SPDR SERIES TRUST (SPDG)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
9
Reporting holders
$4.0M
Reported value
0.0%
Held as options
+2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Concord Wealth Partners | $1.3M | 27,009 | 0.14% | 10q | -6.9%-$92.3K |
| Concord Asset Management, LLC/VA | $1.2M | 26,301 | 0.19% | 10q | -7.0%-$92.3K |
| Bank of Marin | $1.0M | 21,608 | 0.70% | 6q | +2.3%+$22.5K |
| Meridian Financial Advisors, LLC | $509.2K | 10,990 | 0.24% | 9q | -3.9%-$20.6K |
| FIDUCIARY FINANCIAL ADVISORS | $18.8K | 406 | 0.00% | new | NEW |
| Geneos Wealth Management Inc. | $9.3K | 200 | 0.00% | 6q | HELD |
| OSAIC HOLDINGS, INC. | $4.6K | 100 | 0.00% | 8q | HELD |
| Cambridge Investment Research Advisors, Inc. | $2.3K | 49,378 | 0.00% | 10q | +104.6%+$1.2K |
| VANGUARD ADVISERS INC | $232 | 5 | 0.00% | new | NEW |
| MORGAN STANLEY | $58 | 1 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 9 | $4.0M | 86,620 | 3 | 1 | 3 | 0.0% |
| Q1 2026 | 7 | $4.1M | 99,047 | 0 | 1 | 4 | 0.0% |
| Q4 2025 | 8 | $4.1M | 99,800 | 1 | 0 | 4 | 0.0% |
| Q3 2025 | 8 | $3.7M | 91,726 | 1 | 0 | 4 | 0.0% |
| Q2 2025 | 7 | $3.7M | 96,448 | 0 | 2 | 3 | 0.0% |
| Q1 2025 | 8 | $3.8M | 101,348 | 3 | 2 | 1 | 0.0% |
| Q4 2024 | 6 | $3.9M | 102,454 | 1 | 3 | 0 | 0.0% |
| Q3 2024 | 5 | $3.7M | 97,884 | 1 | 2 | 2 | 0.0% |
| Q2 2024 | 4 | $3.2M | 93,189 | 2 | 2 | 0 | 0.0% |
| Q1 2024 | 3 | $2.5M | 80,592 | 3 | 0 | 0 | 0.0% |
| Q3 2023 | 2 | $2.2M | 75,497 | 2 | 0 | 0 | 0.0% |