Filing Research | SELECT SECTOR SPDR TR Institutional Holdings

Snapshot holdings

50 / 353 loaded

#		Instrument	quantity
1	MEITAV INVESTMENT HOUSE LTD	Shares	2.4MSH	$258.8M
2	WestEnd Advisors, LLC	Shares	2.2MSH	$236.0M
3	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	777.2KSH	$83.3M
4	EXCHANGE TRADED CONCEPTS, LLC	Shares	444.2KSH	$47.6M
5	GRIMES & Co WEALTH MANAGEMENT, LLC	Shares	390.5KSH	$41.8M
6	AFFINITY WEALTH MANAGEMENT LLC	Shares	305.9KSH	$32.8M
7	Asset Advisors Investment Management, LLC	Shares	242.6KSH	$26.0M
8	IMZ Advisory Inc	Shares	232.5KSH	$24.9M
9	TCV Trust & Wealth Management, Inc.	Shares	197.4KSH	$21.1M
10	Stillwater Capital Advisors, LLC	Shares	176.4KSH	$18.9M
11	Clarity Financial LLC	Shares	153.9KSH	$16.5M
12	DAVENPORT & Co LLC	Shares	153.1KSH	$16.4M
13	FIRST INTERSTATE BANK	Shares	147.7KSH	$15.8M
14	PETREDIS INVESTMENT ADVISORS LLC	Shares	146.2KSH	$15.7M
15	Spire Wealth Management	Shares	143.6KSH	$15.4M
16	Foguth Wealth Management, LLC.	Shares	116.2KSH	$12.9M
17	CMH Wealth Management LLC	Shares	119.4KSH	$12.8M
18	RFG Advisory, LLC	Shares	113.0KSH	$12.1M
19	CoreCap Advisors, LLC	Shares	111.6KSH	$12.0M
20	BAR HARBOR WEALTH MANAGEMENT	Shares	101.3KSH	$10.8M
21	AdvisorNet Financial, Inc	Shares	100.6KSH	$10.8M
22	CWA Asset Management Group, LLC	Shares	100.5KSH	$10.8M
23	Conservest Capital Advisors, Inc.	Shares	100.2KSH	$10.7M
24	BENJAMIN EDWARDS INC	Shares	91.9KSH	$9.8M
25	McCollum Christoferson Group LLC	Shares	104.1KSH	$9.4M
26	Biltmore Wealth Management, LLC	Shares	88.0KSH	$9.4M
27	KWMG, LLC	Shares	83.4KSH	$8.9M
28	Trilogy Capital Inc.	Shares	78.1KSH	$8.4M
29	OLD NATIONAL BANCORP /IN/	Shares	76.1KSH	$8.1M
30	Brookstone Capital Management	Shares	74.8KSH	$8.0M
31	SBI Okasan Asset Management Co.Ltd.	Shares	73.6KSH	$7.9M
32	Premier Path Wealth Partners, LLC	Shares	72.9KSH	$7.8M
33	Keystone Global Partners, LLC	Shares	72.2KSH	$7.7M
34	Orange Investment Advisors, Inc.	Shares	70.7KSH	$7.6M
35	FORONJY FINANCIAL LLC	Shares	68.1KSH	$7.3M
36	ADAMS DIVERSIFIED EQUITY FUND, INC.	Shares	67.1KSH	$7.2M
37	Essex LLC	Shares	65.8KSH	$7.0M
38	CHEMUNG CANAL TRUST CO	Shares	62.9KSH	$6.7M
39	Sharper & Granite LLC	Shares	60.3KSH	$6.5M
40	Client First Capital LLC	Shares	60.3KSH	$6.5M
41	Merit Financial Group, LLC	Shares	58.3KSH	$6.2M
42	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	54.6KSH	$6.1M
43	INDEPENDENT FINANCIAL GROUP, LLC	Shares	56.9KSH	$6.1M
44	COLTON GROOME FINANCIAL ADVISORS, LLC	Shares	54.9KSH	$5.9M
45	Darwin Wealth Management, LLC	Shares	54.4KSH	$5.8M
46	AAFMAA Wealth Management & Trust LLC	Shares	51.6KSH	$5.5M
47	TRUST CO OF OKLAHOMA	Shares	50.7KSH	$5.4M
48	Farther Finance Advisors, LLC	Shares	50.6KSH	$5.4M
49	High Note Wealth, LLC	Shares	50.1KSH	$5.4M
50	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	Shares	49.1KSH	$5.3M

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

50 / 395 loaded

#		Instrument
1	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+443.8K	+$47.5M	$47.6M
2	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+384.1K	+$39.7M	$83.3M
3	Encompass More Asset Management added	Shares	+39.8K	+$4.2M	$4.5M
4	Farther Finance Advisors, LLC added	Shares	+28.4K	+$2.9M	$5.4M
5	SBI Okasan Asset Management Co.Ltd. added	Shares	+24.9K	+$2.7M	$7.9M
6	Foguth Wealth Management, LLC. added	Shares	+25.5K	+$2.4M	$12.9M
7	CHEMUNG CANAL TRUST CO added	Shares	+23.6K	+$2.4M	$6.7M
8	AdvisorNet Financial, Inc added	Shares	+21.3K	+$2.0M	$10.8M
9	IMZ Advisory Inc added	Shares	+21.8K	+$1.5M	$24.9M
10	STAPP WEALTH MANAGEMENT, PLLC new	Shares	+13.6K	+$1.5M	$1.5M
11	First Growth Capital LLC new	Shares	+12.5K	+$1.3M	$1.3M
12	Intrua Financial, LLC added	Shares	+10.2K	+$1.0M	$3.1M
13	SMI Advisory Services, LLC added	Shares	+9.1K	+$983.4K	$2.3M
14	GC Wealth Management RIA, LLC new	Shares	+9.1K	+$973.3K	$973.3K
15	Brookstone Capital Management added	Shares	+10.9K	+$928.4K	$8.0M
16	MOULTON WEALTH MANAGEMENT, INC new	Shares	+8.0K	+$883.6K	$883.6K
17	Markin Asset Management, LP added	Shares	+8.2K	+$786.2K	$3.6M
18	BARTLETT & CO. WEALTH MANAGEMENT LLC added	Shares	+6.0K	+$518.5K	$2.1M
19	Clarus Wealth Advisors added	Shares	+4.9K	+$475.0K	$3.2M
20	KWMG, LLC added	Shares	+7.1K	+$474.2K	$8.9M
21	Value Investment Professionals, LLC new	Shares	+4.3K	+$458.9K	$458.9K
22	Keystone Global Partners, LLC added	Shares	+6.5K	+$449.6K	$7.7M
23	Wall Street Financial Group, Inc. added	Shares	+5.3K	+$437.2K	$4.3M
24	Pettinga Financial Advisors LLC new	Shares	+3.9K	+$418.9K	$418.9K
25	Conservest Capital Advisors, Inc. added	Shares	+6.7K	+$365.7K	$10.7M
26	Aprio Wealth Management, LLC added	Shares	+3.2K	+$336.8K	$619.7K
27	Successful Portfolios LLC new	Shares	+2.7K	+$298.1K	$298.1K
28	Walser Wealth Management Company, A Ltd Liability Co new	Shares	+2.6K	+$277.1K	$277.1K
29	JOHNSON INVESTMENT COUNSEL INC added	Shares	+2.7K	+$251.9K	$1.5M
30	COLTON GROOME FINANCIAL ADVISORS, LLC added	Shares	+4.1K	+$244.9K	$5.9M
31	Creative Capital Management Investments LLC new	Shares	+2.2K	+$235.5K	$235.5K
32	SAX WEALTH ADVISORS, LLC new	Shares	+2.0K	+$222.7K	$222.7K
33	Winthrop Advisory Group LLC new	Shares	+2.1K	+$220.9K	$220.9K
34	Apollon Financial, LLC added	Shares	+2.8K	+$197.8K	$3.2M
35	CHICAGO TRUST Co NA added	Shares	+1.8K	+$184.7K	$555.1K
36	IFP Advisors, Inc added	Shares	+2.2K	+$179.2K	$1.8M
37	Realta Investment Advisors added	Shares	+2.3K	+$176.5K	$2.2M
38	Strategic Blueprint, LLC added	Shares	+1.8K	+$168.7K	$947.4K
39	Pine Valley Investments Ltd Liability Co added	Shares	+2.1K	+$161.1K	$2.2M
40	FLAGSTAR SECURITIES, INC added	Shares	+1.9K	+$153.4K	$1.5M
41	AAFMAA Wealth Management & Trust LLC added	Shares	+2.9K	+$131.1K	$5.5M
42	IAMS WEALTH MANAGEMENT, LLC added	Shares	+1.3K	+$119.4K	$753.5K
43	NWAM LLC added	Shares	+1.4K	+$106.1K	$1.5M
44	StrongBox Wealth, LLC new	Shares	+942	+$101.0K	$101.0K
45	First Citizens Financial Corp added	Shares	+1.3K	+$96.8K	$1.2M
46	Rockingstone Advisors LLC added	Shares	+1.1K	+$93.7K	$891.1K
47	Innova Wealth Partners added	Shares	+948	+$90.0K	$434.6K
48	BFSG, LLC added	Shares	+1.5K	+$82.3K	$2.4M
49	MassMutual Private Wealth & Trust, FSB added	Shares	+847	+$77.9K	$458.7K
50	Nelson Capital Management, LLC added	Shares	+1.8K	+$73.2K	$3.8M

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