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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 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.

HolderSharesValue% of portfolioChangeSource
Concord Wealth Partnersgroup of 2 filers holding70,521$2.59M-6,697Timeline
Cambridge Investment Research Advisors,…20,349$770K<0.01%+4,95913F-HRTimeline
Bank of Marin19,248$728K0.93%new13F-HRTimeline
Meridian Financial Advisors, LLC10,928$413K0.29%+68313F-HRTimeline
Geneos Wealth Management Inc.200$7.57K<0.01%new13F-HRTimeline
1 NORTH WEALTH SERVICES LLC150$5.68K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.100$3.78K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$45<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.