CUSIP 78464A359BBG CONV SEC ETFCWBQ4 2025
Aggregate 13F value by quarter
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493 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.63M | $234.35M | −7.2K | Reduced |
| 2 | Howard Capital Management Inc. | 2.32M | $206.55M | −4.8K | Reduced |
| 3 | Envestnet Asset Management Inc | 2.23M | $198.78M | −180.3K | Reduced |
| 4 | Morgan Stanley | 1.59M | $141.97M |
| −22.9K |
| Reduced |
| 5 | Lpl Financial LLC | 1.58M | $140.83M | +35.2K | Added |
| 6 | Wells Fargo & Company/Mn | 1.48M | $132.29M | +48.8K | Added |
| 7 | Cetera Investment Advisers | 1.43M | $127.99M | −165.9K | Reduced |
| 8 | Northwestern Mutual Wealth Management Co | 1.04M | $92.96M | +142.4K | Added |
| 9 | Assetmark, Inc | 911.8K | $81.33M | −171.8K | Reduced |
| 10 | Ameriprise Financial Inc | 801.9K | $71.53M | −637 | Reduced |
See every fund holding Spdr Series Trust, with full quarter-over-quarter share changes.
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