CUSIP 78464A847PORTFOLIO S&P400SPMDQ4 2025
Aggregate 13F value by quarter
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775 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Creative Planning | 92.67M | $5.37B | +4.70M | Added |
| 2 | Lpl Financial LLC | 12.84M | $743.82M | +173.9K | Added |
| 3 | Morgan Stanley | 9.82M | $568.92M | +6.63M | Added |
| 4 | Valmark Advisers, Inc. | 7.04M | $407.79M |
| Added |
| 5 | Texas Permanent School Fund Corp | 2.99M | $173.40M | +12.2K | Added |
| 6 | Alti Global, Inc. | 2.99M | $172.89M | −130.5K | Reduced |
| 7 | Envestnet Asset Management Inc | 2.86M | $165.89M | −305.1K | Reduced |
| 8 | Facet Wealth, Inc. | 2.52M | $153.25M | −394.9K | Reduced |
| 9 | Hightower Advisors, LLC | 2.02M | $116.73M | −1.32M | Reduced |
| 10 | Northwestern Mutual Wealth Management Co | 1.96M | $113.45M | +346.5K | Added |
See every fund holding Spdr Series Trust, with full quarter-over-quarter share changes.
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