SPYV SPDR SERIES TRUST

PRTFLO S&P500 VL (fund)

1,050 managers (1,061 13F filers) reported a position in SPYV shares at 2025-09-30, 451,910,575 shares in all. 71 filers opened a position and 50 filers sold out during the quarter.

Managers: 1,050
13F filers: 1,061
New: 71
Added: 447
Reduced: 346
Sold out: 50
Shares held by filers: 451,910,575

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…	5,283	$292K	0.01%	+197	13F-HR Timeline Group
Everhart Financial Group, Inc.	5,275	$292K	0.03%	new	13F-HR Timeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…	5,230	$289K	<0.01%	+28	13F-HR Timeline Group
Provenance Wealth Advisors, LLC	5,211	$288K	0.04%	0	13F-HR Timeline
SIGNATUREFD, LLC	5,195	$287K	<0.01%	+39	13F-HR Timeline
JMG Financial Group, Ltd.	5,190	$287K	0.01%	new	13F-HR Timeline
EVOKE WEALTH, LLC	5,190	$287K	0.01%	new	13F-HR Timeline
Erickson Financial Group, LLC	5,182	$287K	0.18%	0	13F-HR Timeline
Wise Wealth Partners	5,173	$286K	0.44%	0	13F-HR Timeline
SILVERLAKE WEALTH MANAGEMENT LLC	5,152	$285K	0.07%	-1,941	13F-HR Timeline
Chris Bulman Inc	5,138	$284K	0.14%	+1,018	13F-HR Timeline
THOROUGHBRED FINANCIAL SERVICES, LLC	5,137	$284K	0.02%	-1,215	13F-HR Timeline
Ariadne Wealth Management, LP	5,029	$283K	0.13%	0	13F-HR Timeline
BYRNE FINANCIAL FREEDOM, LLC	5,100	$282K	0.14%	0	13F-HR Timeline
Legacy Financial Advisors, Inc.	5,076	$281K	0.04%	new	13F-HR Timeline
Fiduciary Group, LLC	5,070	$281K	0.02%	+185	13F-HR Timeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV	5,021	$278K	0.08%	0	13F-HR Timeline
Valtrion Capital Management, LLC	5,020	$278K	0.3%	new	13F-HR/A Timeline
Rockwood Wealth Management, LLC	4,994	$276K	0.02%	0	13F-HR Timeline
SFG Wealth Management, LLC.	4,953	$274K	0.12%	-499	13F-HR Timeline
Chicago Wealth Management, Inc.	4,949	$274K	0.12%	0	13F-HR Timeline
Cambridge Advisors Inc.	4,945	$274K	0.05%	-185	13F-HR Timeline
FINANCIAL MANAGEMENT NETWORK INC	4,901	$274K	0.05%	new	13F-HR Timeline
IFS Group,LLC	4,913	$273K	0.24%		13F-HR Timeline
Leo Wealth, LLC	4,901	$271K	0.04%	-881	13F-HR Timeline
NORRIS PERNE & FRENCH LLP/MI	4,854	$269K	0.02%	0	13F-HR Timeline
FIRST CITIZENS BANK & TRUST CO	4,848	$268K	0.01%	0	13F-HR Timeline
Hurley Capital, LLC	4,830	$267K	0.15%	-11,360	13F-HR Timeline
Marion Wealth Management	4,816	$266K	0.06%	+22	13F-HR Timeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …	4,815	$266K	<0.01%	-1,850	13F-HR Timeline Group
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	4,815	$266K	0.02%	+350	13F-HR Timeline
Arrowroot Family Office, LLC	4,773	$264K	0.11%	-155	13F-HR Timeline
INSIGNEO ADVISORY SERVICES, LLC	4,734	$262K	0.02%	0	13F-HR Timeline
Global View Capital Management LLC	4,728	$262K	0.06%	new	13F-HR Timeline
Fusion Family Wealth, LLC	4,706	$260K	0.02%	0	13F-HR Timeline
Black Diamond Financial, LLC	4,695	$260K	0.03%	new	13F-HR Timeline
Equity Wealth Partners, LLC	4,674	$259K	0.21%		13F-HR Timeline
Elm Partners Management LLC	4,674	$259K	0.01%	new	13F-HR/A Timeline
Tactive Advisors, LLC	4,600	$255K	0.07%	-400	13F-HR Timeline
HB Wealth Management, LLC	4,592	$254K	<0.01%	new	13F-HR Timeline
MOSAIC FAMILY WEALTH PARTNERS, LLC	4,582	$253K	0.03%	-45	13F-HR Timeline
Principle Wealth Partners LLC	4,534	$251K	0.01%	0	13F-HR Timeline
Americana Partners, LLC	4,517	$250K	0.01%	+131	13F-HR Timeline
Accel Wealth Management	4,517	$250K	0.07%	-973	13F-HR Timeline
Fiduciary Alliance LLC	4,498	$249K	0.02%	-114	13F-HR Timeline
NWF Advisory Services Inc.	4,470	$247K	0.03%	new	13F-HR Timeline
Choate Investment Advisors	4,454	$246K	0.01%	+235	13F-HR Timeline
Goldstein Advisors, LLC	4,434	$245K	0.03%	0	13F-HR Timeline
Midwest Trust Co	4,427	$245K	<0.01%	new	13F-HR Timeline
Tribridge Partners Financial LLC	4,393	$244K	0.11%	new	13F-HR Timeline
Fisher Asset Management, LLC	4,388	$243K	<0.01%	new	13F-HR Timeline
Valued Retirements, Inc.	4,631	$242K	0.27%	0	13F-HR Timeline
PUREfi Wealth, LLC	4,355	$241K	0.19%	-34	13F-HR Timeline
JFS WEALTH ADVISORS, LLC	4,349	$241K	0.01%	+41	13F-HR Timeline
LexAurum Advisors, LLC	4,328	$239K	0.03%	0	13F-HR Timeline
PHILLIPS FINANCIAL MANAGEMENT, LLC	4,320	$239K	0.02%	+3,346	13F-HR Timeline
Grantvest Financial Group LLC	4,317	$239K	0.16%	-209	13F-HR Timeline
Kaizen Financial Strategies	4,265	$236K	0.11%	new	13F-HR Timeline
B. Riley Wealth Advisors, Inc.	4,273	$236K	0.01%	-702	13F-HR Timeline
Howard Capital Management Group, LLC	4,273	$236K	0.01%	0	13F-HR Timeline
Second Line Capital, LLC	4,254	$235K	0.05%	+125	13F-HR Timeline
DONALDSON CAPITAL MANAGEMENT, LLC	4,192	$232K	0.01%	-52	13F-HR Timeline
Mach-1 Financial Group, LLC	4,165	$230K	0.04%	new	13F-HR Timeline
Forza Wealth Management, LLC	4,165	$230K	0.09%	0	13F-HR Timeline
Integrity Advisory Solutions, LLC	4,165	$230K	0.04%		13F-HR Timeline
Note Advisors, LLC	4,145	$229K	0.14%	+195	13F-HR Timeline
WEALTH ALLIANCE, LLC	4,142	$229K	0.02%	new	13F-HR Timeline
Innovative Wealth Building LLC	4,136	$229K	0.18%	+41	13F-HR Timeline
TCTC Holdings, LLCin group TCTC Holdings, LLC	4,123	$228K	0.01%	0	13F-HR Timeline Group
WESTBOURNE INVESTMENTS, INC.	4,075	$228K	0.11%	0	13F-HR Timeline
Providence Financial Advisors, LLC	4,122	$228K	0.22%		13F-HR Timeline
Bay Colony Advisory Group, Inc d/b/a Ba…	4,083	$226K	0.03%	new	13F-HR Timeline
Veracity Capital LLC	4,076	$226K	0.07%	0	13F-HR Timeline
Hopwood Financial Services, Inc.	4,021	$222K	0.15%	0	13F-HR Timeline
Cascade Financial Partners, LLC	4,000	$221K	0.03%	0	13F-HR Timeline
DELTA CAPITAL MANAGEMENT LLC	4,000	$221K	0.11%	0	13F-HR Timeline
TUCKER ASSET MANAGEMENT LLC	3,923	$217K	0.07%	0	13F-HR Timeline
Eldridge Investment Advisors, Inc.	3,912	$216K	0.05%	-973	13F-HR Timeline
Asio Capital, LLC	3,903	$216K	0.03%	0	13F-HR Timeline
Trifecta Capital Advisors, LLC	3,903	$216K	0.03%	0	13F-HR Timeline
Winch Advisory Services, LLC	3,867	$214K	0.05%	-177	13F-HR Timeline
Mountain Capital Investment Advisors In…	3,853	$214K	0.04%	-216	13F-HR Timeline
Benchmark Financial Wealth Advisors, LLC	3,850	$213K	0.06%	+17	13F-HR Timeline
Costello Asset Management, INC	3,835	$212K	0.07%	-269	13F-HR Timeline
Glassman Wealth Services	3,833	$212K	0.03%	0	13F-HR Timeline
C2P Capital Advisory Group, LLC d.b.a. …	3,830	$212K	0.01%	-464	13F-HR Timeline
Crews Bank & Trust	3,816	$211K	0.03%	0	13F-HR Timeline
Invera Wealth Advisors, LLC	3,809	$211K	0.13%	new	13F-HR Timeline
Mayflower Financial Advisors, LLC	3,736	$207K	0.03%	new	13F-HR Timeline
White Lighthouse Investment Management …	3,721	$206K	0.03%	new	13F-HR Timeline
Moisand Fitzgerald Tamayo, LLC	3,693	$204K	0.02%	0	13F-HR Timeline
Squarepoint Ops LLCin group Squarepoint Ops LLC	3,683	$204K	<0.01%	new	13F-HR Timeline Group
Bernardo Wealth Planning LLC	3,670	$203K	0.04%	new	13F-HR Timeline
Stonebridge Financial Planning Group, L…	3,652	$202K	0.08%	new	13F-HR Timeline
Rockline Wealth Management, LLC	3,647	$202K	0.04%	-288	13F-HR Timeline
Montz Harcus Wealth Management LLC	3,646	$202K	0.09%	new	13F-HR Timeline
Cape Investment Advisory, Inc.	3,646	$202K	0.2%	-2,745	13F-HR Timeline
HBK Sorce Advisory LLC	3,642	$201K	0.01%	new	13F-HR/A Timeline
Emerald Advisors, LLC	3,622	$200K	0.03%	new	13F-HR Timeline
Concord Wealth Partnersgroup of 2 filers holding	3,613	$200K		-6,915	Timeline Concord Wealth Partners: 3,613 (0.03%) 13F-HR Concord Asset Management, LLC/VA: sold out, -5,264 13F-HR
ROTHSCHILD INVESTMENT LLC	3,546	$196K	0.01%	0	13F-HR Timeline
BROWN, LISLE/CUMMINGS, INC.	3,450	$191K	0.05%	0	13F-HR Timeline
LRI Investments, LLC	3,383	$187K	0.02%	0	13F-HR Timeline
Creekmur Asset Management LLC	3,364	$186K	0.03%	-612	13F-HR Timeline
Topsail Wealth Management, LLC	3,275	$181K	0.03%	0	13F-HR Timeline
EVERMAY WEALTH MANAGEMENT LLC	3,179	$176K	0.02%	0	13F-HR Timeline
PIN OAK INVESTMENT ADVISORS INC	3,026	$167K	0.12%	0	13F-HR Timeline
Ancora Advisors LLCin group Ancora Advisors LLC	3,019	$167K	<0.01%	0	13F-HR Timeline Group
Sunbelt Securities, Inc.	2,975	$165K	0.01%	+2,348	13F-HR Timeline
Bullock Wealth Management Group	2,843	$158K	0.08%	new	13F-HR Timeline
Blue Trust, Inc.	2,812	$156K	<0.01%	+1,458	13F-HR Timeline
SBI Securities Co., Ltd.	2,798	$155K	<0.01%	-372	13F-HR Timeline
Colonial Trust Co / SCin group Colonial Trust Advisors	2,800	$154K	0.02%	0	13F-HR Timeline Group
Indiana Trust & Investment Management Co	2,774	$153K	0.05%	0	13F-HR Timeline
Operose Advisors LLC	2,767	$153K	0.04%	+92	13F-HR Timeline
Heritage Wealth Advisors	2,494	$138K	0.01%	+294	13F-HR Timeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/	2,466	$136K	<0.01%	-1,133	13F-HR Timeline Group
Darwin Wealth Management, LLC	2,446	$135K	0.04%	-431	13F-HR Timeline
CLEAR INVESTMENT RESEARCH, LLC	2,386	$132K	0.18%	+11	13F-HR Timeline
Noble Wealth Management PBC	2,318	$128K	0.07%		13F-HR Timeline
Murphy & Mullick Capital Management Corp	2,303	$127K	0.09%	0	13F-HR Timeline
Urban Financial Advisory Corp	2,269	$126K	0.06%	+10	13F-HR Timeline
Private Wealth Asset Management, LLC	2,235	$124K	0.01%	0	13F-HR Timeline
TD PRIVATE CLIENT WEALTH LLC	2,164	$120K	<0.01%	-438	13F-HR Timeline
Guerra Advisors Inc	2,025	$112K	0.04%	new	13F-HR Timeline
Bare Financial Services, Inc	2,000	$111K	0.03%	0	13F-HR Timeline
TRUST CO OF VERMONT	1,912	$106K	<0.01%	0	13F-HR Timeline
NBT BANK, N.A.in group NBT BANK, N.A.	999	$105K	0.01%	-64	13F-HR Timeline Group
HANTZ FINANCIAL SERVICES, INC.	1,905	$105K	<0.01%	+1,845	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
EVOLUTION WEALTH MANAGEMENT INC.	1,841	$102K	0.1%	-885	13F-HR/A Timeline
Dunhill Financial, LLC	1,683	$93.1K	0.02%	new	13F-HR Timeline
Main Street Group, LTD	1,635	$90.5K	0.03%	+7	13F-HR Timeline
Future Financial Wealth Managment LLC	1,627	$90K	0.06%	0	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
Coston, McIsaac & Partners	1,628	$90K	0.02%	0	13F-HR Timeline
HOWE & RUSLING INC	1,618	$89.5K	0.01%	-1,740	13F-HR Timeline
Pacific Center for Financial Services	1,580	$87.4K	0.02%	new	13F-HR Timeline
Archer Investment Corp	1,515	$83.8K	0.02%	+515	13F-HR Timeline
PINNEY & SCOFIELD, INC.	1,514	$83.8K	0.05%	0	13F-HR Timeline
NVWM, LLC	1,461	$80.8K	0.02%	0	13F-HR Timeline
Westside Investment Management, Inc.	1,438	$79.6K	0.01%	+394	13F-HR Timeline
CROWLEY WEALTH MANAGEMENT, INC.	1,322	$73.1K	0.06%	0	13F-HR Timeline
Painted Porch Advisors LLC	1,320	$73K	0.03%	new	13F-HR Timeline
THOMPSON INVESTMENT MANAGEMENT, INC.	1,290	$71.4K	0.01%	0	13F-HR Timeline
TD Waterhouse Canada Inc.	1,260	$70.1K	<0.01%	+1,217	13F-HR Timeline
Marshall & Sterling Wealth Advisors Inc.	1,253	$69.3K	0.04%	+10	13F-HR Timeline
Asset Dedication, LLC	1,212	$67.1K	<0.01%	0	13F-HR Timeline
OPTIMUM INVESTMENT ADVISORS	1,200	$66.4K	0.03%	0	13F-HR Timeline
FIRST FINANCIAL CORP /IN/	1,157	$64K	0.03%	0	13F-HR Timeline
MJT & Associates Financial Advisory Gro…	1,118	$61.9K	0.05%	-388	13F-HR Timeline
Access Investment Management LLC	1,050	$58.1K	0.02%	0	13F-HR Timeline
BALLAST ADVISORS LLC	1,035	$57.3K	0.02%	-27	13F-HR Timeline
Byrne Asset Management LLC	177	$57.2K	0.04%	0	13F-HR Timeline
Grey Fox Wealth Advisors, LLC	1,030	$57K	0.01%	new	13F-HR Timeline
Longview Financial Advisors LLC	1,024	$56.7K	0.03%	+974	13F-HR Timeline
SALEM INVESTMENT COUNSELORS INC	1,018	$56.3K	<0.01%	+1,005	13F-HR Timeline
QUADRANT CAPITAL GROUP LLC	1,000	$55.3K	<0.01%	new	13F-HR Timeline
Global Wealth Strategies & Associates	995	$55.1K	0.01%	0	13F-HR Timeline
Manchester Capital Management LLC	964	$53.3K	0.01%	new	13F-HR Timeline
NFSG Corp	911	$50.4K	0.01%	0	13F-HR Timeline
Crewe Advisors LLC	904	$50K	<0.01%	+76	13F-HR Timeline
Family Legacy Financial Solutions, LLC	898	$49.7K	0.04%	new	13F-HR Timeline
STEPH & CO	885	$49K	0.01%	0	13F-HR Timeline
Essential Partners LLC	869	$48.1K	0.02%	new	13F-HR Timeline
GRAND WEALTH MANAGEMENT, LLC	841	$46.5K	0.02%	new	13F-HR Timeline
Wagner Wealth Management, LLC	816	$45.2K	0.01%	new	13F-HR Timeline
TFC Financial Management, Inc.	799	$44.2K	0.01%	new	13F-HR Timeline
Steigerwald, Gordon & Koch Inc.	796	$44K	<0.01%	new	13F-HR Timeline
Sound Income Strategies, LLC	768	$42.6K	<0.01%	-39	13F-HR Timeline
FWL INVESTMENT MANAGEMENT, LLC	735	$40.7K	0.01%	0	13F-HR Timeline
Kilter Group LLC	717	$39.7K	0.02%	new	13F-HR Timeline
North Star Investment Management Corp.	704	$38.9K	<0.01%	+3	13F-HR Timeline
Balentine LLC	690	$38.2K	<0.01%	-197	13F-HR Timeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp	687	$38K	<0.01%	+3	13F-HR Timeline Group
VSM Wealth Advisory, LLC	658	$36.4K	0.01%	+3	13F-HR Timeline
Parallel Advisors, LLC	644	$35.7K	<0.01%	+4	13F-HR Timeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…	638	$35.3K	0.02%	-50	13F-HR Timeline Group
Plante Moran Financial Advisors, LLC	605	$33.5K	<0.01%	0	13F-HR Timeline
Park Place Capital Corp	597	$33K	0.01%	0	13F-HR Timeline
BARCLAYS PLCin group BARCLAYS PLC	580	$32.1K	<0.01%	0	13F-HR/A Timeline Group
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…	575	$31.9K	0.01%	0	13F-HR Timeline Group
FOSTER DYKEMA CABOT & PARTNERS, LLC	569	$31.5K	<0.01%	0	13F-HR Timeline
Pineridge Advisors LLC	550	$30.4K	0.01%	-4	13F-HR Timeline
BARTLETT & CO. WEALTH MANAGEMENT LLC	544	$30.1K	<0.01%	0	13F-HR Timeline
Arlington Trust Co LLCin group Arlington Trust Co LLC	535	$29.6K	0.01%	0	13F-HR Timeline Group
CVA Family Office, LLC	534	$29.5K	<0.01%	+33	13F-HR Timeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP	526	$29.1K	<0.01%	0	13F-HR Timeline Group
FIDUCIARY ADVISORS, INC.	505	$27.9K	0.02%	+3	13F-HR Timeline
Atlantic Private Wealth, LLC	503	$27.8K	0.02%	0	13F-HR Timeline
Abich Financial Wealth Management LLC	495	$27.4K	0.01%		13F-HR Timeline
Tortoise Investment Management, LLC	430	$23.8K	<0.01%	0	13F-HR Timeline
Hartford Financial Management Inc.	420	$23.2K	0.01%	0	13F-HR Timeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…	404	$22.4K	<0.01%	0	13F-HR Timeline
Washington Trust Advisors, Inc.	402	$22.2K	<0.01%	new	13F-HR Timeline
ELEVATION WEALTH PARTNERS, LLC	391	$21.6K	0.01%	new	13F-HR/A Timeline
Abound Wealth Management	383	$21.2K	0.01%	+194	13F-HR Timeline
United Community Bankin group United Community Bank	379	$21K	0.01%	+211	13F-HR Timeline Group
Game Plan Financial Advisors, LLC	375	$20.7K	0.01%	0	13F-HR Timeline
Capital Advisors, Ltd. LLC	355	$20K	<0.01%	0	13F-HR Timeline
Hanson & Doremus Investment Management	353	$20K	<0.01%	0	13F-HR Timeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…	342	$18.9K	<0.01%	+289	13F-HR Timeline Group