CUSIP 78468R705S&P1500MOMTILTMMTMQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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47 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 101.9K | $29.77M | +10.9K | Added |
| 2 | Baltimore-Washington Financial Advisors, Inc. | 72.5K | $21.17M | +4.7K | Added |
| 3 | Goldman Sachs Group Inc | 33.3K | $9.73M | +20.0K | Added |
| 4 | Steward Partners Investment Advisory, LLC | 24.1K | $7.05M |
| +222 |
| Added |
| 5 | Morgan Stanley | 22.8K | $6.64M | −2.2K | Reduced |
| 6 | Mariner, LLC | 22.2K | $6.47M | +7.2K | Added |
| 7 | Professional Financial Advisors, LLC | 20.4K | $5.94M | +670 | Added |
| 8 | Wealth Enhancement Advisory Services, LLC | 9.0K | $2.68M | +100 | Added |
| 9 | Western Wealth Management, LLC | 8.2K | $2.41M | −88 | Reduced |
| 10 | Ethos Capital Management, Inc. | 5.9K | $1.71M | +5.9K | New Position |
See every fund holding Spdr Series Trust, with full quarter-over-quarter share changes.
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