SPYV SPDR SERIES TRUST

PRTFLO S&P500 VL (fund)

1,010 managers (1,023 13F filers) reported a position in SPYV shares at 2024-12-31, 423,225,242 shares in all. 70 filers opened a position and 77 filers sold out during the quarter.

Managers: 1,010
13F filers: 1,023
New: 70
Added: 419
Reduced: 306
Sold out: 77
Shares held by filers: 423,225,242

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP	13	$665	<0.01%	-17	13F-HR Timeline Group
Beacon Capital Management, LLC	12	$614	<0.01%	0	13F-HR Timeline
LANARK FINANCIAL, INC.	11	$570	0.05%	-11,293	13F-HR Timeline
Founders Capital Management	4	$215	<0.01%	0	13F-HR Timeline
DHJJ Financial Advisors, Ltd.	3	$157	<0.01%	0	13F-HR Timeline
Parallel Advisors, LLC	1	$51	<0.01%	0	13F-HR Timeline
Semmax Financial Advisors Inc.	1	$49	<0.01%	0	13F-HR Timeline
RE Dickinson Investment Advisors, LLC	45	$23	<0.01%	new	13F-HR/A Timeline
Demars Financial Group, LLC	16,144,971	$316K		+15,839,453	13F-HR TimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.
Legacy Financial Group LLC	197,992	$10.1B		+2,143	13F-HR TimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.