Vault-13

SPDR SER TR SPDG

SPDR PORTFOLIO S · ETP · CUSIP 78468R465

10 institutional holders +2 vs Q1 2026
135,998136.0k shares reported held*
$6.3mreported value*
3 new 2 added 3 reduced 1 sold out net bought ≈ $594.0k (+12.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $46.33.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0510Q3 23: 3Q4 23: 1Q1 24: 4Q2 24: 6Q3 24: 7Q4 24: 8Q1 25: 10Q2 25: 9Q3 25: 9Q4 25: 9Q1 26: 8Q2 26: 1010Q3 23Q2 24Q1 25Q4 25Q2 26
Numbers
QuarterHolders
Q3 20233
Q4 20231
Q1 20244
Q2 20246
Q3 20247
Q4 20248
Q1 202510
Q2 20259
Q3 20259
Q4 20259
Q1 20268
Q2 202610

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
10010Q3 24: 4 bought or addedQ3 24: 2 cut or sold outQ4 24: 6 bought or addedQ4 24: 0 cut or sold outQ4 24Q1 25: 6 bought or addedQ1 25: 2 cut or sold outQ2 25: 3 bought or addedQ2 25: 4 cut or sold outQ2 25Q3 25: 1 bought or addedQ3 25: 4 cut or sold outQ4 25: 2 bought or addedQ4 25: 5 cut or sold outQ4 25Q1 26: 2 bought or addedQ1 26: 5 cut or sold outQ2 26: 5 bought or addedQ2 26: 4 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202442
Q4 202460
Q1 202562
Q2 202534
Q3 202514
Q4 202525
Q1 202625
Q2 202654

Biggest buyers

Cambridge Investment Research Advisors, Inc. Added +25,248+25.2k
Bank of Marin Added +486+486
FIDUCIARY FINANCIAL ADVISORS New +406+406
VANGUARD ADVISERS INC New +5+5
MORGAN STANLEY New +1+1

Biggest sellers

SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -8,896-8.9k
Concord Wealth Partners Reduced -1,992-2.0k
Concord Asset Management, LLC/VA Reduced -1,992-2.0k
Meridian Financial Advisors, LLC Reduced -445-445

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 49,37849.4k $2.3m $2.3m 0.00% Added +25.2k +25,248
2 Concord Wealth Partners 0.14% of their portfolio ABINGDON, VA 27,00927.0k $1.3m $1.3m 0.14% Reduced -2.0k -1,992
3 Concord Asset Management, LLC/VA 0.19% of their portfolio ABINGDON, VA 26,30126.3k $1.2m $1.2m 0.19% Reduced -2.0k -1,992
4 Bank of Marin 0.70% of their portfolio Novato, CA 21,60821.6k $1.0m $1.0m 0.70% Added +486 +486
5 Meridian Financial Advisors, LLC 0.24% of their portfolio HOLLISTON, MA 10,99011.0k $509.2k $509.2k 0.24% Reduced -445 -445
6 FIDUCIARY FINANCIAL ADVISORS 0.00% of their portfolio GRAND RAPIDS, MI 406406 $18.8k $18.8k 0.00% New
7 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 200200 $9.3k $9.3k 0.00% Unchanged
8 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 100100 $4.6k $4.6k 0.00% Unchanged
9 VANGUARD ADVISERS INC 0.00% of their portfolio Malvern, PA 55 $232 $232 0.00% New
10 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 11 $58 $58 0.00% New