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Disclosery

SPYV SPDR SERIES TRUST

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PRTFLO S&P500 VL (fund)

1,050 managers (1,061 13F filers) reported a position in SPYV shares at 2025-09-30, 451,910,575 shares in all. 71 filers opened a position and 50 filers sold out during the quarter.

Managers
1,050
13F filers
1,061
New
71
Added
447
Reduced
346
Sold out
50
Shares held by filers
451,910,575

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.81,729,362$4.52B8.63%+642,82013F-HRTimeline
LPL Financial LLC46,442,555$2.57B0.75%+1,299,97713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC22,225,128$1.23B0.18%+19,386,06713F-HRTimelineGroup
Allworth Financial LP19,313,081$1.07B4.73%+2,682,95113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY8,969,129$496M0.03%-827,10013F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,575,647$475M0.11%+304,64213F-HRTimelineGroup
Valmark Advisers, Inc.8,508,257$471M6.09%+236,64213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,456,598$413M0.03%+264,96013F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG7,272,363$402M0.08%+662,36713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,637,438$367M0.03%+158,97613F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,924,177$328M0.11%+103,12513F-HRTimelineGroup
Advisory Alpha, LLC5,608,199$311M8.67%+394,40913F-HRTimeline
Willis Johnson & Associates, Inc.5,218,947$289M17.89%+826,01713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,871,550$270M1.98%-7,72013F-HRTimelineGroup
Dynasty Wealth Management, LLC4,732,922$262M3.5%+543,69913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,598,469$256M0.39%+141,95813F-HRTimeline
Quotient Wealth Partners, LLC4,546,337$252M6.89%+162,23613F-HRTimeline
VANTAGEPOINT INVESTMENT ADVISERS LLC4,463,460$247M2.02%new13F-HRTimeline
NorthRock Partners, LLC4,436,679$245M4.44%-188,84513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,334,304$240M0.04%-339,13113F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA4,330,027$240M0.58%+506,79513F-HRTimelineGroup
NICOLET BANKSHARES INCgroup of 2 filers holding4,228,175$235M-9,652Timeline
Cetera Investment Advisers4,107,926$227M0.26%+397,97713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,100,868$227M-687,666Timeline
CWM, LLCin group CWM, LLC4,074,439$225M0.68%-113,88113F-HRTimelineGroup
Horizon Investments, LLC3,641,782$201M2.65%-1,115,27613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,657,109$200M0.28%-70,44413F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC3,472,564$192M0.31%+16,92113F-HRTimelineGroup
Connecticut Wealth Management, LLC3,453,849$191M8.48%+402,51713F-HRTimeline
AE Wealth Management LLC3,117,992$173M1.1%+509,15113F-HRTimeline
Private Advisor Group, LLC2,881,083$159M0.78%-43,97113F-HRTimeline
HighTower Advisors, LLC2,487,616$138M0.16%+94,82013F-HRTimeline
Betterment LLC2,411,815$133M0.26%-100,25913F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…2,293,918$127M4.36%+197,32013F-HRTimeline
Lutz Financial Services LLC2,266,428$125M9.08%+59,65413F-HRTimeline
Octavia Wealth Advisors, LLC2,126,014$118M11.71%+61,19613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,035,444$113M0.1%-75,29713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC2,020,000$112M0.14%+86,06113F-HRTimelineGroup
First National Trust Co1,948,749$108M3.69%-155,19113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,929,354$107M0.07%+115,38013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,913,932$106M0.02%+240,04113F-HRTimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,886,026$104M6.4%+103,04413F-HRTimelineGroup
AlphaStar Capital Management, LLC1,774,528$98.2M8.46%-105,58213F-HRTimeline
Magnus Financial Group LLC1,735,378$96M7.59%-35,19813F-HRTimeline
OLD NATIONAL BANCORP /IN/1,625,570$89.9M1.54%+12,31113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,575,189$87.2M0.11%+90,23613F-HRTimeline
Bell Bank1,571,923$87M3.77%+55,72813F-HRTimeline
SIMON QUICK ADVISORS, LLC1,554,593$86M3.89%-18,42013F-HRTimeline
KWB Wealth1,628,642$85.2M9.42%+159,09313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,514,054$83.8M0.95%-82,75613F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding1,475,281$82.4M+178,815Timeline
N.E.W. Advisory Services LLC1,401,339$77.5M6.93%+28,86213F-HRTimeline
IHT Wealth Management, LLC1,391,783$77M1.95%+52,70613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC1,305,042$72.2M4.91%+319,10313F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…1,244,355$68.9M0.01%new13F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO1,209,694$66.9M1%-21,37713F-HRTimeline
Klingman & Associates, LLC1,194,210$66.1M3.33%-1,95813F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding1,187,566$65.7M+104,369Timeline
FLAGSHIP HARBOR ADVISORS, LLC1,171,396$64.8M2.82%+25,88413F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,132,054$62.6M0.6%+436,97113F-HRTimeline
FMR LLCin group FMR LLC1,045,645$57.9M<0.01%-15,62913F-HRTimelineGroup
CoreCap Advisors, LLC1,035,656$57.3M2.08%+34,05013F-HRTimeline
Integrated Wealth Concepts LLC1,035,549$57.3M0.51%+35,10713F-HRTimeline
Strategic Financial Concepts, LLC1,000,972$55.4M8.05%+11,19813F-HRTimeline
Compton Financial Group, LLC999,983$55.3M13.32%+27,58613F-HRTimeline
MML INVESTORS SERVICES, LLC983,800$54.4M0.15%+74,02113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP987,312$54.3M0.09%+48,83713F-HRTimelineGroup
Facet Wealth, Inc.964,290$53.4M1.1%-31,51913F-HRTimeline
Cambridge Investment Research Advisors,…954,320$52.8M0.15%-2,26513F-HRTimeline
Whitcomb & Hess, Inc.904,840$50.1M12.87%+19,31013F-HRTimeline
CGN Advisors LLC879,811$48.7M4%+49,19413F-HRTimeline
NOTTINGHAM ADVISORS, INC.826,973$45.8M6.35%+15,18913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV825,846$45.7M3.07%+36,68713F-HRTimeline
Modern Wealth Management, LLC812,694$45M0.89%-24,22213F-HRTimeline
Perennial Investment Advisors, LLC801,338$44.3M3.66%-18,43613F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp784,684$43.4M4.44%-14,88013F-HRTimelineGroup
Accredited Investors Inc.767,507$42.5M2.37%-20,97613F-HRTimeline
BALANCED WEALTH GROUP LLC767,979$40.5M17.79%-2,21713F-HRTimeline
Gladstone Institutional Advisory LLC729,887$40.4M1.56%-36,56913F-HRTimeline
Tennessee Valley Asset Management Partn…713,274$39.5M5.36%+1,33713F-HRTimeline
Constellation Investments, Inc.712,000$39.4M1.84%013F-HRTimeline
VICUS CAPITAL702,972$38.9M2.97%+57,52913F-HRTimeline
Creative Planningin group Creative Planning700,034$38.7M0.03%+43,52513F-HRTimelineGroup
WOODARD & CO ASSET MANAGEMENT GROUP INC…699,503$38.7M6.29%+1,53013F-HRTimeline
COURIER CAPITAL LLC690,706$38.2M2.19%+28,56013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP693,640$38.2M0.03%+80,69813F-HRTimelineGroup
Convergence Financial, LLC687,832$38.1M5.71%+133,65413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…686,964$38M0.07%+672,17713F-HRTimelineGroup
Sanctuary Advisors, LLC665,072$36.8M0.21%+59,95813F-HR/ATimeline
MONECO ADVISORS, LLC661,469$36.6M3.06%+49,66113F-HRTimeline
Avior Wealth Management, LLC660,474$36.5M1.18%+41,11313F-HRTimeline
ERn Financial, LLC644,527$35.7M7.04%+64,82813F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC641,725$35.5M0.04%-41,70113F-HRTimelineGroup
Dakota Wealth Management628,645$34.8M0.7%-6,91313F-HR/ATimeline
Janney Montgomery Scott LLC626,446$34.7M0.08%-167,55513F-HRTimeline
Koss-Olinger Consulting, LLC655,164$34.3M2.83%-6,04913F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC610,475$33.8M0.48%-75,35313F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC588,198$32.5M16.44%+23,76213F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co584,785$32.4M1.9%+109,72413F-HRTimelineGroup
TSFG, LLC579,427$32.1M5.09%+53,00813F-HRTimeline
Waverly Advisors, LLC567,943$31.4M0.31%+38,16913F-HRTimeline
Geneos Wealth Management Inc.567,713$31.4M0.8%+5,27113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP565,499$31.3M<0.01%+8,85813F-HRTimelineGroup
NewEdge Advisors, LLC564,044$31.2M0.14%-73813F-HRTimeline
Avantax Planning Partners, Inc.562,989$31.2M0.89%-17,28413F-HRTimeline
Alta Wealth Advisors LLC559,646$31M11.1%+65,31813F-HRTimeline
Ackerman Capital Advisors, LLC557,251$30.8M6.45%+86,11513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…555,751$30.7M0.62%+10,57413F-HRTimelineGroup
Leicht Financial Planning & Wealth Mana…552,646$30.6M13.79%-2,45013F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding548,275$30.3M+38,916Timeline
Scarborough Advisors, LLC545,944$30.2M5.33%-560,80113F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC569,290$30.1M4.21%+32,99413F-HRTimeline
Shepherd Financial Partners LLC537,900$29.8M2.83%+20,07413F-HRTimeline
Choice Wealth Advisors LLC536,400$29.7M12.72%-2,29013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.534,488$29.6M3.47%+33,91813F-HRTimeline
Measured Wealth Private Client Group, L…530,255$29.3M7.91%+1,83513F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC521,906$28.9M2.51%+2,06913F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding512,602$28.4M+23,290Timeline
SIGNET FINANCIAL MANAGEMENT, LLC506,340$28M3.25%-4,39313F-HRTimeline
BIP Wealth, LLC499,453$27.6M1.37%-14,78913F-HRTimeline
Rodgers & Associates, LTD492,991$27.3M2.81%+5,29513F-HRTimeline
Roberts Financial Services LLC487,075$26.9M8.7%+17,41513F-HRTimeline
RIVERSEDGE ADVISORS, LLC481,870$26.7M4.47%-21,83313F-HRTimeline
MGO ONE SEVEN LLC481,419$26.6M0.62%+24,68713F-HRTimeline
Harbor Group, Inc.477,340$26.4M4.2%+4,50913F-HRTimeline
Marathon Mission, Inc.461,315$25.5M15.23%-2,69113F-HRTimeline
SkyOak Wealth, LLC453,593$25.1M4.74%+5,52113F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC444,830$24.6M0.69%+46,04813F-HRTimeline
Visionary Horizons, LLC442,761$24.5M13.69%+3,72813F-HRTimeline
POTENTIA WEALTH441,335$24.4M9.32%+23,18913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV434,266$24M0.04%-18,69513F-HRTimeline
Western Wealth Management, LLC432,987$24M1.27%+10,43513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.427,527$23.7M0.04%+95,10913F-HRTimelineGroup
MBE Wealth Management, LLC426,657$23.6M10.21%+2,91413F-HRTimeline
Leslie Global Wealth, LLC417,960$23.1M10.85%+41,72113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP416,022$23M0.03%+25,18513F-HRTimelineGroup
SilverOak Wealth Management LLC399,756$22.1M3.73%+12,81213F-HRTimeline
Global Retirement Partners, LLC398,257$22M0.49%-14,50713F-HRTimeline
CarsonAllaria Wealth Management, Ltd.395,493$21.9M11.38%+17,61313F-HRTimeline
Alesco Advisors, LLC, An ESL Co390,790$21.6M0.59%-12,07413F-HRTimeline
Wealth Advisors of Iowa, LLC381,955$21.1M7.2%+21,02713F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP377,400$20.9M0.03%new13F-HRTimelineGroup
Cynosure Group, LLC375,486$20.8M2.26%+5,03213F-HR/ATimeline
First Heartland Consultants, Inc.362,714$20.1M1.62%+12,33413F-HRTimeline
Summit Financial, LLC362,645$20.1M0.31%+36,18313F-HRTimeline
Destiny Capital Corp/CO357,542$19.8M10.78%+24,50813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp356,584$19.7M<0.01%-2,143,84113F-HRTimelineGroup
Williams Financial, LLC353,680$19.6M20.18%-84813F-HRTimeline
Clear Creek Financial Management, LLC348,005$19.3M1.67%+9,61913F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC345,682$19.1M9.12%+20,11513F-HRTimeline
Strategic Financial Partners, Ltd.345,521$19.1M8.76%-3,32113F-HRTimeline
Windsor Capital Management, LLC345,332$19.1M5.28%+1,02713F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC344,932$19.1M0.68%-30,43713F-HRTimelineGroup
Freestate Advisors LLC342,740$19M15.91%+15,71713F-HRTimeline
Navalign, LLC341,316$18.9M4.98%+3,37313F-HRTimeline
Pure Financial Advisors, LLC340,189$18.8M0.3%-7,08813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED339,183$18.8M1.41%+2,45513F-HRTimeline
Retirement Planning Group, LLC336,095$18.6M0.65%-9,86713F-HRTimeline
McAdam, LLC329,517$18.2M0.9%-1,39313F-HRTimeline
TPG Financial Advisors, LLC328,592$18.2M6.77%+3,90613F-HRTimeline
CX Institutional320,744$17.7M0.54%+16,01813F-HRTimeline
1834 INVESTMENT ADVISORS CO313,758$17.4M2.13%+11,46313F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding310,607$17.2M-14,424Timeline
Brookstone Capital Managementin group Brookstone Capital Management294,132$16.3M0.19%-20,86113F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding293,964$16.3M-19,302Timeline
Great Lakes Retirement, Inc.287,398$15.9M1.74%+2,26713F-HRTimeline
ABOUND FINANCIAL, LLC286,141$15.8M6.33%+2,67013F-HRTimeline
IFG Advisory, LLC281,858$15.6M0.71%+11,93413F-HRTimeline
VERUS CAPITAL PARTNERS, LLC278,294$15.4M1.2%+11,33213F-HR/ATimeline
rebel Financial LLC0$15.3M6.67%-266,57913F-HRTimelineAmount filed as zero, left out of ratios.
NOVEM GROUP270,902$15M1.79%+40,02113F-HRTimeline
POWER WEALTH MANAGEMENT LLC262,645$14.5M5.29%+25,40813F-HRTimeline
Sargent Investment Group, LLC262,091$14.5M2.07%+7,51513F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC262,067$14.5M3.66%-10,42013F-HRTimeline
Kingsview Wealth Management, LLC260,083$14.4M0.22%-60413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…259,699$14.4M0.03%-2,67413F-HRTimelineGroup
Symphony Financial, Ltd. Co.258,524$14.2M1.73%+8,77313F-HRTimeline
Probity Advisors, Inc.256,570$14.2M2.3%+18,22913F-HRTimeline
Dogwood Wealth Management LLC254,579$14.1M6.4%+19,21413F-HRTimeline
Meridian Wealth Management, LLC254,451$14.1M0.54%+3,13213F-HRTimeline
Valtinson Bruner Financial Planning LLC248,810$13.8M4.08%+11,95213F-HRTimeline
Millington Financial Advisors, LLC248,321$13.6M6.59%-20,23313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…244,890$13.5M0.17%+12,92413F-HRTimelineGroup
Legacy Financial Group LLC238,268$13.2M1.73%-5,56913F-HRTimeline
Hobart Private Capital, LLC235,375$13M2.73%-24413F-HRTimeline
Diligent Investors, LLC232,048$12.8M3.25%-54,33713F-HRTimeline
Optimist Retirement Group LLC231,364$12.8M5.79%+24713F-HRTimeline
NewSquare Capital LLC230,011$12.7M0.86%-2,30113F-HRTimeline
GHP Investment Advisors, Inc.228,330$12.6M0.53%+6,51513F-HRTimeline
Financial Council, LLC226,010$12.5M5.55%+3,35913F-HRTimeline
Larson Financial Group LLC224,300$12.4M0.44%-34,84113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC222,516$12.3M0.05%+131,83313F-HRTimelineGroup
RESTON WEALTH MANAGEMENT LLC221,374$12.2M3.95%-3813F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT217,260$12M0.8%-6,34713F-HRTimeline
Collier Financial213,944$11.8M8.9%13F-HRTimeline
Hofer & Associates. Inc210,495$11.6M6.67%+1,46813F-HRTimeline
New England Capital Financial Advisors …210,425$11.6M4.95%-1,49613F-HRTimeline
Goldstone Financial Group, LLC206,547$11.4M1.35%-9,04813F-HRTimeline
Guardian Wealth Advisors, LLC205,167$11.4M6.44%+22,22213F-HRTimeline
Merit Financial Group, LLC204,367$11.3M0.1%-34,37613F-HR/ATimeline