SPDG SPDR SERIES TRUST
FollowST STR SECTO ETF (fund)
8 managers (9 13F filers) reported a position in SPDG shares at 2025-06-30, 117,097 shares in all. 0 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 8
- 13F filers
- 9
- New
- 0
- Added
- 3
- Reduced
- 2
- Sold out
- 1
- Shares held by filers
- 117,097
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 2025
Filers in the available 13F reports with a share position at 2025-06-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Concord Wealth Partnersgroup of 2 filers holding | 64,754 | $2.51M | -5,767 | Timeline
| |
| Cambridge Investment Research Advisors,… | 20,649 | $802K | <0.01% | +300 | 13F-HRTimeline |
| Bank of Marin | 18,737 | $728K | 0.55% | -511 | 13F-HRTimeline |
| Meridian Financial Advisors, LLC | 12,507 | $486K | 0.31% | +1,579 | 13F-HRTimeline |
| Geneos Wealth Management Inc. | 200 | $7.77K | <0.01% | 0 | 13F-HRTimeline |
| 1 NORTH WEALTH SERVICES LLC | 150 | $5.83K | <0.01% | 0 | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 100 | $3.88K | <0.01% | 0 | 13F-HR/ATimelineGroup |
| 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. |