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Disclosery

SPYV SPDR SERIES TRUST

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PRTFLO S&P500 VL (fund)

1,173 managers (1,186 13F filers) reported a position in SPYV shares at 2026-03-31, 473,425,033 shares in all. 76 filers opened a position and 56 filers sold out during the quarter.

Managers
1,173
13F filers
1,186
New
76
Added
478
Reduced
419
Sold out
56
Shares held by filers
473,425,033

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.81,414,415$4.61B9.35%-394,77613F-HRTimeline
LPL Financial LLC51,485,691$2.91B0.77%+1,386,58413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC22,832,655$1.29B0.17%+316,31713F-HRTimelineGroup
Allworth Financial LP19,767,082$1.12B4.55%+71,78713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY9,374,470$530M0.03%-10,373,34213F-HRTimelineGroup
Valmark Advisers, Inc.8,996,058$509M6.05%+255,91313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC7,303,187$414M0.1%-998,63713F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,235,309$409M0.03%-431,00413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,904,567$384M0.03%+108,10313F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,407,751$363M0.11%+402,86313F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding6,228,530$352M-277,457Timeline
Willis Johnson & Associates, Inc.6,067,330$343M20.02%+268,48413F-HRTimeline
Horizon Investments, LLC5,332,176$302M3.38%+1,461,14613F-HRTimeline
Advisory Alpha, LLC4,945,272$280M7.65%-696,57613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,898,740$278M1.79%-266,56013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,890,293$277M+285,492Timeline
NorthRock Partners, LLC4,586,305$259M4.19%+169,11413F-HRTimeline
VANTAGEPOINT INVESTMENT ADVISERS LLC4,327,273$245M2.07%-136,18713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,298,247$243M0.05%-1,706,20913F-HRTimelineGroup
Connecticut Wealth Management, LLC4,294,646$243M10.18%+640,27813F-HRTimeline
Cetera Investment Advisers4,205,952$238M0.25%+230,15213F-HRTimeline
CWM, LLCin group CWM, LLC4,161,823$235M0.62%+76,76413F-HRTimelineGroup
Dynasty Wealth Management, LLC3,971,984$225M1.96%+351,54113F-HRTimeline
TIAAgroup of 3 filers holding3,857,044$218M+82,970Timeline
Quotient Wealth Partners, LLC3,840,648$217M5.72%+272,93013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC3,601,934$204M0.29%+32,41513F-HRTimelineGroup
AE Wealth Management LLC3,586,411$203M1.1%+87,23313F-HRTimeline
HighTower Advisors, LLC3,080,319$174M0.18%+539,80313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,819,788$160M0.35%-1,817,30213F-HRTimeline
Independent Advisor Alliance2,780,187$157M1.69%+2,726,80813F-HRTimeline
Private Advisor Group, LLC2,764,634$156M0.73%-67,15813F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding2,618,389$155M+356,597Timeline
Octavia Wealth Advisors, LLC2,722,619$154M14.73%+433,12213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,721,924$154M0.23%-409,55613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,662,837$151M0.14%+616,19313F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…2,552,495$144M4.6%+142,13013F-HRTimeline
Lutz Financial Services LLC2,434,676$138M9.26%+46,77313F-HRTimeline
Betterment LLC2,247,354$127M0.24%-83,64713F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,198,037$124M6.77%+125,40713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,157,934$122M0.08%+59,79613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,154,706$122M0.02%+45,68513F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC2,094,975$119M0.14%-13,75213F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,981,597$112M1.11%+457,34213F-HRTimelineGroup
AlphaStar Capital Management, LLC1,953,318$111M8.15%-366,35513F-HRTimeline
OLD NATIONAL BANCORP /IN/1,942,042$110M1.84%+280,35413F-HRTimeline
First National Trust Co1,904,362$108M3.67%-63,75113F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC1,885,561$107M3.94%+1,178,63113F-HRTimelineGroup
Magnus Financial Group LLC1,837,787$104M8.45%+71,47313F-HRTimeline
Bell Bank1,753,318$99.2M4.21%+172,28213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,684,483$95.3M0.13%+33,57213F-HRTimeline
IHT Wealth Management, LLC1,646,902$93.2M2.17%+185,10813F-HRTimeline
KWB Wealth1,627,559$92.5M9.15%-124,50213F-HRTimeline
Convergence Financial, LLC1,601,814$90.9M9.64%+894,19913F-HRTimeline
SIMON QUICK ADVISORS, LLC1,529,979$86.6M3.96%+3,49113F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC1,450,889$84.4M4.76%+70,61313F-HR/ATimeline
Integrated Wealth Concepts LLC1,482,888$83.9M0.67%+262,29513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,477,537$82.1M0.04%+516,50913F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding1,436,059$81.3M+146,140Timeline
FLAGSHIP HARBOR ADVISORS, LLC1,301,850$73.7M3.24%+35,74613F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,299,997$73.6M0.57%+38,97113F-HRTimeline
MML INVESTORS SERVICES, LLC1,203,318$68.1M0.19%+166,94313F-HRTimeline
CoreCap Advisors, LLC1,195,478$67.6M2.3%+110,91913F-HRTimeline
Klingman & Associates, LLC1,173,507$66.4M3.18%-21,66013F-HRTimeline
Dakota Wealth Management1,145,536$64.8M1.4%+457,00713F-HR/ATimeline
FLPUTNAM INVESTMENT MANAGEMENT CO1,101,717$62.3M0.93%-18,05813F-HRTimeline
Compton Financial Group, LLC1,086,214$61.5M13.58%-348,53313F-HRTimeline
71 West Capital Partners1,079,182$61.1M2.69%+30,75613F-HRTimeline
FMR LLCin group FMR LLC1,048,809$59.3M<0.01%+15,78113F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP1,033,446$57.3M0.08%+7,95113F-HRTimelineGroup
N.E.W. Advisory Services LLC988,476$55.9M4.18%-534,53513F-HRTimeline
Summit Financial, LLC965,471$54.6M0.7%+562,02813F-HRTimeline
Whitcomb & Hess, Inc.963,988$54.5M12.72%+21,29613F-HRTimeline
Facet Wealth, Inc.881,334$49.9M0.86%+39,42213F-HRTimeline
CGN Advisors LLC879,172$49.7M3.93%-5,30113F-HRTimeline
NOTTINGHAM ADVISORS, INC.868,602$49.1M6.33%+58,03513F-HRTimeline
Waverly Advisors, LLC845,713$47.9M0.36%+42,07113F-HRTimeline
Perennial Investment Advisors, LLC841,900$47.6M3.8%-10,29913F-HRTimeline
Leicht Financial Planning & Wealth Mana…820,882$46.4M21.07%-7,66313F-HRTimeline
Cambridge Investment Research Advisors,…812,663$46M0.12%-92,11513F-HRTimeline
BALANCED WEALTH GROUP LLC811,411$45.8M16.4%+20,84713F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC790,404$44.7M0.69%+186,56513F-HRTimeline
COURIER CAPITAL LLC784,446$44.4M2.48%+59,14613F-HR/ATimeline
Arrow Financial Corpin group Arrow Financial Corp781,325$44.2M4.45%-1,87413F-HRTimelineGroup
TSFG, LLC779,970$44.1M6.69%+111,83213F-HRTimeline
Tennessee Valley Asset Management Partn…750,134$42.4M5.61%+14,62813F-HRTimeline
MONECO ADVISORS, LLC743,606$42.1M3.26%+47,95513F-HRTimeline
Avior Wealth Management, LLC738,755$41.8M1.19%+49,03813F-HRTimeline
Accredited Investors Inc.723,052$40.9M2.2%-9,90313F-HRTimeline
Shepherd Financial Partners LLC712,981$40.3M3.83%+19,44613F-HRTimeline
Constellation Investments, Inc.712,000$40.3M1.34%013F-HRTimeline
VICUS CAPITAL711,625$40.3M2.96%-20,00013F-HRTimeline
ERn Financial, LLC698,504$39.5M7.43%+22,24113F-HRTimeline
Creative Planningin group Creative Planning695,802$39.4M0.03%+3,98713F-HRTimelineGroup
Gladstone Institutional Advisory LLC677,459$38.3M1.42%-16,86713F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding672,560$38.1M+98,730Timeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…669,773$37.9M0.07%-18,86413F-HRTimelineGroup
Alta Wealth Advisors LLC641,702$36.3M11.79%+46,91213F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC639,848$36.2M16.54%+23,48313F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…639,789$36.2M5.8%-6,27613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…621,528$35.2M0.64%+52,76613F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.620,103$35.1M3.62%+32,91213F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC595,915$33.7M7.44%+26,22913F-HRTimeline
Geneos Wealth Management Inc.591,221$33.5M0.78%+3,67313F-HRTimeline
HighPoint Advisor Group LLC588,967$33.3M1.4%-13,59113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP572,501$32.4M<0.01%-30013F-HRTimelineGroup
McNamara Financial Services, Inc.567,807$32.1M6.08%-89413F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC563,131$31.9M0.79%+42,64813F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC560,176$31.7M2.66%+18,51913F-HRTimeline
Roberts Financial Services LLC549,622$31.1M9.89%+53,15113F-HRTimeline
Avantax Planning Partners, Inc.544,900$30.8M0.85%+4,89313F-HRTimeline
Navigation Group, LLC544,619$30.8M7.21%13F-HRTimeline
Choice Wealth Advisors LLC542,723$30.7M12.05%+8,28913F-HRTimeline
Janney Montgomery Scott LLC534,263$30.2M0.07%+7,38813F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC525,791$29.7M0.04%-99,85313F-HRTimelineGroup
NewEdge Advisors, LLC521,742$29.5M0.11%-45,34313F-HR/ATimeline
SkyOak Wealth, LLC519,061$29.4M5.38%+22,07413F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC508,306$28.8M3.22%-2,45513F-HRTimeline
Rodgers & Associates, LTD498,945$28.2M2.87%-1,23213F-HRTimeline
Leslie Global Wealth, LLC493,776$27.9M14.72%+4,47513F-HRTimeline
Hamilton Capital, LLC486,050$27.5M1.42%+15,83713F-HRTimeline
Harbor Group, Inc.485,270$27.5M3.97%-5,45613F-HRTimeline
Western Wealth Management, LLC479,814$27.1M1.03%+37,21413F-HR/ATimeline
Marathon Mission, Inc.462,531$26.2M15.23%-48213F-HRTimeline
MGO ONE SEVEN LLC461,884$26.1M0.53%-58,55313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV461,055$26.1M0.04%+38,94713F-HRTimeline
Scarborough Advisors, LLC460,215$26M2.85%-190,24713F-HRTimeline
RIVERSEDGE ADVISORS, LLC458,387$25.9M4.2%-7,32513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP456,477$25.8M0.03%+19,22613F-HRTimelineGroup
Kingsview Wealth Management, LLC454,428$25.7M0.35%+95,64513F-HRTimeline
MBE Wealth Management, LLC450,337$25.5M10.58%+6,48513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.444,837$25.2M0.04%+47913F-HRTimelineGroup
Modern Wealth Management, LLC439,225$24.9M0.43%-13,96513F-HRTimeline
Gibbs Wealth Management434,660$24.6M3.24%+245,75613F-HRTimeline
BIP Wealth, LLC431,762$24.4M0.99%-55,22713F-HRTimeline
Provenance Wealth Advisors, LLC427,309$24.2M2.56%-3,21413F-HRTimeline
CarsonAllaria Wealth Management, Ltd.422,684$23.9M11.81%+15,23413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…421,795$23.9M0.26%-27,43913F-HRTimelineGroup
First Heartland Consultants, Inc.418,811$23.7M1.82%+8,50813F-HRTimeline
SilverOak Wealth Management LLC416,949$23.6M3.73%+8,50513F-HRTimeline
Wealth Advisors of Iowa, LLC415,019$23.5M7.26%+31,48313F-HRTimeline
Stonebrook Private Inc.414,969$23.5M5%-12,87813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding414,417$23.4M+19,422Timeline
Measured Wealth Private Client Group, L…414,214$23.4M6.4%-14,82113F-HRTimeline
Ackerman Capital Advisors, LLC411,446$23.3M4.77%-5,68913F-HRTimeline
ABOUND FINANCIAL, LLC401,624$22.7M9.93%-34,95613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding395,553$22.4M+10,881Timeline
Visionary Horizons, LLC388,813$22M10.84%-53,21113F-HRTimeline
GRANVILLE CAPITAL, INC.388,408$22M11.49%+28,73113F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.381,896$21.5M0.03%13F-HRTimelineGroup
TPG Financial Advisors, LLC377,859$21.4M6.95%-10613F-HRTimeline
Alesco Advisors, LLC, An ESL Co377,563$21.4M0.55%-20,12513F-HRTimeline
Destiny Capital Corp/CO368,536$20.9M11.11%-1,69113F-HRTimeline
Strategic Financial Partners, Ltd.367,900$20.8M8.99%+9,93213F-HRTimeline
Gateway Wealth Partners, LLC366,709$20.7M0.81%+233,47413F-HRTimeline
Foguth Wealth Management, LLC.327,815$20M2.33%-53,48913F-HRTimeline
Navalign, LLC345,476$19.5M4.93%+7,21913F-HRTimeline
NOVEM GROUP339,246$19.2M2.21%+69,97413F-HRTimeline
Cardinal Strategic Wealth Guidance338,317$19.1M5.05%+15,85113F-HRTimeline
Freestate Advisors LLC335,122$19M15.16%-6,38113F-HRTimeline
Windsor Capital Management, LLC334,493$18.9M5.33%-8,90113F-HRTimeline
CBM Financial, LLC318,737$18.9M11.78%+24,25813F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …330,844$18.7M0.02%new13F-HRTimelineGroup
Pure Financial Advisors, LLC330,069$18.7M0.27%-7,06813F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC329,480$18.6M0.65%-4,20913F-HRTimelineGroup
Clear Creek Financial Management, LLC328,746$18.6M1.43%+21,17513F-HRTimeline
POTENTIA WEALTH325,936$18.4M7.12%-129,22513F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC324,073$18.3M1.23%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC323,902$18.3M0.14%+51,01313F-HRTimelineGroup
Goodman Advisory Group, LLC322,865$18.3M4.74%-20,73113F-HRTimeline
Retirement Planning Group, LLC320,005$18.1M0.56%-3,99813F-HRTimeline
Sanctuary Advisors, LLC319,639$18.1M0.1%-10,61413F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC319,526$18.1M7.99%-33,87313F-HRTimeline
McAdam, LLC312,288$17.7M0.8%-13,44713F-HRTimeline
Northern Capital Management, Inc.310,886$17.6M8.82%+226,76813F-HRTimeline
Hobart Private Capital, LLC309,686$17.5M3.44%-25,07113F-HRTimeline
CX Institutional307,056$17.4M0.53%-20,23513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC305,401$17.3M1.19%+13,10413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC303,562$17.2M0.04%-44,73213F-HRTimelineGroup
1834 INVESTMENT ADVISORS CO303,396$17.2M2.14%+2,28413F-HRTimeline
Collier Financial303,077$17.1M13.08%-3,70913F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC300,108$17M2.12%-191,51013F-HRTimeline
Great Lakes Retirement, Inc.298,686$16.9M1.75%+1,44913F-HRTimeline
Tempo Wealth, LLC293,156$16.6M2.89%+14,60513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding290,111$16.4M-3,849Timeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…288,823$16.3M0.03%+10,75813F-HRTimelineGroup
Probity Advisors, Inc.280,353$15.9M2.51%+2,27413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management279,843$15.8M0.18%-8,67113F-HRTimelineGroup
rebel Financial LLC279,279$15.8M6.85%+3,86113F-HRTimeline
Francis Financial, Inc.277,032$15.7M2.91%+226,81713F-HRTimeline
Symphony Financial, Ltd. Co.277,581$15.6M2.06%+11,15213F-HRTimeline
POWER WEALTH MANAGEMENT LLC272,460$15.4M5.74%+4,73013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC258,012$14.6M3.96%-13,82913F-HRTimeline
Meridian Wealth Management, LLC255,324$14.4M0.51%+1,93413F-HRTimeline
Sargent Investment Group, LLC254,932$14.4M1.9%-8,90013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…253,805$14.4M0.18%+8813F-HRTimelineGroup
Valtinson Bruner Financial Planning LLC251,354$14.2M3.91%+2,84013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co248,701$14.1M0.68%-352,08513F-HRTimelineGroup
Legacy Financial Group LLC247,465$14M1.76%+26913F-HRTimeline
Cynosure Group, LLC246,155$13.9M1.74%-124,52013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC243,536$13.8M0.01%+45,24213F-HRTimelineGroup