Filing Research | SPDR SERIES TRUST Institutional Holdings

Snapshot holdings

50 / 75 loaded

#		Instrument	quantity
1	Bell Bank	Shares	362.0KSH	$36.0M
2	Marshall Financial Group, LLC	Shares	353.6KSH	$35.1M
3	CWA Asset Management Group, LLC	Shares	184.9KSH	$18.4M
4	DBK Financial Counsel, LLC	Shares	132.2KSH	$13.1M
5	Fortis Group Advisors, LLC	Shares	109.5KSH	$10.9M
6	NDWM LLC	Shares	98.2KSH	$9.8M
7	Farther Finance Advisors, LLC	Shares	71.5KSH	$7.1M
8	Procyon Advisors, LLC	Shares	64.8KSH	$6.4M
9	Total Clarity Wealth Management, Inc.	Shares	58.4KSH	$5.8M
10	INDEPENDENT FINANCIAL GROUP, LLC	Shares	53.4KSH	$5.3M
11	NEW WAVE WEALTH ADVISORS LLC	Shares	47.6KSH	$4.7M
12	Waldron Private Wealth LLC	Shares	46.6KSH	$4.6M
13	Wealthcare Advisory Partners LLC	Shares	45.1KSH	$4.5M
14	HM PAYSON & CO	Shares	43.3KSH	$4.3M
15	Hibernia Wealth Partners, LLC	Shares	42.9KSH	$4.3M
16	Pine Valley Investments Ltd Liability Co	Shares	40.8KSH	$4.1M
17	Onyx Bridge Wealth Group LLC	Shares	30.0KSH	$3.0M
18	GUIDANCE CAPITAL, INC	Shares	28.3KSH	$2.8M
19	Gradient Capital Advisors, LLC	Shares	26.3KSH	$2.6M
20	Traub Capital Management LLC	Shares	25.1KSH	$2.5M
21	CARY STREET PARTNERS FINANCIAL LLC	Shares	23.9KSH	$2.4M
22	Bright Futures Wealth Management, LLC.	Shares	19.0KSH	$1.9M
23	Blue Trust, Inc.	Shares	18.0KSH	$1.8M
24	Kohmann Bosshard Financial Services, LLC	Shares	15.3KSH	$1.5M
25	PARSONS CAPITAL MANAGEMENT INC/RI	Shares	14.4KSH	$1.4M
26	Prospera Financial Services Inc	Shares	14.2KSH	$1.4M
27	IAMS WEALTH MANAGEMENT, LLC	Shares	13.3KSH	$1.3M
28	BEACON FINANCIAL GROUP	Shares	12.7KSH	$1.3M
29	Austin Wealth Management, LLC	Shares	11.9KSH	$1.2M
30	Barnes Wealth Management Group, Inc	Shares	11.8KSH	$1.2M
31	FLAGSHIP HARBOR ADVISORS, LLC	Shares	11.8KSH	$1.2M
32	HIGHLINE WEALTH PARTNERS LLC	Shares	11.3KSH	$1.1M
33	LAUREL OAK WEALTH MANAGEMENT, LLC	Shares	10.9KSH	$1.1M
34	National Wealth Management Group, LLC	Shares	10.0KSH	$998.4K
35	SHEETS SMITH WEALTH MANAGEMENT	Shares	9.4KSH	$935.6K
36	Pacific Point Advisors, LLC	Shares	9.1KSH	$906.0K
37	TCFG Investment Advisors, LLC	Shares	8.6KSH	$852.7K
38	CoreCap Advisors, LLC	Shares	8.3KSH	$821.9K
39	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	Shares	8.1KSH	$801.4K
40	KPP Advisory Services LLC	Shares	8.0KSH	$797.0K
41	GK Wealth Management LLC	Shares	7.8KSH	$771.5K
42	RiverTree Advisors, LLC	Shares	6.1KSH	$606.2K
43	Ridgeline Wealth Planning, LLC	Shares	6.0KSH	$595.3K
44	Dynamic Advisor Solutions LLC	Shares	5.6KSH	$555.8K
45	Outbound Financial Inc	Shares	4.6KSH	$459.4K
46	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	4.5KSH	$447.2K
47	SteelPeak Wealth, LLC	Shares	4.3KSH	$429.6K
48	Sightline Wealth Advisors, LLC	Shares	4.0KSH	$400.0K
49	EverSource Wealth Advisors, LLC	Shares	4.0KSH	$399.4K
50	DAVENPORT & Co LLC	Shares	4.0KSH	$398.7K

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

50 / 79 loaded

#		Instrument
1	Fortis Group Advisors, LLC added	Shares	+46.3K	+$4.6M	$10.9M
2	GK Wealth Management LLC new	Shares	+7.8K	+$771.5K	$771.5K
3	LAUREL OAK WEALTH MANAGEMENT, LLC added	Shares	+5.6K	+$552.5K	$1.1M
4	SteelPeak Wealth, LLC new	Shares	+4.3K	+$429.6K	$429.6K
5	Gradient Capital Advisors, LLC added	Shares	+4.2K	+$420.2K	$2.6M
6	GUIDANCE CAPITAL, INC added	Shares	+3.0K	+$297.6K	$2.8M
7	KPP Advisory Services LLC added	Shares	+2.6K	+$253.2K	$797.0K
8	Prospera Financial Services Inc added	Shares	+2.5K	+$242.8K	$1.4M
9	National Wealth Management Group, LLC added	Shares	+2.4K	+$233.3K	$998.4K
10	Turning Point Benefit Group, Inc. new	Shares	+2.2K	+$221.9K	$221.9K
11	Bright Futures Wealth Management, LLC. added	Shares	+1.9K	+$192.7K	$1.9M
12	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+1.7K	+$169.9K	$1.2M
13	GAMMA Investing LLC added	Shares	+1.7K	+$166.1K	$309.5K
14	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+1.7K	+$163.1K	$5.3M
15	Blue Trust, Inc. added	Shares	+1.1K	+$109.4K	$1.8M
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.1K	+$106.6K	$447.2K
17	HAMILTON CAPITAL PARTNERS, LLC new	Shares	+1.0K	+$100.3K	$100.3K
18	DAVENPORT & Co LLC added	Shares	+961	+$95.3K	$398.7K
19	Barnes Wealth Management Group, Inc added	Shares	+694	+$68.3K	$1.2M
20	Traub Capital Management LLC added	Shares	+552	+$53.4K	$2.5M
21	Wealthcare Advisory Partners LLC added	Shares	+377	+$34.8K	$4.5M
22	Kings Path Partners LLC added	Shares	+283	+$28.6K	$324.0K
23	PARSONS CAPITAL MANAGEMENT INC/RI added	Shares	+220	+$21.0K	$1.4M
24	LifeSteps Financial, Inc. new	Shares	+200	+$19.9K	$19.9K
25	Trust Co new	Shares	+80	+$8.0K	$8.0K
26	ST GERMAIN D J CO INC added	Shares	+77	+$7.6K	$140.4K
27	CoreCap Advisors, LLC added	Shares	+75	+$7.0K	$821.9K
28	Sightline Wealth Advisors, LLC added	Shares	+36	+$3.3K	$400.0K
29	Triumph Capital Management new	Shares	+3	+$298	$298
30	Pflug Koory, LLC added	Shares	+2	+$222	$27.0K
31	Councilor Wealth, LLC added	Shares	+4	+$171	$249.7K
32	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+16	+$156	$2.4M
33	Cedar Mountain Advisors, LLC unchanged	Shares	0	-$1	$1.5K
34	1620 INVESTMENT ADVISORS, INC. unchanged	Shares	0	-$6	$9.9K
35	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	-$13	$21.5K
36	Holos Integrated Wealth LLC unchanged	Shares	0	-$21	$69.1K
37	Capital Advisors, Ltd. LLC trimmed	Shares	-691	-$69	$1.8K
38	Etesian Wealth Advisors, Inc. unchanged	Shares	0	-$122	$202.6K
39	Summit Investment Advisory Services, LLC unchanged	Shares	0	-$136	$225.2K
40	Hofer & Associates. Inc unchanged	Shares	0	-$152	$251.8K
41	STAPP WEALTH MANAGEMENT, PLLC unchanged	Shares	0	-$191	$316.0K
42	TCFG Investment Advisors, LLC unchanged	Shares	0	-$515	$852.7K
43	ARMSTRONG ADVISORY GROUP, INC trimmed	Shares	-36	-$3.6K	$15.2K
44	Ridgeline Wealth Planning, LLC trimmed	Shares	-162	-$16.5K	$595.3K
45	Onyx Bridge Wealth Group LLC trimmed	Shares	-411	-$42.7K	$3.0M
46	Opal Wealth Advisors, LLC exited	Shares	-625	-$62.1K	$0
47	Avior Wealth Management, LLC trimmed	Shares	-640	-$63.9K	$379.2K
48	Dynamic Advisor Solutions LLC trimmed	Shares	-675	-$67.5K	$555.8K
49	Waldron Private Wealth LLC trimmed	Shares	-677	-$70.0K	$4.6M
50	RFG Advisory, LLC trimmed	Shares	-799	-$79.7K	$381.6K

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