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Disclosery

SPYV SPDR SERIES TRUST

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PRTFLO S&P500 VL (fund)

1,050 managers (1,061 13F filers) reported a position in SPYV shares at 2025-09-30, 451,910,575 shares in all. 71 filers opened a position and 50 filers sold out during the quarter.

Managers
1,050
13F filers
1,061
New
71
Added
447
Reduced
346
Sold out
50
Shares held by filers
451,910,575

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…340$18.8K<0.01%013F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC328$18.1K<0.01%013F-HRTimeline
CITY HOLDING CO305$16.9K<0.01%013F-HRTimeline
Pacifica Partners Inc.290$16.1K0.01%013F-HRTimeline
Parkside Financial Bank & Trust284$15.7K<0.01%+313F-HRTimeline
Team Financial Group, LLC278$15.4K0.01%+113F-HRTimeline
Accredited Wealth Management, LLC3,076$14.6K0.01%+2,81313F-HRTimeline
AMERICAN NATIONAL BANK & TRUST260$14.4K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC259$14.3K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC256$14.3K<0.01%-4513F-HRTimeline
Boreal Capital Management LLC250$13.8K0.01%013F-HRTimeline
Providence Capital Advisors, LLC229$12.7K<0.01%+16813F-HRTimeline
WPG Advisers, LLC208$11.5K0.01%+113F-HRTimeline
Quest 10 Wealth Builders, Inc.207$11.5K0.01%013F-HRTimeline
Hughes Financial Services, LLC198$11.1K<0.01%013F-HRTimeline
Avion Wealth211$11K<0.01%+113F-HRTimeline
Qube Research & Technologies Ltd184$10.2K<0.01%-10,61613F-HRTimeline
Quaker Wealth Management, LLC183$10.1K<0.01%013F-HRTimeline
CENTRAL TRUST Co181$10K<0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…181$10K0.01%013F-HRTimeline
Valued Wealth Advisors LLC174$9.63K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC166$9.19K<0.01%new13F-HRTimeline
KERR FINANCIAL PLANNING Corp144$8.1K0.01%13F-HR/ATimeline
HIGHLINE WEALTH PARTNERS LLC137$7.58K<0.01%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\135$7.47K<0.01%+3013F-HRTimelineGroup
REDMONT WEALTH ADVISORS LLC135$7.47K0.01%013F-HRTimeline
EASTERN BANK120$6.64K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…118$6.53K<0.01%013F-HRTimelineGroup
GAMMA Investing LLC117$6.47K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB114$6.31K<0.01%-7,53613F-HR/ATimeline
Blume Capital Management, Inc.112$6.2K<0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO95$5.26K<0.01%013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.85$5K<0.01%-4013F-HRTimeline
CNB Bank90$4.98K<0.01%-2513F-HRTimeline
Versant Capital Management, Inc87$4.81K<0.01%+313F-HRTimeline
GROUP ONE TRADING LLC83$4.59K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC63$3.5K<0.01%013F-HRTimeline
Paladin Advisory Group, LLC61$3.38K<0.01%013F-HRTimeline
Stone House Investment Management, LLC60$3.33K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC49$2.26K<0.01%-1,29713F-HRTimeline
Spurstone Advisory Services, LLC40$2.21K0.03%013F-HRTimeline
HORIZON BANCORP INC /IN/36$2K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC31$1.72K<0.01%013F-HRTimeline
Breakwater Investment Management26$1.44K<0.01%013F-HRTimeline
Palisade Asset Management, LLC24$1.33K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…24$1.33K<0.01%-10,29613F-HRTimelineGroup
EPG Wealth Management LLC23$1.28K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC16$886<0.01%013F-HRTimeline
Founders Capital Management4$235<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.3$173<0.01%013F-HRTimeline