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Disclosery

SPYV SPDR SERIES TRUST

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PRTFLO S&P500 VL (fund)

1,173 managers (1,186 13F filers) reported a position in SPYV shares at 2026-03-31, 473,425,033 shares in all. 76 filers opened a position and 56 filers sold out during the quarter.

Managers
1,173
13F filers
1,186
New
76
Added
478
Reduced
419
Sold out
56
Shares held by filers
473,425,033

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
ETF Store, Inc.6,813$385K0.38%+1213F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO6,804$385K0.04%013F-HRTimeline
GC Wealth Management RIA, LLC6,753$382K0.02%013F-HRTimeline
AlphaCore Capital LLC6,740$381K0.01%-3,20213F-HRTimeline
JMG Financial Group, Ltd.6,695$379K0.01%013F-HRTimeline
Colonial River Investments, LLC6,674$378K0.14%-1,81913F-HRTimeline
ZEGA Investments, LLC6,674$378K0.07%+2,80313F-HRTimeline
NWF Advisory Services Inc.6,672$378K0.04%+1,29713F-HRTimeline
PUREfi Wealth, LLC6,584$373K0.24%-70713F-HRTimeline
Key Client Fiduciary Advisors, LLC6,581$372K0.13%+3513F-HRTimeline
JMN Financial LLC6,565$371K0.37%-27913F-HRTimeline
Everest Financial Group LLC6,519$369K0.06%new13F-HRTimeline
Americana Partners, LLC6,494$367K0.01%+1713F-HRTimeline
Mayflower Financial Advisors, LLC6,485$367K0.04%+1,70813F-HRTimeline
WESTBOURNE INVESTMENTS, INC.6,475$366K0.17%+2,40013F-HRTimeline
Ruggiero Investments, Inc.6,469$366K0.35%-79913F-HRTimeline
Twelve Points Wealth Management LLC6,396$362K0.08%-413F-HRTimeline
WNY Asset Management, LLC6,370$360K0.04%13F-HRTimeline
Clearstead Advisors, LLC6,358$360K<0.01%013F-HRTimeline
Vawter Financial, Ltd.6,354$360K0.15%013F-HR/ATimeline
Stiles Financial Services Inc6,350$359K0.11%+8213F-HRTimeline
Ballast, Inc.6,331$358K0.08%-13513F-HRTimeline
Curran Financial Partners, LLC6,327$358K0.06%013F-HRTimeline
Berger Financial Group, Inc6,297$356K0.02%+93713F-HRTimeline
IEQ CAPITAL, LLC6,290$356K<0.01%+29513F-HRTimeline
Mission Creek Capital Partners, Inc.6,273$355K0.07%013F-HRTimeline
LCNB CORP6,250$354K0.12%013F-HRTimeline
Richard W. Paul & Associates, LLC6,228$352K0.12%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC6,226$352K0.09%-2,11613F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC6,212$351K0.03%+2013F-HRTimeline
Grandview Asset Management LLC6,182$350K0.1%-83913F-HRTimeline
Cascade Financial Partners, LLC6,180$350K0.04%new13F-HRTimeline
Virtue Capital Management, LLC6,273$349K0.05%new13F-HRTimeline
Focused Wealth Management, Inc6,107$346K0.04%+4513F-HRTimeline
Berkeley, Inc6,104$345K0.12%013F-HRTimeline
Thayer Partners, LLC / MA6,076$344K0.16%+2213F-HRTimeline
Roehl & Yi Investment Advisors, LLC6,060$343K0.13%013F-HRTimeline
Second Line Capital, LLC5,719$342K0.06%+1,03813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,033$341K0.01%-10,79613F-HRTimelineGroup
Edgestream Partners, L.P.6,013$340K0.01%-5,79313F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…5,987$339K<0.01%+71813F-HRTimelineGroup
GILL CAPITAL PARTNERS, LLC5,918$335K0.1%013F-HRTimeline
Accurate Wealth Management, LLC5,770$335K0.04%-15913F-HRTimeline
Evolution Wealth Advisors, LLC5,900$334K0.03%013F-HRTimeline
Lynx Investment Advisory5,889$333K0.16%-2,11413F-HRTimeline
Pinion Investment Advisors, LLC5,860$332K0.08%013F-HRTimeline
GoalVest Advisory LLC5,860$332K0.06%013F-HRTimeline
CIBC WORLD MARKET INC.5,844$331K<0.01%+8213F-HRTimeline
Smallwood Wealth Investment Management,…5,842$331K0.17%013F-HRTimeline
FIRST COMMUNITY TRUST NA5,820$329K0.24%013F-HRTimeline
Mascagni Wealth Management, Inc.5,811$329K0.23%-17213F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.5,800$328K0.07%-4713F-HRTimelineGroup
Capital Investment Advisors, LLC5,762$326K<0.01%+20013F-HR/ATimeline
MMA ASSET MANAGEMENT LLC5,754$326K0.11%+1313F-HRTimeline
Reyes Financial Architecture, Inc.5,747$325K0.27%013F-HRTimeline
Fortitude Financial, LLC5,727$324K0.17%-83913F-HRTimeline
Aprio Wealth Management, LLC5,720$324K0.02%new13F-HRTimeline
SIGNATUREFD, LLC5,690$322K<0.01%+313F-HRTimeline
Dynamic Advisor Solutions LLC5,683$322K0.01%-3913F-HRTimeline
Cape Investment Advisory, Inc.5,674$321K0.11%-1,05713F-HRTimeline
Tidemark, LLC5,661$320K0.08%-23213F-HRTimeline
Sharper & Granite LLC5,649$320K0.11%-27513F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK5,637$319K<0.01%new13F-HRTimelineGroup
Fiduciary Group, LLC5,547$314K0.03%+28313F-HRTimeline
Range Advisory, LLC5,525$313K0.06%+17013F-HRTimeline
Old Peak Finance LLC5,511$312K0.18%013F-HRTimeline
Procyon Advisors, LLC5,483$310K0.02%new13F-HRTimeline
Orange Investment Advisors, Inc.5,464$309K0.04%-30713F-HR/ATimeline
SFG Wealth Management, LLC.5,435$308K0.13%-27913F-HRTimeline
HANCOCK WHITNEY CORP5,195$305K0.01%-60113F-HRTimeline
Hegarty Advisors, LLC5,369$304K0.24%+1113F-HRTimeline
Tranquility Partners, LLC5,362$303K0.11%-5813F-HRTimeline
Annex Advisory Services, LLC5,348$303K0.01%-3713F-HRTimeline
Shulman DeMeo Asset Management LLC5,333$302K0.06%new13F-HRTimeline
KLCM Advisors, Inc.5,327$301K0.03%new13F-HRTimeline
Strategic Blueprint, LLC5,313$301K0.02%-2,57213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC5,309$300K0.02%+17213F-HRTimeline
Everhart Financial Group, Inc.5,291$299K0.03%+713F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.5,220$295K<0.01%new13F-HRTimeline
Erickson Financial Group, LLC5,182$293K0.18%013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC5,164$292K0.02%new13F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC5,100$289K0.14%013F-HRTimeline
Three Arch Wealth Management LLC5,094$288K0.05%013F-HRTimeline
JFS WEALTH ADVISORS, LLC5,094$288K0.02%-17513F-HRTimeline
Venture Visionary Partners LLC5,091$288K0.01%-2,06713F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC5,074$287K0.15%+6413F-HRTimeline
Garden State Investment Advisory Servic…5,046$286K0.07%-10013F-HRTimeline
LANE BROTHERS & CO INC5,034$285K0.21%-9013F-HRTimeline
Ariadne Wealth Management, LP5,029$285K0.13%013F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV5,026$284K0.07%+213F-HRTimeline
World Investment Advisors5,021$284K<0.01%+29013F-HRTimeline
Sterling Investment Counsel, LLC4,970$281K0.08%-1,24713F-HRTimeline
Interchange Capital Partners, LLC5,501$281K0.09%013F-HRTimeline
SMART Wealth LLC4,944$280K0.08%-2,02113F-HRTimeline
Kaizen Financial Strategies4,758$279K0.12%+1813F-HRTimeline
HRT FINANCIAL LP4,876$275K<0.01%new13F-HRTimeline
Marion Wealth Management4,857$275K0.06%+1413F-HRTimeline
FIRST CITIZENS BANK & TRUST CO4,848$274K0.01%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC4,847$274K<0.01%013F-HRTimelineGroup
Glenview Trust Co4,834$274K<0.01%013F-HRTimeline
Hurley Capital, LLC4,830$273K0.15%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.4,819$273K0.01%013F-HRTimelineGroup
Cambridge Advisors Inc.4,770$270K0.05%-17513F-HRTimeline
Wise Wealth Partners4,735$268K0.36%+113F-HRTimeline
KPP Advisory Services LLC4,729$268K0.04%-54213F-HRTimeline
Global View Capital Management LLC4,718$267K0.07%-45413F-HRTimeline
HB Wealth Management, LLC4,707$266K<0.01%+10413F-HRTimeline
Fusion Family Wealth, LLC4,706$266K0.02%013F-HRTimeline
Amicus Financial Advisors, LLC4,701$266K0.07%-42413F-HRTimeline
Mountain Capital Investment Advisors In…4,499$265K0.04%-1513F-HRTimeline
KRM WEALTH MANAGEMENT L.L.C.4,642$263K0.14%+1713F-HRTimeline
Elm Partners Management LLC4,710$262K0.01%013F-HRTimeline
Valued Retirements, Inc.4,631$262K0.26%013F-HRTimeline
Up Capital Management, Inc.4,622$262K0.29%+1213F-HRTimeline
Chris Bulman Inc4,620$261K0.11%-54013F-HRTimeline
Tactive Advisors, LLC4,600$260K0.07%013F-HRTimeline
Guardian Capital, LLC4,548$257K0.25%new13F-HRTimeline
Arrowroot Family Office, LLC4,529$256K0.08%-25613F-HR/ATimeline
WEALTH ALLIANCE, LLC4,506$255K0.03%-27113F-HRTimeline
Intellectus Partners, LLC4,500$255K0.05%013F-HRTimeline
Note Advisors, LLC4,484$254K0.13%013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC4,481$254K0.09%-55713F-HRTimeline
Goldstein Advisors, LLC4,473$253K0.03%+2513F-HRTimeline
Choate Investment Advisors4,454$252K<0.01%013F-HRTimeline
Principle Wealth Partners LLC4,434$251K0.01%-29113F-HRTimeline
Grantvest Financial Group LLC4,424$250K0.16%+9913F-HRTimeline
Mustard Seed Financial, LLC4,422$250K0.15%+33113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…4,386$248K<0.01%-1,09913F-HRTimelineGroup
Aegis Wealth Management, Inc.4,379$248K0.19%-6,70713F-HRTimeline
Montz Harcus Wealth Management LLC4,350$246K0.1%+24113F-HRTimeline
VALLEY NATIONAL ADVISERS INC4,352$246K0.03%013F-HRTimeline
Legacies Wealth LLC4,340$246K0.16%-24013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC4,337$245K0.02%-1,10813F-HRTimeline
LexAurum Advisors, LLC4,328$245K0.03%13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC4,320$244K0.02%013F-HRTimeline
Walleye Partners, LLC4,300$243K0.3%013F-HRTimeline
Oath Planning, LLC4,299$243K0.22%+1613F-HRTimeline
Howard Capital Management Group, LLC4,273$242K0.02%013F-HRTimeline
B. Riley Wealth Advisors, Inc.4,289$239K0.02%+713F-HRTimeline
ACUTE INVESTMENT ADVISORY, LLC4,204$238K2.67%-3,07413F-HRTimeline
Forza Wealth Management, LLC4,165$236K0.08%013F-HRTimeline
Brookwood Investment Group LLC4,161$235K0.03%-1,33613F-HRTimeline
Accel Wealth Management4,139$234K0.06%-38313F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC4,132$234K0.01%-4613F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC4,123$233K0.01%013F-HRTimelineGroup
Advisor Resource Council4,112$233K0.09%+28813F-HRTimeline
HBK Sorce Advisory LLC3,869$233K<0.01%+22713F-HRTimeline
Hibernia Wealth Partners, LLC4,043$229K0.07%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…4,025$228K0.03%-5813F-HRTimeline
SmartHarvest Portfolios, LLC4,008$227K0.09%+17613F-HRTimeline
Stirlingshire Investments, Inc.4,004$227K0.2%-23013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …4,004$227K<0.01%new13F-HRTimelineGroup
Integrity Advisory Solutions, LLC3,997$226K0.03%-1,07813F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC4,000$226K0.12%013F-HRTimeline
Veracity Capital LLC3,985$225K0.08%-10213F-HRTimeline
IFS Group,LLC3,976$225K0.2%13F-HRTimeline
Winch Advisory Services, LLC3,975$225K0.05%+8813F-HRTimeline
TUCKER ASSET MANAGEMENT LLC3,923$222K0.07%013F-HRTimeline
BAYBAN3,917$222K0.19%-54513F-HRTimeline
Asio Capital, LLC3,903$221K0.03%013F-HRTimeline
Trifecta Capital Advisors, LLC3,903$221K0.03%013F-HRTimeline
COWA, LLC3,900$221K0.06%-4,00013F-HRTimeline
Benchmark Financial Wealth Advisors, LLC3,886$220K0.06%+1413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,876$219K<0.01%+96713F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC3,845$218K<0.01%new13F-HRTimeline
Glassman Wealth Services3,833$217K0.03%013F-HRTimeline
PEOPLES BANK /OH3,816$216K0.13%new13F-HRTimeline
Crews Bank & Trust3,816$216K0.03%013F-HRTimeline
WESTCO ADVISORY SERVICES INC /ADV3,798$215K0.14%013F-HRTimeline
White Lighthouse Investment Management …3,780$214K0.03%+613F-HRTimeline
Fiduciary Alliance LLC3,649$213K0.01%-40113F-HRTimeline
Keenan, LLC3,756$213K0.18%013F-HRTimeline
CARLSON FINANCIAL, INC.3,706$210K0.12%+713F-HRTimeline
Summit Place Financial Advisors, LLC3,675$208K0.1%013F-HRTimeline
Bernardo Wealth Planning LLC3,674$208K0.04%+113F-HRTimeline
Stonebridge Financial Planning Group, L…3,652$207K0.08%013F-HRTimeline
Wilkins Miller Wealth Management, LLC3,631$205K0.12%-3913F-HRTimeline
Spartan Wealth Advisory Services LLC3,627$205K0.02%13F-HRTimeline
AGH Wealth Advisors, LLC3,601$204K0.15%new13F-HRTimeline
Financial Strategies Group, Inc.3,453$204K0.03%-3813F-HRTimeline
VILLERE ST DENIS J & CO LLC3,597$204K0.02%013F-HRTimeline
Rockwood Wealth Management, LLC3,589$203K0.01%013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…3,570$202K<0.01%013F-HRTimelineGroup
NWAM LLC3,562$202K0.01%-17713F-HRTimeline
Falcon Wealth Planning3,558$201K0.01%013F-HRTimeline
Emerald Advisors, LLC3,553$201K0.02%-6913F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners3,548$201K0.03%-6513F-HRTimelineGroup
AdviceOne Advisory Services, LLC3,542$200K0.12%013F-HRTimeline
Graetz Wealth LLC3,535$200K0.18%-45913F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,506$198K0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.3,450$195K0.05%013F-HRTimeline
Topsail Wealth Management, LLC3,450$195K0.03%+17513F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.3,418$193K<0.01%+1,30013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LRI Investments, LLC3,383$191K0.02%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC3,293$186K0.02%-2913F-HRTimeline
Operose Advisors LLC3,202$181K0.04%+43513F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC3,179$180K0.02%013F-HRTimeline
SBI Securities Co., Ltd.3,076$174K<0.01%+11513F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC3,026$171K0.12%013F-HRTimeline
Sunbelt Securities, Inc.2,964$168K0.01%-2613F-HRTimeline