Skip to content
Disclosery

SPYV SPDR SERIES TRUST

Follow

PRTFLO S&P500 VL (fund)

1,197 managers (1,213 13F filers) reported a position in SPYV shares at 2026-06-30, 490,719,222 shares in all. 92 filers opened a position and 52 filers sold out during the quarter.

Managers
1,197
13F filers
1,213
New
92
Added
493
Reduced
418
Sold out
52
Shares held by filers
490,719,222

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.

HolderSharesValue% of portfolioChangeSource
Spartan Wealth Advisory Services LLC3,450$210K0.02%-17713F-HRTimeline
Aspen Wealth Management LLC3,449$210K0.04%new13F-HRTimeline
Financial Strategies Group, Inc.3,394$210K0.03%-5913F-HRTimeline
Horizon Wealth Management, LLC3,401$207K0.03%new13F-HRTimeline
Clear Harbor Asset Management, LLC3,397$206K0.01%new13F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV3,249$206K0.07%new13F-HRTimeline
LRI Investments, LLC3,383$206K0.02%013F-HRTimeline
KPP Advisory Services LLC3,373$205K0.03%-1,35613F-HRTimeline
Coign Capital Advisors LLC3,371$205K0.09%new13F-HRTimeline
PALLADIEM, LLC3,357$204K0.2%-67,44413F-HRTimeline
Venturi Wealth Management, LLC3,357$204K0.01%new13F-HRTimeline
Hopwood Financial Services, Inc.3,351$204K0.12%new13F-HRTimeline
Valeo Financial Advisors, LLC3,341$203K<0.01%new13F-HRTimeline
GERMAN AMERICAN BANCORP, INC.3,330$202K0.02%new13F-HRTimeline
MFA Wealth Services3,321$202K0.12%new13F-HRTimeline
Members Trust Co3,317$202K0.01%new13F-HRTimeline
Robertson Stephens Wealth Management, L…3,311$201K<0.01%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.3,236$197K0.01%-1,58313F-HRTimelineGroup
Blue Trust, Inc.3,231$196K<0.01%+27213F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC3,179$193K0.02%013F-HRTimeline
Peak Retirement Planning, Inc.3,161$192K0.03%new13F-HRTimeline
SBI Securities Co., Ltd.3,138$191K<0.01%+6213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.3,092$188K<0.01%-32613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,079$187K<0.01%-79713F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC3,063$186K0.02%-23013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC3,026$184K0.13%013F-HR/ATimeline
Concord Wealth Partnersin group Concord Wealth Partners2,965$180K0.02%-58313F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC2,961$180K<0.01%013F-HRTimelineGroup
OLD SECOND NATIONAL BANK OF AURORA2,835$172K0.03%-4,35413F-HRTimeline
Creative Capital Management Investments…2,812$171K0.04%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors2,800$170K0.02%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…2,707$165K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co2,691$164K0.04%-8313F-HRTimeline
Operose Advisors LLC2,691$164K0.03%-51113F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS2,646$161K0.02%new13F-HRTimeline
Continuum Advisory, LLC2,615$159K0.01%new13F-HRTimeline
Heritage Wealth Advisors2,494$152K0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.2,475$150K0.06%+1,11513F-HRTimeline
Buck Wealth Strategies, LLC2,435$148K0.02%new13F-HRTimeline
Archer Investment Corp2,410$147K0.03%-13713F-HR/ATimeline
Murphy & Mullick Capital Management Corp2,403$146K0.09%013F-HRTimeline
Noble Wealth Management PBC2,260$137K0.06%-513F-HRTimeline
Private Wealth Asset Management, LLC2,235$136K0.01%013F-HRTimeline
Westside Investment Management, Inc.2,214$135K0.02%+1,05413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,164$132K<0.01%013F-HRTimeline
Independence Bank of Kentucky2,159$131K0.01%013F-HRTimeline
TRUST CO OF VERMONT2,042$124K<0.01%13F-HRTimeline
REAP Financial Group, LLC2,035$124K0.02%+1,91913F-HRTimeline
Acropolis Investment Management, LLC1,946$118K<0.01%013F-HR/ATimeline
EVOLUTION WEALTH MANAGEMENT INC.1,934$118K0.07%+19713F-HRTimeline
MASECO LLP1,893$115K<0.01%+28713F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN1,881$114K0.01%new13F-HRTimeline
Bare Financial Services, Inc1,830$111K0.03%013F-HRTimeline
Crewe Advisors LLC1,824$111K0.01%+1,08513F-HRTimeline
Basepoint Wealth LLC1,684$102K0.06%+813F-HRTimeline
Dunhill Financial, LLC1,658$101K0.02%013F-HRTimeline
Main Street Group, LTD1,654$101K0.02%+613F-HRTimeline
Strive Financial Group ,LLC1,648$100K0.04%-14413F-HR/ATimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,765$99.9K<0.01%013F-HRTimelineGroup
Trust Co1,641$99.8K0.01%+30213F-HRTimeline
Urban Financial Advisory Corp1,620$98.5K0.03%-67013F-HRTimeline
Coston, McIsaac & Partners1,628$98K0.02%013F-HRTimeline
Pacific Center for Financial Services1,580$96K0.02%013F-HRTimeline
Plante Moran Financial Advisors, LLC1,533$93.2K<0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.1,514$92K0.04%013F-HRTimeline
Hickory Point Bank & Trust1,507$91.6K0.06%013F-HRTimeline
Knuff & Co LLC1,502$91.3K0.02%013F-HRTimeline
NVWM, LLC1,461$88.8K0.02%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC1,460$88.7K0.04%+113F-HRTimeline
Cornerstone Planning Group LLC1,264$78.1K0.01%+513F-HRTimeline
Family Manage LLC1,266$77K0.01%new13F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.1,252$76.1K0.01%-5213F-HRTimeline
Wagner Wealth Management, LLC1,198$72.8K0.01%+213F-HRTimeline
Darwin Wealth Management, LLC1,181$71.8K0.02%-93413F-HRTimeline
WealthShield Partners, LLC1,181$71.8K0.01%-25,97113F-HRTimeline
Manchester Capital Management LLC1,160$70.5K0.01%-29013F-HRTimeline
FIRST FINANCIAL CORP /IN/1,157$70.3K0.02%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,132$68.8K<0.01%-69313F-HRTimelineGroup
CASTLEKEEP INVESTMENT ADVISORS LLC1,132$68.8K0.03%new13F-HRTimeline
Asset Dedication, LLC1,122$68.2K<0.01%013F-HRTimeline
Parallel Advisors, LLC1,097$66.7K<0.01%+2913F-HRTimeline
Byrne Asset Management LLC172$66.5K0.04%013F-HRTimeline
BALLAST ADVISORS LLC1,059$64.4K0.02%+1513F-HRTimeline
Access Investment Management LLC1,050$63.8K0.02%013F-HRTimeline
Longview Financial Advisors LLC1,024$62.2K0.03%013F-HRTimeline
Investment Research & Advisory Group, I…1,021$62.1K0.02%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,000$60.8K<0.01%013F-HRTimelineGroup
NFSG Corp911$55.4K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC898$54.6K<0.01%013F-HRTimeline
Downshift Financial, LLC898$54.6K0.02%new13F-HRTimeline
STEPH & CO885$53.8K0.01%-39413F-HRTimeline
Essential Partners LLC869$52.8K0.02%013F-HRTimeline
CENTRAL TRUST Co864$52.5K<0.01%+66113F-HRTimeline
MJT & Associates Financial Advisory Gro…840$51.1K0.03%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC837$50.9K0.03%+57113F-HRTimeline
Brooklyn FI, LLC816$50.4K0.01%new13F-HRTimeline
Clearstead Advisors, LLC822$50K<0.01%-5,53613F-HRTimeline
TFC Financial Management, Inc.799$48.6K0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.796$48.4K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.781$47.5K<0.01%+8513F-HRTimeline
VIMA LLC769$46.7K0.05%13F-HRTimeline
DecisionPoint Financial, LLC750$45.8K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.749$45.5K<0.01%+52913F-HRTimeline
StrongBox Wealth, LLC740$45K0.01%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC735$44.7K0.01%013F-HRTimeline
North Star Investment Management Corp.713$43.4K<0.01%+313F-HRTimeline
OAKWORTH CAPITAL, INC.700$42.7K<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp694$42.2K<0.01%+213F-HRTimelineGroup
BEACON INVESTMENT ADVISORY SERVICES, IN…671$40.8K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC667$40.6K0.01%+313F-HRTimeline
Align Financial, LLC661$40.2K0.02%013F-HRTimeline
FINANCIAL CONSULATE, INC651$39.6K<0.01%013F-HRTimeline
Clark Wealth Partners630$38.3K0.02%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.619$37.6K<0.01%013F-HR/ATimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…617$37.5K<0.01%013F-HRTimeline
Park Place Capital Corp597$36.3K0.01%013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding576$35.1K-11,769Timeline
FOSTER DYKEMA CABOT & PARTNERS, LLC569$34.6K<0.01%013F-HRTimeline
CDKV HOLDINGS LLC560$34K0.03%013F-HRTimeline
PlanVest Financial, Inc553$33.6K0.02%013F-HRTimeline
Triumph Capital Management548$33.3K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC544$33.1K<0.01%013F-HRTimeline
CVA Family Office, LLC541$32.9K<0.01%+213F-HRTimeline
Lodestone Wealth Management LLC536$32.6K0.01%-7813F-HRTimeline
FIDUCIARY ADVISORS, INC.512$31.1K0.02%+313F-HRTimeline
Atlantic Private Wealth, LLC503$30.6K0.02%013F-HRTimeline
Meramec Financial Planners, LLC477$29.7K0.01%+213F-HRTimeline
Leo H. Evart, Inc.445$27.1K0.02%013F-HRTimeline
Keating Financial Advisory Services, In…432$26.3K<0.01%013F-HRTimeline
Hartford Financial Management Inc.420$25.5K0.01%013F-HRTimeline
Washington Trust Advisors, Inc.402$24.4K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC395$24K<0.01%013F-HRTimeline
Napier Financial, LLC383$23.3K<0.01%+213F-HRTimeline
Elevated Capital Advisors, LLC371$22.6K0.01%013F-HRTimeline
SYM FINANCIAL Corp368$22.4K<0.01%new13F-HRTimeline
Hanson & Doremus Investment Management353$21K<0.01%013F-HRTimeline
Signature Equity Partners, LLC345$21K0.01%-15513F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…340$20.7K<0.01%013F-HRTimelineGroup
EPG Wealth Management LLC329$20K<0.01%+313F-HRTimeline
RHL GROUP, LLC327$19.9K0.02%+213F-HRTimeline
CARDIFF PARK ADVISORS, LLC328$19.9K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…325$19.8K<0.01%new13F-HRTimelineGroup
KERR FINANCIAL PLANNING Corp296$18K0.02%+13013F-HRTimeline
Pacifica Partners Inc.290$17.9K0.01%013F-HRTimeline
CITY HOLDING CO290$17.6K<0.01%-1513F-HRTimeline
Dogwood Wealth Management LLC282$17.1K0.01%-1,00913F-HRTimeline
BIRCHBROOK, INC.269$16.4K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…250$15.2K0.01%013F-HRTimeline
Atlatl Advisers LLC231$14K<0.01%new13F-HRTimeline
Providence Capital Advisors, LLC229$13.9K<0.01%013F-HRTimeline
Networth Advisors, LLC221$13.4K0.01%-4213F-HRTimeline
WPG Advisers, LLC210$12.8K0.01%+113F-HRTimeline
Go Invest LLC207$12.6K<0.01%+1613F-HRTimeline
Silver Grove Financial Group, Inc.201$12.2K0.01%+113F-HRTimeline
DT Investment Partners, LLC200$12.2K<0.01%013F-HRTimeline
Hughes Financial Services, LLC198$12K<0.01%013F-HRTimeline
Avion Wealth213$12K<0.01%+113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC179$11.1K<0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…181$11K0.01%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …163$10K<0.01%013F-HRTimelineGroup
Addison Advisors LLC163$9.91K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.163$9.91K0.01%-2713F-HRTimeline
GAMMA Investing LLC159$9.67K<0.01%+4213F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC151$9.18K<0.01%13F-HRTimeline
BLUELINE ADVISORS LLC140$8.51K0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC136$8.27K<0.01%013F-HRTimeline
United Community Bankin group United Community Bank128$7.78K<0.01%013F-HRTimelineGroup
Valued Wealth Advisors LLC124$7.54K<0.01%013F-HRTimeline
EASTERN BANK120$7.29K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB114$6.93K<0.01%013F-HRTimeline
Blume Capital Management, Inc.112$6.81K<0.01%013F-HRTimeline
Robinswood Financial LLC107$6.56K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC91$6.25K<0.01%-28413F-HRTimeline
Versant Capital Management, Inc87$5.29K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.66$4K<0.01%013F-HRTimeline
Institute for Wealth Management, LLC.64$3.9K<0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton62$3.77K<0.01%013F-HRTimeline
Stone House Investment Management, LLC60$3.65K<0.01%013F-HRTimeline
CNB Bank55$3.34K<0.01%-1713F-HRTimeline
Monetary Solutions, Ltd50$3.04K<0.01%013F-HRTimeline
Spurstone Advisory Services, LLC40$2.44K0.03%013F-HRTimeline
IMG Wealth Management, Inc.38$2.31K<0.01%new13F-HRTimeline
Timbuktu Capital Management, LLC35$2.13K<0.01%13F-HRTimeline
HORIZON BANCORP INC /IN/36$2K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC31$1.89K<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.30$1.82K<0.01%013F-HRTimeline
Abound Wealth Management29$1.76K<0.01%-21013F-HRTimeline
Breakwater Investment Management26$1.58K<0.01%013F-HRTimeline
Montgomery Financial Services LLC20$1.22K<0.01%13F-HRTimeline
SITTNER & NELSON, LLC17$1.03K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC16$973<0.01%013F-HRTimeline
True Wealth Design, LLC7$426<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.5$304<0.01%new13F-HRTimelineGroup
Founders Capital Management4$262<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.3$192<0.01%013F-HRTimeline
Kilter Group LLC1$85<0.01%-72013F-HRTimeline
Raleigh Capital Management Inc.0$19<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.