# SPDR SERIES TRUST (SPDG)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SPDG/

- Reporting holders: 10
- Reported value: $6.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Cambridge Investment Research Advisors, Inc.](https://holderbook.com/funds/1419186-cambridge-investment-research-advisors-inc/) | $2.3M | 49,378 | 0.0% | 10 |
| [Concord Wealth Partners](https://holderbook.com/funds/1814214-concord-wealth-partners/) | $1.3M | 27,009 | 0.1% | 10 |
| [Concord Asset Management, LLC/VA](https://holderbook.com/funds/2031885-concord-asset-management-llc-va/) | $1.2M | 26,301 | 0.2% | 10 |
| [Bank of Marin](https://holderbook.com/funds/1801145-bank-of-marin/) | $1.0M | 21,608 | 0.7% | 6 |
| [Meridian Financial Advisors, LLC](https://holderbook.com/funds/2032629-meridian-financial-advisors-llc/) | $509.2K | 10,990 | 0.2% | 9 |
| [FIDUCIARY FINANCIAL ADVISORS](https://holderbook.com/funds/2116119-fiduciary-financial-advisors/) | $18.8K | 406 | 0.0% | 1 |
| [Geneos Wealth Management Inc.](https://holderbook.com/funds/1764754-geneos-wealth-management-inc/) | $9.3K | 200 | 0.0% | 6 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $4.6K | 100 | 0.0% | 8 |
| [VANGUARD ADVISERS INC](https://holderbook.com/funds/947529-vanguard-advisers-inc/) | $232 | 5 | 0.0% | 1 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $58 | 1 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 10 | $6.3M |
| Q1 2026 | 8 | $5.1M |
| Q4 2025 | 9 | $5.0M |
| Q3 2025 | 9 | $4.5M |
| Q2 2025 | 8 | $4.5M |
| Q1 2025 | 9 | $4.5M |
| Q4 2024 | 7 | $4.4M |
| Q3 2024 | 6 | $4.1M |
| Q2 2024 | 5 | $3.6M |
| Q1 2024 | 3 | $2.8M |
| Q3 2023 | 2 | $2.2M |