Filing Research | SPDR SERIES TRUST Institutional Holdings

Snapshot holdings

50 / 425 loaded

#		Instrument	quantity
1	Composition Wealth, LLC	Shares	2.2MSH	$198.7M
2	MBL Wealth, LLC	Shares	1.5MSH	$139.1M
3	Merit Financial Group, LLC	Shares	677.1KSH	$62.0M
4	Brookstone Capital Management	Shares	662.9KSH	$60.8M
5	Mirae Asset Global Investments Co., Ltd.	Shares	613.2KSH	$56.2M
6	Capital Investment Advisory Services, LLC	Shares	550.7KSH	$50.5M
7	Relyea Zuckerberg Hanson LLC	Shares	527.7KSH	$48.4M
8	HERITAGE OAK WEALTH ADVISORS LLC	Shares	507.6KSH	$46.5M
9	Encompass More Asset Management	Shares	498.4KSH	$45.7M
10	Portside Wealth Group, LLC	Shares	496.8KSH	$45.5M
11	Second Half Financial Partners, LLC	Shares	469.3KSH	$43.0M
12	Barry Investment Advisors, LLC	Shares	468.6KSH	$42.9M
13	Gradient Investments LLC	Shares	457.5KSH	$41.9M
14	D.A. DAVIDSON & CO.	Shares	430.8KSH	$39.5M
15	Pacific Point Advisors, LLC	Shares	418.8KSH	$38.4M
16	Teamwork Financial Advisors, LLC	Shares	405.8KSH	$37.2M
17	RFG Advisory, LLC	Shares	395.9KSH	$36.3M
18	EverSource Wealth Advisors, LLC	Shares	382.9KSH	$35.1M
19	McNamara Financial Services, Inc.	Shares	382.7KSH	$35.1M
20	Randolph Co Inc	Shares	379.9KSH	$34.8M
21	Cypress Capital, LLC	Shares	375.3KSH	$34.4M
22	North Capital, Inc.	Shares	374.2KSH	$34.3M
23	TECTONIC ADVISORS LLC	Shares	361.4KSH	$33.1M
24	UDINE WEALTH MANAGEMENT, INC.	Shares	321.1KSH	$29.4M
25	Fortis Group Advisors, LLC	Shares	312.9KSH	$28.7M
26	CWA Asset Management Group, LLC	Shares	310.6KSH	$28.5M
27	SCHARF INVESTMENTS, LLC	Shares	296.2KSH	$27.1M
28	Farther Finance Advisors, LLC	Shares	294.9KSH	$27.0M
29	Marshall Financial Group, LLC	Shares	294.4KSH	$27.0M
30	Financial Management Professionals, Inc.	Shares	292.4KSH	$26.8M
31	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	318.1KSH	$26.3M
32	Auour Investments LLC	Shares	282.8KSH	$25.9M
33	FOUNDERS GROVE WEALTH PARTNERS, LLC	Shares	281.1KSH	$25.8M
34	Boston Standard Wealth Management, LLC	Shares	272.9KSH	$24.9M
35	High Note Wealth, LLC	Shares	268.5KSH	$24.6M
36	Turning Point Benefit Group, Inc.	Shares	265.6KSH	$24.3M
37	Bison Wealth, LLC	Shares	259.1KSH	$23.7M
38	Hibernia Wealth Partners, LLC	Shares	255.8KSH	$23.4M
39	Berkshire Money Management, Inc.	Shares	252.7KSH	$23.2M
40	BEACON FINANCIAL GROUP	Shares	231.9KSH	$21.3M
41	KEATING INVESTMENT COUNSELORS INC	Shares	228.8KSH	$21.0M
42	CoreCap Advisors, LLC	Shares	223.2KSH	$20.5M
43	RIA Advisory Group LLC	Shares	222.6KSH	$20.4M
44	Financial & Tax Architects, LLC	Shares	220.3KSH	$20.2M
45	J.W. COLE ADVISORS, INC.	Shares	216.2KSH	$19.8M
46	Saratoga Research & Investment Management	Shares	215.0KSH	$19.7M
47	STABLEFORD CAPITAL II LLC	Shares	212.5KSH	$19.5M
48	MARATHON CAPITAL MANAGEMENT	Shares	210.8KSH	$19.3M
49	Vigilare Wealth Management	Shares	200.2KSH	$18.3M
50	Bell Bank	Shares	196.2KSH	$18.0M

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

50 / 464 loaded

#		Instrument
1	Financial Management Professionals, Inc. added	Shares	+274.0K	+$25.1M	$26.8M
2	Financial & Tax Architects, LLC added	Shares	+209.9K	+$19.2M	$20.2M
3	MBL Wealth, LLC added	Shares	+199.4K	+$18.3M	$139.1M
4	HERITAGE OAK WEALTH ADVISORS LLC added	Shares	+195.7K	+$17.9M	$46.5M
5	Composition Wealth, LLC added	Shares	+172.6K	+$15.8M	$198.7M
6	Boston Standard Wealth Management, LLC added	Shares	+172.3K	+$15.7M	$24.9M
7	Teamwork Financial Advisors, LLC added	Shares	+159.7K	+$14.6M	$37.2M
8	Merit Financial Group, LLC added	Shares	+159.6K	+$14.6M	$62.0M
9	RIA Advisory Group LLC added	Shares	+143.4K	+$13.1M	$20.4M
10	Barry Investment Advisors, LLC added	Shares	+142.9K	+$13.1M	$42.9M
11	Sequoia Financial Advisors, LLC added	Shares	+131.3K	+$12.0M	$16.0M
12	CoreCap Advisors, LLC added	Shares	+124.0K	+$11.4M	$20.5M
13	LAVELLE CAPITAL LP added	Shares	+117.2K	+$10.7M	$11.4M
14	MinichMacGregor Wealth Management, LLC new	Shares	+113.0K	+$10.4M	$10.4M
15	High Note Wealth, LLC added	Shares	+58.4K	+$5.3M	$24.6M
16	Biltmore Wealth Management, LLC added	Shares	+57.2K	+$5.2M	$10.9M
17	Cyndeo Wealth Partners, LLC added	Shares	+54.0K	+$4.9M	$6.7M
18	STABLEFORD CAPITAL II LLC added	Shares	+53.2K	+$4.9M	$19.5M
19	GK Wealth Management LLC new	Shares	+47.9K	+$4.4M	$4.4M
20	CHATHAM CAPITAL GROUP, INC. new	Shares	+46.6K	+$4.3M	$4.3M
21	Savior LLC added	Shares	+44.3K	+$4.1M	$13.4M
22	Encompass More Asset Management added	Shares	+40.0K	+$3.7M	$45.7M
23	Farther Finance Advisors, LLC added	Shares	+38.1K	+$3.6M	$27.0M
24	G&S Capital LLC added	Shares	+37.3K	+$3.4M	$13.6M
25	MOULTON WEALTH MANAGEMENT, INC new	Shares	+35.0K	+$3.2M	$3.2M
26	Bison Wealth, LLC added	Shares	+33.8K	+$3.1M	$23.7M
27	NWAM LLC added	Shares	+32.8K	+$3.0M	$5.8M
28	Pacific Point Advisors, LLC added	Shares	+31.6K	+$2.9M	$38.4M
29	Global View Capital Management LLC new	Shares	+29.6K	+$2.7M	$2.7M
30	QUATTRO FINANCIAL ADVISORS LLC new	Shares	+26.7K	+$2.4M	$2.4M
31	Trilogy Capital Inc. added	Shares	+25.5K	+$2.3M	$12.5M
32	TECTONIC ADVISORS LLC added	Shares	+23.1K	+$2.1M	$33.1M
33	4WEALTH ADVISORS, INC. added	Shares	+22.8K	+$2.1M	$6.0M
34	Relyea Zuckerberg Hanson LLC added	Shares	+22.3K	+$2.0M	$48.4M
35	Foguth Wealth Management, LLC. added	Shares	+21.0K	+$1.9M	$3.3M
36	HighRoad Wealth Advisors, LLC added	Shares	+19.5K	+$1.8M	$12.5M
37	Lake Hills Wealth Management, LLC added	Shares	+19.2K	+$1.8M	$3.2M
38	FOUNDERS GROVE WEALTH PARTNERS, LLC added	Shares	+19.2K	+$1.8M	$25.8M
39	RATIONAL ADVISORS, INC. new	Shares	+18.0K	+$1.6M	$1.6M
40	Live Oak Private Wealth LLC new	Shares	+16.9K	+$1.6M	$1.6M
41	RFG Advisory, LLC added	Shares	+16.9K	+$1.5M	$36.3M
42	WORLD EQUITY GROUP, INC. new	Shares	+16.6K	+$1.5M	$1.5M
43	SWMG, LLC added	Shares	+15.9K	+$1.5M	$1.7M
44	FIRST HORIZON CORP added	Shares	+15.7K	+$1.4M	$1.6M
45	MARATHON CAPITAL MANAGEMENT added	Shares	+15.3K	+$1.4M	$19.3M
46	Clarity Financial LLC added	Shares	+14.9K	+$1.4M	$3.9M
47	Malaga Cove Capital, LLC added	Shares	+14.2K	+$1.3M	$9.0M
48	ACORN FINANCIAL ADVISORY SERVICES INC /ADV added	Shares	+13.9K	+$1.3M	$10.4M
49	Walser Wealth Management Company, A Ltd Liability Co added	Shares	+13.7K	+$1.3M	$2.2M
50	TriaGen Wealth Management LLC added	Shares	+13.0K	+$1.2M	$4.5M

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