Who Owns SPDG?
State Street SPDR Portfolio S&P Sector Neutral Dividend ETF — Institutional Ownership & 13F Holdings
$43.57
+0.12 (+0.28%)
Market Cap
$11.9M
Shares Outstanding
258,006
Institutional Holders
9
Total Inst. Value
$4.5M
% of Float Held
—
QoQ Holder Change
+7
Institutional data as of Q1 2025
New Positions
4
Closed Positions
2
Increased
2
Decreased
1
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Concord Wealth Partners | $1.5M | 39,653 |
| 2 | Concord Asset Management, LLC/VA | $1.1M | 30,868 |
| 3 | Cambridge Investment Research Advisors, Inc. | $770K | 20,349 |
| 4 | Bank of MarinNew | $728K | 19,248 |
| 5 | Meridian Financial Advisors, LLCNew | $413K | 10,928 |
| 6 | Geneos Wealth Management Inc.New | $8K | 200 |
| 7 | 1 NORTH WEALTH SERVICES LLCNew | $6K | 150 |
| 8 | OSAIC HOLDINGS, INC. | $4K | 100 |
| 9 | MORGAN STANLEY | $0 | 1 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Concord Wealth Partners | +690 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | +5K | $770K |
| Bank of MarinNew | +19K | $728K |
| Meridian Financial Advisors, LLCNew | +11K | $413K |
| Geneos Wealth Management Inc.New | +200 | $8K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Concord Asset Management, LLC/VA | -7K | $1.1M |
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Frequently Asked Questions
How many institutional investors hold SPDG?
As of Q1 2025, 9 institutional investors report holding SPDG (State Street SPDR Portfolio S&P Sector Neutral Dividend ETF) in their 13F filings.
Which hedge fund owns the most SPDG?
The largest institutional holder of SPDG is Concord Wealth Partners with $1.5M in shares.
Are institutions buying or selling SPDG?
This quarter, 4 institutions opened new positions in SPDG and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.