SS SPDR P S&P Sec N D ETFSPDGETF
13F holders, Q1 2026 (March 31)8holders −1
0new positions
1sold out
$41.68avg. 13F price*
At the end of Q1 2026, 8 institutions reported holding SS SPDR P S&P Sec N D ETF (SPDG) in their 13F filings, down 1 from Q4 2025. 0 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. ($1.0M).
- Company
- SS SPDR P S&P Sec N D ETF
- Filed as
- SPDR SERIES TRUST (Q1 2026)
- CUSIP
- 78468R465
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $49 |
All 13F filers, Q4 2025 → Q1 2026: 3,517 shares bought and 3,664 shares sold, net −147 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Concord Wealth Partners | 0.16% | Reduce -3.0% | 29,001 | $1.2M |
| Concord Asset Management, LLC | 0.20% | Reduce -3.1% | 28,293 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.6% | 24,130 | $1.0M |
| Bank of Marin | 0.64% | Add +16.0% | 21,122 | $880K |
| Meridian Financial Advisors, LLC | 0.26% | Reduce -3.4% | 11,435 | $477K |
| Susquehanna International Group, LLP | 0.00% | Reduce -13.9% | 8,896 | $371K |
| Geneos Wealth Management Inc. | 0.00% | No change | 200 | $8K |
| Osaic Holdings, Inc. | 0.00% | No change | 100 | $4K |
"% 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.