Filing Research | SPDR SERIES TRUST Institutional Holdings

Snapshot holdings

50 / 68 loaded

#		Instrument	quantity
1	BENJAMIN EDWARDS INC	Shares	4.8MSH	$107.4M
2	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	3.4MSH	$75.2M
3	ST GERMAIN D J CO INC	Shares	705.8KSH	$15.7M
4	Leicht Financial Planning & Wealth Management, Inc.	Shares	618.7KSH	$13.8M
5	Leslie Global Wealth, LLC	Shares	326.3KSH	$7.3M
6	FLAGSHIP HARBOR ADVISORS, LLC	Shares	325.1KSH	$7.3M
7	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	Shares	305.9KSH	$6.8M
8	TRUE BLUE FINANCIAL, LLC	Shares	289.3KSH	$6.5M
9	Portside Wealth Group, LLC	Shares	285.0KSH	$6.4M
10	Drucker Wealth 3.0, LLC	Shares	225.3KSH	$5.0M
11	Boltwood Capital Management	Shares	223.7KSH	$5.0M
12	HORIZON FINANCIAL SERVICES, LLC	Shares	210.5KSH	$4.7M
13	Archer Investment Management, LLC	Shares	159.8KSH	$3.6M
14	Spectrum Planning & Advisory Services Inc.	Shares	142.9KSH	$3.2M
15	EHRLICH FINANCIAL GROUP	Shares	139.2KSH	$3.1M
16	Farther Finance Advisors, LLC	Shares	127.1KSH	$2.8M
17	Dynamic Advisor Solutions LLC	Shares	120.9KSH	$2.7M
18	Apollon Financial, LLC	Shares	97.5KSH	$2.2M
19	EWA, LLC	Shares	88.0KSH	$2.0M
20	RFG Advisory, LLC	Shares	56.6KSH	$1.3M
21	Strategic Blueprint, LLC	Shares	56.0KSH	$1.2M
22	TMB Capital Partners, LLC	Shares	51.9KSH	$1.2M
23	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	48.3KSH	$1.1M
24	Brookstone Capital Management	Shares	47.4KSH	$1.1M
25	Trilogy Capital Inc.	Shares	45.7KSH	$1.0M
26	Capital Investment Counsel, LLC	Shares	28.6KSH	$638.1K
27	Alliance Wealth Advisors, LLC /UT	Shares	27.4KSH	$610.2K
28	Wealthcare Advisory Partners LLC	Shares	27.2KSH	$607.4K
29	Confluence Wealth Services, Inc.	Shares	23.9KSH	$534.2K
30	PFG Advisors	Shares	21.5KSH	$480.2K
31	Sharkey, Howes & Javer	Shares	21.2KSH	$472.5K
32	Balefire, LLC	Shares	19.9KSH	$445.1K
33	NORTHBRIDGE FINANCIAL GROUP, LLC	Shares	19.5KSH	$434.0K
34	ONE WEALTH CAPITAL MANAGEMENT, LLC	Shares	19.3KSH	$430.3K
35	IFP Advisors, Inc	Shares	16.2KSH	$361.0K
36	Acropolis Investment Management, LLC	Shares	14.8KSH	$330.7K
37	GK Wealth Management LLC	Shares	14.2KSH	$316.1K
38	Golden State Wealth Management, LLC	Shares	13.6KSH	$302.8K
39	BAKER TILLY WEALTH MANAGEMENT, LLC	Shares	12.7KSH	$283.6K
40	XY Planning Network, Inc.	Shares	12.3KSH	$275.1K
41	Columbus Macro, LLC	Shares	12.1KSH	$269.7K
42	LexAurum Advisors, LLC	Shares	11.6KSH	$258.2K
43	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	10.3KSH	$230.7K
44	JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC	Shares	9.6KSH	$214.8K
45	Centurion Wealth Management LLC	Shares	9.4KSH	$209.3K
46	Pacific Excel Wealth Advisors, Inc.	Shares	9.4KSH	$208.9K
47	Sachetta, LLC	Shares	8.8KSH	$195.6K
48	CoreCap Advisors, LLC	Shares	3.0KSH	$66.2K
49	CX Institutional	Shares	2.7MSH	$61.0K
50	Crewe Advisors LLC	Shares	2.2KSH	$48.4K

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

50 / 77 loaded

#		Instrument
1	Leslie Global Wealth, LLC new	Shares	+326.3K	+$7.3M	$7.3M
2	TRUE BLUE FINANCIAL, LLC added	Shares	+271.5K	+$6.1M	$6.5M
3	Archer Investment Management, LLC added	Shares	+72.6K	+$1.6M	$3.6M
4	Confluence Wealth Services, Inc. new	Shares	+23.9K	+$534.2K	$534.2K
5	Boltwood Capital Management added	Shares	+21.7K	+$467.1K	$5.0M
6	Drucker Wealth 3.0, LLC added	Shares	+20.6K	+$443.1K	$5.0M
7	ST GERMAIN D J CO INC added	Shares	+19.6K	+$382.3K	$15.7M
8	Portside Wealth Group, LLC added	Shares	+17.4K	+$367.5K	$6.4M
9	GK Wealth Management LLC new	Shares	+14.2K	+$316.1K	$316.1K
10	Spectrum Planning & Advisory Services Inc. added	Shares	+14.4K	+$311.8K	$3.2M
11	ONE WEALTH CAPITAL MANAGEMENT, LLC added	Shares	+9.6K	+$213.9K	$430.3K
12	Centurion Wealth Management LLC new	Shares	+9.4K	+$209.3K	$209.3K
13	Pacific Excel Wealth Advisors, Inc. new	Shares	+9.4K	+$208.9K	$208.9K
14	EHRLICH FINANCIAL GROUP added	Shares	+7.7K	+$161.5K	$3.1M
15	TMB Capital Partners, LLC added	Shares	+7.0K	+$152.2K	$1.2M
16	Trilogy Capital Inc. added	Shares	+5.6K	+$121.6K	$1.0M
17	EWA, LLC added	Shares	+5.7K	+$120.1K	$2.0M
18	RFG Advisory, LLC added	Shares	+4.1K	+$87.5K	$1.3M
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+3.9K	+$75.7K	$1.1M
20	NORTHBRIDGE FINANCIAL GROUP, LLC added	Shares	+2.9K	+$63.0K	$434.0K
21	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new	Shares	+2.0K	+$44.6K	$44.6K
22	Crewe Advisors LLC added	Shares	+1.5K	+$32.5K	$48.4K
23	JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC added	Shares	+487	+$10.1K	$214.8K
24	Strategic Blueprint, LLC added	Shares	+603	+$9.0K	$1.2M
25	CANTOR FITZGERALD INVESTMENT ADVISORS L.P. added	Shares	+1.4K	+$7.2K	$6.8M
26	Blue Trust, Inc. new	Shares	+275	+$6.1K	$6.1K
27	Davis Capital Management new	Shares	+116	+$2.6K	$2.6K
28	Sachetta, LLC added	Shares	+120	+$2.0K	$195.6K
29	CX Institutional added	Shares	+62.9K	+$1.2K	$61.0K
30	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$517	$230.7K
31	TSFG, LLC added	Shares	+23.9K	+$513	$6.1K
32	SBI Securities Co., Ltd. added	Shares	+7	+$155	$491
33	Cape Investment Advisory, Inc. new	Shares	+1	+$13	$13
34	HALBERT HARGROVE GLOBAL ADVISORS, LLC unchanged	Shares	0	-$1	$67
35	Hughes Financial Services, LLC unchanged	Shares	0	-$1	$223
36	Quest 10 Wealth Builders, Inc. unchanged	Shares	0	-$2	$759
37	EASTERN BANK unchanged	Shares	0	-$14	$4.0K
38	MJT & Associates Financial Advisory Group, Inc. unchanged	Shares	0	-$23	$6.5K
39	AdvisorNet Financial, Inc unchanged	Shares	0	-$39	$10.7K
40	Realta Investment Advisors unchanged	Shares	0	-$40	$11.2K
41	Register Financial Advisors LLC unchanged	Shares	0	-$60	$16.9K
42	Triumph Capital Management unchanged	Shares	0	-$79	$22.0K
43	SOUTHERN MICHIGAN BANK & TRUST unchanged	Shares	0	-$80	$22.3K
44	Capital Investment Advisory Services, LLC trimmed	Shares	-3	-$97	$8.2K
45	FINANCIAL CONSULATE, INC unchanged	Shares	0	-$115	$32.1K
46	CoreCap Advisors, LLC unchanged	Shares	0	-$238	$66.2K
47	XY Planning Network, Inc. unchanged	Shares	0	-$246	$275.1K
48	SIGNATUREFD, LLC exited	Shares	-40	-$896	$0
49	LexAurum Advisors, LLC unchanged	Shares	0	-$926	$258.2K
50	Acropolis Investment Management, LLC unchanged	Shares	0	-$1.2K	$330.7K

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