Filing Research | SELECT SECTOR SPDR TR SBI MATE Institutional Holdings

Snapshot holdings

50 / 266 loaded

#		Instrument	quantity
1	WestEnd Advisors, LLC	Shares	2.2MSH	$113.3M
2	FACTORY MUTUAL INSURANCE CO	Shares	943.0KSH	$47.9M
3	GRIMES & Co WEALTH MANAGEMENT, LLC	Shares	444.8KSH	$22.6M
4	Trust Asset Management LLC	Shares	516.4KSH	$22.1M
5	Biltmore Wealth Management, LLC	Shares	273.6KSH	$13.9M
6	TCV Trust & Wealth Management, Inc.	Shares	240.0KSH	$12.2M
7	Royal Fund Management, LLC	Shares	221.6KSH	$11.3M
8	ADAMS DIVERSIFIED EQUITY FUND, INC.	Shares	217.3KSH	$11.0M
9	FLAGSHIP HARBOR ADVISORS, LLC	Shares	190.3KSH	$9.7M
10	CoreCap Advisors, LLC	Shares	185.6KSH	$9.4M
11	Trilogy Capital Inc.	Shares	180.0KSH	$9.1M
12	TOTH FINANCIAL ADVISORY CORP	Shares	176.9KSH	$9.0M
13	MEITAV INVESTMENT HOUSE LTD	Shares	162.4KSH	$8.3M
14	BAR HARBOR WEALTH MANAGEMENT	Shares	161.2KSH	$8.2M
15	LifePlan Financial, LLC	Shares	149.1KSH	$7.6M
16	DAVENPORT & Co LLC	Shares	148.3KSH	$7.5M
17	Merit Financial Group, LLC	Shares	145.9KSH	$7.4M
18	Clarity Financial LLC	Shares	141.4KSH	$7.2M
19	FIRST INTERSTATE BANK	Shares	133.9KSH	$6.8M
20	CMH Wealth Management LLC	Shares	119.8KSH	$6.1M
21	ARMSTRONG ADVISORY GROUP, INC	Shares	117.2KSH	$6.0M
22	Mader & Shannon Wealth Management, Inc.	Shares	93.7KSH	$4.8M
23	Fearless Solutions, LLC dba Best Invest	Shares	88.5KSH	$4.5M
24	Curat Global, LLC	Shares	29.7KSH	$4.4M
25	FIRST MERCHANTS CORP	Shares	86.0KSH	$4.4M
26	West Financial Advisors, LLC	Shares	81.3KSH	$4.1M
27	CHEMUNG CANAL TRUST CO	Shares	80.1KSH	$4.1M
28	SteelPeak Wealth, LLC	Shares	77.6KSH	$3.9M
29	Sharper & Granite LLC	Shares	76.1KSH	$3.9M
30	Prospera Financial Services Inc	Shares	75.3KSH	$3.8M
31	Innova Wealth Partners	Shares	73.5KSH	$3.7M
32	FLOYD FINANCIAL GROUP LLC	Shares	71.9KSH	$3.6M
33	INDEPENDENT FINANCIAL GROUP, LLC	Shares	68.3KSH	$3.5M
34	TRUST CO OF OKLAHOMA	Shares	67.0KSH	$3.4M
35	Compass Wealth Management, LLC/GA	Shares	65.6KSH	$3.3M
36	SURIENCE PRIVATE WEALTH LLC	Shares	62.0KSH	$3.2M
37	ABLE Financial Group, LLC	Shares	61.3KSH	$3.1M
38	Legacy Private Trust Co.	Shares	59.4KSH	$3.0M
39	Fragasso Financial Advisors Inc	Shares	57.0KSH	$2.9M
40	MERIDIAN INVESTMENT COUNSEL INC.	Shares	55.5KSH	$2.8M
41	BENJAMIN EDWARDS INC	Shares	53.7KSH	$2.7M
42	Silverleafe Capital Partners, LLC	Shares	53.5KSH	$2.7M
43	Farther Finance Advisors, LLC	Shares	53.2KSH	$2.7M
44	Paller Financial Services Inc	Shares	52.9KSH	$2.7M
45	Symmetry Partners, LLC	Shares	49.4KSH	$2.5M
46	SOUTHERN CAPITAL SERVICES INC /ADV	Shares	49.3KSH	$2.5M
47	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	47.8KSH	$2.4M
48	HARBOUR INVESTMENT MANAGEMENT LLC	Shares	47.4KSH	$2.4M
49	Clarus Wealth Advisors	Shares	47.9KSH	$2.4M
50	BUTENSKY & COHEN FINANCIAL SECURITY, INC	Shares	47.2KSH	$2.4M

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

50 / 292 loaded

#		Instrument
1	WestEnd Advisors, LLC added	Shares	+2.2M	+$113.3M	$113.3M
2	FACTORY MUTUAL INSURANCE CO new	Shares	+943.0K	+$47.9M	$47.9M
3	ADAMS DIVERSIFIED EQUITY FUND, INC. new	Shares	+217.3K	+$11.0M	$11.0M
4	Trust Asset Management LLC added	Shares	+267.4K	+$9.7M	$22.1M
5	CoreCap Advisors, LLC added	Shares	+152.4K	+$7.8M	$9.4M
6	DAVENPORT & Co LLC added	Shares	+102.5K	+$5.3M	$7.5M
7	Clarity Financial LLC added	Shares	+85.5K	+$4.4M	$7.2M
8	SteelPeak Wealth, LLC new	Shares	+77.6K	+$3.9M	$3.9M
9	Curat Global, LLC added	Shares	+17.9K	+$3.8M	$4.4M
10	SURIENCE PRIVATE WEALTH LLC new	Shares	+62.0K	+$3.2M	$3.2M
11	Silverleafe Capital Partners, LLC new	Shares	+53.5K	+$2.7M	$2.7M
12	Symmetry Partners, LLC new	Shares	+49.4K	+$2.5M	$2.5M
13	Retireful, LLC new	Shares	+40.7K	+$2.1M	$2.1M
14	GRIMES & Co WEALTH MANAGEMENT, LLC added	Shares	+27.6K	+$1.8M	$22.6M
15	TOTH FINANCIAL ADVISORY CORP added	Shares	+31.0K	+$1.7M	$9.0M
16	Paller Financial Services Inc added	Shares	+30.7K	+$1.6M	$2.7M
17	Biltmore Wealth Management, LLC added	Shares	+21.1K	+$1.3M	$13.9M
18	BENJAMIN EDWARDS INC added	Shares	+20.7K	+$1.1M	$2.7M
19	Mizuho Markets Cayman LP new	Shares	+20.7K	+$1.1M	$1.1M
20	Capital Investment Counsel, LLC added	Shares	+20.4K	+$1.0M	$1.7M
21	Prospera Financial Services Inc added	Shares	+19.5K	+$1.0M	$3.8M
22	CARY STREET PARTNERS INVESTMENT ADVISORY LLC added	Shares	+20.3K	+$1.0M	$1.0M
23	TICINO WEALTH new	Shares	+19.3K	+$983.1K	$983.1K
24	Farther Finance Advisors, LLC added	Shares	+17.2K	+$887.8K	$2.7M
25	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC new	Shares	+17.0K	+$862.8K	$862.8K
26	Nova Wealth Management, Inc. added	Shares	+11.1K	+$562.8K	$566.1K
27	GC Wealth Management RIA, LLC new	Shares	+10.6K	+$538.0K	$538.0K
28	NEW WAVE WEALTH ADVISORS LLC added	Shares	+10.0K	+$516.3K	$879.6K
29	Envestnet Portfolio Solutions, Inc. new	Shares	+8.9K	+$453.4K	$453.4K
30	FUKOKU MUTUAL LIFE INSURANCE CO new	Shares	+8.4K	+$427.0K	$427.0K
31	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+7.7K	+$394.4K	$423.1K
32	FORONJY FINANCIAL LLC added	Shares	+6.9K	+$370.2K	$1.6M
33	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+6.8K	+$365.5K	$2.4M
34	ABLE Financial Group, LLC added	Shares	+6.1K	+$359.8K	$3.1M
35	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+3.2K	+$325.8K	$9.7M
36	CMH Wealth Management LLC added	Shares	+4.3K	+$316.2K	$6.1M
37	Crown Wealth Group, LLC added	Shares	+4.9K	+$281.2K	$2.3M
38	West Financial Advisors, LLC added	Shares	+4.2K	+$279.8K	$4.1M
39	Dynamic Advisor Solutions LLC new	Shares	+5.3K	+$269.7K	$269.7K
40	Fairvoy Private Wealth, LLC new	Shares	+5.2K	+$264.5K	$264.5K
41	FULTON BANK, N.A. added	Shares	+4.6K	+$262.3K	$1.9M
42	Apollon Wealth Management, LLC added	Shares	+5.0K	+$261.9K	$792.6K
43	HARRELL INVESTMENT PARTNERS, LLC new	Shares	+5.0K	+$256.2K	$256.2K
44	Financial Partners Group, Inc new	Shares	+4.9K	+$248.6K	$248.6K
45	Clarus Wealth Advisors added	Shares	+4.8K	+$243.9K	$2.4M
46	Avior Wealth Management, LLC added	Shares	+4.5K	+$238.0K	$818.2K
47	Mader & Shannon Wealth Management, Inc. added	Shares	+3.0K	+$228.1K	$4.8M
48	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC new	Shares	+4.4K	+$223.2K	$223.2K
49	Kessler Investment Group, LLC added	Shares	+4.2K	+$222.6K	$728.5K
50	CONTRAVISORY INVESTMENT MANAGEMENT, INC. new	Shares	+4.2K	+$214.9K	$214.9K

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