Skip to content
Disclosery

SPYV SPDR SERIES TRUST

Follow

PRTFLO S&P500 VL (fund)

1,150 managers (1,162 13F filers) reported a position in SPYV shares at 2025-12-31, 477,385,843 shares in all. 86 filers opened a position and 63 filers sold out during the quarter.

Managers
1,150
13F filers
1,162
New
86
Added
503
Reduced
314
Sold out
63
Shares held by filers
477,385,843

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.81,809,191$4.65B8.81%+79,82913F-HRTimeline
LPL Financial LLC50,099,107$2.85B0.78%+3,656,55213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC22,516,338$1.28B0.18%+291,21013F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY19,747,812$1.12B0.07%+10,778,68313F-HR/ATimelineGroup
Allworth Financial LP19,695,295$1.12B4.6%+382,21413F-HRTimeline
Valmark Advisers, Inc.8,740,145$497M6.12%+231,88813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,301,824$472M0.11%-273,82313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,666,313$436M0.03%+1,028,87513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,796,464$386M0.03%-660,13413F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding6,505,987$370M-766,376Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,004,888$341M0.11%+80,71113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,004,456$341M0.06%+1,670,15213F-HRTimelineGroup
Willis Johnson & Associates, Inc.5,798,846$329M20.32%+579,89913F-HRTimeline
Advisory Alpha, LLC5,641,848$321M8.73%+33,64913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,165,300$293M2.01%+293,75013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,637,090$269M0.36%+38,62113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,604,801$262M+503,933Timeline
VANTAGEPOINT INVESTMENT ADVISERS LLC4,463,460$254M2.04%013F-HRTimeline
NorthRock Partners, LLC4,417,191$251M4.24%-19,48813F-HRTimeline
CWM, LLCin group CWM, LLC4,085,059$232M0.63%+10,62013F-HRTimelineGroup
Cetera Investment Advisers3,975,800$226M0.25%-132,12613F-HRTimeline
Horizon Investments, LLC3,871,030$220M2.79%+229,24813F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA3,774,074$214M0.51%-555,95313F-HRTimelineGroup
Connecticut Wealth Management, LLC3,654,368$208M9.03%+200,51913F-HRTimeline
Dynasty Wealth Management, LLC3,620,443$206M2.02%-1,112,47913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC3,569,519$203M0.3%+96,95513F-HRTimelineGroup
Quotient Wealth Partners, LLC3,567,718$203M5.39%-978,61913F-HRTimeline
AE Wealth Management LLC3,499,178$199M1.14%+381,18613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,131,480$178M0.26%-525,62913F-HRTimelineGroup
Private Advisor Group, LLC2,831,792$161M0.76%-49,29113F-HRTimeline
HighTower Advisors, LLC2,540,516$144M0.16%+52,90013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…2,410,365$137M4.78%+116,44713F-HRTimeline
Lutz Financial Services LLC2,387,903$136M9.23%+121,47513F-HRTimeline
Betterment LLC2,331,001$132M0.25%-80,81413F-HRTimeline
AlphaStar Capital Management, LLC2,319,673$132M9.67%+545,14513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding2,261,792$131M+786,511Timeline
Octavia Wealth Advisors, LLC2,289,497$130M12.42%+163,48313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,109,021$120M0.02%+195,08913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC2,108,727$120M0.14%+88,72713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,098,138$119M0.08%+168,78413F-HR/ATimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,072,630$118M6.49%+186,60413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,046,644$116M0.1%+11,20013F-HRTimelineGroup
First National Trust Co1,968,113$112M3.73%+19,36413F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding1,915,607$110M-2,312,568Timeline
Magnus Financial Group LLC1,766,314$100M7.67%+30,93613F-HRTimeline
KWB Wealth1,752,061$99.5M9.43%+123,41913F-HRTimeline
OLD NATIONAL BANCORP /IN/1,661,688$94.4M1.57%+36,11813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,650,911$93.8M0.13%+75,72213F-HRTimeline
Bell Bank1,581,036$89.8M3.84%+9,11313F-HRTimeline
SIMON QUICK ADVISORS, LLC1,526,488$86.7M3.78%-28,10513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,524,255$86.6M0.96%+10,20113F-HRTimelineGroup
N.E.W. Advisory Services LLC1,523,011$86.5M6.4%+121,67213F-HRTimeline
IHT Wealth Management, LLC1,461,794$83M2.02%+70,01113F-HRTimeline
Compton Financial Group, LLC1,434,747$81.5M18.46%+434,76413F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC1,380,276$78.4M4.62%+75,23413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding1,289,919$73.3M+102,353Timeline
FLAGSHIP HARBOR ADVISORS, LLC1,266,104$71.9M3.39%+94,70813F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,261,026$71.6M0.6%+128,97213F-HRTimeline
Integrated Wealth Concepts LLC1,220,593$69.3M0.82%+185,04413F-HRTimeline
Klingman & Associates, LLC1,195,167$67.9M3.28%+95713F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO1,119,775$63.6M0.93%-89,91913F-HRTimeline
CoreCap Advisors, LLC1,084,559$61.6M2.15%+48,90313F-HRTimeline
71 West Capital Partners1,048,426$59.6M2.74%13F-HRTimeline
MML INVESTORS SERVICES, LLC1,036,375$58.9M0.14%+52,57513F-HRTimeline
FMR LLCin group FMR LLC1,033,028$58.7M<0.01%-12,61713F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP1,025,495$58.3M0.08%+38,18313F-HR/ATimelineGroup
Whitcomb & Hess, Inc.942,692$54.7M12.9%+37,85213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP961,028$54.6M0.03%+267,38813F-HRTimelineGroup
Cambridge Investment Research Advisors,…904,778$51.4M0.14%-49,54213F-HRTimeline
CGN Advisors LLC884,473$50.2M3.98%+4,66213F-HRTimeline
Facet Wealth, Inc.841,912$48.8M0.86%-122,37813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV855,339$48.6M3.06%+29,49313F-HRTimeline
Perennial Investment Advisors, LLC852,199$48.4M3.83%+50,86113F-HRTimeline
Leicht Financial Planning & Wealth Mana…828,545$47.1M21.05%+275,89913F-HRTimeline
NOTTINGHAM ADVISORS, INC.810,567$46M6.42%-16,40613F-HRTimeline
Waverly Advisors, LLC803,642$45.7M0.37%+235,69913F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp783,199$44.5M4.44%-1,48513F-HRTimelineGroup
BALANCED WEALTH GROUP LLC790,564$43.8M16.02%+22,58513F-HRTimeline
Tennessee Valley Asset Management Partn…735,506$41.8M5.42%+22,23213F-HRTimeline
Accredited Investors Inc.732,955$41.6M2.21%-34,55213F-HRTimeline
VICUS CAPITAL731,625$41.6M3.12%+28,65313F-HRTimeline
COURIER CAPITAL LLC725,300$41.2M2.31%+34,59413F-HRTimeline
Constellation Investments, Inc.712,000$40.4M1.25%013F-HRTimeline
Convergence Financial, LLC707,615$40.2M5.87%+19,78313F-HRTimeline
MONECO ADVISORS, LLC695,651$39.5M3.14%+34,18213F-HRTimeline
Gladstone Institutional Advisory LLC694,326$39.4M1.49%-35,56113F-HRTimeline
Shepherd Financial Partners LLC693,535$39.4M3.65%+155,63513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…688,637$39.4M0.07%+1,67313F-HRTimelineGroup
Creative Planningin group Creative Planning691,815$39.3M0.03%-8,21913F-HRTimelineGroup
Koss-Olinger Consulting, LLC691,510$39.3M3.04%+36,34613F-HRTimeline
Avior Wealth Management, LLC689,717$39.2M1.22%+29,24313F-HRTimeline
Dakota Wealth Management688,529$39.1M0.7%+59,88413F-HR/ATimeline
ERn Financial, LLC676,263$38.4M7.22%+31,73613F-HRTimeline
TSFG, LLC668,138$38M5.67%+88,71113F-HRTimeline
Scarborough Advisors, LLC650,462$37M6.24%+104,51813F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…646,065$36.7M5.81%-53,43813F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC625,644$35.8M0.04%-16,08113F-HRTimelineGroup
Higgins & Schmidt Wealth Strategies LLC616,365$35M16.59%+28,16713F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC603,839$34.3M0.51%-6,63613F-HRTimeline
HighPoint Advisor Group LLC602,558$34.2M0.75%new13F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co600,786$34.1M1.98%+16,00113F-HRTimelineGroup
Alta Wealth Advisors LLC594,790$33.8M11.3%+35,14413F-HRTimeline
Geneos Wealth Management Inc.587,548$33.4M0.82%+19,83513F-HRTimeline
Pinnacle Wealth Planning Services, Inc.587,191$33.4M3.48%+52,70313F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding573,830$32.6M+25,555Timeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP572,801$32.5M<0.01%+7,30213F-HRTimelineGroup
WALLER FINANCIAL PLANNING GROUP, INC569,686$32.4M7.19%+399,50113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…568,762$32.3M0.62%+13,01113F-HRTimelineGroup
McNamara Financial Services, Inc.568,701$32.3M6.13%new13F-HRTimeline
NewEdge Advisors, LLC567,085$32.2M0.12%+3,04113F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC541,657$30.8M2.58%+19,75113F-HRTimeline
Avantax Planning Partners, Inc.540,007$30.7M0.86%-22,98213F-HRTimeline
Choice Wealth Advisors LLC534,434$30.4M12%-1,96613F-HRTimeline
Janney Montgomery Scott LLC526,875$29.9M0.07%-99,57113F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC520,483$29.6M0.78%+75,65313F-HRTimeline
MGO ONE SEVEN LLC520,437$29.6M0.6%+39,01813F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC510,761$29M3.24%+4,42113F-HRTimeline
Rodgers & Associates, LTD500,177$28.4M2.88%+7,18613F-HRTimeline
SkyOak Wealth, LLC496,987$28.2M5.08%+43,39413F-HRTimeline
Roberts Financial Services LLC496,471$28.2M8.85%+9,39613F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC491,618$27.9M3.42%-77,67213F-HRTimeline
Harbor Group, Inc.490,726$27.9M4.18%+13,38613F-HRTimeline
Leslie Global Wealth, LLC489,301$27.8M12.51%+71,34113F-HRTimeline
BIP Wealth, LLC486,989$27.7M0.98%-12,46413F-HRTimeline
Hamilton Capital, LLC470,213$26.7M1.34%13F-HRTimeline
RIVERSEDGE ADVISORS, LLC465,712$26.5M4.3%-16,15813F-HRTimeline
Marathon Mission, Inc.463,013$26.3M15.21%+1,69813F-HRTimeline
POTENTIA WEALTH455,161$25.9M9.48%+13,82613F-HRTimeline
Modern Wealth Management, LLC453,190$25.7M0.47%-359,50413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…449,234$25.5M0.29%+245,07313F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.444,358$25.2M0.04%+16,83113F-HRTimelineGroup
MBE Wealth Management, LLC443,852$25.2M10.56%+17,19513F-HRTimeline
Western Wealth Management, LLC442,600$25.1M1.16%+9,61313F-HRTimeline
Visionary Horizons, LLC442,024$25.1M12.99%-73713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP437,251$24.8M0.03%+21,22913F-HRTimelineGroup
ABOUND FINANCIAL, LLC436,580$24.8M9.6%+150,43913F-HR/ATimeline
Provenance Wealth Advisors, LLC430,523$24.5M2.71%+425,31213F-HRTimeline
Measured Wealth Private Client Group, L…429,035$24.4M6.45%-101,22013F-HRTimeline
Stonebrook Private Inc.427,847$24.3M5.09%+336,68913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV422,108$24M0.04%-12,15813F-HRTimeline
Ackerman Capital Advisors, LLC417,135$23.7M4.76%-140,11613F-HRTimeline
First Heartland Consultants, Inc.410,303$23.3M1.77%+47,58913F-HRTimeline
SilverOak Wealth Management LLC408,444$23.2M3.64%+8,68813F-HRTimeline
CarsonAllaria Wealth Management, Ltd.407,450$23.1M11.49%+11,95713F-HRTimeline
Summit Financial, LLC403,443$22.9M0.34%+40,79813F-HRTimeline
Global Retirement Partners, LLC402,648$22.9M0.41%+4,39113F-HRTimeline
Alesco Advisors, LLC, An ESL Co397,688$22.6M0.58%+6,89813F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding394,995$22.4M-117,607Timeline
Focus Partners Wealthgroup of 2 filers holding384,672$21.9M+90,708Timeline
Wealth Advisors of Iowa, LLC383,536$21.8M7.15%+1,58113F-HRTimeline
Foguth Wealth Management, LLC.381,304$21.7M3.37%13F-HRTimeline
TPG Financial Advisors, LLC377,965$21.5M7.17%+49,37313F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE376,632$21.4M1.83%+190,97313F-HRTimeline
Cynosure Group, LLC370,675$21.1M2.14%-4,81113F-HRTimeline
Destiny Capital Corp/CO370,227$21M10.82%+12,68513F-HRTimeline
BCS Wealth Management362,581$20.6M2.08%+185,86013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.362,001$20.6M<0.01%+332,15713F-HRTimelineGroup
GRANVILLE CAPITAL, INC.359,677$20.4M10.84%13F-HRTimeline
Kingsview Wealth Management, LLC358,783$20.4M0.29%+98,70013F-HRTimeline
Strategic Financial Partners, Ltd.357,968$20.3M8.81%+12,44713F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC353,399$20.1M9.14%+7,71713F-HRTimeline
Bucket List Wealth Management, LLC351,520$20M11.93%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC348,294$19.8M0.04%+168,96713F-HRTimelineGroup
Goodman Advisory Group, LLC343,596$19.5M4.8%new13F-HRTimeline
Windsor Capital Management, LLC343,394$19.5M5.38%-1,93813F-HRTimeline
Freestate Advisors LLC341,503$19.4M15.77%-1,23713F-HRTimeline
Navalign, LLC338,257$19.2M4.72%-3,05913F-HRTimeline
Pure Financial Advisors, LLC337,137$19.2M0.28%-3,05213F-HRTimeline
Hobart Private Capital, LLC334,757$19M3.71%+99,38213F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC333,689$19M0.65%-11,24313F-HRTimelineGroup
Sanctuary Advisors, LLC330,253$18.8M0.1%-334,81913F-HRTimeline
CX Institutional327,291$18.6M0.55%+6,54713F-HRTimeline
McAdam, LLC325,735$18.5M0.85%-3,78213F-HRTimeline
Retirement Planning Group, LLC324,003$18.4M0.6%-12,09213F-HRTimeline
Cardinal Strategic Wealth Guidance322,466$18.3M4.79%+162,94413F-HRTimeline
IFG Advisory, LLC313,783$17.8M0.78%+31,92513F-HRTimeline
Clear Creek Financial Management, LLC307,571$17.5M1.43%-40,43413F-HRTimeline
CBM Financial, LLC294,479$17.4M11.84%13F-HRTimeline
Collier Financial306,786$17.4M13.09%+92,84213F-HRTimeline
1834 INVESTMENT ADVISORS CO301,112$17.1M2.15%-12,64613F-HRTimeline
Great Lakes Retirement, Inc.297,237$16.9M1.76%+9,83913F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding293,960$16.7M-16,647Timeline
VERUS CAPITAL PARTNERS, LLC292,297$16.6M1.11%+14,00313F-HR/ATimeline
Brookstone Capital Managementin group Brookstone Capital Management288,514$16.4M0.19%-5,61813F-HRTimelineGroup
Tempo Wealth, LLC278,551$15.8M2.82%13F-HRTimeline
Probity Advisors, Inc.278,079$15.8M2.53%+21,50913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…278,065$15.8M0.03%+18,36613F-HR/ATimelineGroup
rebel Financial LLC275,418$15.6M6.69%+275,41813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC272,889$15.5M0.13%+107,44613F-HRTimelineGroup
ATTICUS WEALTH MANAGEMENT, LLC271,841$15.4M3.81%+9,77413F-HRTimeline
NOVEM GROUP269,272$15.3M1.77%-1,63013F-HRTimeline
Symphony Financial, Ltd. Co.266,429$15.2M2.05%+7,90513F-HRTimeline
POWER WEALTH MANAGEMENT LLC267,730$15.2M5.35%+5,08513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC272,113$15.2M0.06%+49,59713F-HRTimelineGroup
Sargent Investment Group, LLC263,832$15M1.88%+1,74113F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC261,889$14.9M2.51%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.258,402$14.7M0.02%+60,99313F-HRTimelineGroup
Legacy Financial Group LLC247,196$14.6M1.81%+8,92813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…253,717$14.4M0.18%+8,82713F-HRTimelineGroup
Meridian Wealth Management, LLC253,390$14.4M0.51%-1,06113F-HRTimeline