CUSIP 78464A300S&P 600 SMCP VALSLYVQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ4 2025
570 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 5.65M | $514.30M | +141.1K | Added |
| 2 | Bank Of America Corp /De/ | 1.37M | $124.59M | −903.4K | Reduced |
| 3 | Financial Engines Advisors L.L.C. | 1.16M | $105.57M | −34.1K | Reduced |
| 4 | Cannon Financial Strategists, Inc. | 1.00M | $91.15M |
| +7.8K |
| Added |
| 5 | Goelzer Investment Management, Inc. | 879.1K | $79.98M | +578 | Added |
| 6 | Northrock Partners, LLC | 781.7K | $71.11M | −6.5K | Reduced |
| 7 | Ameriprise Financial Inc | 713.6K | $64.93M | +20.4K | Added |
| 8 | Hightower Advisors, LLC | 542.5K | $49.35M | −47.9K | Reduced |
| 9 | Morgan Stanley | 498.5K | $45.35M | +45.0K | Added |
| 10 | Creative Planning | 458.2K | $41.68M | −18.4K | Reduced |
See every fund holding Spdr Series Trust, with full quarter-over-quarter share changes.
Unlock all holders