CUSIP 78464A805PORTFOLI S&P1500SPTMQ4 2025
Aggregate 13F value by quarter
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715 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 8.30M | $684.90M | +30.4K | Added |
| 2 | Creative Planning | 3.21M | $264.58M | +189.9K | Added |
| 3 | Private Advisor Group, LLC | 3.20M | $264.05M | +354.6K | Added |
| 4 | Valmark Advisers, Inc. | 2.87M | $236.54M |
| +48.5K |
| Added |
| 5 | Tidal Investments LLC | 2.81M | $231.80M | +2.81M | New |
| 6 | Assetmark, Inc | 2.75M | $226.75M | +173.4K | Added |
| 7 | Wealthcare Advisory Partners LLC | 2.54M | $209.72M | −83.4K | Reduced |
| 8 | Wealth Enhancement Advisory Services, LLC | 1.94M | $163.06M | −29.1K | Reduced |
| 9 | Professional Financial Advisors, LLC | 1.64M | $135.21M | +14.3K | Added |
| 10 | Hughes Financial Services, LLC | 1.61M | $132.73M | −21.6K | Reduced |
See every fund holding Spdr Series Trust, with full quarter-over-quarter share changes.
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