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Disclosery

SPYV SPDR SERIES TRUST

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PRTFLO S&P500 VL (fund)

1,008 managers (1,020 13F filers) reported a position in SPYV shares at 2025-03-31, 437,824,157 shares in all. 69 filers opened a position and 64 filers sold out during the quarter.

Managers
1,008
13F filers
1,020
New
69
Added
454
Reduced
342
Sold out
64
Shares held by filers
437,824,157

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Financial Engines Advisors L.L.C.78,809,775$4.02B8.63%+595,37713F-HRTimeline
LPL Financial LLC42,792,448$2.19B0.85%+1,387,83213F-HRTimeline
Allworth Financial LP16,207,539$791M4.46%-4,162,89413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY9,809,307$501M0.04%+622,90713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,980,322$459M0.12%+949,69913F-HRTimelineGroup
Valmark Advisers, Inc.7,945,035$406M6.12%+278,74213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,800,995$347M0.03%+1,360,24313F-HRTimelineGroup
UBS Group AGin group UBS Group AG6,718,939$343M0.08%-238,26613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,140,956$314M0.03%+195,69513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,740,575$293M0.11%+237,41713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,297,234$270M+373,971Timeline
Horizon Investments, LLC5,059,600$258M7.7%-737,76113F-HRTimeline
Advisory Alpha, LLC5,024,070$256M8.7%+437,20613F-HR/ATimeline
NorthRock Partners, LLC4,445,021$227M7.63%+46,76713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,436,910$227M2.15%+502,55013F-HRTimelineGroup
Dynasty Wealth Management, LLC4,394,135$224M3.74%+1,083,73613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,219,989$216M0.05%-1,123,50213F-HR/ATimelineGroup
Quotient Wealth Partners, LLC4,219,443$215M6.88%+973,79713F-HRTimeline
Willis Johnson & Associates, Inc.4,133,351$211M15.98%+78,94613F-HRTimeline
CWM, LLCin group CWM, LLC4,085,636$209M0.83%-542,79613F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources3,938,408$201M0.06%+41,53913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,884,241$198M0.44%+450,57213F-HRTimelineGroup
NICOLET BANKSHARES INCgroup of 2 filers holding4,062,280$196M-48,556Timeline
TOWNSQUARE CAPITAL LLC3,639,489$186M1.98%+251,38613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,534,578$181M0.35%+2,237,52813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC3,438,461$176M0.36%+1,82813F-HRTimelineGroup
Private Advisor Group, LLC3,411,517$174M1.05%+448,73813F-HRTimeline
Cetera Investment Advisers3,245,011$166M0.32%+377,37713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,177,342$162M0.03%-135,13913F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA2,928,044$150M0.47%-949,45813F-HRTimelineGroup
Connecticut Wealth Management, LLC2,738,188$140M7.32%new13F-HRTimeline
Betterment LLC2,574,832$131M0.31%-140,58613F-HRTimeline
HighTower Advisors, LLC2,464,714$126M0.17%+544,42913F-HRTimeline
Lutz Financial Services LLC2,207,949$113M9.23%-3,67613F-HRTimeline
AE Wealth Management LLC2,128,282$109M0.91%+76,25313F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…2,012,915$103M4.62%+147,71313F-HRTimeline
Octavia Wealth Advisors, LLC1,994,878$102M12.37%+405,05613F-HRTimeline
First National Trust Co1,962,187$100M4.04%-12,34213F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding1,917,743$97.9M+131,676Timeline
N.E.W. Advisory Services LLC1,900,110$97M7.43%+347,49413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,833,540$93.6M0.1%+803,91113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC1,822,081$93.1M0.15%+72,96513F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC1,796,140$91.7M5.22%-102,87313F-HRTimeline
Magnus Financial Group LLC1,724,275$88.1M8.53%+60,34413F-HRTimeline
OLD NATIONAL BANCORP /IN/1,687,239$86.2M2.26%-33,39613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,615,061$82.5M0.02%+167,82213F-HRTimelineGroup
AlphaStar Capital Management, LLC1,534,159$78.3M7.88%-106,44113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,530,975$78.2M0.06%+157,56613F-HRTimelineGroup
KWB Wealth1,519,859$77.7M9.38%-61,87113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,474,465$75.3M3.96%-132,12813F-HRTimeline
Bell Bank1,441,969$73.6M3.98%+189,34613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,424,051$72.7M0.01%-6,50013F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,407,179$71.9M0.1%+76,05113F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC1,352,984$69.1M5.92%-13,89113F-HR/ATimeline
Good Life Advisors, LLC1,327,569$67.8M4.78%+89,02113F-HRTimeline
Modern Wealth Management, LLC1,306,891$66.7M2.13%+65,41913F-HR/ATimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,286,474$65.7M0.92%+654,17813F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO1,271,642$64.9M1.22%-580,10213F-HRTimeline
Facet Wealth, Inc.1,227,891$60.8M1.57%+499,09313F-HRTimeline
IHT Wealth Management, LLC1,189,682$60.8M1.9%+320,24213F-HRTimeline
Klingman & Associates, LLC1,132,034$57.8M3.54%+33,89913F-HRTimeline
Geneos Wealth Management Inc.1,127,396$57.8M0.85%+605,98413F-HRTimeline
FMR LLCin group FMR LLC1,106,068$56.5M<0.01%-8,14813F-HRTimelineGroup
Janney Montgomery Scott LLC1,074,812$54.9M0.16%-341,90913F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding1,110,000$54.6M+246,495Timeline
Roberts Financial Services LLC1,015,268$51.8M10.07%+62,39813F-HRTimeline
CoreCap Advisors, LLC947,505$48.4M2.13%+100,69413F-HRTimeline
Cambridge Investment Research Advisors,…921,978$47.1M0.16%+45,29513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP903,195$46.1M0.08%+300,81013F-HRTimelineGroup
Whitcomb & Hess, Inc.872,101$44.5M13.48%+9,56413F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC896,902$43.9M3.72%-38,05613F-HRTimeline
NOTTINGHAM ADVISORS, INC.844,439$43.1M6.59%-232,22513F-HRTimeline
Accredited Investors Inc.826,968$42.2M2.62%-20,20813F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp795,847$40.6M4.54%+4,30113F-HRTimelineGroup
Scarborough Advisors, LLC792,404$40.5M5.76%+77,67213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV789,615$40.3M3.22%+40,11613F-HRTimeline
CGN Advisors LLC767,965$39.2M3.84%+13,21513F-HRTimeline
MML INVESTORS SERVICES, LLC757,620$38.7M0.13%+77,18813F-HRTimeline
Perennial Investment Advisors, LLC754,869$38.6M4.34%+82,90913F-HRTimeline
Integrated Wealth Concepts LLC753,687$38.5M0.45%+181,58813F-HRTimeline
BALANCED WEALTH GROUP LLC739,267$37.7M18.21%-63,53713F-HRTimeline
Compton Financial Group, LLC735,824$37.6M10.82%-252,70813F-HRTimeline
Gladstone Institutional Advisory LLC724,756$37M1.73%+103,57113F-HRTimeline
SteelPeak Wealth, LLC718,315$36.7M1.56%+401,47213F-HRTimeline
Constellation Investments, Inc.712,000$36.4M1.73%new13F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…693,718$35.4M7.4%+12,21213F-HRTimeline
Tennessee Valley Asset Management Partn…690,300$35.3M5.75%+137,77613F-HRTimeline
Creative Planningin group Creative Planning685,834$35M0.03%-16,78113F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC683,426$34.9M0.05%-332,59513F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…617,157$33.5M0.07%-13,79613F-HR/ATimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding643,554$32.9M+57,544Timeline
TSFG, LLC630,127$32.2M6.58%+79,22313F-HRTimeline
COURIER CAPITAL LLC610,727$31.2M2.04%+93,51813F-HRTimeline
Avior Wealth Management, LLC607,172$31M1.18%+3,24413F-HRTimeline
Koss-Olinger Consulting, LLC597,180$30.5M2.57%+38,26413F-HRTimeline
VICUS CAPITAL585,362$29.9M2.78%-11,38913F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC561,531$28.7M0.41%+280,46513F-HRTimeline
ERn Financial, LLC557,208$28.5M4.5%+15,64313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP556,696$28.4M<0.01%+1,16913F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC546,747$27.9M3.77%-84,09213F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC546,609$27.9M2.74%+20,14113F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC545,888$27.9M3.87%-19,70213F-HRTimeline
RIVERSEDGE ADVISORS, LLC542,275$27.7M6.18%-1,87413F-HRTimeline
MONECO ADVISORS, LLC541,721$27.7M2.86%+87,03613F-HR/ATimeline
Jacobi Capital Management LLC536,227$27.4M2.02%+527,73113F-HRTimeline
Western Wealth Management, LLC536,053$27.4M1.82%+32,99613F-HRTimeline
Choice Wealth Advisors LLC535,486$27.3M14.25%+2,11313F-HRTimeline
Measured Wealth Private Client Group, L…528,939$27M8.67%+8,32813F-HRTimeline
BIP Wealth, LLC524,855$26.8M1.75%-45,89413F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding521,839$26.7M+4,563Timeline
Convergence Financial, LLC517,552$26.4M5.19%-91,03513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV516,091$26.4M0.06%+3,47513F-HRTimeline
Waverly Advisors, LLC515,645$26.3M0.32%+22,33113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…514,857$26.3M0.57%-65,78113F-HRTimelineGroup
NewEdge Advisors, LLC514,102$26.3M0.16%+94,99613F-HRTimeline
Avantax Planning Partners, Inc.509,504$26M0.92%+56,85513F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC503,601$25.7M15.19%+19,96213F-HRTimeline
Sanctuary Advisors, LLC489,722$25M0.18%+44,47713F-HRTimeline
Rodgers & Associates, LTD483,958$24.7M3.01%+8,65813F-HRTimeline
Signal Advisors Wealth, LLC478,525$24.4M2.39%+282,61213F-HRTimeline
Foguth Wealth Management, LLC.476,546$24.3M5.91%+268,06013F-HRTimeline
Alta Wealth Advisors LLC467,799$23.9M10.97%+15,53913F-HRTimeline
Pinnacle Wealth Planning Services, Inc.461,424$23.6M3.54%+12,75613F-HRTimeline
Harbor Group, Inc.457,896$23.4M4.67%+14,06813F-HRTimeline
Dakota Wealth Management456,800$23.3M0.55%-33,02713F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding455,515$23.3M-27,505Timeline
Visionary Horizons, LLC444,864$22.7M16.01%-23,92413F-HRTimeline
Shepherd Financial Partners LLC444,575$22.7M2.66%new13F-HRTimeline
Leicht Financial Planning & Wealth Mana…439,954$22.5M11.75%+7,69913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.437,088$22.3M0.14%+86,76013F-HRTimeline
Marathon Mission, Inc.432,962$22.1M15.47%-32,06413F-HRTimeline
SkyOak Wealth, LLC420,791$21.5M4.71%+19,21713F-HRTimeline
Williams Financial, LLC418,039$21.3M14.92%-291,31113F-HRTimeline
MBE Wealth Management, LLC411,334$21M10.05%-45,98713F-HRTimeline
Alesco Advisors, LLC, An ESL Co404,902$20.7M0.65%-5,98413F-HRTimeline
Integrated Capital Management, LLC401,486$20.5M11.29%+7,73013F-HRTimeline
Visionary Wealth Advisors399,015$20.4M1.22%+21,53313F-HRTimeline
Hamilton Capital, LLC397,814$20.3M1.23%+6,94313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC395,168$20.2M0.87%+383,44013F-HRTimelineGroup
POTENTIA WEALTH389,246$19.9M9.32%+9,29113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP383,445$19.6M0.03%+19,29413F-HRTimelineGroup
SilverOak Wealth Management LLC370,016$18.9M4.09%+21,35613F-HRTimeline
Cynosure Group, LLC369,061$18.8M2.6%+41,64013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.365,892$18.7M10.83%+4,74113F-HRTimeline
Leslie Global Wealth, LLC364,573$18.6M9.06%+12,60813F-HRTimeline
MGO ONE SEVEN LLC360,076$18.4M0.71%-22,49513F-HRTimeline
Money Design Co.,Ltd.359,958$18.4M0.92%-4,61513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.357,931$18.3M0.04%+1,42313F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding355,554$18.2M-84,304Timeline
Pure Financial Advisors, LLC354,844$18.1M0.38%-8,08113F-HRTimeline
Wealth Advisors of Iowa, LLC353,323$18M7.76%+23,76513F-HRTimeline
Retirement Planning Group, LLC353,161$18M0.85%-13,30113F-HRTimeline
TPG Financial Advisors, LLC352,246$18M7.95%-18,49513F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC349,587$17.9M0.62%+53,89613F-HRTimeline
Goodman Advisory Group, LLC348,702$17.8M5.43%+8,77713F-HR/ATimeline
Navalign, LLC346,181$17.7M5.04%+2,98313F-HRTimeline
Windsor Capital Management, LLC340,861$17.4M5.34%-71,81713F-HRTimeline
First Heartland Consultants, Inc.335,168$17.1M1.77%+5,25213F-HRTimeline
Freestate Advisors LLC332,216$17M16.83%-17,94813F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co325,004$16.6M1.17%+85,81913F-HRTimelineGroup
SOA Wealth Advisors, LLC.324,274$16.6M3.46%+96,58313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management323,296$16.5M0.24%-17,51613F-HRTimelineGroup
Graney & King, LLC320,909$16.4M12.2%-29,91413F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…320,000$16.3M0.07%new13F-HRTimelineGroup
HORIZON FINANCIAL SERVICES, LLC316,957$16.2M9.02%+46,70613F-HR/ATimeline
Advisor Resource Council314,080$16M1.3%+302,70513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding310,299$15.8M-2,308Timeline
Destiny Capital Corp/CO309,963$15.8M10.79%+6,14113F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT309,050$15.8M1.05%-15,20313F-HRTimeline
1834 INVESTMENT ADVISORS CO306,531$15.7M2.02%+16,95813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP299,748$15.2M0.01%+239,84413F-HR/ATimelineGroup
Ackerman Capital Advisors, LLC294,169$15M3.97%+13,66813F-HRTimeline
Larson Financial Group LLC289,287$14.8M0.7%-16,25513F-HRTimeline
Diligent Investors, LLC285,948$14.6M3.55%-8,86013F-HRTimeline
Prime Capital Investment Advisors, LLC283,357$14.5M0.17%+211,10913F-HRTimeline
Great Lakes Retirement, Inc.280,780$14.3M1.88%+4,79313F-HRTimeline
Sargent Investment Group, LLC280,731$14.3M2.29%-12,45413F-HRTimeline
Eaton Financial Holdings Company, LLC278,267$14.2M5.9%-18,59013F-HRTimeline
Merit Financial Group, LLC274,570$14M0.21%-184,16213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED275,619$14M1.31%+3,44013F-HR/ATimeline
ATTICUS WEALTH MANAGEMENT, LLC270,008$13.8M4.5%-125,78413F-HRTimeline
McAdam, LLC268,873$13.7M0.85%-61,58613F-HRTimeline
Kingsview Wealth Management, LLC259,509$13.3M0.25%+3,14513F-HRTimeline
CX Institutional258,652$13.2M0.5%-11,31413F-HRTimeline
Strategic Financial Partners, Ltd.258,264$13.2M6.94%-37,65213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…258,044$13.2M0.03%-13,63813F-HRTimelineGroup
ABOUND FINANCIAL, LLC255,740$13.1M6.61%+12,36213F-HRTimeline
CBM Financial, LLC255,334$13M10.59%13F-HRTimeline
Meridian Wealth Management, LLC253,685$13M0.63%+1,42913F-HRTimeline
Millington Financial Advisors, LLC268,018$12.8M7.88%-3,01213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC249,252$12.7M1.27%+6,90813F-HR/ATimeline
Summit Financial, LLC239,048$12.2M0.34%+25,98413F-HRTimeline
Optimist Retirement Group LLC232,929$11.9M5.95%+1,39213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS232,868$11.9M0.01%+200,29213F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD232,385$11.9M0.04%-84,50013F-HRTimelineGroup
NewSquare Capital LLC229,476$11.7M0.96%+4,04813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …229,044$11.7M0.31%+14,31713F-HRTimelineGroup
RESTON WEALTH MANAGEMENT LLC227,804$11.6M4.7%-24,60813F-HRTimeline
Probity Advisors, Inc.226,285$11.6M2.22%-19413F-HRTimeline
POWER WEALTH MANAGEMENT LLC224,715$11.5M4.64%+20,48913F-HRTimeline