CUSIP 78464A128SPDR S&P1500VLVLUQ4 2025
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lpl Financial LLC | 406.6K | $85.64M |
| 2 | Raymond James Financial Inc | 158.2K | $33.32M |
| 3 | Envestnet Asset Management Inc | 124.5K | $26.22M |
| 4 | Ameriprise Financial Inc | 119.9K | $25.25M |
| 5 | Osaic Holdings, Inc. | 91.5K | $19.28M |
| 6 | Bank Of America Corp /De/ | 67.0K | $14.11M |
| 7 | Mai Capital Management | 58.8K | $12.39M |
| 8 | Stratos Wealth Advisors, LLC | 50.7K | $10.69M |
| 9 |
| Compass Financial Services Inc |
| 49.2K |
| $10.36M |
| 10 | Rfg - Bristol Wealth Advisors, LLC | 42.9K | $9.03M |