DOSSIER · 13F Holders · Q2 2026
SPDG

SPDR SERIES TRUST SPDR PORTFOLIO

11 institutions still hold SPDR SERIES TRUST SPDR PORTFOLIO as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78468R465·11 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$5M
visible holders
Holders
11
filers reporting
Concentration
24.93%
Concord Wealth Partners #1
top holder share
AI Holders Summary · Q2 2026

11 institutions reported SPDG in Q2 2026. Concord Wealth Partners leads at 24.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Concord Wealth Partners
CIK 0001814214
$1M27K0.14%Q2 2026
02
Concord Asset Management, LLC/VA
CIK 0002031885
$1M26K0.19%Q2 2026
03
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$1M24K0.00%Q1 2026
04
Bank of Marin
CIK 0001801145
$1M22K0.70%Q2 2026
05
Meridian Financial Advisors, LLC
CIK 0002032629
$509K11K0.24%Q2 2026
06
ACTION POINT FINANCIAL PLANNING, LLC
CIK 0002116119
$19K4060.00%Q2 2026
07
Geneos Wealth Management Inc.
CIK 0001764754
$9K2000.00%Q2 2026
08
OSAIC HOLDINGS, INC.
CIK 0001677044
$5K1000.00%Q2 2026
09
VANGUARD ADVISERS INC
CIK 0000947529
$23250.00%Q2 2026
10
MORGAN STANLEY
CIK 0000895421
$5810.00%Q2 2026
11
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025