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Disclosery

SPYV SPDR SERIES TRUST

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PRTFLO S&P500 VL (fund)

Filings received so far for Q3 2026: 75 13F filers report a position in SPYV shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
CONFLUENCE INVESTMENT MANAGEMENT LLC1,029,031$62.9M1.05%-18,22313F-HRTimeline
Whitcomb & Hess, Inc.1,005,556$61.5M13.17%+13,89013F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC613,847$37.5M7.62%+36,05913F-HRTimeline
Hamilton Capital, LLC517,275$31.6M1.78%+33,64913F-HRTimeline
Marathon Mission, Inc.498,156$30.5M15.36%+4,51213F-HRTimeline
CX Institutional489,362$29.9M0.81%+181,46113F-HRTimeline
First Heartland Consultants, Inc.480,302$29.4M1.95%+16,81413F-HRTimeline
RIVERSEDGE ADVISORS, LLC455,920$27.9M3.46%+37713F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC416,551$25.5M1.53%+12,60013F-HRTimeline
Farther Finance Advisors, LLC368,611$22.5M0.16%+177,10113F-HRTimeline
Freestate Advisors LLC297,424$18.2M13.99%-27,85613F-HRTimeline
TrueWealth Advisors, LLC227,095$13.9M3.12%+9,19413F-HRTimeline
City Center Advisors, LLC131,602$8.04M6.15%+1,07413F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC119,701$7.32M0.83%-81,47813F-HRTimeline
RFG - Bristol Wealth Advisors, LLC100,757$6.16M1.47%-313F-HRTimeline
Friday Financial91,983$5.63M1.11%+27,01413F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC91,094$5.57M1.43%-13,26913F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV72,093$4.41M0.49%-1,28913F-HRTimeline
Balefire, LLC50,676$3.1M0.49%-7,02913F-HRTimeline
Partnership Wealth Management, LLC49,101$3M2.14%-3,54013F-HRTimeline
Prism Advisors, Inc.45,980$2.86M0.72%013F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV45,967$2.81M2.42%+54413F-HRTimeline
Breakwater Capital Group45,158$2.76M0.33%-1,41513F-HRTimeline
Cooper Financial Group44,820$2.74M0.22%-55813F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC43,270$2.65M1.79%+21,27213F-HRTimeline
CoreCap Advisors, LLC41,018$2.51M0.07%-674,79013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC36,596$2.24M0.52%-76513F-HRTimeline
Apella Capital, LLC32,180$1.99M0.03%+71813F-HRTimeline
PRIVATE CLIENT SERVICES, LLC29,033$1.77M0.48%-1,59613F-HRTimeline
Roan Capital Partners26,605$1.63M1.19%+1,54313F-HRTimeline
SPRING CAPITAL MANAGEMENT, LLC18,490$1.13M0.54%013F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.15,906$972K0.7%+59313F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC13,900$850K0.17%-76613F-HRTimeline
Castleview Partners, LLC13,338$815K0.36%+7113F-HRTimeline
Bill Few Associates, Inc.12,722$778K0.16%+46313F-HRTimeline
ROCKLAND TRUST CO12,428$760K0.03%-99513F-HRTimeline
HF Advisory Group, LLC11,514$704K0.21%+13013F-HRTimeline
Asempa Wealth Advisors11,317$693K0.54%-1,40213F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…10,462$640K0.46%+75513F-HRTimeline
YHB Investment Advisors, Inc.10,452$639K0.04%+6813F-HRTimeline
Pathway Financial Advisors LLC9,730$595K0.07%013F-HRTimeline
Arbor Wealth Advisors LLC9,650$590K0.37%013F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION8,993$550K0.04%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.8,874$542K0.06%-1,03613F-HRTimeline
O'Keefe Stevens Advisory, Inc.7,830$479K0.1%013F-HRTimeline
Iowa State Bank6,990$427K0.07%-11013F-HRTimeline
Cassilly Financial Group LLC6,735$412K0.28%+13313F-HRTimeline
GoalVest Advisory LLC5,860$358K0.06%013F-HRTimeline
Wedmont Private Capital5,505$342K0.01%new13F-HRTimeline
Shulman DeMeo Asset Management LLC5,270$325K0.06%-2213F-HRTimeline
Everhart Financial Group, Inc.5,306$324K0.02%+813F-HRTimeline
Kaizen Financial Strategies5,173$316K0.12%+1913F-HRTimeline
Montz Harcus Wealth Management LLC5,099$312K0.11%+21413F-HRTimeline
FIRST COMMUNITY TRUST NA5,084$311K0.1%-73613F-HRTimeline
Venture Visionary Partners LLC5,056$309K0.01%-32113F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC3,887$239K0.03%-18913F-HRTimeline
Veracity Capital LLC3,799$232K0.06%-13213F-HRTimeline
Tactive Advisors, LLC3,700$226K0.05%013F-HRTimeline
Valeo Financial Advisors, LLC3,277$200K<0.01%-6413F-HRTimeline
Trust Co2,672$163K0.01%+1,03113F-HRTimeline
Retirement Wealth Solutions LLC2,642$162K0.09%new13F-HRTimeline
Noble Wealth Management PBC2,256$138K0.06%-413F-HRTimeline
Acropolis Investment Management, LLC1,636$100K<0.01%-31013F-HRTimeline
Hickory Point Bank & Trust1,507$92.1K0.06%013F-HRTimeline
Byrne Asset Management LLC172$65.6K0.04%013F-HRTimeline
STEPH & CO885$54.1K0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…840$51.4K0.03%013F-HRTimeline
Davis Capital Management445$27.2K0.02%new13F-HRTimeline
GK Wealth Management LLC296$18.1K0.01%new13F-HRTimeline
Pacifica Partners Inc.290$17.8K0.01%013F-HRTimeline
Go Invest LLC216$13.2K<0.01%+913F-HRTimeline
GAMMA Investing LLC159$9.72K<0.01%013F-HRTimeline
EASTERN BANK120$7.34K<0.01%013F-HRTimeline
Versant Capital Management, Inc87$5.32K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton62$3.79K<0.01%013F-HRTimeline