SPDR SERIES TRUST - SPDR PORTFOLIO S (SPDG)

Q4 2024 13F Holders as of 31 Dec 2024

Type / Class
Equity / SPDR PORTFOLIO S
Total 13F shares
117,844
Share change
+8,670
Total reported value
$4,434,152
Price per share
$37.63
Number of holders
7
Value change
+$326,217
Number of buys
6

Institutional Holders of SPDR SERIES TRUST - SPDR PORTFOLIO S (SPDG) as of Q4 2024

As of 31 Dec 2024, SPDR SERIES TRUST - SPDR PORTFOLIO S (SPDG) was held by 7 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 117,844 shares. The largest 7 holders included Concord Wealth Partners, Concord Asset Management, LLC/VA, Cambridge Investment Research Advisors, Inc., SUSQUEHANNA INTERNATIONAL GROUP, LLP, Meridian Financial, LLC, OSAIC HOLDINGS, INC., and MORGAN STANLEY. This page lists 7 institutional shareholders reporting positions in this security for the Q4 2024 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.