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SPDG SPDR SERIES TRUST

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ST STR SECTO ETF (fund)

9 managers (10 13F filers) reported a position in SPDG shares at 2026-06-30, 111,309 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.

Managers
9
13F filers
10
New
3
Added
2
Reduced
3
Sold out
1
Shares held by filers
111,309

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Concord Wealth Partnersgroup of 2 filers holding53,310$2.47M-3,984Timeline
Cambridge Investment Research Advisors,…24,689$1.14M<0.01%+55913F-HR/ATimeline
Bank of Marin21,608$1M0.7%+48613F-HRTimeline
Meridian Financial Advisors, LLC10,990$509K0.24%-44513F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS406$18.8K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.200$9.27K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.100$4.63K<0.01%013F-HRTimelineGroup
VANGUARD ADVISERS INCin group VANGUARD GROUP INC5$232<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$58<0.01%new13F-HRTimelineGroup