CUSIP 78464A821S&P 400 MDCP GRWMDYGQ4 2025
Aggregate 13F value by quarter
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377 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 1.75M | $161.75M | −25.0K | Reduced |
| 2 | Financial Engines Advisors L.L.C. | 1.32M | $122.08M | −25.3K | Reduced |
| 3 | Ae Wealth Management LLC | 1.08M | $100.22M | +224.7K | Added |
| 4 | Northrock Partners, LLC | 1.05M | $97.49M |
| −3.0K |
| Reduced |
| 5 | Morgan Stanley | 767.9K | $70.98M | +92.9K | Added |
| 6 | Fas Wealth Partners, Inc. | 497.2K | $45.96M | +8.3K | Added |
| 7 | Raymond James Financial Inc | 464.2K | $42.91M | +38.3K | Added |
| 8 | Stifel Financial Corp | 411.0K | $37.99M | −308.1K | Reduced |
| 9 | First National Trust Co | 362.2K | $33.48M | −7.6K | Reduced |
| 10 | Benjamin Edwards Inc | 340.8K | $31.50M | −264.4K | Reduced |
See every fund holding Spdr Series Trust, with full quarter-over-quarter share changes.
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