11 institutions reported holding $5.2M of SPDR SERIES TRUST ST STR SECTO (SPDG) in SEC 13F filings for 2026-06-30. Largest institutional holders: Concord Wealth Partners ($1.3M), Concord Asset Management, LLC/VA ($1.2M), Cambridge Investment Research Advisors, Inc. ($1.1M), Bank of Marin ($1.0M), Meridian Financial Advisors, LLC ($509,202). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Concord Wealth Partners | $1.3M | 27,009 | Trimmed |
| 2 | Concord Asset Management, LLC/VA | $1.2M | 26,301 | Trimmed |
| 3 | Cambridge Investment Research Advisors, Inc. | $1.1M | 24,689 | Added |
| 4 | Bank of Marin | $1.0M | 21,608 | Added |
| 5 | Meridian Financial Advisors, LLC | $509,202 | 10,990 | Trimmed |
| 6 | FIDUCIARY FINANCIAL ADVISORS | $18,812 | 406 | New |
| 7 | Geneos Wealth Management Inc. | $9,266 | 200 | Hold |
| 8 | OSAIC HOLDINGS, INC. | $4,633 | 100 | Hold |
| 9 | VANGUARD GROUP INC | $232 | 5 | New |
| 10 | MORGAN STANLEY | $58 | 1 | New |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30