Skip to content
Disclosery

SPYV SPDR SERIES TRUST

Follow

PRTFLO S&P500 VL (fund)

1,038 managers (1,051 13F filers) reported a position in SPYV shares at 2025-06-30, 425,086,971 shares in all. 78 filers opened a position and 45 filers sold out during the quarter.

Managers
1,038
13F filers
1,051
New
78
Added
455
Reduced
346
Sold out
45
Shares held by filers
425,086,971

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Valued Wealth Advisors LLC174$9.11K<0.01%013F-HRTimeline
United Community Bankin group United Community Bank168$8.79K<0.01%new13F-HRTimelineGroup
Brooklyn Investment Group164$8.58K<0.01%-8313F-HR/ATimeline
MARSHALL & SULLIVAN INC /WA/157$8.22K<0.01%new13F-HRTimeline
CURIO WEALTH, LLC153$8.01K<0.01%+15213F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC137$7.17K<0.01%new13F-HRTimeline
REDMONT WEALTH ADVISORS LLC135$7.07K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.125$7K<0.01%new13F-HRTimeline
First Horizon Advisors, Inc.120$6.31K<0.01%-11813F-HRTimeline
EASTERN BANK120$6.28K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…118$6.18K<0.01%013F-HRTimelineGroup
GAMMA Investing LLC117$6.12K<0.01%new13F-HRTimeline
CNB Bank115$6.02K<0.01%-3913F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\105$5.5K<0.01%-9013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO95$4.97K<0.01%013F-HRTimelineGroup
Versant Capital Management, Inc84$4.4K<0.01%013F-HRTimeline
GROUP ONE TRADING LLC83$4.34K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC63$3.33K<0.01%013F-HRTimeline
Providence Capital Advisors, LLC61$3.19K<0.01%new13F-HRTimeline
Paladin Advisory Group, LLC61$3.19K<0.01%-19313F-HRTimeline
Stone House Investment Management, LLC60$3.15K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.60$3K<0.01%-8313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…53$2.77K<0.01%013F-HRTimelineGroup
Longview Financial Advisors LLC50$2.62K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.43$2.27K<0.01%-4313F-HRTimeline
Spurstone Advisory Services, LLC40$2.09K0.03%013F-HRTimeline
HORIZON BANCORP INC /IN/36$2K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LOGAN CAPITAL MANAGEMENT INC31$1.62K<0.01%013F-HRTimeline
Breakwater Investment Management26$1.36K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC16$838<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC13$681<0.01%013F-HR/ATimeline
ALERUS FINANCIAL NA13$680<0.01%new13F-HRTimeline
Clark Wealth Partners11$576<0.01%new13F-HRTimeline
Founders Capital Management4$222<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.3$163<0.01%013F-HRTimeline
Semmax Financial Advisors Inc.1$50<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
First Command Advisory Services, Inc.0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.