Filing Research | STATE STR SPDR DOW JONES IND Institutional Holdings

Snapshot holdings

50 / 503 loaded

#		Instrument	quantity
1	ARKANSAS FINANCIAL GROUP, INC.	Shares	213.4KSH	$111.5M
2	Berkshire Money Management, Inc.	Shares	204.3KSH	$106.7M
3	TCP Asset Management, LLC	Shares	111.7KSH	$58.4M
4	Heck Capital Advisors, LLC	Shares	109.7KSH	$57.4M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	66.3KSH	$34.0M
6	Shulman DeMeo Asset Management LLC	Shares	59.8KSH	$31.2M
7	SteelPeak Wealth, LLC	Shares	55.2KSH	$28.9M
8	GenWealth Group, Inc.	Shares	53.8KSH	$28.1M
9	MEITAV INVESTMENT HOUSE LTD	Shares	53.7KSH	$28.1M
10	Mine & Arao Wealth Creation & Management, LLC.	Shares	52.1KSH	$27.2M
11	Johnson Bixby & Associates, LLC	Shares	51.4KSH	$26.8M
12	Conservest Capital Advisors, Inc.	Shares	48.6KSH	$25.4M
13	J.W. COLE ADVISORS, INC.	Shares	48.3KSH	$25.2M
14	Clarity Wealth Advisors, LLC	Shares	45.3KSH	$23.7M
15	Better Way Financial, LLC	Shares	44.7KSH	$23.4M
16	StoryOne LLC	Shares	39.5KSH	$20.6M
17	Prospera Financial Services Inc	Shares	38.0KSH	$19.9M
18	Cornerstone Wealth Management, LLC	Shares	38.1KSH	$19.9M
19	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	37.4KSH	$19.6M
20	SMITHBRIDGE ASSET MANAGEMENT INC/DE	Shares	36.2KSH	$18.9M
21	Latko Wealth Management, Ltd.	Shares	34.1KSH	$17.8M
22	Vision Retirement, LLC	Shares	32.9KSH	$17.2M
23	MKT Advisors LLC	Shares	30.4KSH	$16.1M
24	Capital Management Associates, Inc	Shares	29.3KSH	$15.3M
25	Pettinga Financial Advisors LLC	Shares	26.7KSH	$14.0M
26	Encompass More Asset Management	Shares	26.6KSH	$13.9M
27	Amplius Wealth Advisors, LLC	Shares	25.9KSH	$13.6M
28	Benin Management CORP	Shares	24.9KSH	$13.0M
29	FOCUS Wealth Advisors, LLC	Shares	24.4KSH	$12.7M
30	JOHNSON INVESTMENT COUNSEL INC	Shares	23.9KSH	$12.5M
31	First Heartland Consultants, Inc.	Shares	22.9KSH	$12.0M
32	WASHINGTON CAPITAL MANAGEMENT, INC	Shares	21.5KSH	$11.2M
33	Kozak & Associates, Inc.	Shares	21.4KSH	$11.2M
34	Composition Wealth, LLC	Shares	20.6KSH	$10.8M
35	GHP Investment Advisors, Inc.	Shares	18.8KSH	$9.8M
36	Farther Finance Advisors, LLC	Shares	18.3KSH	$9.6M
37	WASHBURN CAPITAL MANAGEMENT, INC.	Shares	17.6KSH	$9.2M
38	Foster Group, Inc.	Shares	17.6KSH	$9.2M
39	Reyes Financial Architecture, Inc.	Shares	16.6KSH	$8.7M
40	D.A. DAVIDSON & CO.	Shares	16.6KSH	$8.7M
41	Echo45 Advisors LLC	Shares	16.3KSH	$8.5M
42	Sowell Financial Services LLC	Shares	16.3KSH	$8.5M
43	Merit Financial Group, LLC	Shares	16.0KSH	$8.4M
44	INDEPENDENT FINANCIAL GROUP, LLC	Shares	15.8KSH	$8.2M
45	Apollon Wealth Management, LLC	Shares	14.1KSH	$7.4M
46	Mechanics Bank Trust Department	Shares	13.8KSH	$7.2M
47	NWAM LLC	Shares	12.7KSH	$6.6M
48	Bay Rivers Group	Shares	12.3KSH	$6.4M
49	Brookstone Capital Management	Shares	12.2KSH	$6.4M
50	RFG Advisory, LLC	Shares	12.1KSH	$6.3M

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

50 / 510 loaded

#		Instrument
1	GenWealth Group, Inc. new	Shares	+53.8K	+$28.1M	$28.1M
2	Encompass More Asset Management new	Shares	+26.6K	+$13.9M	$13.9M
3	Berkshire Money Management, Inc. trimmed	Shares	-889	+$11.7M	$106.7M
4	Reyes Financial Architecture, Inc. new	Shares	+16.6K	+$8.7M	$8.7M
5	Heck Capital Advisors, LLC added	Shares	+4.4K	+$8.5M	$57.4M
6	TCP Asset Management, LLC added	Shares	+4.1K	+$8.5M	$58.4M
7	ARKANSAS FINANCIAL GROUP, INC. trimmed	Shares	-2.4K	+$8.1M	$111.5M
8	StoryOne LLC added	Shares	+39.5K	+$6.5M	$20.6M
9	JOHNSON INVESTMENT COUNSEL INC added	Shares	+9.9K	+$6.0M	$12.5M
10	LITTLEJOHN FINANCIAL SERVICES, INC. new	Shares	+11.0K	+$5.8M	$5.8M
11	Cornerstone Wealth Management, LLC added	Shares	+6.6K	+$5.3M	$19.9M
12	Composition Wealth, LLC added	Shares	+8.1K	+$5.0M	$10.8M
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+263	+$3.9M	$34.0M
14	Clarity Wealth Advisors, LLC added	Shares	+1.6K	+$3.4M	$23.7M
15	Shulman DeMeo Asset Management LLC trimmed	Shares	-307	+$3.4M	$31.2M
16	J.W. COLE ADVISORS, INC. added	Shares	+975	+$3.3M	$25.2M
17	MEITAV INVESTMENT HOUSE LTD added	Shares	+34	+$3.2M	$28.1M
18	Mine & Arao Wealth Creation & Management, LLC. trimmed	Shares	-9	+$3.1M	$27.2M
19	Johnson Bixby & Associates, LLC trimmed	Shares	-42	+$3.0M	$26.8M
20	Kozak & Associates, Inc. added	Shares	+4.3K	+$3.0M	$11.2M
21	Charles Schwab Trust Co new	Shares	+5.5K	+$2.9M	$2.9M
22	RFG Advisory, LLC added	Shares	+4.4K	+$2.8M	$6.3M
23	Conservest Capital Advisors, Inc. trimmed	Shares	-323	+$2.7M	$25.4M
24	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+725	+$2.6M	$19.6M
25	Prospera Financial Services Inc added	Shares	+387	+$2.4M	$19.9M
26	SMITHBRIDGE ASSET MANAGEMENT INC/DE added	Shares	+47	+$2.2M	$18.9M
27	Vision Retirement, LLC added	Shares	+348	+$2.1M	$17.2M
28	Capital Management Associates, Inc added	Shares	+253	+$1.8M	$15.3M
29	MKT Advisors LLC trimmed	Shares	-619	+$1.6M	$16.1M
30	Brookstone Capital Management added	Shares	+1.8K	+$1.6M	$6.4M
31	FOCUS Wealth Advisors, LLC added	Shares	+211	+$1.5M	$12.7M
32	Benin Management CORP trimmed	Shares	-10	+$1.5M	$13.0M
33	Pettinga Financial Advisors LLC trimmed	Shares	-287	+$1.5M	$14.0M
34	NWAM LLC added	Shares	+1.5K	+$1.4M	$6.6M
35	Farther Finance Advisors, LLC added	Shares	+798	+$1.4M	$9.6M
36	Amplius Wealth Advisors, LLC trimmed	Shares	-375	+$1.4M	$13.6M
37	WASHINGTON CAPITAL MANAGEMENT, INC unchanged	Shares	0	+$1.3M	$11.2M
38	Echo45 Advisors LLC added	Shares	+643	+$1.3M	$8.5M
39	GHP Investment Advisors, Inc. added	Shares	+162	+$1.2M	$9.8M
40	SOA Wealth Advisors, LLC. added	Shares	+2.2K	+$1.2M	$1.5M
41	Perennial Advisors, LLC new	Shares	+2.2K	+$1.2M	$1.2M
42	MISSION WEALTH MANAGEMENT, LP added	Shares	+1.6K	+$1.1M	$3.0M
43	Foster Group, Inc. unchanged	Shares	0	+$1.0M	$9.2M
44	Lynch Investment Planning, LLC added	Shares	+761	+$1.0M	$5.7M
45	Apollon Wealth Management, LLC added	Shares	+204	+$931.8K	$7.4M
46	Bay Rivers Group added	Shares	+98	+$773.7K	$6.4M
47	FIRST HORIZON CORP added	Shares	+121	+$707.9K	$5.8M
48	Clear Trail Advisors, LLC new	Shares	+1.4K	+$706.3K	$706.3K
49	IFG Advisors, LLC added	Shares	+11	+$703.7K	$6.2M
50	Sowell Financial Services LLC trimmed	Shares	-579	+$695.5K	$8.5M

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