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Disclosery

SPYV SPDR SERIES TRUST

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PRTFLO S&P500 VL (fund)

1,038 managers (1,051 13F filers) reported a position in SPYV shares at 2025-06-30, 425,086,971 shares in all. 78 filers opened a position and 45 filers sold out during the quarter.

Managers
1,038
13F filers
1,051
New
78
Added
455
Reduced
346
Sold out
45
Shares held by filers
425,086,971

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Financial Engines Advisors L.L.C.81,086,542$4.24B8.47%+2,276,76713F-HRTimeline
LPL Financial LLC45,142,578$2.36B0.79%+2,350,13013F-HRTimeline
Allworth Financial LP16,630,130$870M4.18%+422,59113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY9,796,229$513M0.03%-13,07813F-HRTimelineGroup
Valmark Advisers, Inc.8,271,615$433M6.03%+326,58013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,271,005$433M0.11%-709,31713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,191,638$376M0.03%+390,64313F-HRTimelineGroup
UBS Group AGin group UBS Group AG6,609,996$346M0.07%-108,94313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,478,462$339M0.03%+337,50613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,821,052$305M0.1%+80,47713F-HRTimelineGroup
Advisory Alpha, LLC5,213,790$273M8.5%+189,72013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,879,270$255M2.11%+442,36013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,788,534$251M-508,700Timeline
Horizon Investments, LLC4,757,058$249M3.94%-302,54213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,673,435$245M0.05%+453,44613F-HR/ATimelineGroup
NorthRock Partners, LLC4,625,524$242M6.31%+180,50313F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,456,511$237M0.39%+921,93313F-HRTimeline
Willis Johnson & Associates, Inc.4,392,930$230M15.63%+259,57913F-HRTimeline
Quotient Wealth Partners, LLC4,384,101$229M6.75%+164,65813F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding4,237,827$221M+175,547Timeline
Dynasty Wealth Management, LLC4,189,223$219M3.74%-204,91213F-HRTimeline
CWM, LLCin group CWM, LLC4,188,320$219M0.77%+102,68413F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA3,823,232$200M0.52%+895,18813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,727,553$195M0.35%-156,68813F-HR/ATimelineGroup
Cetera Investment Advisers3,709,949$194M0.33%+464,93813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC3,455,643$181M0.32%+17,18213F-HRTimelineGroup
Connecticut Wealth Management, LLC3,051,332$160M7.6%+313,14413F-HRTimeline
Private Advisor Group, LLC2,925,054$153M0.82%-486,46313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,839,061$149M0.02%+1,415,01013F-HRTimelineGroup
AE Wealth Management LLC2,608,841$137M1%+480,55913F-HRTimeline
Betterment LLC2,512,074$131M0.28%-62,75813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,500,425$131M0.02%-676,91713F-HRTimelineGroup
HighTower Advisors, LLC2,392,796$125M0.16%-71,91813F-HRTimeline
Lutz Financial Services LLC2,206,774$116M8.97%-1,17513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,110,741$110M0.11%+277,20113F-HRTimelineGroup
First National Trust Co2,103,940$110M4.12%+141,75313F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…2,096,598$110M4.24%+83,68313F-HRTimeline
Octavia Wealth Advisors, LLC2,064,818$108M12.29%+69,94013F-HRTimeline
Mariner, LLCin group Mariner, LLC1,933,939$101M0.15%+111,85813F-HRTimelineGroup
AlphaStar Capital Management, LLC1,880,110$98.4M6.92%+345,95113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,813,974$94.9M0.07%+282,99913F-HRTimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,782,982$93.3M6.4%-134,76113F-HRTimelineGroup
Magnus Financial Group LLC1,770,576$92.7M8.14%+46,30113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,673,891$87.6M0.02%+58,83013F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/1,613,259$84.4M1.5%-73,98013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,596,810$83.6M1.06%+310,33613F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC1,573,013$82.3M4.17%-223,12713F-HR/ATimeline
Bell Bank1,516,195$79.4M3.7%+74,22613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,484,953$77.7M0.1%+77,77413F-HRTimeline
KWB Wealth1,469,549$75M9.12%-50,31013F-HRTimeline
N.E.W. Advisory Services LLC1,372,477$71.8M6.97%-527,63313F-HRTimeline
IHT Wealth Management, LLC1,339,077$70.1M1.93%+149,39513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding1,296,466$69.6M+186,466Timeline
Good Life Advisors, LLC1,284,416$67.2M4.2%-43,15313F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO1,231,071$64.4M1.11%-40,57113F-HRTimeline
Klingman & Associates, LLC1,196,168$62.6M3.45%+64,13413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,145,512$60M2.84%-328,95313F-HRTimeline
Scarborough Advisors, LLC1,106,745$57.9M11.49%+314,34113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding1,083,197$56.7M+439,643Timeline
FMR LLCin group FMR LLC1,061,274$55.5M<0.01%-44,79413F-HRTimelineGroup
Facet Wealth, Inc.995,809$52.6M1.2%-232,08213F-HRTimeline
CoreCap Advisors, LLC1,001,606$52.4M2.11%+54,10113F-HRTimeline
Integrated Wealth Concepts LLC1,000,442$52.4M0.53%+246,75513F-HRTimeline
Strategic Financial Concepts, LLC989,774$51.8M7.29%+965,40113F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC985,939$51.6M3.92%+89,03713F-HRTimeline
Compton Financial Group, LLC972,397$50.9M13.24%+236,57313F-HRTimeline
Cambridge Investment Research Advisors,…956,585$50.1M0.15%+34,60713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP938,475$49.1M0.07%+35,28013F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC909,779$47.6M0.14%+152,15913F-HRTimeline
Whitcomb & Hess, Inc.885,530$46.3M13.07%+13,42913F-HRTimeline
Modern Wealth Management, LLC836,916$43.8M1.09%-469,97513F-HR/ATimeline
CGN Advisors LLC830,617$43.5M3.88%+62,65213F-HRTimeline
Perennial Investment Advisors, LLC819,774$42.9M4.16%+64,90513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC815,592$42.7M3.33%-537,39213F-HR/ATimeline
NOTTINGHAM ADVISORS, INC.811,784$42.5M6.3%-32,65513F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp799,564$41.8M4.41%+3,71713F-HRTimelineGroup
Janney Montgomery Scott LLC794,001$41.6M0.11%-280,81113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV789,159$41.3M2.97%-45613F-HRTimeline
Accredited Investors Inc.788,483$41.3M2.44%-38,48513F-HRTimeline
BALANCED WEALTH GROUP LLC770,196$40.6M17.63%+30,92913F-HRTimeline
Gladstone Institutional Advisory LLC766,456$40.1M1.66%+41,70013F-HRTimeline
Constellation Investments, Inc.712,000$37.3M1.72%013F-HRTimeline
Tennessee Valley Asset Management Partn…711,937$37.3M9.46%+21,63713F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…697,973$36.5M6.71%+4,25513F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC695,083$36.4M0.46%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources689,238$36.1M0.01%-3,249,17013F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC685,828$35.9M0.51%+124,29713F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC683,426$35.8M0.05%013F-HRTimelineGroup
COURIER CAPITAL LLC662,146$34.7M2.1%+51,41913F-HRTimeline
Koss-Olinger Consulting, LLC661,213$34.6M2.84%+64,03313F-HRTimeline
Creative Planningin group Creative Planning656,509$34.4M0.03%-29,32513F-HRTimelineGroup
VICUS CAPITAL645,443$33.8M2.81%+60,08113F-HRTimeline
Dakota Wealth Management635,558$33.3M0.7%+178,75813F-HRTimeline
Avior Wealth Management, LLC619,361$32.4M1.12%+12,18913F-HRTimeline
MONECO ADVISORS, LLC611,808$32M2.98%+70,08713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP612,942$31.9M0.02%+313,19413F-HRTimelineGroup
Sanctuary Advisors, LLC605,114$31.7M0.2%+115,39213F-HRTimeline
Avantax Planning Partners, Inc.580,273$30.4M0.96%+70,76913F-HRTimeline
ERn Financial, LLC579,699$30.3M6.4%+22,49113F-HRTimeline
NewEdge Advisors, LLC564,782$29.6M0.15%+50,68013F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC564,436$29.5M16.36%+60,83513F-HRTimeline
Geneos Wealth Management Inc.562,442$29.4M0.72%-564,95413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP556,641$29.1M<0.01%-5513F-HRTimelineGroup
Leicht Financial Planning & Wealth Mana…555,096$29.1M13.8%+115,14213F-HRTimeline
Convergence Financial, LLC554,178$29M4.99%+36,62613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…545,177$28.5M0.63%+30,32013F-HRTimelineGroup
Choice Wealth Advisors LLC538,690$28.2M12.74%+3,20413F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC536,296$28.1M3.72%-9,59213F-HRTimeline
Waverly Advisors, LLC529,774$27.7M0.3%+14,12913F-HRTimeline
Measured Wealth Private Client Group, L…528,420$27.7M8.28%-51913F-HRTimeline
TSFG, LLC526,419$27.6M4.99%-103,70813F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC519,837$27.2M2.52%-26,77213F-HRTimeline
Shepherd Financial Partners LLC517,826$27.1M2.86%+73,25113F-HRTimeline
BIP Wealth, LLC514,242$26.9M1.66%-10,61313F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC510,733$26.7M3.36%-36,01413F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding509,359$26.7M+53,844Timeline
RIVERSEDGE ADVISORS, LLC503,703$26.4M5.16%-38,57213F-HRTimeline
Pinnacle Wealth Planning Services, Inc.500,570$26.2M3.45%+39,14613F-HRTimeline
Alta Wealth Advisors LLC494,328$25.9M12.21%+26,52913F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding489,312$25.6M-32,527Timeline
Rodgers & Associates, LTD487,696$25.5M2.8%+3,73813F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co475,061$24.9M1.57%+150,05713F-HRTimelineGroup
Harbor Group, Inc.472,831$24.7M4.39%+14,93513F-HRTimeline
Ackerman Capital Advisors, LLC471,136$24.7M5.73%+176,96713F-HRTimeline
Roberts Financial Services LLC469,660$24.6M8.48%-545,60813F-HRTimeline
Marathon Mission, Inc.464,006$24.3M15.43%+31,04413F-HRTimeline
MGO ONE SEVEN LLC456,732$23.9M0.77%+96,65613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV452,961$23.7M0.05%-63,13013F-HRTimeline
SkyOak Wealth, LLC448,072$23.5M4.71%+27,28113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.441,220$23.1M0.13%+4,13213F-HRTimeline
Visionary Horizons, LLC439,033$23M14.54%-5,83113F-HRTimeline
Integrated Capital Management, LLC419,637$22.2M10.64%+18,15113F-HRTimeline
MBE Wealth Management, LLC423,743$22.2M9.64%+12,40913F-HRTimeline
Western Wealth Management, LLC422,552$22.1M1.32%-113,50113F-HRTimeline
POTENTIA WEALTH418,146$21.9M12.47%+28,90013F-HRTimeline
Visionary Wealth Advisors416,777$21.8M1.11%+17,76213F-HRTimeline
Hamilton Capital, LLC414,863$21.7M1.19%+17,04913F-HRTimeline
Global Retirement Partners, LLC412,764$21.6M0.54%13F-HRTimeline
Christopher J. Hasenberg, Inc405,567$21.2M7.89%new13F-HRTimeline
Alesco Advisors, LLC, An ESL Co402,864$21.1M0.61%-2,03813F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC398,782$20.9M0.68%+49,19513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP390,837$20.5M0.03%+7,39213F-HRTimelineGroup
SilverOak Wealth Management LLC386,944$20.3M3.8%+16,92813F-HRTimeline
CarsonAllaria Wealth Management, Ltd.377,880$19.8M10.61%+11,98813F-HRTimeline
Money Design Co.,Ltd.376,481$19.7M0.92%+16,52313F-HRTimeline
Leslie Global Wealth, LLC376,239$19.7M10.52%+11,66613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC375,369$19.6M0.77%-19,79913F-HRTimelineGroup
Cynosure Group, LLC370,454$19.4M2.2%+1,39313F-HRTimeline
Wealth Advisors of Iowa, LLC360,928$18.9M7.06%+7,60513F-HRTimeline
Williams Financial, LLC354,528$18.6M20.23%-63,51113F-HRTimeline
First Heartland Consultants, Inc.350,380$18.3M1.63%+15,21213F-HRTimeline
Strategic Financial Partners, Ltd.348,842$18.3M8.47%+90,57813F-HRTimeline
Pure Financial Advisors, LLC347,277$18.2M0.32%-7,56713F-HRTimeline
Retirement Planning Group, LLC345,962$18.1M0.77%-7,19913F-HRTimeline
Windsor Capital Management, LLC344,305$18M5.25%+3,44413F-HRTimeline
Clear Creek Financial Management, LLC338,386$17.7M1.69%+122,22413F-HRTimeline
Navalign, LLC337,943$17.7M4.88%-8,23813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED336,728$17.6M1.47%+61,10913F-HRTimeline
Destiny Capital Corp/CO333,034$17.4M10.51%+23,07113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.332,418$17.4M0.03%-25,51313F-HRTimelineGroup
McAdam, LLC330,910$17.3M0.95%+62,03713F-HRTimeline
Freestate Advisors LLC327,023$17.1M15.28%-5,19313F-HRTimeline
Summit Financial, LLC326,462$17.1M0.39%+87,41413F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC325,567$17M9.03%+8,61013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding325,031$17M-30,523Timeline
TPG Financial Advisors, LLC324,686$17M6.8%-27,56013F-HRTimeline
SteelPeak Wealth, LLC321,207$16.8M0.66%-397,10813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management314,993$16.5M0.22%-8,30313F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding313,266$16.4M+2,967Timeline
CX Institutional304,726$15.9M0.56%+46,07413F-HR/ATimeline
1834 INVESTMENT ADVISORS CO302,295$15.8M2%-4,23613F-HRTimeline
Diligent Investors, LLC286,385$15M3.55%+43713F-HRTimeline
Great Lakes Retirement, Inc.285,131$14.9M1.77%+4,35113F-HRTimeline
ABOUND FINANCIAL, LLC283,471$14.8M6.53%+27,73113F-HRTimeline
Signal Advisors Wealth, LLC281,530$14.7M1.15%-196,99513F-HRTimeline
TOWNSQUARE CAPITAL LLC276,409$14.5M1.41%-3,363,08013F-HRTimeline
Millington Financial Advisors, LLC268,554$14.4M7.28%+53613F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC272,487$14.3M3.85%+2,47913F-HRTimeline
IFG Advisory, LLC269,924$14.1M0.71%+82,14513F-HRTimeline
Foguth Wealth Management, LLC.269,309$14.1M3.02%-207,23713F-HRTimeline
VERUS CAPITAL PARTNERS, LLC266,962$14M1.25%+17,71013F-HR/ATimeline
rebel Financial LLC266,579$14M6.36%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…262,373$13.7M0.03%+4,32913F-HR/ATimelineGroup
Kingsview Wealth Management, LLC260,687$13.6M0.23%+1,17813F-HRTimeline
Larson Financial Group LLC259,141$13.6M0.54%-30,14613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …257,796$13.5M0.31%+28,75213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC256,973$13.4M0.01%+227,25113F-HRTimelineGroup
Sargent Investment Group, LLC254,576$13.4M1.82%-26,15513F-HRTimeline
Eaton Financial Holdings Company, LLC253,953$13.3M4.09%-24,31413F-HRTimeline
Symphony Financial, Ltd. Co.249,751$13.2M1.74%new13F-HR/ATimeline
Meridian Wealth Management, LLC251,319$13.2M0.56%-2,36613F-HRTimeline
Legacy Financial Group LLC243,837$12.8M1.78%+35,07213F-HRTimeline
Merit Financial Group, LLC238,743$12.5M0.14%-35,82713F-HRTimeline
Probity Advisors, Inc.238,341$12.5M2.19%+12,05613F-HRTimeline
Dogwood Wealth Management LLC235,365$12.4M6.08%+19,56613F-HRTimeline
POWER WEALTH MANAGEMENT LLC237,237$12.4M4.77%+12,52213F-HRTimeline
Valtinson Bruner Financial Planning LLC236,858$12.4M3.89%+14,56713F-HRTimeline
SOA Wealth Advisors, LLC.236,701$12.4M2.33%-87,57313F-HRTimeline
Hobart Private Capital, LLC235,619$12.3M2.8%+17,49513F-HRTimeline
NewSquare Capital LLC232,312$12.2M0.9%+2,83613F-HRTimeline