SPDG SPDR SERIES TRUST
FollowST STR SECTO ETF (fund)
9 managers (10 13F filers) reported a position in SPDG shares at 2025-03-31, 121,497 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 9
- 13F filers
- 10
- New
- 3
- Added
- 3
- Reduced
- 1
- Sold out
- 1
- Shares held by filers
- 121,497
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, Q1 2025
Filers in the available 13F reports with a share position at 2025-03-31, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Concord Wealth Partnersgroup of 2 filers holding | 70,521 | $2.59M | -6,697 | Timeline
| |
| Cambridge Investment Research Advisors,… | 20,349 | $770K | <0.01% | +4,959 | 13F-HRTimeline |
| Bank of Marin | 19,248 | $728K | 0.93% | new | 13F-HRTimeline |
| Meridian Financial Advisors, LLC | 10,928 | $413K | 0.29% | +683 | 13F-HRTimeline |
| Geneos Wealth Management Inc. | 200 | $7.57K | <0.01% | new | 13F-HRTimeline |
| 1 NORTH WEALTH SERVICES LLC | 150 | $5.68K | <0.01% | new | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 100 | $3.78K | <0.01% | 0 | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 1 | $45 | <0.01% | 0 | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |