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Disclosery

SPYV SPDR SERIES TRUST

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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.

HolderSharesValue% of portfolioChangeSource
Financial Engines Advisors L.L.C.78,214,398$4B8.42%+1,528,40613F-HRTimeline
LPL Financial LLC41,404,616$2.12B0.86%+2,253,99713F-HRTimeline
Allworth Financial LP20,370,433$1.07B5.87%+69,74713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY9,186,400$470M0.03%-400,95713F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,030,623$411M0.11%+767,90113F-HRTimelineGroup
Valmark Advisers, Inc.7,666,293$392M6.08%+174,42413F-HRTimeline
UBS Group AGin group UBS Group AG6,957,205$356M0.08%+623,85913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,945,261$304M0.03%-1,710,35313F-HRTimelineGroup
Horizon Investments, LLC5,797,361$296M8.51%+4,349,90313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,503,158$281M0.1%13F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,440,752$278M0.02%-128,97113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,343,491$273M0.06%+1,305,78313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,923,263$252M-8,351,606Timeline
CWM, LLCin group CWM, LLC4,628,432$237M0.98%+277,38213F-HRTimelineGroup
Advisory Alpha, LLC4,586,864$235M8.35%-87,48513F-HRTimeline
NorthRock Partners, LLC4,398,254$225M7.34%+71,34013F-HR/ATimeline
NICOLET BANKSHARES INCgroup of 2 filers holding4,110,836$208M+35,680Timeline
Willis Johnson & Associates, Inc.4,054,405$207M15.93%+109,56513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,934,360$201M1.91%+112,13013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources3,896,869$199M0.06%+207,58313F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA3,877,502$198M0.6%+46,22713F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC3,436,633$176M0.38%+1,77013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,433,669$176M0.39%-558,50613F-HR/ATimelineGroup
TOWNSQUARE CAPITAL LLC3,388,103$173M1.96%-403,67413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,312,481$169M0.03%+1,696,88813F-HRTimelineGroup
Dynasty Wealth Management, LLC3,310,399$169M2.92%+1,380,99313F-HRTimeline
Quotient Wealth Partners, LLC3,245,646$166M5.43%+40,40313F-HRTimeline
Private Advisor Group, LLC2,962,779$152M0.85%+201,04813F-HRTimeline
Cetera Investment Advisers2,867,634$147M0.31%-24,34313F-HRTimeline
Betterment LLC2,715,418$139M0.33%-173,01713F-HRTimeline
Lutz Financial Services LLC2,211,625$113M9.14%+39713F-HRTimeline
AE Wealth Management LLC2,052,029$105M0.89%+87,24513F-HRTimeline
First National Trust Co1,974,529$101M3.79%-127,44613F-HRTimeline
HighTower Advisors, LLC1,920,285$98.2M0.13%-33,36513F-HRTimeline
SIMON QUICK ADVISORS, LLC1,899,013$97.1M5.82%-27,20913F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,865,202$95.4M4.15%+97,90013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO1,851,744$94.7M1.73%-18,36813F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding1,786,067$91.3M+55,074Timeline
Mariner, LLCin group Mariner, LLC1,749,116$89.4M0.15%+81,40213F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/1,720,635$88M2.09%+16,59213F-HRTimeline
Magnus Financial Group LLC1,663,931$85.1M8.22%+62,33313F-HRTimeline
AlphaStar Capital Management, LLC1,640,600$83.9M8.77%+138,57813F-HRTimeline
KWB Wealth1,581,730$83.6M10.36%-59,35713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,606,593$82.2M4.32%+16,40413F-HRTimeline
Octavia Wealth Advisors, LLC1,589,822$81.3M9.87%+48,89813F-HRTimeline
Independent Advisor Alliance1,553,951$79.5M1.05%+1,528,52813F-HRTimeline
N.E.W. Advisory Services LLC1,552,616$79.4M7.54%-27,47613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,447,239$74M0.02%+128,48013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,430,551$73.2M0.01%+170,63313F-HRTimelineGroup
Janney Montgomery Scott LLC1,416,721$72.5M0.2%-82,88613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,373,409$70.2M0.06%+128,44613F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC1,366,875$69.9M5.65%new13F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC1,331,128$68.1M0.1%+110,28813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,297,050$66.3M0.13%+411,60913F-HR/ATimeline
Bell Bank1,252,623$64.1M4.76%new13F-HRTimeline
Modern Wealth Management, LLC1,241,472$63.5M2.37%+486,62313F-HR/ATimeline
Good Life Advisors, LLC1,238,548$63.3M4.61%-52,55113F-HRTimeline
FMR LLCin group FMR LLC1,114,216$57M<0.01%+8,22413F-HRTimelineGroup
Klingman & Associates, LLC1,098,135$56.2M3.45%-12,51913F-HRTimeline
NOTTINGHAM ADVISORS, INC.1,076,664$55.1M6.99%-106,35313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,029,629$52.7M0.05%-11,57513F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC1,016,021$52M0.07%+171,08213F-HRTimelineGroup
Compton Financial Group, LLC988,532$50.6M15.02%+36,74113F-HRTimeline
Roberts Financial Services LLC952,870$48.7M9.2%+38,33113F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC934,958$47.8M4.31%+289,36113F-HRTimeline
Cambridge Investment Research Advisors,…876,683$44.8M0.15%-272,91713F-HRTimeline
IHT Wealth Management, LLC869,440$44.5M1.43%-49,05813F-HRTimeline
Whitcomb & Hess, Inc.862,537$44.1M13.62%-7,05513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding863,505$43.5M+189,407Timeline
Accredited Investors Inc.847,176$43.3M2.54%-16,64513F-HRTimeline
CoreCap Advisors, LLC846,811$43.3M1.97%+82,24413F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp791,546$40.5M3.84%-85,93313F-HRTimelineGroup
BALANCED WEALTH GROUP LLC802,804$39M17.51%+14,23613F-HRTimeline
CGN Advisors LLC754,750$38.6M3.75%+44,69913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV749,499$38.3M3.11%+30,29213F-HRTimeline
Facet Wealth, Inc.728,798$38M1.01%+19,14013F-HRTimeline
Scarborough Advisors, LLC714,732$36.6M5.17%+596,80713F-HRTimeline
Williams Financial, LLC709,350$36.3M22.59%+6,65613F-HRTimeline
Creative Planningin group Creative Planning702,615$35.9M0.03%+627,40313F-HRTimelineGroup
WOODARD & CO ASSET MANAGEMENT GROUP INC…681,506$34.9M7.51%+14,67013F-HRTimeline
MML INVESTORS SERVICES, LLC680,432$34.8M0.12%-86,58213F-HRTimeline
Perennial Investment Advisors, LLC671,960$34.4M4.05%-86,99813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…630,953$34.2M0.07%+2,10813F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC632,296$32.3M0.46%+8,33613F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC630,839$32.3M4.12%-9,11213F-HRTimeline
Clark Capital Management Group, Inc.621,372$31.8M0.22%-2,589,66513F-HRTimeline
Gladstone Institutional Advisory LLC621,185$31.8M1.47%+157,22013F-HRTimeline
Convergence Financial, LLC608,587$31.1M6.21%+103,57313F-HRTimeline
Avior Wealth Management, LLC603,928$30.9M1.13%+4,75513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP602,385$30.8M0.05%-45,92013F-HRTimelineGroup
VICUS CAPITAL596,751$30.5M2.71%+16,75813F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding586,010$30M+107,817Timeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…580,638$29.7M0.66%+65,54413F-HRTimelineGroup
Integrated Wealth Concepts LLC572,099$29.3M0.34%+222,09213F-HRTimeline
BIP Wealth, LLC570,749$29.2M1.95%-40,98813F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC565,590$28.9M4.04%-3,70013F-HRTimeline
Koss-Olinger Consulting, LLC558,916$28.6M2.51%+37,26813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP555,527$28.4M<0.01%+6513F-HRTimelineGroup
Tennessee Valley Asset Management Partn…552,524$28.3M4.73%-9,01213F-HRTimeline
TSFG, LLC550,904$28.2M5.79%+24,18013F-HRTimeline
RIVERSEDGE ADVISORS, LLC544,149$27.8M6.29%+3,67113F-HRTimeline
ERn Financial, LLC541,565$27.7M4.16%+19,31213F-HRTimeline
Choice Wealth Advisors LLC533,373$27.3M13.93%+7,25513F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC526,468$26.9M2.63%+15,30713F-HRTimeline
Geneos Wealth Management Inc.521,412$26.7M0.93%-6,34713F-HRTimeline
Measured Wealth Private Client Group, L…520,611$26.6M8.6%-3,50813F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding517,276$26.5M-184,510Timeline
COURIER CAPITAL LLC517,209$26.5M1.82%+129,94913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV512,616$26.2M0.06%+17,18913F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…511,184$26.1M2.55%+405,44713F-HR/ATimelineGroup
Western Wealth Management, LLC503,057$25.7M1.68%+15,48413F-HR/ATimeline
Waverly Advisors, LLC493,314$25.2M0.39%+52,09813F-HRTimeline
Dakota Wealth Management489,827$25M0.58%+34,85513F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC483,639$24.7M15.42%+233,12013F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding483,020$24.7M-298,045Timeline
Rodgers & Associates, LTD475,300$24.3M2.9%-9,63713F-HRTimeline
Visionary Horizons, LLC468,788$24M15.73%+41,44213F-HRTimeline
Marathon Mission, Inc.465,026$23.8M16.19%+16,04913F-HRTimeline
Sanctuary Advisors, LLC445,245$23.5M0.15%+36,73413F-HRTimeline
Merit Financial Group, LLC458,732$23.5M0.42%+1,15813F-HRTimeline
MBE Wealth Management, LLC457,321$23.4M13.17%+7,96713F-HRTimeline
MONECO ADVISORS, LLC454,685$23.3M2.45%+107,10613F-HR/ATimeline
Avantax Planning Partners, Inc.452,649$23.1M0.83%-12,86113F-HRTimeline
Alta Wealth Advisors LLC452,260$23.1M10.12%+16,86213F-HRTimeline
Pinnacle Wealth Planning Services, Inc.448,668$22.9M3.45%+14713F-HR/ATimeline
Harbor Group, Inc.443,828$22.7M5.1%+9,98013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding439,858$22.5M+11,780Timeline
Leicht Financial Planning & Wealth Mana…432,255$22.1M11.31%-1,15013F-HRTimeline
NewEdge Advisors, LLC419,106$21.4M0.13%-29,20713F-HRTimeline
Windsor Capital Management, LLC412,678$21.1M6.26%-12,23813F-HRTimeline
Alesco Advisors, LLC, An ESL Co410,886$21M0.66%-17,36913F-HRTimeline
SkyOak Wealth, LLC401,574$20.5M4.39%+9,92813F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC395,792$20.2M6.29%-1,07013F-HRTimeline
Integrated Capital Management, LLC393,756$20.1M10.71%+10,03613F-HRTimeline
Hamilton Capital, LLC390,871$20M1.52%+16,80413F-HRTimeline
Global Retirement Partners, LLC389,150$19.9M0.57%+37,03113F-HRTimeline
MGO ONE SEVEN LLC382,571$19.6M0.75%+19,76413F-HRTimeline
POTENTIA WEALTH379,955$19.4M8.64%13F-HRTimeline
Prism Advisors, Inc.379,513$19.4M5.82%+2,69613F-HRTimeline
Visionary Wealth Advisors377,482$19.3M1.13%+327,75713F-HRTimeline
TPG Financial Advisors, LLC370,741$19M8.25%+19,19713F-HRTimeline
Retirement Planning Group, LLC366,462$18.7M0.94%-12,83813F-HRTimeline
Money Design Co.,Ltd.364,573$18.6M0.96%-73,08813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP364,151$18.6M0.03%+29,85013F-HRTimelineGroup
Pure Financial Advisors, LLC362,925$18.6M0.42%-11,78013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.361,151$18.5M10.57%+8,64213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.356,508$18.2M0.03%+8,83813F-HRTimelineGroup
Leslie Global Wealth, LLC351,965$18M8.35%-5,42813F-HRTimeline
Graney & King, LLC350,823$17.9M13.55%13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.350,328$17.9M0.11%+12,90913F-HRTimeline
Freestate Advisors LLC350,164$17.9M18.51%-6,37913F-HRTimeline
SilverOak Wealth Management LLC348,660$17.8M3.84%+33,68413F-HRTimeline
Navalign, LLC343,198$17.6M5.16%+3,46213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management340,812$17.4M0.25%-15,31713F-HRTimelineGroup
Goodman Advisory Group, LLC339,925$17.4M5.13%+8,33213F-HRTimeline
AA Financial Advisors, LLC333,226$17M4.54%+40,78513F-HRTimeline
McAdam, LLC330,459$16.9M0.92%+13,58713F-HRTimeline
First Heartland Consultants, Inc.329,916$16.9M1.73%+22,35413F-HRTimeline
Wealth Advisors of Iowa, LLC329,558$16.9M8.5%+7,27213F-HRTimeline
Cynosure Group, LLC327,421$16.8M2.5%+55,18813F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT324,253$16.6M1.03%+96,59813F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD316,885$16.2M0.05%new13F-HRTimelineGroup
SteelPeak Wealth, LLC316,843$16.2M0.67%+29,61513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding312,607$16M+74,540Timeline
Larson Financial Group LLC305,542$15.6M0.81%-31,81113F-HRTimeline
Destiny Capital Corp/CO303,822$15.5M9.43%+4,36213F-HRTimeline
Hunting Hill Global Capital, LLC297,605$15.2M6.83%+275,87113F-HRTimeline
Orion Porfolio Solutions, LLC297,009$15.2M0.15%-1,152,65513F-HRTimeline
Orion Portfolio Solutions, LLC297,009$15.2M0.15%-1,152,65513F-HRTimeline
Eaton Financial Holdings Company, LLC296,857$15.2M5.85%+3,23813F-HRTimeline
Strategic Financial Partners, Ltd.295,916$15.1M7.73%+75,52813F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC295,691$15.1M0.57%+2,49013F-HRTimeline
Diligent Investors, LLC294,808$15.1M3.46%+2,25813F-HRTimeline
Sargent Investment Group, LLC293,185$14.9M2.43%-16,17113F-HRTimeline
1834 INVESTMENT ADVISORS CO289,573$14.8M1.87%-37,87813F-HRTimeline
Yeomans Consulting Group, Inc.284,440$14.5M5.45%+1,09913F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC281,066$14.4M0.2%+8,19013F-HRTimeline
Ackerman Capital Advisors, LLC280,501$14.3M3.76%+7,95613F-HRTimeline
Executive Wealth Management, LLC279,399$14.3M1.12%-4,89613F-HRTimeline
Millington Financial Advisors, LLC271,030$14.2M8.23%+13,27213F-HRTimeline
Great Lakes Retirement, Inc.275,987$14.1M1.82%-3,06313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED272,179$13.9M1.29%+83,60813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…271,682$13.9M0.04%+4,13713F-HRTimelineGroup
Private Wealth Group, LLC270,653$13.8M6.77%+7,75113F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC270,251$13.8M7.77%-7,19413F-HRTimeline
CX Institutional269,966$13.8M0.55%+103,76213F-HRTimeline
Symphony Financial, Ltd. Co.259,534$13.6M2.14%+12,11913F-HRTimeline
Kingsview Wealth Management, LLC256,364$13.1M0.26%+7,77613F-HRTimeline
RESTON WEALTH MANAGEMENT LLC252,412$12.9M4.8%+23413F-HRTimeline
Meridian Wealth Management, LLC252,256$12.9M0.61%-8,63613F-HRTimeline
ABOUND FINANCIAL, LLC243,378$12.4M6.31%13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC242,344$12.4M1.19%+8,74213F-HR/ATimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co239,185$12.2M0.92%+45,46913F-HRTimelineGroup
New England Capital Financial Advisors …235,494$12M5.88%-2,45213F-HRTimeline
Optimist Retirement Group LLC231,537$11.8M5.6%+7,04013F-HRTimeline
IFG Advisory, LLC227,945$11.7M0.66%+60,92313F-HRTimeline
SOA Wealth Advisors, LLC.227,691$11.6M2.14%+74,56513F-HR/ATimeline
Probity Advisors, Inc.226,479$11.6M2.23%+6,80413F-HRTimeline
NewSquare Capital LLC225,428$11.5M0.92%-7,70013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…225,129$11.5M0.31%+71,11413F-HRTimelineGroup