CUSIP 78470P770SPDR SSGA MY2030MYCJQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ4 2025
10 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Heartwood Wealth Advisors LLC | 348.6K | $8.72M | +6.8K | Added |
| 2 | Lido Advisors, LLC | 175.4K | $4.39M | +175.4K | New |
| 3 | L2 Asset Management, LLC | 63.7K | $1.59M | +3.8K | Added |
| 4 | Equitable Holdings, Inc. | 42.8K | $1.07M |
| +42.8K |
| New |
| 5 | Global Financial Private Client, LLC | 33.2K | $829.4K | −705 | Reduced |
| 6 | Farther Finance Advisors, LLC | 31.5K | $787.8K | +31.5K | New |
| 7 | Lpl Financial LLC | 24.9K | $621.6K | +4.3K | Added |
| 8 | Citadel Advisors LLC | 12.2K | $305.0K | −18.3K | Reduced |
| 9 | Private Advisor Group, LLC | 8.2K | $205.5K | +8.2K | New |
| 10 | Integrity Wealth Solutions LLC | 8.2K | $205.0K | +126 | Added |