SPDG Institutional Ownership
State Street SPDR Portfolio S&P Sector Neutral Dividend ETF
1W: +0.2%
1M: -2.3%
3M: -2.5%
YTD: +10.8%
1Y: +13.0%
3Y: +66.0%
$45.38
+0.41 (+0.92%)
Weekly Expected Move ±1.7%
$44
$45
$45
$46
$47
Overview
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Institutional Ownership — SPDG
11
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
5M
Total Invested
3
New Positions
2
Increased
4
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (11 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Concord Wealth Partners | 27,009 | 1M | -1,992 | -6.9% | 10Q | SEC ↗ |
| 2 | Concord Asset Management, LLC/VA | 26,301 | 1M | -1,992 | -7.0% | 10Q | SEC ↗ |
| 3 | Cambridge Investment Research Advisors | 24,689 | 1M | +559 | +2.3% | 10Q | SEC ↗ |
| 4 | Bank of Marin | 21,608 | 980K | +486 | +2.3% | 6Q | SEC ↗ |
| 5 | Meridian Financial Advisors, LLC | 10,990 | 499K | -445 | -3.9% | 9Q | SEC ↗ |
| 6 | FIDUCIARY FINANCIAL ADVISORS NEW | 406 | 18K | — | +0.0% | 1Q | SEC ↗ |
| 7 | Geneos Wealth Management Inc. | 200 | 9K | — | +0.0% | 6Q | SEC ↗ |
| 8 | OSAIC HOLDINGS, INC. | 100 | 5K | — | +0.0% | 8Q | SEC ↗ |
| 9 | VANGUARD ADVISERS INC NEW | 5 | 0K | — | +0.0% | 1Q | SEC ↗ |
| 10 | MORGAN STANLEY NEW | 1 | 0K | — | +0.0% | 1Q | SEC ↗ |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | 0K | -8,896 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| FIDUCIARY FINANCIAL ADVISORS | 406 | 18K |
| VANGUARD ADVISERS INC | 5 | 0K |
| MORGAN STANLEY | 1 | 0K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 8,896 | 404K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Cambridge Investment Research Advis | +559 | +2.3% | 24,689 |
| Bank of Marin | +486 | +2.3% | 21,608 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Concord Wealth Partners | -1,992 | -6.9% | 27,009 |
| Concord Asset Management, LLC/VA | -1,992 | -7.0% | 26,301 |
| Meridian Financial Advisors, LLC | -445 | -3.9% | 10,990 |