SPDR SERIES TRUST - 78468R507
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RMG Wealth Management LLC | History | New | 829,817 | 28,046 | 3.63% | — | 1 | +829,817 | New | Q4 2025 | Jan 29, 2026 |
| Long Wharf Investors, Inc. | History | No change | 46,802 | 1,441 | 1.13% | 1.13% | 2 | 0 | 0.0% | Q2 2014 | Aug 04, 2014 |