Filing Research | SPDR INDEX SHS FDS Institutional Holdings

Snapshot holdings

50 / 74 loaded

#		Instrument	quantity
1	Merit Financial Group, LLC	Shares	3.8MSH	$152.6M
2	Mirae Asset Global Investments Co., Ltd.	Shares	3.2MSH	$131.3M
3	HENGEHOLD CAPITAL MANAGEMENT LLC	Shares	1.2MSH	$49.4M
4	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	861.4KSH	$35.0M
5	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	642.1KSH	$26.1M
6	Sequoia Financial Advisors, LLC	Shares	355.3KSH	$14.5M
7	ARCADIA INVESTMENT ADVISORS LLC	Shares	307.4KSH	$12.5M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	279.7KSH	$11.3M
9	Friday Financial	Shares	265.6KSH	$10.7M
10	Portus Wealth Advisors, LLC	Shares	220.5KSH	$9.0M
11	Courage Miller Partners, LLC	Shares	186.3KSH	$7.6M
12	Brady Martz Wealth Solutions, LLC	Shares	177.8KSH	$7.2M
13	Opal Wealth Advisors, LLC	Shares	151.2KSH	$6.2M
14	CWC Advisors, LLC.	Shares	135.1KSH	$5.5M
15	Montecito Bank & Trust	Shares	130.0KSH	$5.3M
16	NOVEM GROUP	Shares	109.6KSH	$4.5M
17	Chesley Taft & Associates LLC	Shares	97.5KSH	$4.0M
18	BTC Capital Management, Inc.	Shares	91.5KSH	$3.7M
19	Focus Financial Network, Inc.	Shares	85.4KSH	$3.5M
20	MERIDIAN INVESTMENT COUNSEL INC.	Shares	70.2KSH	$2.9M
21	MEITAV INVESTMENT HOUSE LTD	Shares	64.5KSH	$2.6M
22	HHM Wealth Advisors, LLC	Shares	56.5KSH	$2.3M
23	EASTERN BANK	Shares	52.0KSH	$2.1M
24	Farther Finance Advisors, LLC	Shares	32.6KSH	$1.3M
25	Newman Dignan & Sheerar, Inc.	Shares	30.6KSH	$1.2M
26	FINANCIAL CONSULATE, INC	Shares	29.7KSH	$1.2M
27	FULTON BANK, N.A.	Shares	28.0KSH	$1.1M
28	SAGE FINANCIAL GROUP INC	Shares	26.0KSH	$1.1M
29	Apollon Wealth Management, LLC	Shares	25.9KSH	$1.1M
30	Rare Wolf Capital LLC	Shares	21.3KSH	$866.2K
31	BAKER TILLY WEALTH MANAGEMENT, LLC	Shares	19.3KSH	$785.2K
32	JOHNSON INVESTMENT COUNSEL INC	Shares	16.0KSH	$649.3K
33	Clarity Capital Advisors, LLC	Shares	15.4KSH	$625.8K
34	SMI Advisory Services, LLC	Shares	14.7KSH	$600.7K
35	Cornerstone Wealth Management, LLC	Shares	13.5KSH	$549.4K
36	SpringVest Wealth Management LLC	Shares	13.4KSH	$544.3K
37	FLAGSHIP HARBOR ADVISORS, LLC	Shares	12.5KSH	$508.8K
38	Radnor Capital Management, LLC	Shares	12.0KSH	$488.0K
39	WEALTHCARE CAPITAL MANAGEMENT LLC	Shares	11.4KSH	$462.9K
40	Wealth Alliance Advisory Group, LLC	Shares	10.4KSH	$422.0K
41	Stegner Investment Associates Inc.	Shares	10.2KSH	$413.9K
42	FSM Wealth Advisors, LLC	Shares	10.0KSH	$407.9K
43	Key FInancial Inc	Shares	9.8KSH	$399.2K
44	ARS Investment Partners, LLC	Shares	8.6KSH	$348.9K
45	PFG Investments, LLC	Shares	8.4KSH	$340.4K
46	Goelzer Investment Management, Inc.	Shares	7.0KSH	$286.5K
47	Cooke Wealth Management, LLC	Shares	7.0KSH	$285.0K
48	GoalVest Advisory LLC	Shares	7.0KSH	$283.8K
49	OLD NATIONAL BANCORP /IN/	Shares	6.8KSH	$277.0K
50	PENNEY FINANCIAL, LLC	Shares	6.5KSH	$266.0K

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

50 / 78 loaded

#		Instrument
1	Merit Financial Group, LLC added	Shares	+262.7K	+$24.9M	$152.6M
2	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-32.8K	+$12.0M	$131.3M
3	HENGEHOLD CAPITAL MANAGEMENT LLC added	Shares	+26.7K	+$5.9M	$49.4M
4	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC trimmed	Shares	-18.6K	+$2.8M	$35.0M
5	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed	Shares	-2.0K	+$2.5M	$26.1M
6	ARCADIA INVESTMENT ADVISORS LLC trimmed	Shares	-3.7K	+$1.1M	$12.5M
7	Sequoia Financial Advisors, LLC trimmed	Shares	-10.6K	+$1.1M	$14.5M
8	Friday Financial added	Shares	+2.9K	+$1.1M	$10.7M
9	Chesley Taft & Associates LLC added	Shares	+11.0K	+$799.4K	$4.0M
10	Opal Wealth Advisors, LLC added	Shares	+3.1K	+$731.1K	$6.2M
11	Brady Martz Wealth Solutions, LLC trimmed	Shares	-535	+$705.7K	$7.2M
12	MEITAV INVESTMENT HOUSE LTD added	Shares	+12.0K	+$701.0K	$2.6M
13	Courage Miller Partners, LLC trimmed	Shares	-2.3K	+$674.9K	$7.6M
14	NOVEM GROUP added	Shares	+2.9K	+$553.7K	$4.5M
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-14.5K	+$520.0K	$11.3M
16	FULTON BANK, N.A. added	Shares	+11.0K	+$515.3K	$1.1M
17	Montecito Bank & Trust trimmed	Shares	-876	+$498.2K	$5.3M
18	CWC Advisors, LLC. trimmed	Shares	-3.4K	+$426.4K	$5.5M
19	BTC Capital Management, Inc. unchanged	Shares	0	+$373.1K	$3.7M
20	PFG Investments, LLC new	Shares	+8.4K	+$340.4K	$340.4K
21	OLD NATIONAL BANCORP /IN/ new	Shares	+6.8K	+$277.0K	$277.0K
22	MERIDIAN INVESTMENT COUNSEL INC. trimmed	Shares	-1.0K	+$250.0K	$2.9M
23	ROCKLAND TRUST CO new	Shares	+5.4K	+$219.5K	$219.5K
24	Drucker Wealth 3.0, LLC new	Shares	+5.1K	+$208.9K	$208.9K
25	Focus Financial Network, Inc. trimmed	Shares	-4.5K	+$185.2K	$3.5M
26	FINANCIAL CONSULATE, INC added	Shares	+44	+$122.6K	$1.2M
27	HHM Wealth Advisors, LLC trimmed	Shares	-3.0K	+$119.6K	$2.3M
28	SAGE FINANCIAL GROUP INC added	Shares	+166	+$112.1K	$1.1M
29	JOHNSON INVESTMENT COUNSEL INC added	Shares	+1.2K	+$109.5K	$649.3K
30	Newman Dignan & Sheerar, Inc. trimmed	Shares	-609	+$102.6K	$1.2M
31	Farther Finance Advisors, LLC trimmed	Shares	-479	+$101.9K	$1.3M
32	Rare Wolf Capital LLC unchanged	Shares	0	+$86.9K	$866.2K
33	EASTERN BANK trimmed	Shares	-3.5K	+$84.6K	$2.1M
34	BAKER TILLY WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$78.8K	$785.2K
35	Cooke Wealth Management, LLC added	Shares	+1.3K	+$74.3K	$285.0K
36	Stegner Investment Associates Inc. added	Shares	+835	+$72.1K	$413.9K
37	Clarity Capital Advisors, LLC unchanged	Shares	0	+$62.8K	$625.8K
38	SMI Advisory Services, LLC trimmed	Shares	-19	+$55.5K	$600.7K
39	SpringVest Wealth Management LLC trimmed	Shares	-136	+$49.6K	$544.3K
40	Radnor Capital Management, LLC unchanged	Shares	0	+$49.0K	$488.0K
41	FLAGSHIP HARBOR ADVISORS, LLC trimmed	Shares	-81	+$48.1K	$508.8K
42	FSM Wealth Advisors, LLC added	Shares	+8	+$41.2K	$407.9K
43	Key FInancial Inc unchanged	Shares	0	+$40.0K	$399.2K
44	WEALTHCARE CAPITAL MANAGEMENT LLC trimmed	Shares	-243	+$37.6K	$462.9K
45	ARS Investment Partners, LLC unchanged	Shares	0	+$35.0K	$348.9K
46	Goelzer Investment Management, Inc. added	Shares	+80	+$31.7K	$286.5K
47	Cornerstone Wealth Management, LLC trimmed	Shares	-690	+$29.9K	$549.4K
48	JFS WEALTH ADVISORS, LLC added	Shares	+247	+$29.5K	$203.6K
49	GoalVest Advisory LLC unchanged	Shares	0	+$28.5K	$283.8K
50	PENNEY FINANCIAL, LLC unchanged	Shares	0	+$26.7K	$266.0K

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