Filing Research | SELECT SECTOR SPDR TR Institutional Holdings

Snapshot holdings

50 / 707 loaded

#		Instrument	quantity
1	FACTORY MUTUAL INSURANCE CO	Shares	4.5MSH	$236.4M
2	CREDIT INDUSTRIEL ET COMMERCIAL	PUT	885.4KSH	$47.0M
3	Tradewinds Capital Management, LLC	Shares	795.5KSH	$42.3M
4	Onyx Bridge Wealth Group LLC	Shares	749.7KSH	$39.8M
5	AFFINITY WEALTH MANAGEMENT LLC	Shares	708.3KSH	$37.6M
6	Oakworth Capital, Inc.	Shares	658.8KSH	$34.9M
7	BENJAMIN EDWARDS INC	Shares	641.6KSH	$34.1M
8	EQUITABLE TRUST CO	Shares	602.2KSH	$32.0M
9	Trust Asset Management LLC	Shares	808.5KSH	$31.1M
10	GRIMES & Co WEALTH MANAGEMENT, LLC	Shares	410.0KSH	$21.8M
11	CoreCap Advisors, LLC	Shares	364.5KSH	$19.4M
12	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	Shares	360.8KSH	$19.2M
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	331.2KSH	$18.0M
14	D.A. DAVIDSON & CO.	Shares	318.4KSH	$16.9M
15	FOURPATH CAPITAL MANAGEMENT, LLC	Shares	311.4KSH	$16.5M
16	HOWLAND CAPITAL MANAGEMENT LLC	Shares	309.9KSH	$16.5M
17	Trilogy Capital Inc.	Shares	287.6KSH	$15.3M
18	Merit Financial Group, LLC	Shares	285.0KSH	$15.1M
19	Blue Trust, Inc.	Shares	268.8KSH	$14.3M
20	ARMSTRONG ADVISORY GROUP, INC	Shares	244.2KSH	$13.0M
21	Solitude Financial Services	Shares	237.2KSH	$12.6M
22	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	230.7KSH	$12.3M
23	Decker Retirement Planning Inc.	Shares	228.9KSH	$12.2M
24	Whitcomb & Hess, Inc.	Shares	225.4KSH	$12.0M
25	WESPAC Advisors SoCal, LLC	Shares	215.0KSH	$11.4M
26	EXCHANGE TRADED CONCEPTS, LLC	Shares	209.3KSH	$11.1M
27	Redhawk Wealth Advisors, Inc.	Shares	207.5KSH	$11.0M
28	FIRST INTERSTATE BANK	Shares	206.2KSH	$10.9M
29	Mirae Asset Global Investments Co., Ltd.	Shares	204.1KSH	$10.8M
30	Ted Buchan & Co	Shares	187.5KSH	$10.0M
31	J.W. COLE ADVISORS, INC.	Shares	186.0KSH	$9.9M
32	Lake Hills Wealth Management, LLC	Shares	184.3KSH	$9.8M
33	Foguth Wealth Management, LLC.	Shares	168.3KSH	$9.8M
34	Madrona Financial Services, LLC	Shares	183.5KSH	$9.7M
35	TOTH FINANCIAL ADVISORY CORP	Shares	182.9KSH	$9.7M
36	Biltmore Wealth Management, LLC	Shares	179.2KSH	$9.5M
37	INDEPENDENT FINANCIAL GROUP, LLC	Shares	176.6KSH	$9.4M
38	BAR HARBOR WEALTH MANAGEMENT	Shares	174.9KSH	$9.3M
39	Prospera Financial Services Inc	Shares	172.6KSH	$9.2M
40	CHEMUNG CANAL TRUST CO	Shares	167.9KSH	$8.9M
41	CONTINUUM WEALTH ADVISORS, LLC	Shares	161.3KSH	$8.6M
42	ACT WEALTH MANAGEMENT, LLC	Shares	157.6KSH	$8.4M
43	Farther Finance Advisors, LLC	Shares	154.8KSH	$8.2M
44	LIGHTHOUSE FINANCIAL SERVICES INC /ADV	Shares	149.6KSH	$7.9M
45	IFP Advisors, Inc	Shares	148.7KSH	$7.9M
46	Royal Fund Management, LLC	Shares	147.9KSH	$7.9M
47	OLD NATIONAL BANCORP /IN/	Shares	146.9KSH	$7.8M
48	Cooper Capital Advisors LLC	Shares	144.4KSH	$7.7M
49	MIZUHO MARKETS AMERICAS LLC	Shares	144.2KSH	$7.7M
50	Scarborough Advisors, LLC	Shares	132.8KSH	$7.6M

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

50 / 771 loaded

#		Instrument
1	FACTORY MUTUAL INSURANCE CO added	Shares	+1.8M	+$72.0M	$236.4M
2	Onyx Bridge Wealth Group LLC added	Shares	+730.2K	+$38.6M	$39.8M
3	Tradewinds Capital Management, LLC added	Shares	+678.6K	+$35.1M	$42.3M
4	BENJAMIN EDWARDS INC added	Shares	+515.3K	+$26.3M	$34.1M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-1.5K	+$18.0M	$18.0M
6	CONFLUENCE INVESTMENT MANAGEMENT LLC new	Shares	+230.7K	+$12.3M	$12.3M
7	Cooper Capital Advisors LLC added	Shares	+140.1K	+$7.4M	$7.7M
8	Royal Fund Management, LLC added	Shares	+138.0K	+$7.3M	$7.9M
9	Sharp Wealth Advisory, LLC added	Shares	+132.3K	+$7.0M	$7.2M
10	STERLING INVESTMENT MANAGEMENT, LLC new	Shares	+117.2K	+$6.2M	$6.2M
11	Trust Asset Management LLC added	Shares	+401.0K	+$6.1M	$31.1M
12	Corecam Pte. Ltd. new	Shares	+107.0K	+$5.7M	$5.7M
13	IFP Advisors, Inc added	Shares	+93.7K	+$4.5M	$7.9M
14	FOURPATH CAPITAL MANAGEMENT, LLC added	Shares	+114.7K	+$4.5M	$16.5M
15	SBI Okasan Asset Management Co.Ltd. new	Shares	+79.6K	+$4.3M	$4.3M
16	David Kennon Inc new	Shares	+57.4K	+$3.1M	$3.1M
17	AVALON CAPITAL MANAGEMENT new	Shares	+56.8K	+$3.0M	$3.0M
18	Walser Wealth Management Company, A Ltd Liability Co added	Shares	+48.7K	+$2.5M	$2.9M
19	Corecam AG new	Shares	+46.0K	+$2.4M	$2.4M
20	Symmetry Partners, LLC added	Shares	+45.3K	+$2.3M	$2.9M
21	Envestnet Portfolio Solutions, Inc. added	Shares	+52.2K	+$2.3M	$5.7M
22	MIZUHO MARKETS AMERICAS LLC added	Shares	+56.0K	+$2.3M	$7.7M
23	Decker Retirement Planning Inc. added	Shares	+65.7K	+$2.2M	$12.2M
24	Foguth Wealth Management, LLC. added	Shares	+30.9K	+$2.0M	$9.8M
25	Lake Hills Wealth Management, LLC added	Shares	+53.8K	+$1.8M	$9.8M
26	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	CALL	+30.0K	+$1.6M	$1.6M
27	SHAKER INVESTMENTS LLC/OH added	Shares	+35.6K	+$1.6M	$3.8M
28	Intesa Sanpaolo Wealth Management added	Shares	+30.0K	+$1.6M	$1.6M
29	Northstar Advisory Group, LLC added	Shares	+32.1K	+$1.6M	$2.7M
30	Atlatl Advisers LLC new	Shares	+27.2K	+$1.4M	$1.4M
31	Vanguard Capital Wealth Advisors new	Shares	+26.4K	+$1.4M	$1.4M
32	MOULTON WEALTH MANAGEMENT, INC new	Shares	+20.7K	+$1.1M	$1.1M
33	DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. new	CALL	+20.0K	+$1.1M	$1.1M
34	CREDIT INDUSTRIEL ET COMMERCIAL added	Shares	+25.5K	+$1.0M	$3.5M
35	Value Investment Professionals, LLC new	Shares	+14.8K	+$784.5K	$784.5K
36	FORONJY FINANCIAL LLC added	Shares	+19.9K	+$697.2K	$3.4M
37	SteelPeak Wealth, LLC added	Shares	+16.2K	+$678.3K	$2.1M
38	Solitude Financial Services added	Shares	+22.0K	+$598.4K	$12.6M
39	MATAURO, LLC added	Shares	+14.9K	+$566.4K	$2.3M
40	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC new	Shares	+10.0K	+$531.7K	$531.7K
41	Confluence Wealth Services, Inc. new	Shares	+8.2K	+$434.8K	$434.8K
42	SAX WEALTH ADVISORS, LLC trimmed	Shares	-951	+$414.2K	$1.7M
43	FSA Investment Group, LLC added	Shares	+11.3K	+$392.4K	$2.0M
44	Hennion & Walsh Asset Management, Inc. new	Shares	+7.4K	+$392.3K	$392.3K
45	Balefire, LLC added	Shares	+11.3K	+$364.3K	$2.1M
46	IMZ Advisory Inc added	Shares	+23.6K	+$350.4K	$7.1M
47	Avior Wealth Management, LLC added	Shares	+13.2K	+$330.2K	$3.1M
48	JBR Co Financial Management Inc trimmed	Shares	-2.9K	+$316.2K	$2.8M
49	FUKOKU MUTUAL LIFE INSURANCE CO new	Shares	+5.9K	+$313.3K	$313.3K
50	GK Wealth Management LLC new	Shares	+5.8K	+$309.1K	$309.1K

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