Ticker: SPDG CUSIP: 78468R465 Class: SPDR PORTFOLIO S
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Concord Wealth Partners | 29,912 | $1,220 |
| Concord Asset Management, LLC/VA | 29,204 | $1,191 |
| Cambridge Investment Research Advisors, Inc. | 23,524 | $1 |
| Bank of Marin | 18,211 | $743 |
| Meridian Financial Advisors, LLC | 11,837 | $483 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,335 | $421 |
| Geneos Wealth Management Inc. | 200 | $8 |
| OSAIC HOLDINGS, INC. | 100 | $4 |
| MORGAN STANLEY | 1 | $0 |
| Total (9 institutions) | 123,324 | $4,071 |