CUSIP 78470P796SPDR SSGA MY2028MYCHQ4 2025
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Heartwood Wealth Advisors LLC | 339.7K | $8.52M |
| 2 | Lido Advisors, LLC | 219.9K | $5.52M |
| 3 | Equitable Holdings, Inc. | 98.5K | $2.47M |
| 4 | Lpl Financial LLC | 72.0K | $1.81M |
| 5 | L2 Asset Management, LLC | 63.5K | $1.59M |
| 6 | Farther Finance Advisors, LLC | 32.1K | $805.5K |
| 7 | Gradient Investments LLC | 29.0K | $728.6K |
| 8 | Sanctuary Advisors, LLC | 26.9K | $674.8K |
| 9 |
| Woodmont Investment Counsel LLC |
| 24.2K |
| $607.2K |
| 10 | Hobbs Group Advisors, LLC | 22.9K | $574.6K |