Filing Research | SPDR USA STRATEGIC FACTORS Institutional Holdings

Snapshot holdings

50 / 66 loaded

#		Instrument	quantity
1	Marotta Asset Management	Shares	85.0KSH	$15.9M
2	Paul R. Ried Financial Group, LLC	Shares	76.5KSH	$14.3M
3	Great Point Wealth Advisors, LLC	Shares	73.6KSH	$13.8M
4	VAQUERO PRIVATE WEALTH, LTD	Shares	62.9KSH	$11.8M
5	ARQ WEALTH ADVISORS, LLC	Shares	57.2KSH	$10.7M
6	Eagle Strategies LLC	Shares	57.0KSH	$10.7M
7	Hughes Financial Services, LLC	Shares	43.0KSH	$8.0M
8	FIRST HAWAIIAN BANK	Shares	26.8KSH	$5.0M
9	Midwest Financial Network, LLC	Shares	25.4KSH	$4.8M
10	PARSONS CAPITAL MANAGEMENT INC/RI	Shares	24.4KSH	$4.6M
11	Sharkey, Howes & Javer	Shares	16.2KSH	$3.0M
12	FLAGSHIP HARBOR ADVISORS, LLC	Shares	15.7KSH	$2.9M
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	12.5KSH	$2.4M
14	Versant Capital Management, Inc	Shares	11.9KSH	$2.2M
15	Goldstein Advisors, LLC	Shares	10.7KSH	$2.0M
16	NWAM LLC	Shares	9.2KSH	$1.7M
17	SENTINEL PENSION ADVISORS, LLC	Shares	8.7KSH	$1.6M
18	Selby Wealth Management, LLC	Shares	8.5KSH	$1.6M
19	HARBOR INVESTMENT ADVISORY, LLC	Shares	8.4KSH	$1.6M
20	Cornerstone Wealth Management, LLC	Shares	7.6KSH	$1.4M
21	IFP Advisors, Inc	Shares	6.8KSH	$1.3M
22	SHEETS SMITH WEALTH MANAGEMENT	Shares	6.3KSH	$1.2M
23	Wilkins Miller Wealth Management, LLC	Shares	5.9KSH	$1.1M
24	HENGEHOLD CAPITAL MANAGEMENT LLC	Shares	5.7KSH	$1.1M
25	Dynamic Advisor Solutions LLC	Shares	5.0KSH	$932.3K
26	Princeton Global Asset Management LLC	Shares	5.0KSH	$928.7K
27	1620 INVESTMENT ADVISORS, INC.	Shares	4.8KSH	$906.0K
28	NAPLES GLOBAL ADVISORS, LLC	Shares	4.8KSH	$901.6K
29	Apollon Financial, LLC	Shares	4.5KSH	$834.3K
30	Alpha Zero LLC	Shares	4.4KSH	$830.3K
31	Spinnaker Investment Group, LLC	Shares	4.1KSH	$760.1K
32	Abundance Wealth Counselors	Shares	3.9KSH	$733.2K
33	ROCKLAND TRUST CO	Shares	3.7KSH	$697.4K
34	GILPIN WEALTH MANAGEMENT, LLC	Shares	3.6KSH	$674.8K
35	Financial Guidance Group, Inc.	Shares	3.3KSH	$625.2K
36	Independent Wealth Network Inc.	Shares	2.8KSH	$529.0K
37	True North Advisors, LLC	Shares	2.6KSH	$484.5K
38	CFS Investment Advisory Services, LLC	Shares	2.5KSH	$473.4K
39	Royal Fund Management, LLC	Shares	2.5KSH	$459.0K
40	Merit Financial Group, LLC	Shares	2.4KSH	$452.9K
41	Balance Wealth Partners LLC	Shares	2.3KSH	$427.9K
42	Wealthcare Advisory Partners LLC	Shares	2.0KSH	$369.8K
43	Focus Financial Network, Inc.	Shares	1.8KSH	$337.8K
44	CATALYST PRIVATE WEALTH, LLC	Shares	1.8KSH	$336.7K
45	Hobart Private Capital, LLC	Shares	1.7KSH	$326.4K
46	TITLEIST ASSET MANAGEMENT, LLC	Shares	1.6KSH	$307.8K
47	PERRYMAN FINANCIAL ADVISORY INC /AD	Shares	1.6KSH	$305.4K
48	ATLas Financial Planning LLC	Shares	1.6KSH	$298.8K
49	BAM Wealth Management, LLC	Shares	1.5KSH	$283.5K
50	J.W. COLE ADVISORS, INC.	Shares	1.5KSH	$274.9K

Scroll to load more

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

50 / 65 loaded

#		Instrument
1	Marotta Asset Management added	Shares	+18.2K	+$4.4M	$15.9M
2	ARQ WEALTH ADVISORS, LLC added	Shares	+14.8K	+$3.4M	$10.7M
3	Paul R. Ried Financial Group, LLC added	Shares	+2.5K	+$1.6M	$14.3M
4	Midwest Financial Network, LLC added	Shares	+3.8K	+$1.0M	$4.8M
5	Spinnaker Investment Group, LLC new	Shares	+4.1K	+$760.1K	$760.1K
6	Abundance Wealth Counselors new	Shares	+3.9K	+$733.2K	$733.2K
7	Eagle Strategies LLC trimmed	Shares	-1.0K	+$696.0K	$10.7M
8	Hughes Financial Services, LLC trimmed	Shares	-575	+$555.6K	$8.0M
9	TITLEIST ASSET MANAGEMENT, LLC new	Shares	+1.6K	+$307.8K	$307.8K
10	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+73	+$250.9K	$2.9M
11	MBE Wealth Management, LLC new	Shares	+1.1K	+$206.1K	$206.1K
12	Versant Capital Management, Inc added	Shares	+23	+$184.7K	$2.2M
13	Cornerstone Wealth Management, LLC added	Shares	+290	+$165.0K	$1.4M
14	Goldstein Advisors, LLC trimmed	Shares	-73	+$149.7K	$2.0M
15	SENTINEL PENSION ADVISORS, LLC added	Shares	+31	+$145.1K	$1.6M
16	Selby Wealth Management, LLC unchanged	Shares	0	+$130.1K	$1.6M
17	Independent Wealth Network Inc. added	Shares	+387	+$109.5K	$529.0K
18	SHEETS SMITH WEALTH MANAGEMENT trimmed	Shares	-32	+$89.9K	$1.2M
19	Apollon Financial, LLC added	Shares	+115	+$87.7K	$834.3K
20	Alpha Zero LLC unchanged	Shares	0	+$76.9K	$830.3K
21	Princeton Global Asset Management LLC added	Shares	+5	+$76.6K	$928.7K
22	Dynamic Advisor Solutions LLC unchanged	Shares	0	+$75.9K	$932.3K
23	NAPLES GLOBAL ADVISORS, LLC unchanged	Shares	0	+$73.4K	$901.6K
24	Financial Guidance Group, Inc. unchanged	Shares	0	+$50.9K	$625.2K
25	GILPIN WEALTH MANAGEMENT, LLC trimmed	Shares	-40	+$48.1K	$674.8K
26	ROCKLAND TRUST CO trimmed	Shares	-55	+$47.4K	$697.4K
27	IFP Advisors, Inc trimmed	Shares	-369	+$39.7K	$1.3M
28	True North Advisors, LLC unchanged	Shares	0	+$39.5K	$484.5K
29	Merit Financial Group, LLC added	Shares	+3	+$37.3K	$452.9K
30	Wealthcare Advisory Partners LLC unchanged	Shares	0	+$30.1K	$369.8K
31	Focus Financial Network, Inc. added	Shares	+2	+$27.9K	$337.8K
32	CATALYST PRIVATE WEALTH, LLC unchanged	Shares	0	+$27.4K	$336.7K
33	Hobart Private Capital, LLC unchanged	Shares	0	+$26.6K	$326.4K
34	PERRYMAN FINANCIAL ADVISORY INC /AD added	Shares	+4	+$25.6K	$305.4K
35	J.W. COLE ADVISORS, INC. added	Shares	+10	+$24.2K	$274.9K
36	John W. Brooker & Co., CPAs added	Shares	+7	+$21.2K	$245.3K
37	Wilkins Miller Wealth Management, LLC trimmed	Shares	-400	+$21.1K	$1.1M
38	CFS Investment Advisory Services, LLC unchanged	Shares	0	+$19.6K	$473.4K
39	Sequoia Financial Advisors, LLC unchanged	Shares	0	+$19.4K	$237.7K
40	BAM Wealth Management, LLC trimmed	Shares	-25	+$18.8K	$283.5K
41	TFC Financial Management, Inc. unchanged	Shares	0	+$18.2K	$222.9K
42	Clark Asset Management, LLC unchanged	Shares	0	+$18.0K	$220.5K
43	Wedmont Private Capital added	Shares	+6	+$16.3K	$228.9K
44	B. Riley Wealth Advisors, Inc. trimmed	Shares	-65	+$13.2K	$255.3K
45	Beaird Harris Wealth Management, LLC unchanged	Shares	0	+$6.4K	$78.1K
46	Triumph Capital Management unchanged	Shares	0	+$4.8K	$59.4K
47	Bank of New Hampshire unchanged	Shares	0	+$2.4K	$29.0K
48	Golden State Wealth Management, LLC unchanged	Shares	0	+$2.3K	$28.8K
49	AdvisorNet Financial, Inc unchanged	Shares	0	+$1.9K	$23.4K
50	Capital Investment Advisory Services, LLC unchanged	Shares	0	+$1.5K	$18.3K

Scroll to load more