CUSIP 78468R465SPDR PORTFOLIO SSPDGQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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9 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Concord Wealth Partners | 29.9K | $1.22M | −848 | Reduced |
| 2 | Concord Asset Management, LLC/Va | 29.2K | $1.19M | −712 | Reduced |
| 3 | Bank Of Marin | 18.2K | $742.6K | −196 | Reduced |
| 4 | Meridian Financial Advisors, LLC | 11.8K | $482.7K |
| −355 |
| Reduced |
| 5 | Susquehanna International Group, LLP | 10.3K | $421.5K | +10.3K | New |
| 6 | Geneos Wealth Management Inc. | 200 | $8.2K | 0 | Held |
| 7 | Osaic Holdings, Inc. | 100 | $4.1K | 0 | Held |
| 8 | Cambridge Investment Research Advisors, Inc. | 23.5K | $959 | +2.9K | Added |
| 9 | Morgan Stanley | 1 | $49 | 0 | Held |