Filing Research | SPDR SERIES TRUST Institutional Holdings

Snapshot holdings

41 / 41 loaded

#		Instrument	quantity
1	ROCKLAND TRUST CO	Shares	2.0MSH	$45.5M
2	Envestnet Portfolio Solutions, Inc.	Shares	823.0KSH	$18.4M
3	Econ Financial Services Corp	Shares	525.5KSH	$11.8M
4	PFG Advisors	Shares	484.7KSH	$10.9M
5	White & Co Financial Planning Inc	Shares	422.0KSH	$9.5M
6	Mirae Asset Global Investments Co., Ltd.	Shares	379.0KSH	$8.5M
7	Roan Capital Partners	Shares	175.8KSH	$3.9M
8	Aspire Private Capital, LLC	Shares	166.7KSH	$3.7M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	128.8KSH	$2.8M
10	CARY STREET PARTNERS FINANCIAL LLC	Shares	121.2KSH	$2.7M
11	Raleigh Capital Management Inc.	Shares	102.2KSH	$2.3M
12	IFP Advisors, Inc	Shares	70.3KSH	$1.6M
13	J.W. COLE ADVISORS, INC.	Shares	66.4KSH	$1.5M
14	NOVEM GROUP	Shares	64.8KSH	$1.5M
15	Prospera Financial Services Inc	Shares	52.0KSH	$1.2M
16	TRUEFG, LLC	Shares	52.0KSH	$1.2M
17	Boltwood Capital Management	Shares	44.9KSH	$1.0M
18	Midwest Financial Network, LLC	Shares	37.6KSH	$842.7K
19	Legacy Wealth Partners, LLC	Shares	30.0KSH	$672.3K
20	Sharkey, Howes & Javer	Shares	29.5KSH	$660.2K
21	LOCKERMAN FINANCIAL GROUP, INC.	Shares	26.8KSH	$599.9K
22	Global Financial Private Client, LLC	Shares	19.4KSH	$434.4K
23	Entelevest, LLC	Shares	16.4KSH	$366.3K
24	HF Advisory Group, LLC	Shares	15.4KSH	$345.4K
25	FIFTH THIRD SECURITIES, INC.	Shares	14.5KSH	$325.7K
26	LifeGoal Investments, LLC	Shares	11.7KSH	$261.0K
27	Hibernia Wealth Partners, LLC	Shares	10.3KSH	$230.7K
28	Balefire, LLC	Shares	10.0KSH	$223.6K
29	Decker Retirement Planning Inc.	Shares	9.0KSH	$202.5K
30	Farther Finance Advisors, LLC	Shares	8.2KSH	$183.5K
31	CoreCap Advisors, LLC	Shares	7.4KSH	$166.1K
32	SBI Securities Co., Ltd.	Shares	4.8KSH	$108.2K
33	Triumph Capital Management	Shares	3.9KSH	$87.7K
34	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	1.8KSH	$40.8K
35	AdvisorNet Financial, Inc	Shares	1.0KSH	$22.4K
36	PARK AVENUE SECURITIES LLC	Shares	389.9KSH	$8.7K
37	EVOLUTION WEALTH MANAGEMENT INC.	Shares	147SH	$3.3K
38	EASTERN BANK	Shares	95SH	$2.1K
39	Quest 10 Wealth Builders, Inc.	Shares	15SH	$336
40	Darwin Wealth Management, LLC	Shares	8SH	$179
41	HORIZON FINANCIAL SERVICES, LLC	Shares	0SH	$0

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

45 / 45 loaded

#		Instrument
1	Econ Financial Services Corp added	Shares	+285.0K	+$6.4M	$11.8M
2	Envestnet Portfolio Solutions, Inc. added	Shares	+223.6K	+$5.1M	$18.4M
3	ROCKLAND TRUST CO added	Shares	+90.2K	+$2.4M	$45.5M
4	PFG Advisors added	Shares	+56.6K	+$1.3M	$10.9M
5	White & Co Financial Planning Inc added	Shares	+50.6K	+$1.2M	$9.5M
6	Mirae Asset Global Investments Co., Ltd. added	Shares	+44.0K	+$1.0M	$8.5M
7	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+13.9K	+$330.5K	$2.7M
8	Roan Capital Partners added	Shares	+11.5K	+$287.1K	$3.9M
9	Hibernia Wealth Partners, LLC new	Shares	+10.3K	+$230.7K	$230.7K
10	Midwest Financial Network, LLC added	Shares	+8.6K	+$198.2K	$842.7K
11	Aspire Private Capital, LLC added	Shares	+5.4K	+$150.3K	$3.7M
12	Raleigh Capital Management Inc. added	Shares	+4.7K	+$122.7K	$2.3M
13	LOCKERMAN FINANCIAL GROUP, INC. added	Shares	+5.0K	+$115.1K	$599.9K
14	Legacy Wealth Partners, LLC added	Shares	+4.0K	+$95.4K	$672.3K
15	NOVEM GROUP added	Shares	+2.3K	+$62.9K	$1.5M
16	TRUEFG, LLC added	Shares	+1.6K	+$45.0K	$1.2M
17	HF Advisory Group, LLC added	Shares	+982	+$24.6K	$345.4K
18	Triumph Capital Management added	Shares	+942	+$21.6K	$87.7K
19	Prospera Financial Services Inc added	Shares	+404	+$18.3K	$1.2M
20	Farther Finance Advisors, LLC added	Shares	+421	+$11.3K	$183.5K
21	Decker Retirement Planning Inc. added	Shares	+397	+$10.5K	$202.5K
22	Boltwood Capital Management trimmed	Shares	-150	+$4.7K	$1.0M
23	PARK AVENUE SECURITIES LLC added	Shares	+153.6K	+$3.5K	$8.7K
24	EVOLUTION WEALTH MANAGEMENT INC. new	Shares	+147	+$3.3K	$3.3K
25	SBI Securities Co., Ltd. added	Shares	+90	+$2.9K	$108.2K
26	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+8	+$293	$40.8K
27	AdvisorNet Financial, Inc unchanged	Shares	0	+$180	$22.4K
28	EASTERN BANK unchanged	Shares	0	+$17	$2.1K
29	Darwin Wealth Management, LLC unchanged	Shares	0	+$2	$179
30	HORIZON FINANCIAL SERVICES, LLC unchanged	Shares	0	$0	$0
31	Quest 10 Wealth Builders, Inc. trimmed	Shares	-35	-$775	$336
32	LifeGoal Investments, LLC trimmed	Shares	-289	-$3.6K	$261.0K
33	CoreCap Advisors, LLC trimmed	Shares	-250	-$4.2K	$166.1K
34	Global Financial Private Client, LLC trimmed	Shares	-750	-$13.2K	$434.4K
35	Blue Trust, Inc. exited	Shares	-792	-$17.6K	$0
36	Entelevest, LLC trimmed	Shares	-1.4K	-$29.3K	$366.3K
37	Balefire, LLC trimmed	Shares	-1.7K	-$35.8K	$223.6K
38	IFP Advisors, Inc trimmed	Shares	-2.6K	-$44.8K	$1.6M
39	Sound Income Strategies, LLC exited	Shares	-3.5K	-$78.0K	$0
40	J.W. COLE ADVISORS, INC. trimmed	Shares	-7.3K	-$151.3K	$1.5M
41	RFG Advisory, LLC exited	Shares	-26.9K	-$596.8K	$0
42	Sharkey, Howes & Javer trimmed	Shares	-36.0K	-$794.0K	$660.2K
43	MILESTONE ASSET MANAGEMENT, LLC exited	Shares	-36.6K	-$813.0K	$0
44	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-40.6K	-$962.1K	$2.8M
45	FIFTH THIRD SECURITIES, INC. trimmed	Shares	-171.4K	-$3.8M	$325.7K