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Bank of Marin’s State Street SPDR Portfolio S&P Sector Neutral Dividend ETF SPDG Stock Holding History

Bank of Marin’s Portfolio SPDG Stock Details SPDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$880K Buy
21,122
+2,911
+16% +$125K 0.64% 46
2025
Q4 		$743K Sell
18,211
-196
-1% -$7.91K 0.51% 57
2025
Q3 		$740K Sell
18,407
-330
-2% -$13K 0.52% 54
2025
Q2 		$728K Sell
18,737
-511
-3% -$18.9K 0.55% 55
2025
Q1 		$728K Buy
+19,248
New +$741K 0.93% 32

Other funds holding SPDG

CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return
CAMV
Concord Asset Management (Virginia) Abingdon, Virginia $646M AUM 25.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MF
Meridian Financial Holliston, Massachusetts $208M AUM 21.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of Marin's SPDG Position: Q1 2026 in Review

Bank of Marin increased its State Street SPDR Portfolio S&P Sector Neutral Dividend ETF (SPDG) stake by 16% in Q1 2026, buying an estimated $125K and bringing the position to 21,122 shares worth $880K. The position accounts for 0.64% of the portfolio, ranked #46.

Bank of Marin first reported a position in SPDG in Q1 2025 and has held it in 5 quarters since. 8 funds tracked by Wall St. Rank hold SPDG as of Q1 2026.

  • Bank of Marin held 21,122 shares of State Street SPDR Portfolio S&P Sector Neutral Dividend ETF worth $880K as of Q1 2026.
  • Bank of Marin bought 2,911 State Street SPDR Portfolio S&P Sector Neutral Dividend ETF shares in Q1 2026, an estimated $125K.
  • State Street SPDR Portfolio S&P Sector Neutral Dividend ETF made up 0.64% of Bank of Marin's portfolio in Q1 2026, its #46 holding.
  • Bank of Marin first reported a position in State Street SPDR Portfolio S&P Sector Neutral Dividend ETF in Q1 2025 and has held it in 5 quarters since.
  • 8 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P Sector Neutral Dividend ETF as of Q1 2026.

Based on Bank of Marin's 13F filing for Q1 2026, filed 14 May 2026.