Who owns SPDG?
State Street SPDR Portfolio S&P Sector Neutral Dividend ETF · State Street
10 institutions reported holding SPDG, worth $6.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SPDG
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $2.3M | 49,378 | +25,248 shares |
| Concord Wealth Partners | Abingdon, VA | $1.3M | 27,009 | −1,992 shares |
| Concord Asset Management, LLC | Abingdon, VA | $1.2M | 26,301 | −1,992 shares |
| Bank of Marin | Novato, CA | $1.0M | 21,608 | +486 shares |
| Meridian Financial Advisors, LLC | Holliston, MA | $509K | 10,990 | −445 shares |
| Fiduciary Financial Advisors | Grand Rapids, MI | $19K | 406 | New position |
| Geneos Wealth Management Inc. | Englewood, CO | $9K | 200 | No change |
| Osaic Holdings, Inc. | Scottsdale, AZ | $5K | 100 | No change |
| Vanguard Advisers Inc. | Malvern, PA | $232 | 5 | New position |
| Morgan Stanley | New York, NY | $58 | 1 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SPDG?
10 institutional managers reported holding SPDG in Form 13F filings for June 30, 2026, worth $6.3M in total. The largest reported position was held by Cambridge Investment Research Advisors, Inc., at $2.3M.
Did institutions buy or sell SPDG last quarter?
Reported 13F value rose 22.7% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SPDG ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.