Filing Research | SPDR SERIES TRUST Institutional Holdings

Snapshot holdings

50 / 274 loaded

#		Instrument	quantity
1	Wealthcare Advisory Partners LLC	Shares	2.5MSH	$227.7M
2	Professional Financial Advisors, LLC	Shares	2.2MSH	$203.7M
3	Hughes Financial Services, LLC	Shares	1.7MSH	$157.1M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	1.4MSH	$131.1M
5	Syntegra Private Wealth Group, LLC	Shares	1.4MSH	$123.5M
6	ARS Wealth Advisors Group, LLC	Shares	1.0MSH	$92.5M
7	VOISARD ASSET MANAGEMENT GROUP, INC.	Shares	869.0KSH	$78.9M
8	Wealthquest Corp	Shares	866.5KSH	$78.7M
9	Rosenberg Matthew Hamilton	Shares	858.6KSH	$78.0M
10	B.O.S.S. Retirement Advisors, LLC	Shares	796.3KSH	$72.3M
11	Weitzel Financial Services, Inc.	Shares	684.1KSH	$61.8M
12	Legacy Private Trust Co.	Shares	626.7KSH	$56.9M
13	Winthrop Advisory Group LLC	Shares	462.2KSH	$42.0M
14	Owl Creek Wealth Partners LLC	Shares	392.9KSH	$35.7M
15	Rinkey Investments	Shares	363.4KSH	$33.0M
16	Boston Standard Wealth Management, LLC	Shares	339.7KSH	$30.9M
17	RFG Advisory, LLC	Shares	316.1KSH	$28.7M
18	RVW Wealth, LLC	Shares	304.0KSH	$27.6M
19	Financial Planning Fort Collins, LLC	Shares	301.5KSH	$27.5M
20	DORVAL Corp	Shares	295.0KSH	$26.8M
21	SigFig Wealth Management, LLC	Shares	281.6KSH	$25.4M
22	Annex Advisory Services, LLC	Shares	239.1KSH	$21.7M
23	HBW ADVISORY SERVICES LLC	Shares	206.8KSH	$18.8M
24	Bensler, LLC	Shares	176.0KSH	$16.0M
25	Ervin Investment Management, LLC	Shares	168.6KSH	$15.3M
26	Spartan Planning & Wealth Management	Shares	166.2KSH	$15.1M
27	Farther Finance Advisors, LLC	Shares	156.1KSH	$14.2M
28	XML Financial, LLC	Shares	155.6KSH	$14.1M
29	ECLECTIC ASSOCIATES INC /ADV	Shares	142.8KSH	$13.0M
30	G&S Capital LLC	Shares	138.7KSH	$12.6M
31	SENTINEL PENSION ADVISORS, LLC	Shares	136.9KSH	$12.4M
32	Balefire, LLC	Shares	132.3KSH	$12.0M
33	R2 Capital Strategies, LLC	Shares	129.4KSH	$11.7M
34	Investors Research Corp	Shares	128.0KSH	$11.6M
35	IRON Financial LLC	Shares	127.2KSH	$11.5M
36	Financial Management Professionals, Inc.	Shares	123.4KSH	$11.2M
37	Freedom Day Solutions, LLC	Shares	123.1KSH	$11.2M
38	INDEPENDENT FINANCIAL GROUP, LLC	Shares	119.9KSH	$10.9M
39	BEACON FINANCIAL GROUP	Shares	116.7KSH	$10.6M
40	Summit Investment Advisory Services, LLC	Shares	115.6KSH	$10.5M
41	EXCHANGE TRADED CONCEPTS, LLC	Shares	111.7KSH	$10.1M
42	CASCADE INVESTMENT GROUP, INC.	Shares	100.1KSH	$9.1M
43	ISTHMUS PARTNERS, LLC	Shares	99.9KSH	$9.1M
44	Tempus Wealth Planning, LLC	Shares	95.6KSH	$8.7M
45	TRUE BLUE FINANCIAL, LLC	Shares	86.7KSH	$7.9M
46	Wealth Alliance Advisory Group, LLC	Shares	83.4KSH	$7.6M
47	SFG Wealth Management, LLC.	Shares	83.3KSH	$7.6M
48	Private Wealth Group, LLC	Shares	83.2KSH	$7.6M
49	FLAGSHIP HARBOR ADVISORS, LLC	Shares	80.8KSH	$7.3M
50	SHEETS SMITH WEALTH MANAGEMENT	Shares	77.8KSH	$7.1M

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

50 / 278 loaded

#		Instrument
1	Professional Financial Advisors, LLC added	Shares	+711.3K	+$82.6M	$203.7M
2	Hughes Financial Services, LLC added	Shares	+58.5K	+$24.9M	$157.1M
3	Wealthcare Advisory Partners LLC trimmed	Shares	-78.8K	+$23.2M	$227.7M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+25.8K	+$19.0M	$131.1M
5	B.O.S.S. Retirement Advisors, LLC added	Shares	+88.8K	+$16.4M	$72.3M
6	Rosenberg Matthew Hamilton added	Shares	+33.1K	+$12.7M	$78.0M
7	VOISARD ASSET MANAGEMENT GROUP, INC. added	Shares	+28.7K	+$12.5M	$78.9M
8	Syntegra Private Wealth Group, LLC trimmed	Shares	-51.7K	+$11.9M	$123.5M
9	Financial Management Professionals, Inc. new	Shares	+123.4K	+$11.2M	$11.2M
10	ARS Wealth Advisors Group, LLC trimmed	Shares	-13.3K	+$10.9M	$92.5M
11	Weitzel Financial Services, Inc. added	Shares	+5.2K	+$7.8M	$61.8M
12	Owl Creek Wealth Partners LLC added	Shares	+36.9K	+$7.5M	$35.7M
13	Winthrop Advisory Group LLC trimmed	Shares	-2.1K	+$5.3M	$42.0M
14	Rinkey Investments trimmed	Shares	-2.0K	+$4.1M	$33.0M
15	Boston Standard Wealth Management, LLC added	Shares	+3.5K	+$4.1M	$30.9M
16	Spartan Planning & Wealth Management added	Shares	+26.0K	+$4.0M	$15.1M
17	RVW Wealth, LLC added	Shares	+1.5K	+$3.7M	$27.6M
18	DORVAL Corp added	Shares	+2.5K	+$3.7M	$26.8M
19	RFG Advisory, LLC trimmed	Shares	-2.1K	+$3.5M	$28.7M
20	NEW WAVE WEALTH ADVISORS LLC added	Shares	+31.6K	+$2.9M	$3.3M
21	HBW ADVISORY SERVICES LLC added	Shares	+4.1K	+$2.7M	$18.8M
22	Annex Advisory Services, LLC trimmed	Shares	-1.3K	+$2.7M	$21.7M
23	SigFig Wealth Management, LLC trimmed	Shares	-6.7K	+$2.6M	$25.4M
24	Bensler, LLC added	Shares	+5.2K	+$2.5M	$16.0M
25	Ervin Investment Management, LLC added	Shares	+2.8K	+$2.2M	$15.3M
26	SHEETS SMITH WEALTH MANAGEMENT added	Shares	+15.3K	+$2.1M	$7.1M
27	Farther Finance Advisors, LLC added	Shares	+4.0K	+$2.1M	$14.2M
28	WORLD EQUITY GROUP, INC. added	Shares	+18.1K	+$1.7M	$1.9M
29	HMV Wealth Advisors, LLC new	Shares	+18.4K	+$1.7M	$1.7M
30	ISTHMUS PARTNERS, LLC added	Shares	+4.8K	+$1.6M	$9.1M
31	Ballentine Partners, LLC new	Shares	+17.0K	+$1.5M	$1.5M
32	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+1.5K	+$1.5M	$10.9M
33	G&S Capital LLC trimmed	Shares	-1.4K	+$1.5M	$12.6M
34	XML Financial, LLC trimmed	Shares	-4.6K	+$1.5M	$14.1M
35	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+1.5K	+$1.4M	$10.1M
36	IRON Financial LLC trimmed	Shares	-1.6K	+$1.4M	$11.5M
37	Freedom Day Solutions, LLC trimmed	Shares	-1.2K	+$1.3M	$11.2M
38	TRUE BLUE FINANCIAL, LLC added	Shares	+3.5K	+$1.3M	$7.9M
39	Composition Wealth, LLC added	Shares	+10.6K	+$1.3M	$3.5M
40	Investors Research Corp trimmed	Shares	-3.9K	+$1.2M	$11.6M
41	CASCADE INVESTMENT GROUP, INC. trimmed	Shares	-200	+$1.2M	$9.1M
42	Summit Investment Advisory Services, LLC trimmed	Shares	-2.9K	+$1.1M	$10.5M
43	ECLECTIC ASSOCIATES INC /ADV trimmed	Shares	-7.0K	+$1.1M	$13.0M
44	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+1.8K	+$1.1M	$7.3M
45	Trinity Wealth Management, LLC added	Shares	+3.7K	+$1.1M	$6.2M
46	Apeiron RIA LLC added	Shares	+3.5K	+$1.1M	$6.0M
47	Tempus Wealth Planning, LLC trimmed	Shares	-964	+$1.0M	$8.7M
48	Balefire, LLC trimmed	Shares	-7.6K	+$951.3K	$12.0M
49	Brady Martz Wealth Solutions, LLC unchanged	Shares	0	+$892.4K	$6.9M
50	SENTINEL PENSION ADVISORS, LLC trimmed	Shares	-8.5K	+$861.2K	$12.4M

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