	-279	13F-HR Timeline
Grantvest Financial Group LLC	4,526	$237K	0.18%	+19	13F-HR Timeline
Atlas Private Wealth Advisors	4,505	$236K	0.03%	+4	13F-HR Timeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	4,465	$234K	0.02%	new	13F-HR Timeline
Goldstein Advisors, LLC	4,434	$232K	0.03%	-134	13F-HR Timeline
PUREfi Wealth, LLC	4,389	$230K	0.18%	new	13F-HR Timeline
Americana Partners, LLC	4,386	$230K	0.01%	new	13F-HR Timeline
VALLEY NATIONAL ADVISERS INC	4,352	$227K	0.04%	0	13F-HR Timeline
LexAurum Advisors, LLC	4,328	$227K	0.04%	0	13F-HR Timeline
JFS WEALTH ADVISORS, LLC	4,308	$225K	0.01%	-312	13F-HR Timeline
Walkner Condon Financial Advisors LLC	4,303	$225K	0.04%	-13	13F-HR Timeline
C2P Capital Advisory Group, LLC d.b.a. …	4,294	$225K	0.01%	-1,264	13F-HR/A Timeline
Howard Capital Management Group, LLC	4,273	$224K	0.02%	0	13F-HR Timeline
DONALDSON CAPITAL MANAGEMENT, LLC	4,244	$222K	0.01%	0	13F-HR Timeline
Choate Investment Advisors	4,219	$221K	<0.01%	0	13F-HR Timeline
Forza Wealth Management, LLC	4,165	$218K	0.09%	0	13F-HR Timeline
Second Line Capital, LLC	4,129	$216K	0.05%	+50	13F-HR Timeline
TCTC Holdings, LLCin group TCTC Holdings, LLC	4,123	$216K	0.01%	new	13F-HR Timeline Group
Chris Bulman Inc	4,120	$216K	0.12%	-1,457	13F-HR Timeline
Mountain Capital Investment Advisors In…	4,069	$215K	0.04%	new	13F-HR Timeline
Costello Asset Management, INC	4,104	$215K	0.08%	-401	13F-HR Timeline
Innovative Wealth Building LLC	4,095	$214K	0.18%	-5,474	13F-HR Timeline
Veracity Capital LLC	4,076	$213K	0.07%	0	13F-HR Timeline
WESTBOURNE INVESTMENTS, INC.	4,075	$213K	0.11%	new	13F-HR Timeline
Winch Advisory Services, LLC	4,044	$212K	0.05%	+16	13F-HR Timeline
Hopwood Financial Services, Inc.	4,021	$210K	0.16%	0	13F-HR Timeline
Cascade Financial Partners, LLC	4,000	$209K	0.03%	-1,228	13F-HR Timeline
DELTA CAPITAL MANAGEMENT LLC	4,000	$209K	0.12%	0	13F-HR Timeline
Brookwood Investment Group LLC	3,985	$209K	0.03%	new	13F-HR Timeline
Creekmur Asset Management LLC	3,976	$208K	0.04%	+2,610	13F-HR Timeline
Note Advisors, LLC	3,950	$207K	0.14%	new	13F-HR Timeline
Rockline Wealth Management, LLC	3,935	$206K	0.05%	new	13F-HR Timeline
TUCKER ASSET MANAGEMENT LLC	3,923	$205K	0.07%	0	13F-HR Timeline
Triad Wealth Partners, LLC	3,911	$205K	0.04%	-823	13F-HR Timeline
Trifecta Capital Advisors, LLC	3,903	$204K	0.03%	-462	13F-HR Timeline
Asio Capital, LLC	3,903	$204K	0.03%	new	13F-HR Timeline
NATURAL INVESTMENTS, LLC	3,859	$201K	0.05%	new	13F-HR Timeline
Glassman Wealth Services	3,833	$201K	0.03%	0	13F-HR Timeline
Benchmark Financial Wealth Advisors, LLC	3,833	$201K	0.07%	new	13F-HR Timeline
Crews Bank & Trust	3,816	$200K	0.03%	0	13F-HR Timeline
BOKF, NAin group BOKF, NA	3,792	$198K	<0.01%	+1,082	13F-HR Timeline Group
Moisand Fitzgerald Tamayo, LLC	3,693	$193K	0.02%	0	13F-HR Timeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/	3,599	$188K	<0.01%	+1,248	13F-HR/A Timeline Group
ROTHSCHILD INVESTMENT LLC	3,546	$186K	0.01%	0	13F-HR Timeline
BROWN, LISLE/CUMMINGS, INC.	3,450	$181K	0.05%	0	13F-HR Timeline
LRI Investments, LLC	3,383	$177K	0.02%	0	13F-HR Timeline
HOWE & RUSLING INC	3,358	$176K	0.01%	+116	13F-HR Timeline
Topsail Wealth Management, LLC	3,275	$171K	0.03%	0	13F-HR Timeline
EVERMAY WEALTH MANAGEMENT LLC	3,179	$166K	0.02%	-49	13F-HR Timeline
SBI Securities Co., Ltd.	3,170	$166K	<0.01%	+136	13F-HR Timeline
PrairieView Partners, LLC	3,131	$163K	0.02%	0	13F-HR Timeline
Ancora Advisors LLCin group Ancora Advisors LLC	3,019	$158K	<0.01%	-2	13F-HR Timeline Group
PIN OAK INVESTMENT ADVISORS INC	3,026	$154K	0.13%	0	13F-HR Timeline
Darwin Wealth Management, LLC	2,877	$151K	0.05%	0	13F-HR Timeline
Colonial Trust Co / SCin group Colonial Trust Advisors	2,800	$146K	0.02%	0	13F-HR Timeline Group
Indiana Trust & Investment Management Co	2,774	$145K	0.05%	-105	13F-HR Timeline
EVOLUTION WEALTH MANAGEMENT INC.	2,726	$143K	0.18%		13F-HR Timeline
Operose Advisors LLC	2,675	$140K	0.04%	0	13F-HR Timeline
TD PRIVATE CLIENT WEALTH LLC	2,602	$136K	<0.01%	new	13F-HR Timeline
CLEAR INVESTMENT RESEARCH, LLC	2,375	$124K	0.16%	+11	13F-HR Timeline
Murphy & Mullick Capital Management Corp	2,303	$122K	0.1%	0	13F-HR Timeline
Urban Financial Advisory Corp	2,259	$118K	0.06%	+11	13F-HR Timeline
Private Wealth Asset Management, LLC	2,235	$117K	0.02%	new	13F-HR Timeline
Heritage Wealth Advisors	2,200	$115K	0.01%	0	13F-HR Timeline
Beacon Capital Management, LLC	2,167	$113K	0.02%	+1,259	13F-HR Timeline
Bare Financial Services, Inc	2,000	$105K	0.04%	0	13F-HR Timeline
TRUST CO OF VERMONT	1,912	$100K	<0.01%	0	13F-HR Timeline
Capital A Wealth Management, LLC	1,853	$86.4K	0.97%	+1,817	13F-HR Timeline
Main Street Group, LTD	1,628	$85.2K	0.03%	+8	13F-HR Timeline
Future Financial Wealth Managment LLC	1,627	$85.2K	0.06%	0	13F-HR Timeline
Coston, McIsaac & Partners	1,628	$85K	0.02%	-289	13F-HR Timeline
PINNEY & SCOFIELD, INC.	1,514	$79.2K	0.05%	0	13F-HR Timeline
MJT & Associates Financial Advisory Gro…	1,506	$78.8K	0.1%	0	13F-HR/A Timeline
NVWM, LLC	1,461	$76.5K	0.02%	0	13F-HR Timeline
Blue Trust, Inc.	1,354	$70.9K	<0.01%	+76	13F-HR Timeline
Cornerstone Planning Group LLC	1,346	$70.7K	0.01%	-4	13F-HR Timeline
CROWLEY WEALTH MANAGEMENT, INC.	1,322	$69.2K	0.06%	0	13F-HR Timeline
Byrne Asset Management LLC	177	$68.8K	0.05%	new	13F-HR Timeline
THOMPSON INVESTMENT MANAGEMENT, INC.	1,290	$67.5K	0.01%	+11	13F-HR Timeline
Marshall & Sterling Wealth Advisors Inc.	1,243	$65.1K	0.04%	+164	13F-HR Timeline
Asset Dedication, LLC	1,212	$63.4K	<0.01%	0	13F-HR Timeline
OPTIMUM INVESTMENT ADVISORS	1,200	$62.8K	0.03%	0	13F-HR Timeline
FIRST FINANCIAL CORP /IN/	1,157	$60.6K	0.03%	0	13F-HR Timeline
ATLAS CAPITAL ADVISORS INC.	1,095	$57.3K	0.01%	0	13F-HR Timeline
NBT BANK, N.A.in group NBT BANK, N.A.	1,063	$55.6K	<0.01%	-106	13F-HR Timeline Group
BALLAST ADVISORS LLC	1,062	$55.6K	0.02%	-84	13F-HR Timeline
Access Investment Management LLC	1,050	$55K	0.02%		13F-HR Timeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP	1,076	$55K	0.02%		13F-HR Timeline
Westside Investment Management, Inc.	1,044	$54.6K	0.01%	0	13F-HR Timeline
Archer Investment Corp	1,000	$52.3K	0.01%	0	13F-HR Timeline
Global Wealth Strategies & Associates	995	$52.1K	0.01%	0	13F-HR Timeline
PHILLIPS FINANCIAL MANAGEMENT, LLC	974	$51K	<0.01%	0	13F-HR Timeline
NFSG Corp	911	$47.7K	0.01%	-156	13F-HR Timeline
Balentine LLC	887	$46.4K	<0.01%	-51,138	13F-HR Timeline
STEPH & CO	885	$46.3K	0.02%	0	13F-HR Timeline
Transce3nd, LLC	853	$44.6K	0.02%	-160	13F-HR Timeline
Crewe Advisors LLC	828	$43.3K	0.01%	+560	13F-HR Timeline
Sound Income Strategies, LLC	807	$42.2K	<0.01%	+348	13F-HR Timeline
MassMutual Private Wealth & Trust, FSB	802	$42K	<0.01%	0	13F-HR Timeline
FWL INVESTMENT MANAGEMENT, LLC	735	$38.5K	0.01%	0	13F-HR Timeline
North Star Investment Management Corp.	701	$36.7K	<0.01%	+4	13F-HR Timeline
Legacy Investment Solutions, LLC	688	$36K	0.02%		13F-HR Timeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…	688	$36K	0.02%	0	13F-HR Timeline Group
Wood Tarver Financial Group, LLC	694	$36K	0.01%	0	13F-HR Timeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp	684	$35.8K	<0.01%	new	13F-HR Timeline Group
VSM Wealth Advisory, LLC	655	$34.3K	0.01%	+77	13F-HR Timeline
Garde Capital, Inc.	655	$34.3K	<0.01%	0	13F-HR Timeline
Parallel Advisors, LLC	640	$33.5K	<0.01%	+639	13F-HR Timeline
Sunbelt Securities, Inc.	627	$32.1K	<0.01%	-1	13F-HR Timeline
Plante Moran Financial Advisors, LLC	605	$31.7K	<0.01%	0	13F-HR Timeline
Park Place Capital Corp	597	$31.6K	0.01%	0	13F-HR Timeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…	575	$30.4K	0.01%	+80	13F-HR Timeline Group
BARCLAYS PLCin group BARCLAYS PLC	580	$30.4K	<0.01%	0	13F-HR/A Timeline Group
THURSTON, SPRINGER, MILLER, HERD & TITA…	572	$29.9K	<0.01%	0	13F-HR Timeline
FOSTER DYKEMA CABOT & PARTNERS, LLC	569	$29.8K	<0.01%	0	13F-HR Timeline
Pineridge Advisors LLC	554	$29K	0.01%	+1	13F-HR Timeline
BARTLETT & CO. WEALTH MANAGEMENT LLC	544	$28.5K	<0.01%	0	13F-HR Timeline
Arlington Trust Co LLCin group Arlington Trust Co LLC	535	$28K	0.01%	0	13F-HR Timeline Group
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP	526	$27.5K	<0.01%	+515	13F-HR Timeline Group
Atlantic Private Wealth, LLC	503	$26.3K	0.02%	new	13F-HR Timeline
FIDUCIARY ADVISORS, INC.	502	$26.3K	0.02%	new	13F-HR Timeline
CVA Family Office, LLC	501	$26.2K	<0.01%	+21	13F-HR Timeline
Tortoise Investment Management, LLC	430	$22.5K	<0.01%	0	13F-HR Timeline
Hartford Financial Management Inc.	420	$22K	0.01%	0	13F-HR Timeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…	404	$21.1K	<0.01%	0	13F-HR Timeline
Game Plan Financial Advisors, LLC	375	$19.6K	0.01%	0	13F-HR Timeline
Capital Advisors, Ltd. LLC	355	$19K	<0.01%	+80	13F-HR Timeline
Olistico Wealth, LLC	360	$18.8K	0.01%	-132	13F-HR Timeline
Hanson & Doremus Investment Management	353	$18K	<0.01%	0	13F-HR Timeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…	340	$17.8K	<0.01%	0	13F-HR Timeline Group
CARDIFF PARK ADVISORS, LLC	328	$17.2K	<0.01%	0	13F-HR Timeline
ATWOOD & PALMER INC	306	$16K	<0.01%	-3,765	13F-HR Timeline
CITY HOLDING CO	305	$16K	<0.01%	0	13F-HR Timeline
WHITTIER TRUST CO OF NEVADA INC	301	$15.8K	<0.01%	0	13F-HR Timeline
Pacifica Partners Inc.	290	$15.1K	0.01%	new	13F-HR Timeline
Parkside Financial Bank & Trust	281	$14.7K	<0.01%	-468	13F-HR Timeline
Team Financial Group, LLC	277	$14.5K	0.01%	new	13F-HR Timeline
Accredited Wealth Management, LLC	263	$13.8K	0.01%	+1	13F-HR Timeline
AMERICAN NATIONAL BANK & TRUST	260	$13.6K	<0.01%	0	13F-HR Timeline
Cherry Tree Wealth Management, LLC	259	$13.6K	<0.01%	0	13F-HR Timeline
Boreal Capital Management LLC	250	$13.1K	0.01%		13F-HR Timeline
Northwest Capital Management Inc	233	$12.2K	0.01%	-4,149	13F-HR Timeline
Ritter Daniher Financial Advisory LLC /…	231	$12.1K	<0.01%	+197	13F-HR Timeline
Quest 10 Wealth Builders, Inc.	207	$10.8K	0.01%	0	13F-HR Timeline
WPG Advisers, LLC	207	$10.8K	0.01%	+1	13F-HR Timeline
Hughes Financial Services, LLC	198	$10.4K	<0.01%	0	13F-HR Timeline
Avion Wealth	210	$10K	<0.01%	+2	13F-HR/A Timeline
Abound Wealth Management	189	$9.89K	<0.01%	-1,219	13F-HR Timeline
Quaker Wealth Management, LLC	183	$9.58K	<0.01%	new	13F-HR Timeline
CENTRAL TRUST Co	181	$9.47K	<0.01%	-1,402	13F-HR Timeline
Barnes Dennig Private Wealth Management…	181	$9.47K	0.01%	0	13F-HR Timeline
Park Square Financial Group, LLC	181	$9.47K	0.01%	0	13F-HR Timeline