CUSIP 78468R465SPDR PORTFOLIO SSPDGQ4 2025
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Concord Wealth Partners | 29.9K | $1.22M |
| 2 | Concord Asset Management, LLC/Va | 29.2K | $1.19M |
| 3 | Bank Of Marin | 18.2K | $742.6K |
| 4 | Meridian Financial Advisors, LLC | 11.8K | $482.7K |
| 5 | Susquehanna International Group, LLP | 10.3K | $421.5K |
| 6 | Geneos Wealth Management Inc. | 200 | $8.2K |
| 7 | Osaic Holdings, Inc. | 100 | $4.1K |
| 8 | Cambridge Investment Research Advisors, Inc. | 23.5K | $959 |
| 9 |
| Morgan Stanley |
| 1 |
| $49 |