Filing Research | SPDR INDEX SHS FDS Institutional Holdings

Snapshot holdings

50 / 74 loaded

#		Instrument	quantity
1	Envestnet Portfolio Solutions, Inc.	Shares	633.1KSH	$27.7M
2	RTD Financial Advisors, Inc.	Shares	124.9KSH	$5.5M
3	MISSION WEALTH MANAGEMENT, LP	Shares	73.7KSH	$3.2M
4	Aspire Private Capital, LLC	Shares	66.6KSH	$2.9M
5	Capital Investment Management, Inc.	Shares	61.0KSH	$2.7M
6	Ballentine Partners, LLC	Shares	55.5KSH	$2.4M
7	Total Clarity Wealth Management, Inc.	Shares	53.0KSH	$2.3M
8	Portside Wealth Group, LLC	Shares	46.3KSH	$2.0M
9	LMCG INVESTMENTS, LLC	Shares	45.2KSH	$2.0M
10	Accredited Investors Inc.	Shares	42.2KSH	$1.8M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	40.4KSH	$1.8M
12	Raleigh Capital Management Inc.	Shares	36.4KSH	$1.6M
13	Upper Left Wealth Management, LLC	Shares	35.2KSH	$1.5M
14	RFG Advisory, LLC	Shares	34.6KSH	$1.5M
15	CARY STREET PARTNERS FINANCIAL LLC	Shares	32.2KSH	$1.4M
16	Roan Capital Partners	Shares	30.9KSH	$1.4M
17	Wealthcare Advisory Partners LLC	Shares	28.5KSH	$1.2M
18	Spire Wealth Management	Shares	27.0KSH	$1.2M
19	Balefire, LLC	Shares	22.6KSH	$988.4K
20	Legacy Wealth Partners, LLC	Shares	21.7KSH	$947.5K
21	Global Financial Private Client, LLC	Shares	20.1KSH	$878.4K
22	CAMELOT TECHNOLOGY ADVISORS, INC.	Shares	16.8KSH	$736.9K
23	Trilogy Capital Inc.	Shares	14.0KSH	$614.3K
24	LOCKERMAN FINANCIAL GROUP, INC.	Shares	13.3KSH	$584.2K
25	Apollon Wealth Management, LLC	Shares	11.3KSH	$495.4K
26	Petersen Hastings Wealth Advisors Inc.	Shares	10.6KSH	$464.3K
27	Key FInancial Inc	Shares	10.6KSH	$463.2K
28	Hibernia Wealth Partners, LLC	Shares	10.4KSH	$453.4K
29	Boston Standard Wealth Management, LLC	Shares	9.0KSH	$393.2K
30	Allegheny Financial Group	Shares	8.5KSH	$372.7K
31	October Effect Ltd	Shares	7.7KSH	$336.1K
32	Sequoia Financial Advisors, LLC	Shares	7.5KSH	$329.5K
33	PCB Capital LLC	Shares	7.5KSH	$328.9K
34	Aegis Wealth Management, Inc.	Shares	7.3KSH	$318.8K
35	Accurate Wealth Management, LLC	Shares	7.2KSH	$315.4K
36	ECLECTIC ASSOCIATES INC /ADV	Shares	7.1KSH	$312.8K
37	CFS Investment Advisory Services, LLC	Shares	7.0KSH	$305.0K
38	Sowell Financial Services LLC	Shares	6.5KSH	$286.4K
39	LexAurum Advisors, LLC	Shares	6.4KSH	$279.1K
40	Austin Wealth Management, LLC	Shares	6.5KSH	$278.7K
41	ASPIRIANT, LLC	Shares	6.3KSH	$275.4K
42	Merit Financial Group, LLC	Shares	6.0KSH	$264.3K
43	Omega Financial Group, LLC	Shares	5.8KSH	$251.8K
44	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	Shares	5.7KSH	$251.0K
45	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	5.5KSH	$239.9K
46	Apeiron RIA LLC	Shares	5.3KSH	$231.1K
47	WORLD EQUITY GROUP, INC.	Shares	5.3KSH	$231.1K
48	Apella Capital, LLC	Shares	5.1KSH	$221.6K
49	Berkeley, Inc	Shares	4.9KSH	$214.7K
50	ABSOLUTE CAPITAL MANAGEMENT, LLC	Shares	4.7KSH	$206.1K

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

50 / 79 loaded

#		Instrument
1	Envestnet Portfolio Solutions, Inc. added	Shares	+42.7K	+$2.8M	$27.7M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+25.1K	+$1.1M	$1.8M
3	Roan Capital Partners added	Shares	+14.8K	+$672.9K	$1.4M
4	Portside Wealth Group, LLC added	Shares	+10.5K	+$514.4K	$2.0M
5	Aegis Wealth Management, Inc. new	Shares	+7.3K	+$318.8K	$318.8K
6	CFS Investment Advisory Services, LLC new	Shares	+7.0K	+$305.0K	$305.0K
7	Upper Left Wealth Management, LLC added	Shares	+5.1K	+$270.4K	$1.5M
8	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC new	Shares	+5.5K	+$239.9K	$239.9K
9	WORLD EQUITY GROUP, INC. new	Shares	+5.3K	+$231.1K	$231.1K
10	Total Clarity Wealth Management, Inc. added	Shares	+3.3K	+$219.8K	$2.3M
11	ABSOLUTE CAPITAL MANAGEMENT, LLC new	Shares	+4.7K	+$206.1K	$206.1K
12	Spectrum Planning & Advisory Services Inc. new	Shares	+4.6K	+$200.2K	$200.2K
13	RTD Financial Advisors, Inc. trimmed	Shares	-741	+$159.8K	$5.5M
14	MISSION WEALTH MANAGEMENT, LP added	Shares	+600	+$138.2K	$3.2M
15	Capital Investment Management, Inc. added	Shares	+879	+$130.5K	$2.7M
16	Raleigh Capital Management Inc. added	Shares	+1.2K	+$108.0K	$1.6M
17	Legacy Wealth Partners, LLC added	Shares	+1.7K	+$105.9K	$947.5K
18	Aspire Private Capital, LLC trimmed	Shares	-53	+$99.6K	$2.9M
19	Global Financial Private Client, LLC added	Shares	+1.5K	+$93.9K	$878.4K
20	Ballentine Partners, LLC unchanged	Shares	0	+$85.0K	$2.4M
21	IFP Advisors, Inc added	Shares	+1.8K	+$80.2K	$81.3K
22	Wealthcare Advisory Partners LLC added	Shares	+704	+$73.4K	$1.2M
23	LMCG INVESTMENTS, LLC unchanged	Shares	0	+$69.2K	$2.0M
24	LOCKERMAN FINANCIAL GROUP, INC. added	Shares	+1.1K	+$66.6K	$584.2K
25	PCB Capital LLC added	Shares	+1.2K	+$63.9K	$328.9K
26	October Effect Ltd added	Shares	+1.1K	+$58.8K	$336.1K
27	Balefire, LLC added	Shares	+564	+$58.4K	$988.4K
28	RFG Advisory, LLC added	Shares	+36	+$54.5K	$1.5M
29	Accredited Investors Inc. trimmed	Shares	-315	+$51.2K	$1.8M
30	CARY STREET PARTNERS FINANCIAL LLC unchanged	Shares	0	+$49.3K	$1.4M
31	Spire Wealth Management added	Shares	+63	+$44.0K	$1.2M
32	Sowell Financial Services LLC added	Shares	+615	+$36.0K	$286.4K
33	Key FInancial Inc unchanged	Shares	0	+$16.2K	$463.2K
34	ACORN FINANCIAL ADVISORY SERVICES INC /ADV added	Shares	+68	+$11.7K	$251.0K
35	LexAurum Advisors, LLC unchanged	Shares	0	+$9.8K	$279.1K
36	ASPIRIANT, LLC unchanged	Shares	0	+$9.6K	$275.4K
37	Cape Investment Advisory, Inc. new	Shares	+190	+$8.3K	$8.3K
38	Apeiron RIA LLC trimmed	Shares	-9	+$7.7K	$231.1K
39	Berkeley, Inc unchanged	Shares	0	+$7.5K	$214.7K
40	Quest 10 Wealth Builders, Inc. added	Shares	+156	+$7.5K	$25.9K
41	Merit Financial Group, LLC trimmed	Shares	-47	+$7.3K	$264.3K
42	Boston Standard Wealth Management, LLC added	Shares	+11	+$7.1K	$393.2K
43	Sequoia Financial Advisors, LLC trimmed	Shares	-147	+$5.3K	$329.5K
44	Crewe Advisors LLC unchanged	Shares	0	+$4.3K	$123.8K
45	Austin Wealth Management, LLC added	Shares	+58	+$4.3K	$278.7K
46	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	+$3.8K	$107.3K
47	Farther Finance Advisors, LLC added	Shares	+36	+$3.3K	$95.8K
48	CoreCap Advisors, LLC added	Shares	+3	+$2.6K	$71.2K
49	Triumph Capital Management trimmed	Shares	-50	+$2.4K	$128.7K
50	GAMMA Investing LLC unchanged	Shares	0	+$1.6K	$44.9K

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