Filing Research | SPDR INDEX SHS FDS Institutional Holdings

Snapshot holdings

50 / 65 loaded

#		Instrument	quantity
1	Tradewinds Capital Management, LLC	Shares	387.8KSH	$26.1M
2	Sachetta, LLC	Shares	205.3KSH	$13.8M
3	FIDUCIARY FINANCIAL GROUP, LLC	Shares	178.1KSH	$12.0M
4	Versant Capital Management, Inc	Shares	161.0KSH	$10.8M
5	Warren Street Wealth Advisors, LLC	Shares	154.5KSH	$10.4M
6	STERLING INVESTMENT ADVISORS LLC /ADV	Shares	81.0KSH	$5.5M
7	TMB Capital Partners, LLC	Shares	70.2KSH	$4.7M
8	Boltwood Capital Management	Shares	67.2KSH	$4.5M
9	D.A. DAVIDSON & CO.	Shares	64.5KSH	$4.3M
10	Fiduciary Alliance LLC	Shares	60.7KSH	$4.1M
11	White & Co Financial Planning Inc	Shares	59.1KSH	$4.0M
12	Conservest Capital Advisors, Inc.	Shares	47.2KSH	$3.2M
13	Farther Finance Advisors, LLC	Shares	44.5KSH	$3.0M
14	Chemistry Wealth Management LLC	Shares	36.9KSH	$2.5M
15	STEPH & CO	Shares	30.0KSH	$2.0M
16	Alliance Wealth Advisors, LLC /UT	Shares	24.8KSH	$1.7M
17	Wealthcare Advisory Partners LLC	Shares	23.1KSH	$1.6M
18	ONE PLUS ONE WEALTH MANAGEMENT, LLC	Shares	22.5KSH	$1.5M
19	Longview Financial Advisors, Inc.	Shares	19.6KSH	$1.3M
20	Factor Wealth Management LTD	Shares	19.3KSH	$1.3M
21	Fermata Advisors, LLC	Shares	15.5KSH	$1.0M
22	J2 Capital Management Inc	Shares	12.0KSH	$808.5K
23	Sequoia Financial Advisors, LLC	Shares	11.5KSH	$776.9K
24	Prospera Financial Services Inc	Shares	11.0KSH	$743.4K
25	Avior Wealth Management, LLC	Shares	10.5KSH	$706.2K
26	Fifth Third Wealth Advisors LLC	Shares	10.4KSH	$700.8K
27	GC Wealth Management RIA, LLC	Shares	10.2KSH	$686.1K
28	Old Port Advisors	Shares	9.2KSH	$620.9K
29	Morton Capital Management LLC/CA	Shares	9.0KSH	$605.6K
30	Dupree Financial Group, LLC	Shares	8.5KSH	$570.1K
31	Asempa Wealth Advisors	Shares	7.8KSH	$525.7K
32	Pathway Financial Advisors LLC	Shares	7.2KSH	$490.0K
33	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	7.0KSH	$476.0K
34	McAlvany Wealth Management LLC	Shares	6.5KSH	$437.0K
35	Spinnaker Investment Group, LLC	Shares	6.4KSH	$433.8K
36	VAQUERO PRIVATE WEALTH, LTD	Shares	6.4KSH	$431.4K
37	Opus Financial Solutions LLC	Shares	6.3KSH	$420.8K
38	Oath Planning, LLC	Shares	5.9KSH	$399.1K
39	BALDWIN WEALTH PARTNERS LLC/MA	Shares	4.8KSH	$326.3K
40	FSM Wealth Advisors, LLC	Shares	4.8KSH	$322.9K
41	JNBA Financial Advisors	Shares	4.1KSH	$275.2K
42	White Wing Wealth Management	Shares	3.5KSH	$234.1K
43	KFG WEALTH MANAGEMENT, LLC	Shares	3.4KSH	$227.3K
44	Mesirow Financial Investment Management, Inc.	Shares	3.4KSH	$226.8K
45	Essex Bank	Shares	3.3KSH	$222.4K
46	Global View Capital Management LLC	Shares	3.3KSH	$221.1K
47	HIGHLINE WEALTH PARTNERS LLC	Shares	3.2KSH	$218.1K
48	PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	Shares	3.1KSH	$210.3K
49	HARBOR INVESTMENT ADVISORY, LLC	Shares	2.8KSH	$190.0K
50	CoreCap Advisors, LLC	Shares	2.3KSH	$156.0K

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

50 / 69 loaded

#		Instrument
1	Alliance Wealth Advisors, LLC /UT new	Shares	+24.8K	+$1.7M	$1.7M
2	Boltwood Capital Management added	Shares	+18.1K	+$858.9K	$4.5M
3	Avior Wealth Management, LLC new	Shares	+10.5K	+$706.2K	$706.2K
4	GC Wealth Management RIA, LLC new	Shares	+10.2K	+$686.1K	$686.1K
5	FIDUCIARY FINANCIAL GROUP, LLC added	Shares	+23.8K	+$465.1K	$12.0M
6	Fermata Advisors, LLC added	Shares	+6.2K	+$349.8K	$1.0M
7	White Wing Wealth Management new	Shares	+3.5K	+$234.1K	$234.1K
8	Cromwell Holdings LLC new	Shares	+1.6K	+$111.1K	$111.1K
9	Prospera Financial Services Inc added	Shares	+1.4K	+$25.7K	$743.4K
10	HARBOR INVESTMENT ADVISORY, LLC added	Shares	+450	+$12.8K	$190.0K
11	Monetary Solutions, Ltd new	Shares	+138	+$9.3K	$9.3K
12	IFP Advisors, Inc new	Shares	+36	+$2.4K	$2.4K
13	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	-$96	$875
14	LANARK FINANCIAL, INC. unchanged	Shares	0	-$214	$2.0K
15	Triumph Capital Management unchanged	Shares	0	-$501	$4.6K
16	Spire Wealth Management unchanged	Shares	0	-$780	$7.1K
17	CX Institutional trimmed	Shares	-3.1K	-$799	$5.2K
18	Bank & Trust Co unchanged	Shares	0	-$810	$7.4K
19	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	-$1.3K	$11.4K
20	Grove Bank & Trust unchanged	Shares	0	-$3.6K	$32.6K
21	SIGNATUREFD, LLC unchanged	Shares	0	-$3.9K	$35.3K
22	WestEnd Advisors, LLC added	Shares	+43	-$7.7K	$99.4K
23	Sound Income Strategies, LLC exited	Shares	-155	-$11.5K	$0
24	ST GERMAIN D J CO INC trimmed	Shares	-149	-$14.8K	$33.4K
25	AdvisorNet Financial, Inc trimmed	Shares	-109	-$16.5K	$76.3K
26	Global View Capital Management LLC added	Shares	+52	-$20.3K	$221.1K
27	Mesirow Financial Investment Management, Inc. added	Shares	+24	-$23.0K	$226.8K
28	CoreCap Advisors, LLC trimmed	Shares	-88	-$23.6K	$156.0K
29	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	-$23.8K	$218.1K
30	Essex Bank unchanged	Shares	0	-$24.3K	$222.4K
31	KFG WEALTH MANAGEMENT, LLC added	Shares	+1	-$24.8K	$227.3K
32	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC exited	Shares	-340	-$25.3K	$0
33	BALDWIN WEALTH PARTNERS LLC/MA added	Shares	+135	-$25.6K	$326.3K
34	JNBA Financial Advisors unchanged	Shares	0	-$30.1K	$275.2K
35	FSM Wealth Advisors, LLC added	Shares	+7	-$34.8K	$322.9K
36	Oath Planning, LLC added	Shares	+68	-$38.6K	$399.1K
37	Opus Financial Solutions LLC unchanged	Shares	0	-$46.0K	$420.8K
38	EverSource Wealth Advisors, LLC exited	Shares	-633	-$47.3K	$0
39	Spinnaker Investment Group, LLC unchanged	Shares	0	-$47.4K	$433.8K
40	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-122	-$52.5K	$476.0K
41	Asempa Wealth Advisors added	Shares	+12	-$55.0K	$525.7K
42	McAlvany Wealth Management LLC trimmed	Shares	-247	-$55.5K	$437.0K
43	PATRIOT INVESTMENT MANAGEMENT GROUP, INC. trimmed	Shares	-500	-$60.3K	$210.3K
44	Dupree Financial Group, LLC trimmed	Shares	-3	-$62.5K	$570.1K
45	Morton Capital Management LLC/CA added	Shares	+35	-$63.5K	$605.6K
46	Fifth Third Wealth Advisors LLC unchanged	Shares	0	-$76.6K	$700.8K
47	Old Port Advisors trimmed	Shares	-221	-$84.4K	$620.9K
48	J2 Capital Management Inc added	Shares	+19	-$87.0K	$808.5K
49	Sequoia Financial Advisors, LLC trimmed	Shares	-551	-$126.1K	$776.9K
50	Pathway Financial Advisors LLC trimmed	Shares	-1.2K	-$139.6K	$490.0K

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