Filing Research | SPDR SERIES TRUST Institutional Holdings

Snapshot holdings

50 / 76 loaded

#		Instrument	quantity
1	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	118.9KSH	$13.4M
2	PATTON FUND MANAGEMENT, INC.	Shares	107.5KSH	$12.1M
3	CAPITAL ADVISORS INC/OK	Shares	94.0KSH	$10.6M
4	St. Clair Advisors, LLC	Shares	86.4KSH	$9.8M
5	Alexis Investment Partners, LLC	Shares	63.3KSH	$7.3M
6	Falcon Wealth Planning	Shares	29.8KSH	$3.4M
7	CITY HOLDING CO	Shares	25.1KSH	$2.8M
8	REBALANCE, LLC	Shares	24.6KSH	$2.8M
9	Envestnet Portfolio Solutions, Inc.	Shares	19.1KSH	$2.2M
10	Smallwood Wealth Investment Management, LLC	Shares	17.6KSH	$2.0M
11	SBI Securities Co., Ltd.	Shares	15.9KSH	$1.8M
12	American Financial Advisors, LLC	Shares	13.7KSH	$1.6M
13	MOLLER WEALTH PARTNERS	Shares	13.1KSH	$1.5M
14	Omega Financial Group, LLC	Shares	12.9KSH	$1.5M
15	Atlas Brown,Inc.	Shares	12.1KSH	$1.4M
16	Lee Financial Co	Shares	10.9KSH	$1.2M
17	CAMELOT TECHNOLOGY ADVISORS, INC.	Shares	8.3KSH	$934.9K
18	Onyx Bridge Wealth Group LLC	Shares	6.0KSH	$680.2K
19	Key FInancial Inc	Shares	5.7KSH	$647.3K
20	Kohmann Bosshard Financial Services, LLC	Shares	5.7KSH	$640.0K
21	Farther Finance Advisors, LLC	Shares	4.7KSH	$532.5K
22	ARK & TLK INVESTMENTS, LLC	Shares	4.5KSH	$505.2K
23	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	4.4KSH	$497.4K
24	Wealthcare Advisory Partners LLC	Shares	4.3KSH	$486.2K
25	Forum Financial Management, LP	Shares	4.0KSH	$455.5K
26	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	3.8KSH	$430.8K
27	Moisand Fitzgerald Tamayo, LLC	Shares	3.7KSH	$423.2K
28	Trilogy Capital Inc.	Shares	3.2KSH	$361.4K
29	ASPIRIANT, LLC	Shares	3.0KSH	$342.9K
30	Merit Financial Group, LLC	Shares	2.9KSH	$331.3K
31	Lewis Asset Management, LLC	Shares	2.9KSH	$325.2K
32	BEACON FINANCIAL GROUP	Shares	2.8KSH	$315.8K
33	JFS WEALTH ADVISORS, LLC	Shares	2.8KSH	$313.6K
34	Plancorp, LLC	Shares	2.6KSH	$303.3K
35	NWAM LLC	Shares	2.6KSH	$290.7K
36	Heartwood Wealth Advisors LLC	Shares	2.5KSH	$286.2K
37	Redhawk Wealth Advisors, Inc.	Shares	2.5KSH	$281.7K
38	Newport Capital Group, LLC	Shares	2.4KSH	$273.0K
39	Wedmont Private Capital	Shares	2.3KSH	$263.6K
40	Y-Intercept (Hong Kong) Ltd	Shares	2.3KSH	$258.6K
41	LANARK FINANCIAL, INC.	Shares	2.1KSH	$238.1K
42	EASTERN BANK	Shares	1.9KSH	$218.9K
43	Chesley Taft & Associates LLC	Shares	1.9KSH	$214.6K
44	Venturi Wealth Management, LLC	Shares	1.9KSH	$214.6K
45	CWA Asset Management Group, LLC	Shares	1.8KSH	$203.2K
46	Sachetta, LLC	Shares	1.7KSH	$193.3K
47	Piscataqua Savings Bank	Shares	1.0KSH	$114.0K
48	Steigerwald, Gordon & Koch Inc.	Shares	850SH	$96.0K
49	HHM Wealth Advisors, LLC	Shares	825SH	$93.2K
50	Raleigh Capital Management Inc.	Shares	578SH	$65.3K

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

50 / 79 loaded

#		Instrument
1	CAPITAL ADVISORS INC/OK new	Shares	+94.0K	+$10.6M	$10.6M
2	Alexis Investment Partners, LLC new	Shares	+63.3K	+$7.3M	$7.3M
3	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+11.5K	+$2.6M	$13.4M
4	Envestnet Portfolio Solutions, Inc. new	Shares	+19.1K	+$2.2M	$2.2M
5	St. Clair Advisors, LLC trimmed	Shares	-2.0K	+$835.0K	$9.8M
6	CITY HOLDING CO added	Shares	+3.3K	+$636.7K	$2.8M
7	PATTON FUND MANAGEMENT, INC. trimmed	Shares	-7.0K	+$585.1K	$12.1M
8	Falcon Wealth Planning added	Shares	+1.5K	+$511.6K	$3.4M
9	REBALANCE, LLC added	Shares	+917	+$387.5K	$2.8M
10	Plancorp, LLC new	Shares	+2.6K	+$303.3K	$303.3K
11	NWAM LLC new	Shares	+2.6K	+$290.7K	$290.7K
12	Smallwood Wealth Investment Management, LLC added	Shares	+574	+$269.5K	$2.0M
13	Wedmont Private Capital new	Shares	+2.3K	+$263.6K	$263.6K
14	Y-Intercept (Hong Kong) Ltd new	Shares	+2.3K	+$258.6K	$258.6K
15	CAMELOT TECHNOLOGY ADVISORS, INC. added	Shares	+1.5K	+$250.7K	$934.9K
16	Lee Financial Co added	Shares	+1.1K	+$245.7K	$1.2M
17	Chesley Taft & Associates LLC new	Shares	+1.9K	+$214.6K	$214.6K
18	Venturi Wealth Management, LLC new	Shares	+1.9K	+$214.6K	$214.6K
19	CWA Asset Management Group, LLC new	Shares	+1.8K	+$203.2K	$203.2K
20	SBI Securities Co., Ltd. trimmed	Shares	-84	+$182.1K	$1.8M
21	Omega Financial Group, LLC added	Shares	+86	+$164.1K	$1.5M
22	MOLLER WEALTH PARTNERS unchanged	Shares	0	+$157.3K	$1.5M
23	Atlas Brown,Inc. added	Shares	+3	+$145.1K	$1.4M
24	American Financial Advisors, LLC trimmed	Shares	-599	+$104.4K	$1.6M
25	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+313	+$84.5K	$497.4K
26	Key FInancial Inc unchanged	Shares	0	+$68.8K	$647.3K
27	Raleigh Capital Management Inc. added	Shares	+578	+$65.3K	$65.3K
28	Kohmann Bosshard Financial Services, LLC trimmed	Shares	-27	+$65.3K	$640.0K
29	ARK & TLK INVESTMENTS, LLC unchanged	Shares	0	+$53.7K	$505.2K
30	Onyx Bridge Wealth Group LLC trimmed	Shares	-212	+$50.8K	$680.2K
31	Farther Finance Advisors, LLC trimmed	Shares	-51	+$48.6K	$532.5K
32	Forum Financial Management, LP unchanged	Shares	0	+$48.4K	$455.5K
33	Lewis Asset Management, LLC added	Shares	+114	+$46.1K	$325.2K
34	Moisand Fitzgerald Tamayo, LLC trimmed	Shares	-6	+$44.4K	$423.2K
35	ASPIRIANT, LLC unchanged	Shares	0	+$36.4K	$342.9K
36	JFS WEALTH ADVISORS, LLC added	Shares	+10	+$34.3K	$313.6K
37	BEACON FINANCIAL GROUP unchanged	Shares	0	+$33.5K	$315.8K
38	Redhawk Wealth Advisors, Inc. added	Shares	+10	+$30.9K	$281.7K
39	Heartwood Wealth Advisors LLC trimmed	Shares	-6	+$29.8K	$286.2K
40	SJS Investment Consulting Inc. new	Shares	+258	+$29.1K	$29.1K
41	LANARK FINANCIAL, INC. unchanged	Shares	0	+$25.3K	$238.1K
42	Newport Capital Group, LLC trimmed	Shares	-39	+$25.1K	$273.0K
43	EASTERN BANK unchanged	Shares	0	+$23.3K	$218.9K
44	Trilogy Capital Inc. trimmed	Shares	-204	+$17.8K	$361.4K
45	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-276	+$14.2K	$430.8K
46	Merit Financial Group, LLC trimmed	Shares	-209	+$14.1K	$331.3K
47	Sachetta, LLC trimmed	Shares	-74	+$13.1K	$193.3K
48	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	+$10.2K	$96.0K
49	HHM Wealth Advisors, LLC unchanged	Shares	0	+$9.9K	$93.2K
50	Ares Financial Consulting, LLC added	Shares	+5	+$7.1K	$65.3K

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