CUSIP 78470P796SPDR SSGA MY2028MYCHQ4 2025
Aggregate 13F value by quarter
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UpgradeQ4 2025
14 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Heartwood Wealth Advisors LLC | 339.7K | $8.52M | +4.0K | Added |
| 2 | Lido Advisors, LLC | 219.9K | $5.52M | +219.9K | New |
| 3 | Equitable Holdings, Inc. | 98.5K | $2.47M | −14.9K | Reduced |
| 4 | Lpl Financial LLC | 72.0K | $1.81M |
| +8.1K |
| Added |
| 5 | L2 Asset Management, LLC | 63.5K | $1.59M | +3.8K | Added |
| 6 | Farther Finance Advisors, LLC | 32.1K | $805.5K | +32.1K | New |
| 7 | Gradient Investments LLC | 29.0K | $728.6K | +29.0K | New |
| 8 | Sanctuary Advisors, LLC | 26.9K | $674.8K | +1.9K | Added |
| 9 | Woodmont Investment Counsel LLC | 24.2K | $607.2K | 0 | Held |
| 10 | Hobbs Group Advisors, LLC | 22.9K | $574.6K | +22.9K | New |
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