Filing Research | SPDR SERIES TRUST Institutional Holdings

Snapshot holdings

50 / 64 loaded

#		Instrument	quantity
1	Gemmer Asset Management LLC	Shares	451.4KSH	$27.6M
2	CRUX WEALTH ADVISORS	Shares	85.9KSH	$5.2M
3	Stonehearth Capital Management, LLC	Shares	68.7KSH	$4.2M
4	Investment Research & Advisory Group, Inc.	Shares	3.2KSH	$2.4M
5	PFG Advisors	Shares	35.1KSH	$2.1M
6	MARINO, STRAM & ASSOCIATES LLC	Shares	33.0KSH	$2.0M
7	Boyd Wealth Management, LLC	Shares	29.6KSH	$1.8M
8	PFG Investments, LLC	Shares	25.6KSH	$1.6M
9	Affinity Capital Advisors, LLC	Shares	19.7KSH	$1.2M
10	RED REEF ADVISORS LLC	Shares	18.4KSH	$1.1M
11	Avior Wealth Management, LLC	Shares	17.8KSH	$1.1M
12	Focus Financial Network, Inc.	Shares	16.9KSH	$1.0M
13	Trevian Wealth Management LLC	Shares	15.7KSH	$958.4K
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	14.9KSH	$921.9K
15	MATRIX ASSET ADVISORS INC/NY	Shares	13.4KSH	$817.8K
16	William Mack & Associates, Inc.	Shares	11.9KSH	$726.7K
17	Enclave Advisors LLC	Shares	11.2KSH	$682.1K
18	BURNS J W & CO INC/NY	Shares	10.8KSH	$656.8K
19	Human Investing LLC	Shares	9.9KSH	$607.8K
20	Cornerstone Wealth Advisors, Inc.	Shares	9.3KSH	$569.8K
21	SteelPeak Wealth, LLC	Shares	9.3KSH	$567.0K
22	Golden State Wealth Management, LLC	Shares	8.5KSH	$519.4K
23	Diversified Trust Co	Shares	7.9KSH	$484.6K
24	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	Shares	7.4KSH	$450.3K
25	BLVD Private Wealth, LLC	Shares	7.4KSH	$449.5K
26	Horst & Graben Wealth Management LLC	Shares	7.3KSH	$444.5K
27	Prospera Financial Services Inc	Shares	6.9KSH	$419.3K
28	FORONJY FINANCIAL LLC	Shares	6.7KSH	$410.0K
29	MRA Advisory Group	Shares	6.1KSH	$375.7K
30	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	6.0KSH	$369.2K
31	Evanson Financial, LLC	Shares	5.6KSH	$345.1K
32	Ironwood Financial, llc	Shares	5.6KSH	$342.7K
33	Merit Financial Group, LLC	Shares	5.4KSH	$329.6K
34	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	5.2KSH	$318.1K
35	Ballentine Partners, LLC	Shares	4.9KSH	$299.1K
36	Storen Legacy Partners, LLC	Shares	4.8KSH	$291.0K
37	Key FInancial Inc	Shares	4.5KSH	$277.4K
38	Alpha Omega Wealth Management LLC	Shares	4.5KSH	$271.9K
39	Rockingstone Advisors LLC	Shares	4.3KSH	$262.7K
40	FSM Wealth Advisors, LLC	Shares	4.3KSH	$261.0K
41	Hoxton Planning & Management, LLC	Shares	3.5KSH	$214.2K
42	Bath Savings Trust Co	Shares	3.4KSH	$209.3K
43	EASTERN BANK	Shares	3.4KSH	$208.4K
44	Princeton Global Asset Management LLC	Shares	2.8KSH	$174.0K
45	First Pacific Financial	Shares	2.7KSH	$163.2K
46	Monetary Solutions, Ltd	Shares	2.5KSH	$154.8K
47	Robinswood Financial LLC	Shares	2.2KSH	$131.9K
48	PROFFITT & GOODSON INC	Shares	1.8KSH	$111.0K
49	Kennebec Savings Bank	Shares	1.8KSH	$109.6K
50	DHJJ Financial Advisors, Ltd.	Shares	1.8KSH	$109.5K

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Manager changes2026-06-30 vs 2026-03-31

50 / 64 loaded

#		Instrument
1	Gemmer Asset Management LLC trimmed	Shares	-2.2K	+$3.5M	$27.6M
2	CRUX WEALTH ADVISORS added	Shares	+342	+$711.0K	$5.2M
3	Stonehearth Capital Management, LLC trimmed	Shares	-174	+$545.3K	$4.2M
4	Merit Financial Group, LLC new	Shares	+5.4K	+$329.6K	$329.6K
5	Investment Research & Advisory Group, Inc. added	Shares	+7	+$316.3K	$2.4M
6	Storen Legacy Partners, LLC new	Shares	+4.8K	+$291.0K	$291.0K
7	MARINO, STRAM & ASSOCIATES LLC added	Shares	+453	+$290.5K	$2.0M
8	PFG Advisors trimmed	Shares	-89	+$278.5K	$2.1M
9	PFG Investments, LLC added	Shares	+1.0K	+$261.2K	$1.6M
10	Hoxton Planning & Management, LLC new	Shares	+3.5K	+$214.2K	$214.2K
11	Bath Savings Trust Co new	Shares	+3.4K	+$209.3K	$209.3K
12	Affinity Capital Advisors, LLC added	Shares	+2	+$170.0K	$1.2M
13	RED REEF ADVISORS LLC added	Shares	+370	+$168.4K	$1.1M
14	MATRIX ASSET ADVISORS INC/NY added	Shares	+881	+$154.7K	$817.8K
15	William Mack & Associates, Inc. added	Shares	+1.1K	+$151.9K	$726.7K
16	Focus Financial Network, Inc. trimmed	Shares	-143	+$128.5K	$1.0M
17	Trevian Wealth Management LLC unchanged	Shares	0	+$126.6K	$958.4K
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-62	+$121.2K	$921.9K
19	DHJJ Financial Advisors, Ltd. new	Shares	+1.8K	+$109.5K	$109.5K
20	BURNS J W & CO INC/NY added	Shares	+150	+$94.7K	$656.8K
21	Enclave Advisors LLC trimmed	Shares	-163	+$81.5K	$682.1K
22	Cornerstone Wealth Advisors, Inc. unchanged	Shares	0	+$75.3K	$569.8K
23	SteelPeak Wealth, LLC unchanged	Shares	0	+$74.9K	$567.0K
24	Boyd Wealth Management, LLC trimmed	Shares	-3.1K	+$73.0K	$1.8M
25	Princeton Global Asset Management LLC added	Shares	+866	+$68.9K	$174.0K
26	Diversified Trust Co unchanged	Shares	0	+$64.0K	$484.6K
27	Prospera Financial Services Inc added	Shares	+114	+$61.4K	$419.3K
28	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC added	Shares	+16	+$60.3K	$450.3K
29	Human Investing LLC trimmed	Shares	-382	+$60.0K	$607.8K
30	Golden State Wealth Management, LLC trimmed	Shares	-179	+$59.1K	$519.4K
31	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+151	+$56.8K	$369.2K
32	Ballentine Partners, LLC added	Shares	+161	+$48.0K	$299.1K
33	BLVD Private Wealth, LLC trimmed	Shares	-259	+$45.6K	$449.5K
34	MRA Advisory Group trimmed	Shares	-78	+$45.5K	$375.7K
35	FORONJY FINANCIAL LLC trimmed	Shares	-199	+$43.6K	$410.0K
36	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+20	+$43.1K	$318.1K
37	Key FInancial Inc unchanged	Shares	0	+$36.6K	$277.4K
38	Alpha Omega Wealth Management LLC unchanged	Shares	0	+$35.9K	$271.9K
39	Robinswood Financial LLC added	Shares	+339	+$35.4K	$131.9K
40	FSM Wealth Advisors, LLC added	Shares	+4	+$34.7K	$261.0K
41	Ironwood Financial, llc trimmed	Shares	-284	+$31.9K	$342.7K
42	EASTERN BANK unchanged	Shares	0	+$27.5K	$208.4K
43	Horst & Graben Wealth Management LLC trimmed	Shares	-4	+$18.7K	$444.5K
44	Avior Wealth Management, LLC trimmed	Shares	-2.4K	+$15.0K	$1.1M
45	PROFFITT & GOODSON INC unchanged	Shares	0	+$14.7K	$111.0K
46	Kennebec Savings Bank unchanged	Shares	0	+$14.5K	$109.6K
47	Wealth Enhancement Trust Services, Inc. unchanged	Shares	0	+$13.3K	$100.5K
48	Rockingstone Advisors LLC trimmed	Shares	-425	+$12.2K	$262.7K
49	AdvisorNet Financial, Inc added	Shares	+16	+$10.4K	$71.9K
50	Investors Research Corp unchanged	Shares	0	+$8.5K	$64.2K

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