Institutional Ownership
Spdr Series Trust
CUSIP 78468R465SPDR PORTFOLIO SSPDGQ1 2026
Institutional Holders
8
13F filers
Shares Held
123.2K
Aggregate institutional
Institutional Value
$4.13M
Q1 2026
Net New Holders
-1
0 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased2
Decreased4
Sold out1
Institutional Holders
8 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Concord Wealth Partners | 29.0K | $1.21M | −911 | Reduced |
| 2 | Concord Asset Management, LLC/Va | 28.3K | $1.18M | −911 | Reduced |
| 3 | Bank Of Marin | 21.1K | $880.4K | +2.9K | Added |
| 4 | Meridian Financial Advisors, LLC | 11.4K | $476.6K | −402 | Reduced |
| 5 | Susquehanna International Group, LLP | 8.9K | $370.8K | −1.4K | Reduced |
| 6 | Geneos Wealth Management Inc. | 200 | $8.3K | 0 | Held |
| 7 | Osaic Holdings, Inc. | 100 | $4.2K | 0 | Held |
| 8 | Cambridge Investment Research Advisors, Inc. | 24.1K | $1.0K | +606 | Added |