Filing Research | SPDR SERIES TRUST Institutional Holdings

Snapshot holdings

50 / 129 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	1.2MSH	$117.1M
2	First Pacific Financial	Shares	366.3KSH	$34.7M
3	CANANDAIGUA NATIONAL BANK & TRUST CO	Shares	354.7KSH	$33.6M
4	GHP Investment Advisors, Inc.	Shares	289.8KSH	$27.5M
5	Rodgers & Associates, LTD	Shares	220.1KSH	$20.9M
6	ERn Financial, LLC	Shares	171.1KSH	$16.2M
7	Marathon Mission, Inc.	Shares	125.4KSH	$11.9M
8	CARY STREET PARTNERS FINANCIAL LLC	Shares	113.1KSH	$10.7M
9	CAPITAL WEALTH MANAGEMENT, LLC	Shares	102.0KSH	$9.7M
10	MISSION WEALTH MANAGEMENT, LP	Shares	91.5KSH	$8.7M
11	JNBA Financial Advisors	Shares	86.0KSH	$8.2M
12	SAGE FINANCIAL GROUP INC	Shares	73.4KSH	$7.0M
13	Avior Wealth Management, LLC	Shares	73.0KSH	$6.9M
14	Diligent Investors, LLC	Shares	63.8KSH	$6.1M
15	Councilor Wealth, LLC	Shares	59.9KSH	$5.7M
16	RTD Financial Advisors, Inc.	Shares	52.6KSH	$5.0M
17	Wealthcare Advisory Partners LLC	Shares	46.2KSH	$4.4M
18	Montz Harcus Wealth Management LLC	Shares	42.6KSH	$4.0M
19	Marotta Asset Management	Shares	40.7KSH	$3.8M
20	Bill Few Associates, Inc.	Shares	35.9KSH	$3.4M
21	TITLEIST ASSET MANAGEMENT, LLC	Shares	33.8KSH	$3.2M
22	Ignite Planners, LLC	Shares	31.0KSH	$2.9M
23	Courage Miller Partners, LLC	Shares	30.8KSH	$2.9M
24	Shum Financial Group, Inc.	Shares	30.6KSH	$2.9M
25	Brookstone Capital Management	Shares	27.5KSH	$2.6M
26	Intrua Financial, LLC	Shares	26.8KSH	$2.5M
27	WALLER FINANCIAL PLANNING GROUP, INC	Shares	24.7KSH	$2.3M
28	COURIER CAPITAL LLC	Shares	23.4KSH	$2.2M
29	Capital Squared Financial LLC	Shares	21.5KSH	$2.0M
30	CWA Asset Management Group, LLC	Shares	20.5KSH	$1.9M
31	Financial Guidance Group, Inc.	Shares	20.3KSH	$1.9M
32	Prism Advisors, Inc.	Shares	20.1KSH	$1.9M
33	Farther Finance Advisors, LLC	Shares	20.0KSH	$1.9M
34	Cooke Wealth Management, LLC	Shares	19.8KSH	$1.9M
35	Accurate Wealth Management, LLC	Shares	19.8KSH	$1.9M
36	Merit Financial Group, LLC	Shares	18.9KSH	$1.8M
37	Cambridge Financial Group, LLC	Shares	18.7KSH	$1.8M
38	COLLECTIVE FAMILY OFFICE LLC	Shares	18.3KSH	$1.7M
39	HF Advisory Group, LLC	Shares	17.5KSH	$1.7M
40	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	Shares	17.3KSH	$1.6M
41	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	Shares	16.7KSH	$1.6M
42	Berman McAleer LLC	Shares	15.4KSH	$1.5M
43	Omega Financial Group, LLC	Shares	14.9KSH	$1.4M
44	Friday Financial	Shares	13.9KSH	$1.3M
45	Walsh & Associates, LLC	Shares	13.5KSH	$1.3M
46	Fiduciary Alliance LLC	Shares	12.9KSH	$1.2M
47	Cape Investment Advisory, Inc.	Shares	12.1KSH	$1.1M
48	Portside Wealth Group, LLC	Shares	11.7KSH	$1.1M
49	Brady Martz Wealth Solutions, LLC	Shares	11.6KSH	$1.1M
50	Lewis Asset Management, LLC	Shares	11.6KSH	$1.1M

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

50 / 137 loaded

#		Instrument
1	MISSION WEALTH MANAGEMENT, LP added	Shares	+87.7K	+$8.4M	$8.7M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-40.6K	+$7.0M	$117.1M
3	First Pacific Financial trimmed	Shares	-762	+$3.5M	$34.7M
4	GHP Investment Advisors, Inc. added	Shares	+4.7K	+$3.2M	$27.5M
5	Rodgers & Associates, LTD added	Shares	+1.2K	+$2.2M	$20.9M
6	ERn Financial, LLC added	Shares	+1.7K	+$1.8M	$16.2M
7	Marathon Mission, Inc. added	Shares	+2.4K	+$1.4M	$11.9M
8	CAPITAL WEALTH MANAGEMENT, LLC added	Shares	+4.4K	+$1.4M	$9.7M
9	CARY STREET PARTNERS FINANCIAL LLC trimmed	Shares	-616	+$1.0M	$10.7M
10	Friday Financial added	Shares	+7.9K	+$789.9K	$1.3M
11	Mosley Wealth Management new	Shares	+7.8K	+$740.2K	$740.2K
12	SAGE FINANCIAL GROUP INC added	Shares	+72	+$718.1K	$7.0M
13	Avior Wealth Management, LLC trimmed	Shares	-159	+$694.9K	$6.9M
14	Wealthcare Advisory Partners LLC added	Shares	+2.4K	+$652.8K	$4.4M
15	Farther Finance Advisors, LLC added	Shares	+5.2K	+$629.1K	$1.9M
16	JNBA Financial Advisors trimmed	Shares	-2.6K	+$611.4K	$8.2M
17	Diligent Investors, LLC trimmed	Shares	-642	+$564.5K	$6.1M
18	RTD Financial Advisors, Inc. unchanged	Shares	0	+$510.7K	$5.0M
19	TITLEIST ASSET MANAGEMENT, LLC added	Shares	+1.7K	+$477.2K	$3.2M
20	Shum Financial Group, Inc. added	Shares	+1.4K	+$412.8K	$2.9M
21	CULTIVAR CAPITAL, INC. added	Shares	+3.7K	+$410.0K	$911.5K
22	Bill Few Associates, Inc. added	Shares	+596	+$398.7K	$3.4M
23	Ignite Planners, LLC added	Shares	+893	+$385.5K	$2.9M
24	Councilor Wealth, LLC trimmed	Shares	-2.9K	+$337.6K	$5.7M
25	Walsh & Associates, LLC added	Shares	+2.0K	+$303.5K	$1.3M
26	Courage Miller Partners, LLC trimmed	Shares	-89	+$291.6K	$2.9M
27	Rockwood Wealth Management, LLC new	Shares	+2.9K	+$275.2K	$275.2K
28	Portside Wealth Group, LLC added	Shares	+1.8K	+$268.6K	$1.1M
29	Brookstone Capital Management trimmed	Shares	-44	+$262.9K	$2.6M
30	COURIER CAPITAL LLC added	Shares	+266	+$249.9K	$2.2M
31	McNaughton Wealth Management, LLC new	Shares	+2.3K	+$220.3K	$220.3K
32	Embree Financial Group new	Shares	+2.3K	+$214.4K	$214.4K
33	Intrua Financial, LLC trimmed	Shares	-617	+$207.8K	$2.5M
34	4WEALTH ADVISORS, INC. new	Shares	+2.2K	+$205.5K	$205.5K
35	Montz Harcus Wealth Management LLC trimmed	Shares	-2.5K	+$198.2K	$4.0M
36	Financial Guidance Group, Inc. added	Shares	+3	+$196.9K	$1.9M
37	Cooke Wealth Management, LLC trimmed	Shares	-2	+$191.7K	$1.9M
38	Prism Advisors, Inc. trimmed	Shares	-130	+$183.5K	$1.9M
39	COLLECTIVE FAMILY OFFICE LLC trimmed	Shares	-16	+$176.4K	$1.7M
40	HF Advisory Group, LLC added	Shares	+59	+$175.0K	$1.7M
41	ACORN FINANCIAL ADVISORY SERVICES INC /ADV unchanged	Shares	0	+$167.6K	$1.6M
42	Accurate Wealth Management, LLC added	Shares	+602	+$164.1K	$1.9M
43	Capital Squared Financial LLC trimmed	Shares	-620	+$155.8K	$2.0M
44	Berman McAleer LLC unchanged	Shares	0	+$148.9K	$1.5M
45	Cambridge Financial Group, LLC trimmed	Shares	-465	+$141.6K	$1.8M
46	QRG CAPITAL MANAGEMENT, INC. added	Shares	+897	+$140.7K	$629.4K
47	CARY STREET PARTNERS INVESTMENT ADVISORY LLC trimmed	Shares	-289	+$137.0K	$1.6M
48	Omega Financial Group, LLC trimmed	Shares	-198	+$127.7K	$1.4M
49	CWA Asset Management Group, LLC trimmed	Shares	-870	+$125.2K	$1.9M
50	Cape Investment Advisory, Inc. added	Shares	+45	+$121.4K	$1.1M

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