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SS Spdr P S&P SEC N D ETF (SPDG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Concord Wealth Partners
DECREASED
Shares25,550 from 27,009
Change-1,459 (-5%)
Value$1.1M (-$110.9K)
Filed 2026-11-02
Concord Asset Management, LLC
DECREASED
Shares24,698 from 26,301
Change-1,603 (-6%)
Value$1.1M (-$116.1K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares24,510 from 24,689
Change-179 (-1%)
Value$1.1K (-$50)
Filed 2026-11-02
Meridian Financial Advisors, LLC
DECREASED
Shares10,485 from 10,990
Change-505 (-5%)
Value$468.1K (-$41.2K)
Filed 2026-10-14
Bank of Marin
N/A
Shares— from 21,608
Change-21,608 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 406
Change-406 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 5
Change-5 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Concord Wealth Partners
DECREASED25,55027,009-1,459-5%$1.3M$1.1M-$110.9K2026-11-02
Concord Asset Management, LLC
DECREASED24,69826,301-1,603-6%$1.2M$1.1M-$116.1K2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED24,51024,689-179-1%$1.1K$1.1K-$502026-11-02
Meridian Financial Advisors, LLC
DECREASED10,48510,990-505-5%$509.2K$468.1K-$41.2K2026-10-14
Bank of Marin
N/A—21,608-21,608-100%$1.0M———
Fiduciary Financial Advisors
N/A—406-406-100%$18.8K———
Geneos Wealth Management Inc.
N/A—200-200-100%$9.3K———
Osaic Holdings, Inc.
N/A—100-100-100%$4.6K———
Vanguard Advisers Inc
N/A—5-5-100%$232———
Morgan Stanley
N/A—1-1-100%$58———
Showing 10 of 10 institutions