SS SPDR P S&P Sec N D ETFSPDGETF
13F holders, Q4 2025 (December 31)9holders
1new positions
1sold out
$40.78avg. 13F price*
At the end of Q4 2025, 9 institutions reported holding SS SPDR P S&P Sec N D ETF (SPDG) in their 13F filings, unchanged from Q3 2025. 1 opened new positions and 1 sold out. The largest holders were Concord Wealth Partners ($1.2M), Concord Asset Management, LLC ($1.2M) and Cambridge Investment Research Advisors, Inc. ($959K).
- Company
- SS SPDR P S&P Sec N D ETF
- Filed as
- SPDR SERIES TRUST (Q4 2025)
- CUSIP
- 78468R465
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $421K |
| Exits | 1 | $6K |
All 13F filers, Q3 2025 → Q4 2025: 13,210 shares bought and 2,261 shares sold, net +10,949 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Concord Wealth Partners | 0.16% | Reduce -2.8% | 29,912 | $1.2M |
| Concord Asset Management, LLC | 0.21% | Reduce -2.4% | 29,204 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +13.9% | 23,524 | $959K |
| Bank of Marin | 0.51% | Reduce -1.1% | 18,211 | $743K |
| Meridian Financial Advisors, LLC | 0.26% | Reduce -2.9% | 11,837 | $483K |
| Susquehanna International Group, LLP | 0.00% | New | 10,335 | $421K |
| Geneos Wealth Management Inc. | 0.00% | No change | 200 | $8K |
| Osaic Holdings, Inc. | 0.00% | No change | 100 | $4K |
| Morgan Stanley | 0.00% | No change | 1 | $49 |
"% of holder's portfolio" is SPDG's weight in each manager's 13F, not the share of SS SPDR P S&P Sec N D ETF the manager owns.