CUSIP 78464A375PORTFOLIO INTRMDSPIBQ4 2025
Aggregate 13F value by quarter
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560 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 49.06M | $1.66B | +2.31M | Added |
| 2 | Charles Schwab Investment Management Inc | 29.91M | $1.01B | +331.4K | Added |
| 3 | Envestnet Asset Management Inc | 10.90M | $368.36M | +816.8K | Added |
| 4 | American Family Investments, Inc. | 8.70M | $293.98M |
| −909.0K |
| Reduced |
| 5 | Creative Planning | 8.06M | $272.45M | +698.0K | Added |
| 6 | Cliftonlarsonallen Wealth Advisors, LLC | 6.51M | $220.23M | +495.9K | Added |
| 7 | D.A. Davidson & Co. | 6.07M | $205.21M | +270.7K | Added |
| 8 | Morgan Stanley | 5.92M | $200.14M | +624.3K | Added |
| 9 | Ameriprise Financial Inc | 5.73M | $193.70M | +439.9K | Added |
| 10 | Wells Fargo & Company/Mn | 5.49M | $185.62M | +249.2K | Added |
See every fund holding Spdr Series Trust, with full quarter-over-quarter share changes.
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