Filing Research | SPDR INDEX SHS FDS Institutional Holdings

Snapshot holdings

45 / 45 loaded

#		Instrument	quantity
1	SimpliFi, Inc.	Shares	247.9KSH	$23.8M
2	KWB Wealth	Shares	156.9KSH	$15.1M
3	Financial Guidance Group, Inc.	Shares	151.6KSH	$14.6M
4	ARQ WEALTH ADVISORS, LLC	Shares	149.0KSH	$14.5M
5	Dynamic Advisor Solutions LLC	Shares	143.1KSH	$13.7M
6	FIRST HAWAIIAN BANK	Shares	136.1KSH	$13.1M
7	Financial Enhancement Group LLC	Shares	134.6KSH	$12.9M
8	Evergreen Private Wealth LLC	Shares	109.8KSH	$10.7M
9	Eagle Strategies LLC	Shares	87.5KSH	$8.4M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	75.8KSH	$7.4M
11	Hobart Private Capital, LLC	Shares	52.8KSH	$5.1M
12	1620 INVESTMENT ADVISORS, INC.	Shares	43.7KSH	$4.2M
13	Johnson & White Wealth Management, LLC	Shares	41.5KSH	$4.0M
14	21 West Wealth Management LLC	Shares	26.3KSH	$2.5M
15	Warren Street Wealth Advisors, LLC	Shares	22.2KSH	$2.1M
16	Wealthcare Advisory Partners LLC	Shares	20.8KSH	$2.0M
17	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	19.0KSH	$1.8M
18	Stanich Group LLC	Shares	19.0KSH	$1.8M
19	Golden State Wealth Management, LLC	Shares	16.0KSH	$1.5M
20	IFP Advisors, Inc	Shares	15.5KSH	$1.5M
21	Cornerstone Wealth Management, LLC	Shares	15.0KSH	$1.4M
22	Farther Finance Advisors, LLC	Shares	14.3KSH	$1.4M
23	B. Riley Wealth Advisors, Inc.	Shares	12.0KSH	$1.2M
24	PFG Advisors	Shares	8.3KSH	$797.7K
25	Sowell Financial Services LLC	Shares	5.8KSH	$559.3K
26	RED REEF ADVISORS LLC	Shares	5.1KSH	$485.9K
27	WADDELL & ASSOCIATES, LLC	Shares	4.4KSH	$421.9K
28	Orgel Wealth Management, LLC	Shares	3.7KSH	$357.8K
29	Envestnet Portfolio Solutions, Inc.	Shares	2.8KSH	$268.1K
30	IRON Financial LLC	Shares	2.4KSH	$229.7K
31	FLAGSHIP HARBOR ADVISORS, LLC	Shares	2.2KSH	$207.0K
32	Princeton Global Asset Management LLC	Shares	2.0KSH	$194.4K
33	AdvisorNet Financial, Inc	Shares	698SH	$67.0K
34	Cape Investment Advisory, Inc.	Shares	654SH	$62.8K
35	LANARK FINANCIAL, INC.	Shares	597SH	$57.4K
36	CoreCap Advisors, LLC	Shares	497SH	$47.7K
37	Crewe Advisors LLC	Shares	446SH	$42.8K
38	SALEM INVESTMENT COUNSELORS INC	Shares	426SH	$40.9K
39	CX Institutional	Shares	219.1KSH	$21.0K
40	Spire Wealth Management	Shares	61SH	$5.9K
41	HALBERT HARGROVE GLOBAL ADVISORS, LLC	Shares	29SH	$2.8K
42	Financial Management Professionals, Inc.	Shares	26SH	$2.5K
43	PARK AVENUE SECURITIES LLC	Shares	15.8KSH	$1.5K
44	Capital Advisors, Ltd. LLC	Shares	14.6KSH	$1.4K
45	Capital Investment Advisory Services, LLC	Shares	10SH	$960

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

48 / 48 loaded

#		Instrument
1	Dynamic Advisor Solutions LLC added	Shares	+14.6K	+$1.8M	$13.7M
2	ARQ WEALTH ADVISORS, LLC added	Shares	+11.8K	+$1.7M	$14.5M
3	SimpliFi, Inc. added	Shares	+3.6K	+$1.0M	$23.8M
4	Financial Guidance Group, Inc. added	Shares	+3.5K	+$742.3K	$14.6M
5	KWB Wealth trimmed	Shares	-3.6K	+$508.9K	$15.1M
6	Evergreen Private Wealth LLC added	Shares	+743	+$482.6K	$10.7M
7	Stanich Group LLC added	Shares	+3.2K	+$347.4K	$1.8M
8	Golden State Wealth Management, LLC added	Shares	+1.7K	+$204.4K	$1.5M
9	FIRST HAWAIIAN BANK trimmed	Shares	-1.9K	+$199.7K	$13.1M
10	1620 INVESTMENT ADVISORS, INC. added	Shares	+221	+$140.6K	$4.2M
11	Cornerstone Wealth Management, LLC added	Shares	+1.1K	+$139.9K	$1.4M
12	Warren Street Wealth Advisors, LLC added	Shares	+453	+$103.1K	$2.1M
13	B. Riley Wealth Advisors, Inc. added	Shares	+199	+$77.6K	$1.2M
14	Johnson & White Wealth Management, LLC trimmed	Shares	-474	+$69.7K	$4.0M
15	Cape Investment Advisory, Inc. new	Shares	+654	+$62.8K	$62.8K
16	21 West Wealth Management LLC trimmed	Shares	-188	+$54.8K	$2.5M
17	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC unchanged	Shares	0	+$52.1K	$1.8M
18	Crewe Advisors LLC new	Shares	+446	+$42.8K	$42.8K
19	Orgel Wealth Management, LLC added	Shares	+211	+$29.9K	$357.8K
20	RED REEF ADVISORS LLC added	Shares	+77	+$21.1K	$485.9K
21	Envestnet Portfolio Solutions, Inc. added	Shares	+84	+$15.5K	$268.1K
22	WADDELL & ASSOCIATES, LLC unchanged	Shares	0	+$12.1K	$421.9K
23	IFP Advisors, Inc trimmed	Shares	-347	+$10.1K	$1.5M
24	IRON Financial LLC added	Shares	+29	+$9.3K	$229.7K
25	Farther Finance Advisors, LLC trimmed	Shares	-168	+$6.4K	$1.4M
26	Princeton Global Asset Management LLC unchanged	Shares	0	+$5.6K	$194.4K
27	Financial Management Professionals, Inc. new	Shares	+26	+$2.5K	$2.5K
28	AdvisorNet Financial, Inc unchanged	Shares	0	+$1.9K	$67.0K
29	PARK AVENUE SECURITIES LLC new	Shares	+15.8K	+$1.5K	$1.5K
30	CoreCap Advisors, LLC unchanged	Shares	0	+$1.4K	$47.7K
31	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$1.2K	$40.9K
32	HALBERT HARGROVE GLOBAL ADVISORS, LLC added	Shares	+2	+$270	$2.8K
33	Capital Advisors, Ltd. LLC added	Shares	+175	+$56	$1.4K
34	Capital Investment Advisory Services, LLC unchanged	Shares	0	+$27	$960
35	TopTier Wealth Management, LLC exited	Shares	-5	-$466	$0
36	Spire Wealth Management trimmed	Shares	-61	-$5.5K	$5.9K
37	CX Institutional trimmed	Shares	-102.3K	-$8.9K	$21.0K
38	LANARK FINANCIAL, INC. trimmed	Shares	-132	-$10.6K	$57.4K
39	Sowell Financial Services LLC trimmed	Shares	-521	-$32.6K	$559.3K
40	Sound Income Strategies, LLC exited	Shares	-364	-$34.4K	$0
41	Eagle Strategies LLC trimmed	Shares	-3.0K	-$41.4K	$8.4M
42	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-3.3K	-$102.9K	$7.4M
43	FLAGSHIP HARBOR ADVISORS, LLC trimmed	Shares	-2.0K	-$179.8K	$207.0K
44	First Heartland Consultants, Inc. exited	Shares	-2.8K	-$261.9K	$0
45	Wealthcare Advisory Partners LLC trimmed	Shares	-3.7K	-$285.6K	$2.0M
46	Financial Enhancement Group LLC trimmed	Shares	-1.2K	-$395.6K	$12.9M
47	PFG Advisors trimmed	Shares	-5.0K	-$444.1K	$797.7K
48	Hobart Private Capital, LLC trimmed	Shares	-75.6K	-$6.9M	$5.1M