SPYV SPDR SERIES TRUST

PRTFLO S&P500 VL (fund)

1,150 managers (1,162 13F filers) reported a position in SPYV shares at 2025-12-31, 477,385,843 shares in all. 86 filers opened a position and 63 filers sold out during the quarter.

Managers: 1,150
13F filers: 1,162
New: 86
Added: 503
Reduced: 314
Sold out: 63
Shares held by filers: 477,385,843

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
ETF Store, Inc.	6,801	$386K	0.39%	+18	13F-HR Timeline
Greystone Financial Group, LLC	6,773	$385K	0.06%	0	13F-HR Timeline
Cassilly Financial Group LLC	6,765	$384K	0.34%		13F-HR Timeline
Capital Square, LLC	6,762	$384K	0.2%	+788	13F-HR Timeline
GC Wealth Management RIA, LLC	6,753	$384K	0.01%	0	13F-HR Timeline
Cape Investment Advisory, Inc.	6,731	$382K	0.12%	+3,085	13F-HR Timeline
Empowered Funds, LLC	6,729	$382K	0.01%	new	13F-HR/A Timeline
JMG Financial Group, Ltd.	6,695	$380K	0.01%	+1,505	13F-HR Timeline
Costello Asset Management, INC	6,589	$374K	0.12%	+2,754	13F-HR Timeline
Fortitude Financial, LLC	6,566	$373K	0.32%	new	13F-HR Timeline
Twelve Points Wealth Management LLC	6,400	$373K	0.08%	0	13F-HR Timeline
Key Client Fiduciary Advisors, LLC	6,546	$372K	0.13%	+33	13F-HR Timeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…	6,539	$371K	<0.01%	new	13F-HR Timeline Group
SILVERLAKE WEALTH MANAGEMENT LLC	6,511	$370K	0.08%	+1,359	13F-HR Timeline
Compound Planning, Inc.	6,500	$369K	0.01%	+21	13F-HR Timeline
Americana Partners, LLC	6,477	$368K	0.01%	+1,960	13F-HR Timeline
Ballast, Inc.	6,466	$367K	0.09%	-240	13F-HR Timeline
Clearstead Advisors, LLC	6,358	$361K	<0.01%	0	13F-HR Timeline
Vawter Financial, Ltd.	6,354	$361K	0.15%	-128	13F-HR/A Timeline
Curran Financial Partners, LLC	6,327	$359K	0.07%	0	13F-HR Timeline
Mission Creek Capital Partners, Inc.	6,273	$356K	0.07%	0	13F-HR Timeline
Stiles Financial Services Inc	6,268	$356K	0.11%	-408	13F-HR Timeline
LCNB CORP	6,250	$355K	0.12%	0	13F-HR Timeline
Richard W. Paul & Associates, LLC	6,228	$354K	0.12%	-208	13F-HR Timeline
Sterling Investment Counsel, LLC	6,217	$353K	0.1%	0	13F-HR Timeline
HENGEHOLD CAPITAL MANAGEMENT LLC	6,192	$352K	0.03%	0	13F-HR Timeline
Berkeley, Inc	6,104	$347K	0.11%	0	13F-HR Timeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…	6,095	$346K	0.02%	+393	13F-HR Timeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…	6,064	$344K	0.01%	+781	13F-HR Timeline Group
Focused Wealth Management, Inc	6,062	$344K	0.04%	+29	13F-HR Timeline
Roehl & Yi Investment Advisors, LLC	6,060	$344K	0.14%	0	13F-HR Timeline
Accurate Wealth Management, LLC	5,929	$344K	0.04%	-247	13F-HR Timeline
Thayer Partners, LLC / MA	6,054	$344K	0.17%		13F-HR Timeline
IEQ CAPITAL, LLC	5,995	$341K	<0.01%	-27	13F-HR Timeline
Mascagni Wealth Management, Inc.	5,983	$340K	0.25%	+20	13F-HR Timeline
Sharper & Granite LLC	5,924	$337K	0.12%	-29	13F-HR Timeline
GILL CAPITAL PARTNERS, LLC	5,918	$336K	0.1%	0	13F-HR Timeline
Evolution Wealth Advisors, LLC	5,900	$335K	0.03%	0	13F-HR Timeline
Tidemark, LLC	5,893	$335K	0.1%	+6	13F-HR Timeline
Pinion Investment Advisors, LLC	5,860	$333K	0.08%	0	13F-HR Timeline
GoalVest Advisory LLC	5,860	$333K	0.06%	0	13F-HR Timeline
Essex Bankin group Essex Financial Services, Inc.	5,847	$332K	0.07%	0	13F-HR Timeline Group
Smallwood Wealth Investment Management,…	5,842	$332K	0.17%	0	13F-HR Timeline
Leo Wealth, LLC	5,832	$331K	0.02%	+931	13F-HR Timeline
FIRST COMMUNITY TRUST NA	5,820	$331K	0.25%	0	13F-HR Timeline
HANCOCK WHITNEY CORP	5,796	$329K	0.01%	0	13F-HR Timeline
Orange Investment Advisors, Inc.	5,771	$328K	0.04%	-691	13F-HR Timeline
CIBC WORLD MARKET INC.	5,762	$327K	<0.01%	0	13F-HR Timeline
Reyes Financial Architecture, Inc.	5,747	$326K	0.2%	0	13F-HR Timeline
MMA ASSET MANAGEMENT LLC	5,741	$326K	0.12%	-5,733	13F-HR Timeline
Dynamic Advisor Solutions LLC	5,722	$325K	0.01%	+4	13F-HR Timeline
SFG Wealth Management, LLC.	5,714	$325K	0.13%	+761	13F-HR Timeline
PENNINGTON PARTNERS & CO., LLC	5,702	$324K	0.13%	-670	13F-HR Timeline
SIGNATUREFD, LLC	5,687	$323K	<0.01%	+492	13F-HR Timeline
Ballentine Partners, LLC	5,663	$322K	<0.01%	-163	13F-HR Timeline
Associated Banc-Corpin group Associated Banc-Corp	5,647	$321K	0.01%	new	13F-HR Timeline Group
Cadence Bank	5,636	$320K	0.02%	new	13F-HR Timeline
DRAVO BAY LLC	5,601	$318K	0.13%	new	13F-HR Timeline
Capital Investment Advisors, LLC	5,562	$316K	<0.01%	-95	13F-HR Timeline
Old Peak Finance LLC	5,511	$313K	0.19%		13F-HR Timeline
Interchange Capital Partners, LLC	5,501	$313K	0.06%	0	13F-HR Timeline
Brookwood Investment Group LLC	5,497	$312K	0.04%	new	13F-HR Timeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…	5,485	$312K	<0.01%	-1,114	13F-HR Timeline Group
INSIGNEO ADVISORY SERVICES, LLC	5,445	$309K	0.02%	+711	13F-HR Timeline
Tranquility Partners, LLC	5,420	$308K	0.11%	0	13F-HR Timeline
Annex Advisory Services, LLC	5,385	$306K	0.01%	-2,849	13F-HR Timeline
NWF Advisory Services Inc.	5,375	$305K	0.03%	+905	13F-HR Timeline
Berger Financial Group, Inc	5,360	$305K	0.02%	new	13F-HR Timeline
Hegarty Advisors, LLC	5,358	$304K	0.26%		13F-HR Timeline
Range Advisory, LLC	5,355	$304K	0.08%		13F-HR Timeline
FULTON BREAKEFIELD BROENNIMAN LLC	5,331	$303K	0.02%	new	13F-HR Timeline
Everhart Financial Group, Inc.	5,284	$300K	0.03%	+9	13F-HR Timeline
KPP Advisory Services LLC	5,271	$299K	0.04%	-3,862	13F-HR Timeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…	5,269	$299K	<0.01%	+39	13F-HR Timeline Group
JFS WEALTH ADVISORS, LLC	5,269	$299K	0.02%	+920	13F-HR Timeline
Fiduciary Group, LLC	5,264	$299K	0.03%	+194	13F-HR Timeline
Ariadne Wealth Management, LP	5,029	$295K	0.12%	0	13F-HR Timeline
Erickson Financial Group, LLC	5,182	$294K	0.18%	0	13F-HR Timeline
Global View Capital Management LLC	5,172	$294K	0.05%	+444	13F-HR Timeline
Chris Bulman Inc	5,160	$293K	0.13%	+22	13F-HR Timeline
Garden State Investment Advisory Servic…	5,146	$292K	0.07%	-2,944	13F-HR Timeline
Equity Wealth Partners, LLC	5,143	$292K	0.19%	+469	13F-HR Timeline
Amicus Financial Advisors, LLC	5,125	$291K	0.08%		13F-HR Timeline
LANE BROTHERS & CO INC	5,124	$291K	0.21%		13F-HR Timeline
TBH Global Asset Management, LLC	5,830	$291K	0.05%	new	13F-HR Timeline
THOROUGHBRED FINANCIAL SERVICES, LLC	5,137	$291K	0.02%	0	13F-HR Timeline
BYRNE FINANCIAL FREEDOM, LLC	5,100	$290K	0.13%	0	13F-HR Timeline
Three Arch Wealth Management LLC	5,094	$289K	0.05%		13F-HR Timeline
Integrity Advisory Solutions, LLC	5,075	$288K	0.04%	+910	13F-HR Timeline
FIRETHORN WEALTH PARTNERS, LLC	5,038	$286K	0.11%	-2,022	13F-HR Timeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV	5,024	$285K	0.08%	+3	13F-HR Timeline
MPWM ADVISORY SOLUTIONS, LLC	5,010	$285K	0.16%	-33,039	13F-HR Timeline
Chicago Wealth Management, Inc.	4,949	$281K	0.11%	0	13F-HR Timeline
Cambridge Advisors Inc.	4,945	$281K	0.05%	0	13F-HR Timeline
Marion Wealth Management	4,843	$281K	0.06%	+27	13F-HR Timeline
Diesslin Group, Inc.	4,928	$280K	0.11%		13F-HR Timeline
Oasis Advisors, LLC	4,927	$280K	0.15%		13F-HR Timeline
NORRIS PERNE & FRENCH LLP/MI	4,854	$276K	0.02%	0	13F-HR Timeline
FIRST CITIZENS BANK & TRUST CO	4,848	$275K	0.01%	0	13F-HR Timeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC	4,847	$275K	<0.01%	-625	13F-HR Timeline Group
Glenview Trust Co	4,834	$275K	<0.01%	new	13F-HR Timeline
Hurley Capital, LLC	4,830	$274K	0.15%	0	13F-HR Timeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.	4,819	$274K	0.01%	-546	13F-HR Timeline Group
Arrowroot Family Office, LLC	4,785	$272K	0.1%	+12	13F-HR Timeline
GK Wealth Management LLC	4,783	$272K	0.2%	new	13F-HR Timeline
Mayflower Financial Advisors, LLC	4,777	$271K	0.03%	+1,041	13F-HR Timeline
WEALTH ALLIANCE, LLC	4,777	$271K	0.03%	+635	13F-HR Timeline
Kaizen Financial Strategies	4,740	$269K	0.12%	+475	13F-HR Timeline
Wise Wealth Partners	4,734	$269K	0.39%	-439	13F-HR Timeline
World Investment Advisors	4,731	$269K	<0.01%	new	13F-HR/A Timeline
Principle Wealth Partners LLC	4,725	$268K	0.02%	+191	13F-HR Timeline
Elm Partners Management LLC	4,710	$268K	0.01%	+36	13F-HR/A Timeline
Fusion Family Wealth, LLC	4,706	$267K	0.02%	0	13F-HR Timeline
Black Diamond Financial, LLC	4,695	$267K	0.03%	0	13F-HR Timeline
Second Line Capital, LLC	4,681	$266K	0.05%	+427	13F-HR Timeline
Valued Retirements, Inc.	4,631	$263K	0.26%	0	13F-HR Timeline
KRM WEALTH MANAGEMENT L.L.C.	4,625	$263K	0.14%		13F-HR Timeline
Mountain Capital Investment Advisors In…	4,514	$263K	0.04%	+661	13F-HR Timeline
Up Capital Management, Inc.	4,610	$262K	0.23%		13F-HR Timeline
HB Wealth Management, LLC	4,603	$262K	<0.01%	+11	13F-HR Timeline
Tactive Advisors, LLC	4,600	$261K	0.08%	0	13F-HR Timeline
Buck Wealth Strategies, LLC	4,586	$261K	0.03%	new	13F-HR Timeline
Legacies Wealth LLC	4,580	$260K	0.15%	new	13F-HR Timeline
Note Advisors, LLC	4,484	$260K	0.13%	+339	13F-HR Timeline
Fisher Asset Management, LLC	4,555	$259K	<0.01%	+167	13F-HR Timeline
Accel Wealth Management	4,522	$257K	0.07%	+5	13F-HR Timeline
Intellectus Partners, LLC	4,500	$256K	0.05%	new	13F-HR Timeline
BAYBAN	4,462	$253K	0.22%		13F-HR Timeline
MOSAIC FAMILY WEALTH PARTNERS, LLC	4,461	$253K	0.03%	-121	13F-HR Timeline
Choate Investment Advisors	4,454	$253K	<0.01%	0	13F-HR Timeline
Goldstein Advisors, LLC	4,448	$253K	0.03%	+14	13F-HR Timeline
VALLEY NATIONAL ADVISERS INC	4,352	$247K	0.03%	new	13F-HR Timeline
Grantvest Financial Group LLC	4,325	$246K	0.16%	+8	13F-HR Timeline
PHILLIPS FINANCIAL MANAGEMENT, LLC	4,320	$245K	0.02%	0	13F-HR Timeline
GPS Wealth Strategies Group, LLC	4,315	$245K	0.21%	-115,569	13F-HR Timeline
Walleye Partners, LLC	4,300	$244K	0.27%		13F-HR Timeline
Oath Planning, LLC	4,283	$243K	0.24%		13F-HR Timeline
B. Riley Wealth Advisors, Inc.	4,282	$243K	0.01%	+9	13F-HR Timeline
Howard Capital Management Group, LLC	4,273	$243K	0.02%	0	13F-HR Timeline
Stirlingshire Investments, Inc.	4,234	$241K	0.21%		13F-HR Timeline
DONALDSON CAPITAL MANAGEMENT, LLC	4,178	$237K	0.01%	-14	13F-HR Timeline
Forza Wealth Management, LLC	4,165	$237K	0.09%	0	13F-HR Timeline
Providence Financial Advisors, LLC	4,123	$234K	0.23%	+1	13F-HR Timeline
TCTC Holdings, LLCin group TCTC Holdings, LLC	4,123	$234K	0.01%	0	13F-HR Timeline Group
Montz Harcus Wealth Management LLC	4,109	$233K	0.09%	+463	13F-HR Timeline
Mustard Seed Financial, LLC	4,091	$232K	0.15%	-2,823	13F-HR Timeline
Veracity Capital LLC	4,087	$232K	0.07%	+11	13F-HR Timeline
Bay Colony Advisory Group, Inc d/b/a Ba…	4,083	$232K	0.03%	0	13F-HR Timeline
WESTBOURNE INVESTMENTS, INC.	4,075	$232K	0.11%	0	13F-HR Timeline
Eldridge Investment Advisors, Inc.	4,055	$230K	0.05%	+143	13F-HR Timeline
Fiduciary Alliance LLC	4,050	$230K	0.02%	-448	13F-HR Timeline
Hopwood Financial Services, Inc.	4,021	$228K	0.16%	0	13F-HR Timeline
DELTA CAPITAL MANAGEMENT LLC	4,000	$227K	0.13%	0	13F-HR Timeline
Graetz Wealth LLC	3,994	$227K	0.21%		13F-HR Timeline
Advisor Resource Council	3,824	$224K	0.08%	new	13F-HR Timeline
TUCKER ASSET MANAGEMENT LLC	3,923	$223K	0.06%	0	13F-HR Timeline
Trifecta Capital Advisors, LLC	3,903	$222K	0.03%	0	13F-HR Timeline
Asio Capital, LLC	3,903	$222K	0.03%	0	13F-HR Timeline
Winch Advisory Services, LLC	3,887	$221K	0.05%	+20	13F-HR Timeline
Robertson Stephens Wealth Management, L…	3,873	$220K	0.01%	new	13F-HR Timeline
Benchmark Financial Wealth Advisors, LLC	3,872	$220K	0.06%	+22	13F-HR Timeline
ZEGA Investments, LLC	3,871	$220K	0.04%	new	13F-HR Timeline
Glassman Wealth Services	3,833	$218K	0.03%	0	13F-HR Timeline
SmartHarvest Portfolios, LLC	3,832	$218K	0.08%		13F-HR Timeline
Crews Bank & Trust	3,816	$217K	0.03%	0	13F-HR Timeline
VICTORY FINANCIAL GROUP, LLC	3,814	$217K	0.03%	new	13F-HR Timeline
HBK Sorce Advisory LLC	3,642	$217K	<0.01%	0	13F-HR Timeline
NWAM LLC	3,739	$216K	0.01%	-3,245	13F-HR Timeline
WESTCO ADVISORY SERVICES INC /ADV	3,798	$216K	0.13%		13F-HR Timeline
Plancorp, LLC	3,791	$215K	0.01%	new	13F-HR Timeline
White Lighthouse Investment Management …	3,774	$214K	0.03%	+53	13F-HR Timeline
Keenan, LLC	3,756	$213K	0.19%		13F-HR/A Timeline
COMMERCE BANKin group COMMERCE BANK	3,715	$211K	<0.01%	new	13F-HR Timeline Group
CARLSON FINANCIAL, INC.	3,699	$210K	0.12%		13F-HR Timeline
Summit Place Financial Advisors, LLC	3,675	$209K	0.1%	new	13F-HR Timeline
Bernardo Wealth Planning LLC	3,673	$209K	0.04%	+3	13F-HR Timeline
Wilkins Miller Wealth Management, LLC	3,670	$209K	0.12%	-2,310	13F-HR Timeline
Stonebridge Financial Planning Group, L…	3,652	$207K	0.07%	0	13F-HR Timeline
Emerald Advisors, LLC	3,622	$206K	0.03%	0	13F-HR Timeline
Concord Wealth Partnersin group Concord Wealth Partners	3,613	$205K	0.03%	0	13F-HR Timeline Group
Archer Investment Management, LLC	3,597	$204K	0.11%	new	13F-HR Timeline
VILLERE ST DENIS J & CO LLC	3,597	$204K	0.02%	new	13F-HR Timeline
Rockwood Wealth Management, LLC	3,589	$204K	0.02%	-1,405	13F-HR Timeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…	3,570	$203K	<0.01%	new	13F-HR Timeline Group
Financial Strategies Group, Inc.	3,491	$202K	0.04%	new	13F-HR Timeline
Falcon Wealth Planning	3,558	$202K	0.02%	new	13F-HR Timeline
AdviceOne Advisory Services, LLC	3,542	$201K	0.12%	new	13F-HR Timeline
ROTHSCHILD INVESTMENT LLC	3,506	$199K	0.01%	-40	13F-HR Timeline
BROWN, LISLE/CUMMINGS, INC.	3,450	$196K	0.05%	0	13F-HR Timeline
LRI Investments, LLC	3,383	$192K	0.02%	0	13F-HR Timeline
Moisand Fitzgerald Tamayo, LLC	3,322	$189K	0.02%	-371	13F-HR Timeline
Topsail Wealth Management, LLC	3,275	$186K	0.03%	0	13F-HR Timeline
EVERMAY WEALTH MANAGEMENT LLC	3,179	$181K	0.02%	0	13F-HR Timeline
PIN OAK INVESTMENT ADVISORS INC	3,026	$180K	0.13%	0	13F-HR Timeline
Ancora Advisors LLCin group Ancora Advisors LLC	2,995	$170K	<0.01%	-24	13F-HR Timeline Group
Sunbelt Securities, Inc.	2,990	$170K	0.01%	+15	13F-HR Timeline
SBI Securities Co., Ltd.	2,961	$168K	<0.01%	+163	13F-HR Timeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/	2,909	$165K	<0.01%	+443	13F-HR Timeline Group
Federation des caisses Desjardins du Qu…	2,874	$163K	<0.01%	-50,038	13F-HR Timeline
Colonial Trust Co / SCin group Colonial Trust Advisors	2,800	$160K	0.02%	0	13F-HR Timeline Group