Filing Research | SPDR SERIES TRUST Institutional Holdings

Snapshot holdings

50 / 150 loaded

#		Instrument	quantity
1	Ocean Park Asset Management, LLC	Shares	1.8MSH	$169.7M
2	GRIMES & Co WEALTH MANAGEMENT, LLC	Shares	1.6MSH	$157.9M
3	Counterpoint Mutual Funds LLC	Shares	875.4KSH	$84.4M
4	Envestnet Portfolio Solutions, Inc.	Shares	593.9KSH	$57.2M
5	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	238.2KSH	$23.0M
6	EXCHANGE TRADED CONCEPTS, LLC	Shares	218.7KSH	$21.1M
7	Mirae Asset Global Investments Co., Ltd.	Shares	177.0KSH	$17.1M
8	Berkshire Money Management, Inc.	Shares	174.9KSH	$16.9M
9	Silverleafe Capital Partners, LLC	Shares	164.1KSH	$15.8M
10	Symmetry Partners, LLC	Shares	141.6KSH	$13.6M
11	Altura Wealth Advisors Inc.	Shares	125.5KSH	$12.1M
12	Somnio Financial Group, LLC	Shares	107.2KSH	$10.3M
13	Aspire Private Capital, LLC	Shares	83.7KSH	$8.1M
14	STRATEGIC INVESTMENT MANAGEMENT, LLC	Shares	79.8KSH	$7.7M
15	Hibernia Wealth Partners, LLC	Shares	72.8KSH	$7.0M
16	Brindle & Bay Financial Advisors, LLC	Shares	72.6KSH	$7.0M
17	Prospera Financial Services Inc	Shares	65.7KSH	$6.3M
18	Apella Capital, LLC	Shares	64.3KSH	$6.2M
19	Navigation Wealth Management, Inc.	Shares	60.1KSH	$5.8M
20	Sound Income Strategies, LLC	Shares	58.0KSH	$5.6M
21	Financial & Tax Architects, LLC	Shares	52.3KSH	$5.0M
22	Raleigh Capital Management Inc.	Shares	52.3KSH	$5.0M
23	Brookstone Capital Management	Shares	45.8KSH	$4.4M
24	Windsor Capital Management, LLC	Shares	44.5KSH	$4.3M
25	D.A. DAVIDSON & CO.	Shares	42.9KSH	$4.1M
26	Global Trust Wealth Management LLC	Shares	41.9KSH	$4.0M
27	Nilsine Partners, LLC	Shares	35.4KSH	$3.4M
28	RFG Advisory, LLC	Shares	34.5KSH	$3.3M
29	Beta Wealth Group, Inc.	Shares	34.0KSH	$3.3M
30	Balefire, LLC	Shares	30.8KSH	$3.0M
31	Farther Finance Advisors, LLC	Shares	30.7KSH	$3.0M
32	Financial Partners Group, Inc	Shares	27.0KSH	$2.6M
33	SBI Securities Co., Ltd.	Shares	27.0KSH	$2.6M
34	TI-TRUST, INC	Shares	27.0KSH	$2.6M
35	Sincerus Advisory, LLC	Shares	20.0KSH	$1.9M
36	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	19.9KSH	$1.9M
37	Sowell Financial Services LLC	Shares	19.5KSH	$1.9M
38	Hillcrest Wealth Advisors - NY, LLC	Shares	19.2KSH	$1.9M
39	CARY STREET PARTNERS FINANCIAL LLC	Shares	18.7KSH	$1.8M
40	Legacy Wealth Partners, LLC	Shares	17.6KSH	$1.7M
41	NWAM LLC	Shares	16.7KSH	$1.6M
42	PRIVATE CLIENT SERVICES, LLC	Shares	16.1KSH	$1.6M
43	LOCKERMAN FINANCIAL GROUP, INC.	Shares	15.9KSH	$1.5M
44	Sunbeam Capital Management, LLC	Shares	15.5KSH	$1.5M
45	Aletheian Wealth Advisors LLC	Shares	12.7KSH	$1.2M
46	1015 Capital Partners, LLC	Shares	12.6KSH	$1.2M
47	MILESTONE ASSET MANAGEMENT, LLC	Shares	11.9KSH	$1.2M
48	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	11.9KSH	$1.1M
49	Apollon Wealth Management, LLC	Shares	11.4KSH	$1.1M
50	Global View Capital Management LLC	Shares	8.6KSH	$828.4K

Scroll to load more

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

50 / 163 loaded

#		Instrument
1	GRIMES & Co WEALTH MANAGEMENT, LLC new	Shares	+1.6M	+$157.9M	$157.9M
2	Counterpoint Mutual Funds LLC added	Shares	+715.4K	+$69.0M	$84.4M
3	Envestnet Portfolio Solutions, Inc. added	Shares	+388.6K	+$37.6M	$57.2M
4	Financial & Tax Architects, LLC new	Shares	+52.3K	+$5.0M	$5.0M
5	Aspire Private Capital, LLC added	Shares	+47.9K	+$4.6M	$8.1M
6	Navigation Wealth Management, Inc. added	Shares	+37.9K	+$3.7M	$5.8M
7	Raleigh Capital Management Inc. added	Shares	+30.9K	+$3.0M	$5.0M
8	Brindle & Bay Financial Advisors, LLC added	Shares	+24.3K	+$2.4M	$7.0M
9	Mirae Asset Global Investments Co., Ltd. added	Shares	+17.0K	+$1.7M	$17.1M
10	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+15.9K	+$1.7M	$21.1M
11	Global Trust Wealth Management LLC added	Shares	+16.1K	+$1.6M	$4.0M
12	Altura Wealth Advisors Inc. added	Shares	+14.1K	+$1.4M	$12.1M
13	MILESTONE ASSET MANAGEMENT, LLC new	Shares	+11.9K	+$1.2M	$1.2M
14	Legacy Wealth Partners, LLC added	Shares	+10.7K	+$1.0M	$1.7M
15	LOCKERMAN FINANCIAL GROUP, INC. added	Shares	+10.0K	+$970.6K	$1.5M
16	Symmetry Partners, LLC added	Shares	+8.7K	+$926.7K	$13.6M
17	SBI Securities Co., Ltd. added	Shares	+7.2K	+$703.3K	$2.6M
18	Somnio Financial Group, LLC added	Shares	+5.0K	+$550.5K	$10.3M
19	Farther Finance Advisors, LLC added	Shares	+4.9K	+$495.2K	$3.0M
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+5.1K	+$488.9K	$1.9M
21	Balefire, LLC added	Shares	+4.1K	+$412.2K	$3.0M
22	IFP Advisors, Inc added	Shares	+4.2K	+$406.6K	$718.7K
23	Global Financial Private Client, LLC added	Shares	+4.1K	+$401.5K	$739.4K
24	Berkshire Money Management, Inc. added	Shares	+2.3K	+$332.8K	$16.9M
25	VISTA INVESTMENT PARTNERS II, LLC new	Shares	+3.3K	+$317.7K	$317.7K
26	First Heartland Consultants, Inc. new	Shares	+2.7K	+$261.2K	$261.2K
27	D.A. DAVIDSON & CO. added	Shares	+2.4K	+$259.7K	$4.1M
28	Aegis Wealth Management, Inc. new	Shares	+2.6K	+$255.1K	$255.1K
29	Kraft, Davis & Associates, LLC new	Shares	+2.5K	+$239.4K	$239.4K
30	J2 Capital Management Inc new	Shares	+2.5K	+$236.8K	$236.8K
31	ABSOLUTE CAPITAL MANAGEMENT, LLC new	Shares	+2.5K	+$236.7K	$236.7K
32	EWA, LLC new	Shares	+2.4K	+$226.7K	$226.7K
33	Kelly Financial Services LLC new	Shares	+2.2K	+$212.2K	$212.2K
34	Brookwood Investment Group LLC new	Shares	+2.1K	+$205.6K	$205.6K
35	Brookstone Capital Management added	Shares	+1.7K	+$190.4K	$4.4M
36	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+1.5K	+$159.8K	$1.8M
37	Palouse Capital Management, Inc. new	Shares	+1.6K	+$151.9K	$151.9K
38	TI-TRUST, INC added	Shares	+1.1K	+$122.6K	$2.6M
39	October Effect Ltd added	Shares	+1.1K	+$110.8K	$425.5K
40	NWAM LLC added	Shares	+689	+$76.8K	$1.6M
41	Pacifica Partners Inc. added	Shares	+716	+$68.8K	$108.1K
42	Intergy Private Wealth, LLC added	Shares	+572	+$57.3K	$376.7K
43	STRATEGIC INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$51.9K	$7.7M
44	Prospera Financial Services Inc added	Shares	+72	+$49.6K	$6.3M
45	Aletheian Wealth Advisors LLC added	Shares	+424	+$48.8K	$1.2M
46	AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP added	Shares	+457	+$44.1K	$343.7K
47	PFG Investments, LLC added	Shares	+335	+$35.2K	$475.0K
48	Composition Wealth, LLC added	Shares	+296	+$30.0K	$245.9K
49	Cape Investment Advisory, Inc. new	Shares	+307	+$29.6K	$29.6K
50	Hillcrest Wealth Advisors - NY, LLC added	Shares	+175	+$29.3K	$1.9M

Scroll to load more