CUSIP 78468R812MSCI USA STRTGICQUSQ4 2025
Aggregate 13F value by quarter
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174 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 2.03M | $353.50M | −28.4K | Reduced |
| 2 | Tolleson Wealth Management, Inc. | 544.4K | $94.83M | −12.8K | Reduced |
| 3 | Sfmg, LLC | 527.0K | $91.80M | +3.1K | Added |
| 4 | Bank Of America Corp /De/ | 389.1K | $67.78M |
| −5.5K |
| Reduced |
| 5 | Lpl Financial LLC | 333.1K | $58.01M | +23.4K | Added |
| 6 | Perennial Investment Advisors, LLC | 298.3K | $51.97M | +34.3K | Added |
| 7 | Private Advisor Group, LLC | 290.4K | $50.59M | −5.9K | Reduced |
| 8 | Ameriprise Financial Inc | 198.4K | $34.58M | +18.7K | Added |
| 9 | Envestnet Asset Management Inc | 196.8K | $34.28M | −26.0K | Reduced |
| 10 | Garrett Wealth Advisory Group, LLC | 178.5K | $31.10M | +4.1K | Added |
See every fund holding Spdr Series Trust, with full quarter-over-quarter share changes.
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