CUSIP 78468R465
SPDR SER TR
12 institutions · $4.1M total · 123,574 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Concord Wealth Partners | 29,912 | $1.2M | 24.20% | 2025-12-31 |
| 2 | Concord Asset Management, LLC/VA | 29,204 | $1.2M | 23.63% | 2025-12-31 |
| 3 | Bank of Marin | 18,211 | $742.6K | 14.73% | 2025-12-31 |
| 4 | Meridian Financial, LLC | 11,837 | $482.7K | 9.57% | 2025-12-31 |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,335 | $421.5K | 8.36% | 2025-12-31 |
| 6 | Geneos Wealth Management Inc. | 200 | $8.2K | 0.16% | 2025-12-31 |
| 7 | 1 NORTH WEALTH SERVICES LLC | 150 | $6.0K | 0.12% | 2025-09-30 |
| 8 | ADVISOR GROUP HOLDINGS, INC. | 100 | $4.1K | 0.08% | 2025-12-31 |
| 9 | Parallel Advisors, LLC | 100 | $2.9K | 0.08% | 2024-03-31 |
| 10 | Cambridge Investment Research Advisors, Inc. | 23,524 | $959 | 19.03% | 2025-12-31 |
| 11 | MORGAN STANLEY | 1 | $49 | 0.00% | 2025-12-31 |
| 12 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |