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Disclosery

SPYV SPDR SERIES TRUST

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PRTFLO S&P500 VL (fund)

1,150 managers (1,162 13F filers) reported a position in SPYV shares at 2025-12-31, 477,385,843 shares in all. 86 filers opened a position and 63 filers sold out during the quarter.

Managers
1,150
13F filers
1,162
New
86
Added
503
Reduced
314
Sold out
63
Shares held by filers
477,385,843

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.

HolderSharesValue% of portfolioChangeSource
Indiana Trust & Investment Management Co2,774$158K0.05%013F-HRTimeline
Operose Advisors LLC2,767$157K0.04%013F-HRTimeline
Blue Trust, Inc.2,706$154K<0.01%-10613F-HRTimeline
Heritage Wealth Advisors2,494$142K0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp2,403$137K0.1%+10013F-HRTimeline
Noble Wealth Management PBC2,316$132K0.07%-213F-HRTimeline
Urban Financial Advisory Corp2,282$130K0.05%+1313F-HRTimeline
Private Wealth Asset Management, LLC2,235$127K0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,164$123K<0.01%013F-HRTimeline
Canton Hathaway, LLC2,160$123K0.02%new13F-HRTimeline
Independence Bank of Kentucky2,159$123K0.02%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2,118$120K<0.01%+21313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Darwin Wealth Management, LLC2,107$120K0.04%-33913F-HRTimeline
TRUST CO OF VERMONT2,042$116K<0.01%+13013F-HRTimeline
Sound Income Strategies, LLC1,964$114K0.01%+1,19613F-HRTimeline
Bare Financial Services, Inc2,000$114K0.03%013F-HRTimeline
Dogwood Wealth Management LLC1,868$106K0.05%-252,71113F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,001$104K0.01%+213F-HRTimelineGroup
Strive Financial Group ,LLC1,791$102K0.05%13F-HR/ATimeline
EVOLUTION WEALTH MANAGEMENT INC.1,737$98.7K0.08%-10413F-HRTimeline
Basepoint Wealth LLC1,669$94.9K0.06%new13F-HRTimeline
Dunhill Financial, LLC1,658$94.2K0.02%-2513F-HRTimeline
Coston, McIsaac & Partners1,628$92K0.02%013F-HRTimeline
MASECO LLP1,606$91.2K<0.01%new13F-HRTimeline
Pacific Center for Financial Services1,580$87.4K0.02%013F-HRTimeline
Plante Moran Financial Advisors, LLC1,533$87.1K0.01%+92813F-HRTimeline
PINNEY & SCOFIELD, INC.1,514$86K0.05%013F-HRTimeline
Archer Investment Corp1,510$85.8K0.02%-513F-HRTimeline
NVWM, LLC1,461$83K0.02%013F-HRTimeline
Manchester Capital Management LLC1,450$82.4K0.01%+48613F-HRTimeline
Westside Investment Management, Inc.1,438$81.7K0.01%013F-HRTimeline
OPTIMA CAPITAL LLC1,371$77.9K0.03%new13F-HRTimeline
Kingdom Financial Group LLC.1,355$77K0.02%new13F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.1,300$73.9K0.01%+1013F-HRTimeline
Cornerstone Planning Group LLC1,254$72.6K0.01%+1,20513F-HRTimeline
Crewe Advisors LLC1,276$72.5K0.01%+37213F-HRTimeline
TD Waterhouse Canada Inc.1,260$71.5K<0.01%013F-HRTimeline
FIRST FINANCIAL CORP /IN/1,157$65.7K0.02%013F-HRTimeline
Asset Dedication, LLC1,122$63.7K<0.01%-9013F-HRTimeline
Byrne Asset Management LLC177$62K0.03%013F-HRTimeline
Parallel Advisors, LLC1,051$59.8K<0.01%+40713F-HRTimeline
Longview Financial Advisors LLC1,024$58.2K0.03%013F-HRTimeline
Access Investment Management LLC1,050$58.1K0.02%013F-HRTimeline
Investment Research & Advisory Group, I…1,021$58K0.02%new13F-HRTimeline
BALLAST ADVISORS LLC1,007$57.2K0.02%-2813F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,000$56.8K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates985$56K0.01%-1013F-HRTimeline
NFSG Corp911$51.7K0.01%013F-HRTimeline
STEPH & CO885$50.3K0.01%013F-HRTimeline
Essential Partners LLC869$49.4K0.02%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC841$47.8K0.02%013F-HRTimeline
MJT & Associates Financial Advisory Gro…840$47.7K0.04%-27813F-HR/ATimeline
Wagner Wealth Management, LLC812$46.1K0.01%-413F-HRTimeline
TFC Financial Management, Inc.799$45.4K0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.796$45.2K<0.01%013F-HRTimeline
O'Domhnaill Enterprises, Inc.761$43.2K0.04%13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC735$41.8K0.01%013F-HRTimeline
Trust Co724$41.1K<0.01%new13F-HRTimeline
Kilter Group LLC721$41K0.02%+413F-HRTimeline
CURIO WEALTH, LLC702$40.3K0.01%new13F-HRTimeline
North Star Investment Management Corp.708$40.2K<0.01%+413F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp690$39.2K<0.01%+313F-HRTimelineGroup
IFC & Insurance Marketing, Inc.664$38K0.04%13F-HRTimeline
VSM Wealth Advisory, LLC662$37.6K0.01%+413F-HRTimeline
Align Financial, LLC37,551$37.6K0.03%13F-HRTimeline
FINANCIAL CONSULATE, INC651$37K0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…638$36.2K0.02%013F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.619$35.2K<0.01%13F-HRTimeline
Lodestone Wealth Management LLC612$34.8K0.01%new13F-HRTimeline
Park Place Capital Corp597$33.9K0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…576$32.7K0.01%+113F-HRTimelineGroup
FOSTER DYKEMA CABOT & PARTNERS, LLC569$32.3K<0.01%013F-HRTimeline
CDKV HOLDINGS LLC560$31.8K0.03%13F-HRTimeline
Triumph Capital Management548$31.2K0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC544$30.9K<0.01%013F-HRTimeline
CVA Family Office, LLC537$30.5K<0.01%+313F-HRTimeline
CENTRAL TRUST Co527$29.9K<0.01%+34613F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP526$29.9K<0.01%013F-HRTimelineGroup
FIDUCIARY ADVISORS, INC.508$28.8K0.02%+313F-HRTimeline
Atlantic Private Wealth, LLC503$28.6K0.02%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…462$26.2K0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC451$25.6K0.01%+31413F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA442$25.1K<0.01%13F-HRTimelineGroup
Key Capital Management, INC440$25K0.02%13F-HRTimeline
Hartford Financial Management Inc.420$23.9K0.01%013F-HRTimeline
Washington Trust Advisors, Inc.402$22.8K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC395$22K<0.01%+4013F-HRTimeline
ALBION FINANCIAL GROUP /UT384$21.8K<0.01%new13F-HRTimeline
Game Plan Financial Advisors, LLC375$21.3K0.01%013F-HRTimeline
Elevated Capital Advisors, LLC371$21.1K<0.01%new13F-HRTimeline
Hanson & Doremus Investment Management353$20K<0.01%013F-HRTimeline
WELLINGTON-ALTUS USA INC.346$19.7K0.01%13F-HRTimeline
DecisionPoint Financial, LLC344$19.5K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…340$19.3K<0.01%013F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC328$18.6K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp309$17.8K0.02%+16513F-HR/ATimeline
CITY HOLDING CO305$17.3K<0.01%013F-HRTimeline
New Millennium Group LLC292$16.6K0.01%new13F-HRTimeline
Pacifica Partners Inc.290$16.5K0.01%013F-HRTimeline
Parkside Financial Bank & Trust284$16.1K<0.01%013F-HRTimeline
Team Financial Group, LLC280$15.9K0.01%+213F-HRTimeline
United Community Bankin group United Community Bank264$15K0.01%-11513F-HRTimelineGroup
Networth Advisors, LLC263$14.9K0.01%13F-HRTimeline
Cherry Tree Wealth Management, LLC259$14.7K<0.01%013F-HRTimeline
Ransom Advisory, Ltd250$14.2K0.01%new13F-HRTimeline
Fortitude Family Office, LLC238$13.5K<0.01%new13F-HRTimeline
Providence Capital Advisors, LLC229$13K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.220$12.5K<0.01%new13F-HRTimeline
Estate Planners Group, LLC216$12.3K0.01%13F-HRTimeline
Avion Wealth212$12K<0.01%+113F-HRTimeline
WPG Advisers, LLC209$11.9K0.01%+113F-HRTimeline
DT Investment Partners, LLC200$11.4K<0.01%new13F-HRTimeline
Hughes Financial Services, LLC198$11.2K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC200$11K<0.01%new13F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.190$10.8K0.01%-1713F-HRTimeline
Signature Equity Partners, LLC190$10.8K0.01%13F-HRTimeline
Quaker Wealth Management, LLC183$10.4K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC179$10.4K<0.01%-7713F-HRTimeline
Barnes Dennig Private Wealth Management…181$10.3K0.01%013F-HRTimeline
AFFINITY WEALTH LLC175$9.94K0.01%new13F-HRTimeline
Abound Wealth Management174$9.88K<0.01%-20913F-HRTimeline
Go Invest LLC170$9.65K<0.01%13F-HRTimeline
BLUELINE ADVISORS LLC140$7.95K0.01%13F-HRTimeline
REDMONT WEALTH ADVISORS LLC135$7.67K0.01%013F-HRTimeline
Valued Wealth Advisors LLC124$7.04K<0.01%-5013F-HRTimeline
EASTERN BANK120$6.82K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…118$6.7K<0.01%013F-HRTimelineGroup
GAMMA Investing LLC117$6.65K<0.01%013F-HRTimeline
REAP Financial Group, LLC116$6.57K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB114$6.48K<0.01%013F-HRTimeline
Blume Capital Management, Inc.112$6.36K<0.01%013F-HRTimeline
Wilkerson Advisory Group LLC111$6.31K<0.01%13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC100$5.68K<0.01%13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO95$5.4K<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.92$5.23K<0.01%new13F-HRTimeline
Versant Capital Management, Inc87$4.94K<0.01%013F-HRTimeline
CNB Bank72$4.09K<0.01%-1813F-HRTimeline
Medallion Wealth Advisors, LLC64$3.61K<0.01%+113F-HRTimeline
Stone House Investment Management, LLC60$3.42K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.66$3K<0.01%-1913F-HRTimeline
Monetary Solutions, Ltd50$2.84K<0.01%13F-HRTimeline
EPG Wealth Management LLC43$2.46K<0.01%+2013F-HRTimeline
Spurstone Advisory Services, LLC40$2.27K0.04%013F-HRTimeline
HORIZON BANCORP INC /IN/36$2K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.30$1.7K<0.01%new13F-HRTimeline
Breakwater Investment Management26$1.48K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC17$1.01K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC16$909<0.01%013F-HRTimeline
Founders Capital Management4$243<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.3$178<0.01%013F-HRTimeline