CUSIP 78468R531S&P 500 ESG ETFEFIVQ4 2025
Aggregate 13F value by quarter
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120 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Koss-Olinger Consulting, LLC | 408.8K | $27.05M | −5.2K | Reduced |
| 2 | Baltimore-Washington Financial Advisors, Inc. | 394.3K | $26.08M | +5.2K | Added |
| 3 | Lpl Financial LLC | 328.0K | $21.70M | +4.3K | Added |
| 4 | Tompkins Financial Corp | 288.1K | $19.06M |
| −1.9K |
| Reduced |
| 5 | Soa Wealth Advisors, LLC. | 201.1K | $13.30M | +2.9K | Added |
| 6 | Laurel Wealth Planning LLC | 160.1K | $10.59M | −9.8K | Reduced |
| 7 | Retirement Capital Strategies | 158.9K | $10.51M | −9.5K | Reduced |
| 8 | Principal Financial Group Inc | 154.0K | $10.19M | 0 | Held |
| 9 | Private Advisor Group, LLC | 151.8K | $10.04M | +1.1K | Added |
| 10 | Gam Holding AG | 151.4K | $10.02M | +151.4K | New |
See every fund holding Spdr Series Trust, with full quarter-over-quarter share changes.
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