Filing Research | STATE STR SPDR S&P MIDCAP 40 Institutional Holdings

Snapshot holdings

50 / 518 loaded

#		Instrument	quantity
1	MEITAV INVESTMENT HOUSE LTD	Shares	412.8KSH	$290.4M
2	Conservest Capital Advisors, Inc.	Shares	208.4KSH	$146.6M
3	WADDELL & ASSOCIATES, LLC	Shares	154.7KSH	$108.8M
4	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	63.2KSH	$44.5M
5	OFS Enterprise LLC	Shares	56.8KSH	$40.0M
6	MassMutual Private Wealth & Trust, FSB	Shares	54.2KSH	$38.1M
7	Crewe Advisors LLC	Shares	50.1KSH	$35.3M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	49.1KSH	$33.9M
9	IFG Advisors, LLC	Shares	43.9KSH	$30.9M
10	CUMBERLAND ADVISORS INC	Shares	42.3KSH	$29.8M
11	JOHNSON INVESTMENT COUNSEL INC	Shares	36.9KSH	$26.0M
12	Tiller Private Wealth, Inc.	Shares	33.5KSH	$23.5M
13	Composition Wealth, LLC	Shares	32.7KSH	$23.0M
14	Brookstone Capital Management	Shares	30.6KSH	$21.5M
15	Waldron Private Wealth LLC	Shares	29.4KSH	$20.7M
16	Mesirow Financial Investment Management, Inc.	Shares	27.1KSH	$19.1M
17	Atlantic Edge Private Wealth Management, LLC	Shares	22.6KSH	$15.9M
18	PEDDOCK CAPITAL ADVISORS, LLC	Shares	21.0KSH	$14.8M
19	jvl associates llc	Shares	19.7KSH	$13.8M
20	OLD NATIONAL BANCORP /IN/	Shares	18.8KSH	$13.2M
21	Corsicana & Co.	Shares	18.0KSH	$12.7M
22	Thrive Wealth Management, LLC	Shares	18.0KSH	$12.7M
23	Shulman DeMeo Asset Management LLC	Shares	17.9KSH	$12.6M
24	Wellspring Financial Advisors, LLC	Shares	17.3KSH	$12.2M
25	Hummer Financial Advisory Services Inc	Shares	17.2KSH	$12.1M
26	First Financial Bank - Trust Division	Shares	17.1KSH	$12.0M
27	CENTRAL BANK & TRUST CO	Shares	17.0KSH	$12.0M
28	Torrey-Payne Wealth Management, LLC	Shares	16.0KSH	$11.2M
29	Legacy Advisors, LLC	Shares	15.9KSH	$11.2M
30	Montz Harcus Wealth Management LLC	Shares	15.9KSH	$11.2M
31	Redhawk Wealth Advisors, Inc.	Shares	15.8KSH	$11.1M
32	ARVEST INVESTMENTS, INC.	Shares	15.5KSH	$10.9M
33	Canopy Partners, LLC	Shares	14.9KSH	$10.5M
34	Granite FO LLC	Shares	14.7KSH	$10.3M
35	Chesley Taft & Associates LLC	Shares	14.3KSH	$10.1M
36	FIRST MERCHANTS CORP	Shares	14.2KSH	$10.0M
37	Cyndeo Wealth Partners, LLC	Shares	13.7KSH	$9.7M
38	RMR Wealth Builders	Shares	13.4KSH	$9.4M
39	Grove Bank & Trust	Shares	12.7KSH	$8.9M
40	Newport Capital Group, LLC	Shares	12.1KSH	$8.5M
41	FIRST HORIZON CORP	Shares	11.2KSH	$7.9M
42	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	11.0KSH	$7.7M
43	Alexis Investment Partners, LLC	Shares	11.0KSH	$7.7M
44	DIVERSIFIED MANAGEMENT INC	Shares	10.9KSH	$7.7M
45	Mechanics Bank Trust Department	Shares	10.8KSH	$7.6M
46	G&S Capital LLC	Shares	10.7KSH	$7.5M
47	Madison Park Capital Advisors, LLC	Shares	10.6KSH	$7.5M
48	Palisade Asset Management, LLC	Shares	10.4KSH	$7.3M
49	Goelzer Investment Management, Inc.	Shares	10.3KSH	$7.2M
50	Hopwood Financial Services, Inc.	Shares	10.0KSH	$7.1M

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

50 / 528 loaded

#		Instrument
1	MEITAV INVESTMENT HOUSE LTD new	Shares	+412.8K	+$290.4M	$290.4M
2	Conservest Capital Advisors, Inc. trimmed	Shares	-3.3K	+$16.0M	$146.6M
3	WADDELL & ASSOCIATES, LLC added	Shares	+1.1K	+$14.1M	$108.8M
4	Redhawk Wealth Advisors, Inc. new	Shares	+15.8K	+$11.1M	$11.1M
5	Synergy Asset Management, LLC new	Shares	+8.4K	+$5.9M	$5.9M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+3.4K	+$5.4M	$33.9M
7	OFS Enterprise LLC added	Shares	+725	+$5.4M	$40.0M
8	Crewe Advisors LLC trimmed	Shares	-1	+$4.3M	$35.3M
9	IFG Advisors, LLC trimmed	Shares	-330	+$3.6M	$30.9M
10	Tiller Private Wealth, Inc. added	Shares	+886	+$3.4M	$23.5M
11	JOHNSON INVESTMENT COUNSEL INC trimmed	Shares	-149	+$3.1M	$26.0M
12	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-2.8K	+$3.0M	$38.1M
13	BARTLETT & CO. WEALTH MANAGEMENT LLC added	Shares	+83	+$2.9M	$44.5M
14	Brookstone Capital Management added	Shares	+211	+$2.8M	$21.5M
15	Composition Wealth, LLC trimmed	Shares	-456	+$2.5M	$23.0M
16	Mesirow Financial Investment Management, Inc. added	Shares	+206	+$2.5M	$19.1M
17	Corsicana & Co. trimmed	Shares	-1.2K	+$2.4M	$12.7M
18	TOTH FINANCIAL ADVISORY CORP added	Shares	+3.3K	+$2.4M	$2.9M
19	CENTRAL BANK & TRUST CO added	Shares	+1.4K	+$2.4M	$12.0M
20	PEDDOCK CAPITAL ADVISORS, LLC added	Shares	+504	+$2.1M	$14.8M
21	CUMBERLAND ADVISORS INC trimmed	Shares	-2.5K	+$2.1M	$29.8M
22	Atlantic Edge Private Wealth Management, LLC added	Shares	+238	+$2.1M	$15.9M
23	First Financial Bank - Trust Division added	Shares	+807	+$2.0M	$12.0M
24	Newport Capital Group, LLC added	Shares	+1.5K	+$2.0M	$8.5M
25	Thrive Wealth Management, LLC added	Shares	+241	+$1.7M	$12.7M
26	jvl associates llc unchanged	Shares	0	+$1.7M	$13.8M
27	Relyea Zuckerberg Hanson LLC new	Shares	+2.4K	+$1.7M	$1.7M
28	CITY NATIONAL BANK OF FLORIDA /MSD added	Shares	+2.0K	+$1.5M	$2.2M
29	Hummer Financial Advisory Services Inc unchanged	Shares	0	+$1.5M	$12.1M
30	Shulman DeMeo Asset Management LLC trimmed	Shares	-94	+$1.5M	$12.6M
31	Torrey-Payne Wealth Management, LLC added	Shares	+125	+$1.5M	$11.2M
32	Global Wealth Strategies & Associates added	Shares	+2.1K	+$1.4M	$1.5M
33	Grove Bank & Trust added	Shares	+519	+$1.4M	$8.9M
34	Legacy Advisors, LLC added	Shares	+6	+$1.4M	$11.2M
35	OLD NATIONAL BANCORP /IN/ trimmed	Shares	-415	+$1.4M	$13.2M
36	ARVEST INVESTMENTS, INC. added	Shares	+31	+$1.4M	$10.9M
37	Wellspring Financial Advisors, LLC trimmed	Shares	-264	+$1.3M	$12.2M
38	Montz Harcus Wealth Management LLC trimmed	Shares	-146	+$1.3M	$11.2M
39	EQUITABLE TRUST CO added	Shares	+1.5K	+$1.3M	$2.8M
40	Chesley Taft & Associates LLC trimmed	Shares	-20	+$1.2M	$10.1M
41	Envestnet Portfolio Solutions, Inc. added	Shares	+1.2K	+$1.2M	$3.6M
42	Waldron Private Wealth LLC trimmed	Shares	-2.3K	+$1.1M	$20.7M
43	TruNorth Capital Management, LLC added	Shares	+1.4K	+$1.1M	$1.9M
44	FIRST HORIZON CORP added	Shares	+98	+$1.0M	$7.9M
45	G&S Capital LLC added	Shares	+116	+$998.4K	$7.5M
46	BARRETT & COMPANY, INC. added	Shares	+280	+$994.3K	$6.7M
47	Impact Capital Partners LLC new	Shares	+1.4K	+$992.4K	$992.4K
48	Madison Park Capital Advisors, LLC added	Shares	+93	+$978.5K	$7.5M
49	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-5	+$949.9K	$7.7M
50	DIVERSIFIED MANAGEMENT INC trimmed	Shares	-6	+$940.8K	$7.7M

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