Filing Research | SPDR SERIES TRUST Institutional Holdings

Snapshot holdings

31 / 31 loaded

#		Instrument	quantity
1	FACTORY MUTUAL INSURANCE CO	Shares	311.9KSH	$19.0M
2	CUMBERLAND ADVISORS INC	Shares	123.1KSH	$7.5M
3	Triangle Securities Wealth Management	Shares	75.1KSH	$4.6M
4	TCP Asset Management, LLC	Shares	43.6KSH	$2.7M
5	Spire Wealth Management	Shares	19.8KSH	$1.2M
6	TOTH FINANCIAL ADVISORY CORP	Shares	15.9KSH	$969.6K
7	Vertex Investment Solutions Co., Ltd.	Shares	12.0KSH	$734.2K
8	FIFTH THIRD SECURITIES, INC.	Shares	7.7KSH	$467.5K
9	NWAM LLC	Shares	7.5KSH	$459.2K
10	Y-Intercept (Hong Kong) Ltd	Shares	7.1KSH	$431.4K
11	Avior Wealth Management, LLC	Shares	6.4KSH	$388.9K
12	First Heartland Consultants, Inc.	Shares	5.7KSH	$349.8K
13	CARY STREET PARTNERS FINANCIAL LLC	Shares	5.6KSH	$340.3K
14	PFG Investments, LLC	Shares	5.1KSH	$311.6K
15	Segment Wealth Management, LLC	Shares	4.5KSH	$272.0K
16	CoreCap Advisors, LLC	Shares	3.4KSH	$208.3K
17	EASTERN BANK	Shares	2.1KSH	$126.6K
18	Crews Bank & Trust	Shares	1.5KSH	$92.1K
19	AdvisorNet Financial, Inc	Shares	1.1KSH	$68.5K
20	Nova Wealth Management, Inc.	Shares	888SH	$54.2K
21	IFP Advisors, Inc	Shares	567SH	$34.6K
22	Farther Finance Advisors, LLC	Shares	540SH	$32.9K
23	Main Street Group, LTD	Shares	310SH	$18.9K
24	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	258SH	$15.7K
25	LANARK FINANCIAL, INC.	Shares	200SH	$12.2K
26	Rosenberg Matthew Hamilton	Shares	163SH	$9.9K
27	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	89SH	$5.6K
28	HARBOR INVESTMENT ADVISORY, LLC	Shares	43SH	$2.6K
29	Central Pacific Bank - Trust Division	Shares	24SH	$1.5K
30	Abound Wealth Management	Shares	12SH	$732
31	DHJJ Financial Advisors, Ltd.	Shares	6SH	$366

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

36 / 36 loaded

#		Instrument
1	FACTORY MUTUAL INSURANCE CO trimmed	Shares	-2.7K	+$1.7M	$19.0M
2	CUMBERLAND ADVISORS INC added	Shares	+460	+$762.9K	$7.5M
3	NWAM LLC new	Shares	+7.5K	+$459.2K	$459.2K
4	Vertex Investment Solutions Co., Ltd. added	Shares	+6.7K	+$444.3K	$734.2K
5	Y-Intercept (Hong Kong) Ltd new	Shares	+7.1K	+$431.4K	$431.4K
6	Triangle Securities Wealth Management trimmed	Shares	-1.0K	+$392.9K	$4.6M
7	TOTH FINANCIAL ADVISORY CORP added	Shares	+3.6K	+$294.5K	$969.6K
8	TCP Asset Management, LLC trimmed	Shares	-761	+$219.4K	$2.7M
9	Spire Wealth Management unchanged	Shares	0	+$118.6K	$1.2M
10	FIFTH THIRD SECURITIES, INC. added	Shares	+377	+$66.6K	$467.5K
11	Avior Wealth Management, LLC added	Shares	+23	+$39.5K	$388.9K
12	PFG Investments, LLC added	Shares	+128	+$37.7K	$311.6K
13	Segment Wealth Management, LLC unchanged	Shares	0	+$26.7K	$272.0K
14	CoreCap Advisors, LLC unchanged	Shares	0	+$20.5K	$208.3K
15	CARY STREET PARTNERS FINANCIAL LLC trimmed	Shares	-248	+$19.8K	$340.3K
16	First Heartland Consultants, Inc. trimmed	Shares	-317	+$16.9K	$349.8K
17	EASTERN BANK unchanged	Shares	0	+$12.4K	$126.6K
18	AdvisorNet Financial, Inc added	Shares	+4	+$6.9K	$68.5K
19	IFP Advisors, Inc unchanged	Shares	0	+$3.4K	$34.6K
20	Crews Bank & Trust trimmed	Shares	-130	+$1.9K	$92.1K
21	Main Street Group, LTD unchanged	Shares	0	+$1.9K	$18.9K
22	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	+$1.5K	$15.7K
23	LANARK FINANCIAL, INC. unchanged	Shares	0	+$1.2K	$12.2K
24	Farther Finance Advisors, LLC trimmed	Shares	-43	+$1.0K	$32.9K
25	Rosenberg Matthew Hamilton unchanged	Shares	0	+$976	$9.9K
26	Abound Wealth Management new	Shares	+12	+$732	$732
27	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$707	$5.6K
28	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	+$258	$2.6K
29	Central Pacific Bank - Trust Division unchanged	Shares	0	+$144	$1.5K
30	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$36	$366
31	Activest Wealth Management exited	Shares	0	$0	$0
32	CX Institutional exited	Shares	-121	-$7	$0
33	Sound Income Strategies, LLC exited	Shares	-93	-$5.1K	$0
34	Nova Wealth Management, Inc. trimmed	Shares	-1.1K	-$55.8K	$54.2K
35	Fairvoy Private Wealth, LLC exited	Shares	-13.6K	-$750.3K	$0
36	FORONJY FINANCIAL LLC exited	Shares	-15.7K	-$862.4K	$0