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SPDG · State Street(R) SPDR(R) Portfolio S&P Sector Neutral Dividend ETF ETF

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$46.63 0.00 (0.00%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 8
Total Value: $5,134,014
Total Shares: 123,177

Institutional Ownership Trend

11 quarters

Holder Concentration

Across 8 13F filers · Δ vs Dec 31, 2025
Top Holder
23.5%
Sep 2023 → Mar 2026 · range 0.0% – 99.9%
−0.7 pts
Top 5
92.5%
Sep 2023 → Mar 2026 · range 0.0% – 100.0%
+1.2 pts
Top 10
100.0%
Sep 2023 → Mar 2026 · range 0.0% – 100.0%
0.0 pts
HHI
1,898
Sep 2023 → Mar 2026 · range 0 – 9,974
Moderately concentrated+5

Quarterly Activity

vs Dec 31, 2025
New
0
Increased
2
Decreased
4
Sold Out
1
Unchanged
2
Holder count: -1
Institutional value: +2.1%
Shares held: -0.1%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Bank of Marin +2,911 21,122
Cambridge Investment Research Advisors, Inc. +606 24,130

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
SUSQUEHANNA INTERNATIONAL GROUP, LLP −1,439 8,896
Concord Asset Management, LLC/VA −911 28,293
Concord Wealth Partners −911 29,001
Meridian Financial Advisors, LLC −402 11,435

Top New Positions

vs Dec 31, 2025
No new positions this quarter.

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
MORGAN STANLEY 1 $40
Filter: New 0 Increased 2 Reduced 4 Sold out 1 Unchanged 2
Showing 8 of 8
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Concord Wealth Partners SPDG $1,208,761 23.54% 29,001
Concord Asset Management, LLC/VA SPDG $1,179,252 22.97% 28,293
Cambridge Investment Research Advisors, Inc. SPDG $1,005,738 19.59% 24,130
Bank of Marin SPDG $880,364 17.15% 21,122
Meridian Financial Advisors, LLC SPDG $476,610 9.28% 11,435
SUSQUEHANNA INTERNATIONAL GROUP, LLP SPDG $370,785 7.22% 8,896
Geneos Wealth Management Inc. SPDG $8,336 0.16% 200
OSAIC HOLDINGS, INC. SPDG $4,168 0.08% 100