Filing Research | SPDR SERIES TRUST Institutional Holdings

Snapshot holdings

50 / 75 loaded

#		Instrument	quantity
1	Vanderbilt University	Shares	730.1KSH	$112.6M
2	Bank Pictet & Cie (Europe) AG	Shares	86.9KSH	$13.4M
3	CREDIT INDUSTRIEL ET COMMERCIAL	PUT	80.0KSH	$12.3M
4	Corecam Pte. Ltd.	Shares	54.9KSH	$8.5M
5	FOURPATH CAPITAL MANAGEMENT, LLC	Shares	53.7KSH	$8.3M
6	Skylands Capital, LLC	Shares	43.9KSH	$6.8M
7	STAPP WEALTH MANAGEMENT, PLLC	Shares	23.4KSH	$3.6M
8	Corecam AG	Shares	23.3KSH	$3.6M
9	ONE PLUS ONE WEALTH MANAGEMENT, LLC	Shares	18.4KSH	$2.8M
10	Brookstone Capital Management	Shares	18.4KSH	$2.8M
11	ARS Investment Partners, LLC	Shares	17.7KSH	$2.7M
12	ACIMA PRIVATE WEALTH, LLC	Shares	17.3KSH	$2.7M
13	Mirae Asset Global Investments Co., Ltd.	Shares	16.4KSH	$2.5M
14	HERITAGE OAK WEALTH ADVISORS LLC	Shares	11.8KSH	$1.8M
15	Pettinga Financial Advisors LLC	Shares	10.3KSH	$1.6M
16	Y-Intercept (Hong Kong) Ltd	Shares	8.3KSH	$1.3M
17	Gainplan LLC	Shares	8.0KSH	$1.2M
18	E&G Advisors, LLC	Shares	7.5KSH	$1.2M
19	ACCESS FINANCIAL SERVICES, INC.	Shares	7.1KSH	$1.1M
20	Aaron Wealth Advisors LLC	Shares	6.6KSH	$1.0M
21	INDEPENDENT FINANCIAL GROUP, LLC	Shares	6.0KSH	$929.3K
22	Rockingstone Advisors LLC	Shares	5.9KSH	$905.5K
23	TrustWell Financial Advisors, LLC	Shares	5.6KSH	$861.2K
24	MERIDIAN INVESTMENT COUNSEL INC.	Shares	5.4KSH	$826.1K
25	LAUREL OAK WEALTH MANAGEMENT, LLC	Shares	5.2KSH	$803.8K
26	Cordoba Advisory Partners LLC	Shares	5.2KSH	$798.0K
27	Koa Wealth Management, LLC	Shares	5.1KSH	$791.5K
28	EHRLICH FINANCIAL GROUP	Shares	4.4KSH	$675.5K
29	SHELTON WEALTH MANAGEMENT, LLC	Shares	3.9KSH	$605.0K
30	ANCHYRA PARTNERS LLC	Shares	3.6KSH	$557.6K
31	Waldron Private Wealth LLC	Shares	3.2KSH	$500.9K
32	CREDIT INDUSTRIEL ET COMMERCIAL	Shares	3.1KSH	$477.9K
33	Key Client Fiduciary Advisors, LLC	Shares	2.5KSH	$382.6K
34	Avondale Wealth Management	Shares	2.5KSH	$379.9K
35	Apollon Wealth Management, LLC	Shares	2.4KSH	$374.0K
36	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	2.3KSH	$367.5K
37	Cardinal Point Capital Management ULC	Shares	2.2KSH	$343.0K
38	Cornerstone Wealth Management, LLC	Shares	2.2KSH	$334.5K
39	Cresta Advisors, Ltd.	Shares	2.1KSH	$323.9K
40	CLIENT 1ST ADVISORY GROUP, LLC	Shares	2.0KSH	$309.9K
41	SALEM INVESTMENT COUNSELORS INC	Shares	1.8KSH	$284.6K
42	FIDUCIARY FINANCIAL GROUP, LLC	Shares	1.8KSH	$279.7K
43	REBALANCE, LLC	Shares	1.8KSH	$278.3K
44	Security National Bank	Shares	1.7KSH	$264.9K
45	SeaBridge Investment Advisors LLC	Shares	1.6KSH	$244.7K
46	TruNorth Capital Management, LLC	Shares	1.3KSH	$200.5K
47	Farther Finance Advisors, LLC	Shares	1.2KSH	$186.3K
48	AdvisorNet Financial, Inc	Shares	1.1KSH	$176.5K
49	EverSource Wealth Advisors, LLC	Shares	1.1KSH	$165.8K
50	Kings Path Partners LLC	Shares	1.0KSH	$158.9K

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

50 / 96 loaded

#		Instrument
1	Vanderbilt University added	Shares	+422.1K	+$56.6M	$112.6M
2	FOURPATH CAPITAL MANAGEMENT, LLC new	Shares	+53.7K	+$8.3M	$8.3M
3	Corecam Pte. Ltd. added	Shares	+51.4K	+$7.8M	$8.5M
4	Corecam AG new	Shares	+23.3K	+$3.6M	$3.6M
5	Y-Intercept (Hong Kong) Ltd new	Shares	+8.3K	+$1.3M	$1.3M
6	Brookstone Capital Management added	Shares	+9.0K	+$1.1M	$2.8M
7	Aaron Wealth Advisors LLC new	Shares	+6.6K	+$1.0M	$1.0M
8	Koa Wealth Management, LLC new	Shares	+5.1K	+$791.5K	$791.5K
9	EHRLICH FINANCIAL GROUP new	Shares	+4.4K	+$675.5K	$675.5K
10	Avondale Wealth Management new	Shares	+2.5K	+$379.9K	$379.9K
11	REBALANCE, LLC new	Shares	+1.8K	+$278.3K	$278.3K
12	Security National Bank new	Shares	+1.7K	+$264.9K	$264.9K
13	EverSource Wealth Advisors, LLC added	Shares	+1.0K	+$152.4K	$165.8K
14	Kings Path Partners LLC unchanged	Shares	0	+$28.8K	$158.9K
15	ANCHYRA PARTNERS LLC added	Shares	+700	+$27.6K	$557.6K
16	TrustWell Financial Advisors, LLC added	Shares	+994	+$26.8K	$861.2K
17	CLIENT 1ST ADVISORY GROUP, LLC added	Shares	+440	+$24.6K	$309.9K
18	Farther Finance Advisors, LLC added	Shares	+271	+$22.4K	$186.3K
19	PARK AVENUE SECURITIES LLC new	Shares	+1.8K	+$284	$284
20	Ulland Investment Advisors, LLC unchanged	Shares	0	-$1	$4
21	CX Institutional trimmed	Shares	-47	-$15	$34
22	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	-$28	$154
23	Harbor Asset Planning, Inc. unchanged	Shares	0	-$112	$642
24	APPLETON PARTNERS INC/MA trimmed	Shares	-85	-$231	$1.2K
25	Quest 10 Wealth Builders, Inc. unchanged	Shares	0	-$386	$2.2K
26	Networth Advisors, LLC unchanged	Shares	0	-$832	$4.8K
27	HHM Wealth Advisors, LLC unchanged	Shares	0	-$854	$4.8K
28	GoalVest Advisory LLC unchanged	Shares	0	-$855	$4.8K
29	Strategic Investment Solutions, Inc. /IL unchanged	Shares	0	-$1.4K	$7.7K
30	Spire Wealth Management unchanged	Shares	0	-$2.3K	$12.8K
31	Atlantic Edge Private Wealth Management, LLC unchanged	Shares	0	-$2.8K	$15.4K
32	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-1	-$3.0K	$20.8K
33	Crews Bank & Trust unchanged	Shares	0	-$3.3K	$18.4K
34	BEACON INVESTMENT ADVISORY SERVICES, INC. unchanged	Shares	0	-$3.4K	$19.3K
35	CoreCap Advisors, LLC exited	Shares	-23	-$4.3K	$0
36	Abound Wealth Management unchanged	Shares	0	-$5.5K	$30.9K
37	IFP Advisors, Inc added	Shares	+14	-$5.8K	$46.6K
38	Capital Investment Advisory Services, LLC unchanged	Shares	0	-$6.7K	$37.6K
39	Founders Capital Management unchanged	Shares	0	-$6.9K	$38.9K
40	Sound Income Strategies, LLC exited	Shares	-74	-$12.9K	$0
41	Oakworth Capital, Inc. trimmed	Shares	-38	-$13.2K	$35.3K
42	SIGNATUREFD, LLC unchanged	Shares	0	-$19.7K	$110.0K
43	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	-$22.1K	$123.4K
44	CREDIT INDUSTRIEL ET COMMERCIAL added	Shares	+317	-$27.8K	$477.9K
45	Global Wealth Strategies & Associates exited	Shares	-160	-$29.1K	$0
46	AdvisorNet Financial, Inc unchanged	Shares	0	-$31.5K	$176.5K
47	LANARK FINANCIAL, INC. trimmed	Shares	-147	-$32.3K	$30.8K
48	TruNorth Capital Management, LLC unchanged	Shares	0	-$35.8K	$200.5K
49	HIGHLINE WEALTH PARTNERS LLC exited	Shares	-200	-$36.4K	$0
50	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+7	-$43.1K	$367.5K

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