9 institutions reported holding $5.1M of SPDR SERIES TRUST STATE (SPDG) in SEC 13F filings for 2026-03-31. Largest institutional holders: Concord Wealth Partners ($1.2M), Concord Asset Management, LLC/VA ($1.2M), Cambridge Investment Research Advisors, Inc. ($1.0M), Bank of Marin ($880,367), Meridian Financial Advisors, LLC ($476,612). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Concord Wealth Partners | $1.2M | 29,001 | Trimmed |
| 2 | Concord Asset Management, LLC/VA | $1.2M | 28,293 | Trimmed |
| 3 | Cambridge Investment Research Advisors, Inc. | $1.0M | 24,130 | Added |
| 4 | Bank of Marin | $880,367 | 21,122 | Added |
| 5 | Meridian Financial Advisors, LLC | $476,612 | 11,435 | Trimmed |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $370,786 | 8,896 | Trimmed |
| 7 | Geneos Wealth Management Inc. | $8,336 | 200 | Hold |
| 8 | OSAIC HOLDINGS, INC. | $4,168 | 100 | Hold |
| 9 | MORGAN STANLEY | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31