Filing Research | SELECT SECTOR SPDR TR Institutional Holdings

Snapshot holdings

50 / 422 loaded

#		Instrument	quantity
1	MEITAV INVESTMENT HOUSE LTD	Shares	2.1MSH	$249.6M
2	WestEnd Advisors, LLC	Shares	1.0MSH	$120.3M
3	FACTORY MUTUAL INSURANCE CO	Shares	568.0KSH	$66.6M
4	Trilogy Capital Inc.	Shares	336.1KSH	$39.4M
5	ARMSTRONG ADVISORY GROUP, INC	Shares	289.7KSH	$34.0M
6	BAR HARBOR WEALTH MANAGEMENT	Shares	284.0KSH	$33.3M
7	GRIMES & Co WEALTH MANAGEMENT, LLC	Shares	275.4KSH	$32.3M
8	IMZ Advisory Inc	Shares	213.1KSH	$25.0M
9	Biltmore Wealth Management, LLC	Shares	199.7KSH	$23.4M
10	TCP Asset Management, LLC	Shares	136.0KSH	$15.9M
11	LIGHTHOUSE FINANCIAL SERVICES INC /ADV	Shares	131.7KSH	$15.6M
12	Cadent Capital Advisors, LLC	Shares	128.7KSH	$15.1M
13	Merit Financial Group, LLC	Shares	128.3KSH	$15.0M
14	Stillwater Capital Advisors, LLC	Shares	120.9KSH	$14.2M
15	OLD NATIONAL BANCORP /IN/	Shares	116.2KSH	$13.6M
16	REDSTONE WEALTH MANAGEMENT, LLC	Shares	115.7KSH	$13.6M
17	Clarity Financial LLC	Shares	114.9KSH	$13.5M
18	Encompass More Asset Management	Shares	104.4KSH	$12.2M
19	PETREDIS INVESTMENT ADVISORS LLC	Shares	104.3KSH	$12.2M
20	SteelPeak Wealth, LLC	Shares	99.0KSH	$11.6M
21	Brookstone Capital Management	Shares	93.0KSH	$10.9M
22	Intrua Financial, LLC	Shares	82.2KSH	$9.6M
23	BENJAMIN EDWARDS INC	Shares	81.2KSH	$9.5M
24	Premier Path Wealth Partners, LLC	Shares	79.2KSH	$9.3M
25	BRAVE ASSET MANAGEMENT INC	Shares	73.1KSH	$8.6M
26	Asset Advisors Investment Management, LLC	Shares	72.3KSH	$8.5M
27	COLTON GROOME FINANCIAL ADVISORS, LLC	Shares	71.7KSH	$8.4M
28	Orange Investment Advisors, Inc.	Shares	70.0KSH	$8.2M
29	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	69.7KSH	$8.2M
30	RFG Advisory, LLC	Shares	68.8KSH	$8.1M
31	Vertex Investment Solutions Co., Ltd.	Shares	68.6KSH	$8.0M
32	Venturi Wealth Management, LLC	Shares	68.0KSH	$8.0M
33	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	67.7KSH	$7.9M
34	DAVENPORT & Co LLC	Shares	64.1KSH	$7.5M
35	FORONJY FINANCIAL LLC	Shares	57.2KSH	$6.7M
36	FIRST INTERSTATE BANK	Shares	57.2KSH	$6.7M
37	J.W. COLE ADVISORS, INC.	Shares	56.2KSH	$6.6M
38	FIRST MERCHANTS CORP	Shares	55.7KSH	$6.5M
39	TOTH FINANCIAL ADVISORY CORP	Shares	54.7KSH	$6.4M
40	CHEMUNG CANAL TRUST CO	Shares	53.3KSH	$6.3M
41	Compass Wealth Management, LLC/GA	Shares	50.4KSH	$5.9M
42	CREDIT INDUSTRIEL ET COMMERCIAL	PUT	50.0KSH	$5.9M
43	Segment Wealth Management, LLC	Shares	49.8KSH	$5.8M
44	Hartford Financial Management Inc.	Shares	47.3KSH	$5.5M
45	TCV Trust & Wealth Management, Inc.	Shares	44.6KSH	$5.2M
46	Cannon Advisors, Inc.	Shares	43.1KSH	$5.0M
47	United Asset Strategies, Inc.	Shares	42.2KSH	$5.0M
48	CoreCap Advisors, LLC	Shares	42.1KSH	$4.9M
49	Sharper & Granite LLC	Shares	41.5KSH	$4.9M
50	Fairvoy Private Wealth, LLC	Shares	41.2KSH	$4.8M

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

50 / 442 loaded

#		Instrument
1	MEITAV INVESTMENT HOUSE LTD added	Shares	+143.3K	+$33.3M	$249.6M
2	GRIMES & Co WEALTH MANAGEMENT, LLC added	Shares	+191.5K	+$23.2M	$32.3M
3	WestEnd Advisors, LLC added	Shares	+89.6K	+$18.3M	$120.3M
4	Encompass More Asset Management new	Shares	+104.4K	+$12.2M	$12.2M
5	SteelPeak Wealth, LLC added	Shares	+96.9K	+$11.4M	$11.6M
6	Vertex Investment Solutions Co., Ltd. added	Shares	+52.8K	+$6.4M	$8.0M
7	Intrua Financial, LLC added	Shares	+51.0K	+$6.2M	$9.6M
8	Brookstone Capital Management added	Shares	+46.1K	+$5.8M	$10.9M
9	Hartford Financial Management Inc. new	Shares	+47.3K	+$5.5M	$5.5M
10	Merit Financial Group, LLC added	Shares	+38.5K	+$5.3M	$15.0M
11	Cannon Advisors, Inc. new	Shares	+43.1K	+$5.0M	$5.0M
12	FACTORY MUTUAL INSURANCE CO unchanged	Shares	0	+$4.7M	$66.6M
13	REDSTONE WEALTH MANAGEMENT, LLC added	Shares	+25.0K	+$3.7M	$13.6M
14	IMZ Advisory Inc added	Shares	+10.0K	+$2.9M	$25.0M
15	CoreCap Advisors, LLC added	Shares	+22.5K	+$2.8M	$4.9M
16	ARMSTRONG ADVISORY GROUP, INC added	Shares	+3.3K	+$2.8M	$34.0M
17	CHEMUNG CANAL TRUST CO added	Shares	+19.5K	+$2.6M	$6.3M
18	Retireful, LLC new	Shares	+21.8K	+$2.6M	$2.6M
19	BAR HARBOR WEALTH MANAGEMENT trimmed	Shares	-771	+$2.3M	$33.3M
20	Biltmore Wealth Management, LLC added	Shares	+5.6K	+$2.3M	$23.4M
21	BENJAMIN EDWARDS INC added	Shares	+14.6K	+$2.3M	$9.5M
22	Venturi Wealth Management, LLC added	Shares	+15.2K	+$2.2M	$8.0M
23	ROCKLAND TRUST CO added	Shares	+18.5K	+$2.2M	$2.6M
24	TCP Asset Management, LLC added	Shares	+8.8K	+$2.1M	$15.9M
25	RFG Advisory, LLC added	Shares	+9.4K	+$1.6M	$8.1M
26	Cadent Capital Advisors, LLC added	Shares	+4.7K	+$1.6M	$15.1M
27	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+6.9K	+$1.4M	$8.2M
28	City Center Advisors, LLC new	Shares	+11.7K	+$1.4M	$1.4M
29	Clarity Financial LLC added	Shares	+2.0K	+$1.2M	$13.5M
30	NEW WAVE WEALTH ADVISORS LLC added	Shares	+9.0K	+$1.1M	$1.9M
31	VISION FINANCIAL MARKETS LLC added	Shares	+9.5K	+$1.1M	$1.1M
32	Farther Finance Advisors, LLC added	Shares	+8.3K	+$1.1M	$3.0M
33	Markin Asset Management, LP added	Shares	+7.8K	+$1.1M	$3.6M
34	DAVENPORT & Co LLC added	Shares	+5.2K	+$1.1M	$7.5M
35	Hansen & Associates Financial Group, Inc. added	Shares	+6.8K	+$964.3K	$2.7M
36	Stillwater Capital Advisors, LLC trimmed	Shares	-398	+$960.2K	$14.2M
37	BRAVE ASSET MANAGEMENT INC added	Shares	+2.9K	+$918.6K	$8.6M
38	COLTON GROOME FINANCIAL ADVISORS, LLC added	Shares	+2.1K	+$827.7K	$8.4M
39	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+4.3K	+$800.7K	$4.7M
40	Hennion & Walsh Asset Management, Inc. added	Shares	+5.7K	+$742.4K	$1.7M
41	Advisory Resource Group added	Shares	+5.0K	+$724.4K	$2.6M
42	PETREDIS INVESTMENT ADVISORS LLC trimmed	Shares	-1.6K	+$694.2K	$12.2M
43	Orange Investment Advisors, Inc. added	Shares	+11	+$582.2K	$8.2M
44	TOTH FINANCIAL ADVISORY CORP added	Shares	+1.0K	+$567.4K	$6.4M
45	Compass Wealth Management, LLC/GA added	Shares	+1.3K	+$555.4K	$5.9M
46	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+4.6K	+$544.3K	$581.6K
47	Asset Advisors Investment Management, LLC trimmed	Shares	-587	+$535.8K	$8.5M
48	Segment Wealth Management, LLC added	Shares	+1.0K	+$524.7K	$5.8M
49	Kessler Investment Group, LLC new	Shares	+4.4K	+$515.1K	$515.1K
50	FIRST MERCHANTS CORP added	Shares	+418	+$508.2K	$6.5M

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