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Disclosery

SPYV SPDR SERIES TRUST

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PRTFLO S&P500 VL (fund)

1,173 managers (1,186 13F filers) reported a position in SPYV shares at 2026-03-31, 473,425,033 shares in all. 76 filers opened a position and 56 filers sold out during the quarter.

Managers
1,173
13F filers
1,186
New
76
Added
478
Reduced
419
Sold out
56
Shares held by filers
473,425,033

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Ancora Advisors LLCin group Ancora Advisors LLC2,961$168K<0.01%-3413F-HRTimelineGroup
Blue Trust, Inc.2,959$167K<0.01%+25313F-HRTimeline
TD Waterhouse Canada Inc.2,872$162K<0.01%+1,61213F-HRTimeline
Indiana Trust & Investment Management Co2,774$157K0.05%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors2,800$156K0.02%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…2,707$153K<0.01%-16713F-HRTimeline
Archer Investment Corp2,547$144K0.03%+1,03713F-HRTimeline
Heritage Wealth Advisors2,494$141K0.01%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC2,409$136K0.21%new13F-HRTimeline
Murphy & Mullick Capital Management Corp2,403$136K0.1%013F-HRTimeline
Urban Financial Advisory Corp2,290$130K0.05%+813F-HRTimeline
Noble Wealth Management PBC2,265$128K0.07%-5113F-HRTimeline
Private Wealth Asset Management, LLC2,235$126K0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,164$122K<0.01%013F-HRTimeline
Independence Bank of Kentucky2,159$122K0.02%013F-HRTimeline
Darwin Wealth Management, LLC2,115$120K0.04%+813F-HRTimeline
Acropolis Investment Management, LLC1,946$110K<0.01%new13F-HRTimeline
Bare Financial Services, Inc1,830$104K0.03%-17013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,825$103K0.01%+82413F-HRTimelineGroup
Strive Financial Group ,LLC1,792$101K0.05%+113F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,765$99.9K<0.01%new13F-HRTimelineGroup
True Link Financial Advisors, LLC1,747$98.8K0.01%new13F-HR/ATimeline
EVOLUTION WEALTH MANAGEMENT INC.1,737$98.3K0.07%013F-HRTimeline
Basepoint Wealth LLC1,676$94.8K0.05%+713F-HRTimeline
Dunhill Financial, LLC1,658$93.8K0.02%013F-HRTimeline
Main Street Group, LTD1,648$93.2K0.03%new13F-HRTimeline
Coston, McIsaac & Partners1,628$92K0.02%013F-HRTimeline
MASECO LLP1,606$90.8K<0.01%013F-HRTimeline
Pacific Center for Financial Services1,580$89.4K0.02%013F-HRTimeline
Plante Moran Financial Advisors, LLC1,533$86.7K0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.1,514$85.7K0.05%013F-HRTimeline
Hickory Point Bank & Trust1,507$85.3K0.06%new13F-HRTimeline
Knuff & Co LLC1,502$85K0.03%new13F-HRTimeline
NVWM, LLC1,461$82.7K0.02%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC1,459$82.5K0.04%new13F-HRTimeline
Manchester Capital Management LLC1,450$82K0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.1,360$76.9K0.02%new13F-HRTimeline
Kingdom Financial Group LLC.1,360$76.9K0.02%+513F-HRTimeline
Trust Co1,339$75.8K0.01%+61513F-HRTimeline
Cornerstone Planning Group LLC1,259$75.5K0.01%+513F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.1,304$73.8K0.01%+413F-HRTimeline
Dogwood Wealth Management LLC1,291$73K0.03%-57713F-HRTimeline
STEPH & CO1,279$72.4K0.02%+39413F-HRTimeline
Wagner Wealth Management, LLC1,196$67.7K0.01%+38413F-HRTimeline
Westside Investment Management, Inc.1,160$65.6K0.01%-27813F-HRTimeline
FIRST FINANCIAL CORP /IN/1,157$65.5K0.03%013F-HRTimeline
Asset Dedication, LLC1,122$63.5K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates1,112$62.9K0.02%+12713F-HRTimeline
Parallel Advisors, LLC1,068$60.4K<0.01%+1713F-HR/ATimeline
Access Investment Management LLC1,050$59.4K0.02%013F-HRTimeline
BALLAST ADVISORS LLC1,044$59.1K0.02%+3713F-HR/ATimeline
Longview Financial Advisors LLC1,024$57.9K0.03%013F-HRTimeline
Investment Research & Advisory Group, I…1,021$57.8K0.02%013F-HRTimeline
Sound Income Strategies, LLC1,000$56.6K<0.01%-96413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,000$56.6K<0.01%new13F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC1,000$56.6K<0.01%013F-HR/ATimeline
NFSG Corp911$51.5K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC898$50.8K<0.01%new13F-HR/ATimeline
Byrne Asset Management LLC172$50.4K0.03%-513F-HRTimeline
Essential Partners LLC869$49.2K0.02%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC841$47.6K0.02%013F-HRTimeline
MJT & Associates Financial Advisory Gro…840$47.5K0.03%013F-HRTimeline
TopTier Wealth Management, LLC810$45.8K0.03%new13F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd806$45.6K0.01%new13F-HRTimelineGroup
TFC Financial Management, Inc.799$45.2K0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.796$45K<0.01%013F-HRTimeline
DecisionPoint Financial, LLC750$42.4K0.01%+40613F-HRTimeline
Crewe Advisors LLC739$41.8K<0.01%-53713F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC735$41.6K0.01%013F-HRTimeline
Kilter Group LLC721$40.8K0.02%013F-HRTimeline
North Star Investment Management Corp.710$40.2K<0.01%+213F-HRTimeline
CURIO WEALTH, LLC705$39.9K0.01%+313F-HRTimeline
First Command Advisory Services, Inc.696$39.4K<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp692$39.1K<0.01%+213F-HRTimelineGroup
BEACON INVESTMENT ADVISORY SERVICES, IN…671$38K<0.01%new13F-HRTimeline
VSM Wealth Advisory, LLC664$37.6K0.01%+213F-HRTimeline
Align Financial, LLC661$37.4K0.02%-36,89013F-HRTimeline
Wealth Science Advisors LLC654$37.2K0.02%new13F-HRTimeline
FINANCIAL CONSULATE, INC651$36.8K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…638$36.1K0.02%013F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.619$35K<0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…617$34.9K<0.01%new13F-HRTimeline
Lodestone Wealth Management LLC614$34.7K0.01%+213F-HR/ATimeline
Park Place Capital Corp597$33.8K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC544$32.4K<0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC569$32.2K<0.01%013F-HRTimeline
CDKV HOLDINGS LLC560$31.7K0.03%013F-HRTimeline
PlanVest Financial, Inc553$31.3K0.02%13F-HRTimeline
Triumph Capital Management548$31K0.01%013F-HRTimeline
CVA Family Office, LLC539$30.5K<0.01%+213F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP526$29.8K<0.01%013F-HRTimelineGroup
ADVISORTRUST PARTNERS, LLC518$29.3K0.01%new13F-HRTimeline
FIDUCIARY ADVISORS, INC.509$28.8K0.02%+113F-HRTimeline
Atlantic Private Wealth, LLC503$28.5K0.02%013F-HRTimeline
Signature Equity Partners, LLC500$28.3K0.02%+31013F-HRTimeline
Meramec Financial Planners, LLC475$28.1K0.01%new13F-HRTimeline
Leo H. Evart, Inc.445$25.2K0.02%13F-HR/ATimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA442$25K<0.01%013F-HRTimelineGroup
Keating Financial Advisory Services, In…432$24.4K<0.01%new13F-HRTimeline
Hartford Financial Management Inc.420$23.8K0.01%013F-HRTimeline
Washington Trust Advisors, Inc.402$22.7K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC395$22K<0.01%013F-HRTimeline
Napier Financial, LLC381$21.5K<0.01%new13F-HRTimeline
Game Plan Financial Advisors, LLC375$21.2K0.01%013F-HRTimeline
WELLINGTON-ALTUS USA INC.346$21K0.01%013F-HRTimeline
Elevated Capital Advisors, LLC371$21K0.01%013F-HRTimeline
Hanson & Doremus Investment Management353$20K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…340$19.2K<0.01%013F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC328$18.6K<0.01%013F-HRTimeline
EPG Wealth Management LLC326$18.4K0.01%+28313F-HRTimeline
RHL GROUP, LLC325$18.4K0.02%new13F-HRTimeline
CITY HOLDING CO305$17.3K<0.01%013F-HRTimeline
Innovative Asset Advisors Group, LLC301$17K0.01%13F-HRTimeline
Pacifica Partners Inc.290$16.4K0.01%013F-HRTimeline
GODSEY & GIBB, INC286$16.2K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust284$16.1K<0.01%013F-HRTimeline
Team Financial Group, LLC281$15.9K0.01%+113F-HRTimeline
BIRCHBROOK, INC.269$15.2K0.01%new13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC266$15.1K0.01%new13F-HRTimeline
Networth Advisors, LLC263$14.9K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…250$14.1K0.01%-21213F-HRTimeline
Abound Wealth Management239$13.5K<0.01%+6513F-HRTimeline
Providence Capital Advisors, LLC229$13K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.220$12.4K<0.01%013F-HRTimeline
Avion Wealth212$12K<0.01%013F-HRTimeline
WPG Advisers, LLC209$11.8K0.01%013F-HRTimeline
CENTRAL TRUST Co203$11.5K<0.01%-32413F-HRTimeline
DT Investment Partners, LLC200$11.3K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.200$11.3K0.01%new13F-HRTimeline
Hughes Financial Services, LLC198$11.2K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC200$11K<0.01%013F-HRTimelineGroup
Go Invest LLC191$10.8K<0.01%+2113F-HRTimeline
Quest 10 Wealth Builders, Inc.190$10.8K0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…181$10.2K0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC179$10.2K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp166$9.78K0.01%-14313F-HR/ATimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …163$9.23K<0.01%new13F-HRTimelineGroup
Addison Advisors LLC163$9.22K<0.01%new13F-HRTimeline
BLUELINE ADVISORS LLC140$7.92K0.01%013F-HRTimeline
First Pacific Financial138$7.81K<0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC136$7.7K<0.01%new13F-HRTimeline
United Community Bankin group United Community Bank128$7.24K<0.01%-13613F-HRTimelineGroup
Valued Wealth Advisors LLC124$7.02K<0.01%013F-HRTimeline
Magnolia Wealth Management, LLC122$6.9K<0.01%new13F-HRTimeline
EASTERN BANK120$6.79K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…118$6.68K<0.01%013F-HRTimelineGroup
GAMMA Investing LLC117$6.62K<0.01%013F-HRTimeline
REAP Financial Group, LLC116$6.57K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB114$6.45K<0.01%013F-HRTimeline
Blume Capital Management, Inc.112$6.34K<0.01%013F-HRTimeline
Robinswood Financial LLC107$6.08K<0.01%new13F-HR/ATimeline
GILPIN WEALTH MANAGEMENT, LLC100$5.66K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.92$5.21K<0.01%013F-HRTimeline
Versant Capital Management, Inc87$4.92K<0.01%013F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA74$4.19K<0.01%new13F-HRTimelineGroup
CNB Bank72$4.07K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton62$3.51K<0.01%new13F-HRTimeline
Destiny Wealth Partners, LLC62$3.51K<0.01%new13F-HRTimeline
Stone House Investment Management, LLC60$3.4K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.66$3K<0.01%013F-HRTimeline
Monetary Solutions, Ltd50$2.83K<0.01%013F-HRTimeline
Spurstone Advisory Services, LLC40$2.26K0.04%013F-HRTimeline
HORIZON BANCORP INC /IN/36$2K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.30$1.7K<0.01%013F-HRTimeline
CAPITAL & PLANNING, LLC27$1.54K<0.01%new13F-HRTimeline
Breakwater Investment Management26$1.47K<0.01%013F-HRTimeline
IFG Advisory, LLC24$1.36K<0.01%-313,75913F-HRTimeline
SITTNER & NELSON, LLC17$962<0.01%013F-HRTimeline
Rialto Wealth Management, LLC16$906<0.01%013F-HRTimeline
True Wealth Design, LLC7$397<0.01%new13F-HRTimeline
Founders Capital Management4$243<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.3$178<0.01%013F-HRTimeline
Raleigh Capital Management Inc.0$18<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.