CUSIP 78468R853PORTFOLIO S&P600SPSMQ4 2025
Aggregate 13F value by quarter
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953 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 26.99M | $1.26B | +1.36M | Added |
| 2 | Financial Engines Advisors L.L.C. | 21.13M | $990.03M | −1.87M | Reduced |
| 3 | Morgan Stanley | 13.75M | $644.20M | +8.38M | Added |
| 4 | Charles Schwab Investment Management Inc | 6.46M | $302.87M |
| +100.4K |
| Added |
| 5 | Valmark Advisers, Inc. | 5.30M | $248.48M | −13.3K | Reduced |
| 6 | Bank Of America Corp /De/ | 3.84M | $179.96M | +567.6K | Added |
| 7 | Ameriprise Financial Inc | 3.80M | $177.98M | +46.1K | Added |
| 8 | Envestnet Asset Management Inc | 3.49M | $163.62M | −390.9K | Reduced |
| 9 | Cliftonlarsonallen Wealth Advisors, LLC | 3.48M | $163.11M | +199.5K | Added |
| 10 | Creative Planning | 2.79M | $130.89M | −36.2K | Reduced |
See every fund holding Spdr Series Trust, with full quarter-over-quarter share changes.
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