Filing Research | SELECT SECTOR SPDR TR Institutional Holdings

Snapshot holdings

50 / 560 loaded

#		Instrument	quantity
1	MEITAV INVESTMENT HOUSE LTD	Shares	1.3MSH	$231.6M
2	Trust Asset Management LLC	Shares	688.4KSH	$93.4M
3	GRIMES & Co WEALTH MANAGEMENT, LLC	Shares	335.8KSH	$62.2M
4	FACTORY MUTUAL INSURANCE CO	Shares	332.4KSH	$61.6M
5	GREENWOOD GEARHART LLC	Shares	260.6KSH	$48.3M
6	Biltmore Wealth Management, LLC	Shares	213.9KSH	$39.6M
7	New Harbor Financial Group, LLC	Shares	203.7KSH	$37.7M
8	Stonebridge Financial Group, LLC	Shares	164.1KSH	$30.4M
9	ARMSTRONG ADVISORY GROUP, INC	Shares	160.8KSH	$29.8M
10	BAR HARBOR WEALTH MANAGEMENT	Shares	156.1KSH	$28.9M
11	Trilogy Capital Inc.	Shares	153.8KSH	$28.5M
12	Tradewinds Capital Management, LLC	Shares	147.9KSH	$27.4M
13	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	Shares	132.7KSH	$24.6M
14	Nelson Capital Management, LLC	Shares	124.4KSH	$23.0M
15	COUNTRY TRUST BANK	Shares	118.1KSH	$21.9M
16	LIGHTHOUSE FINANCIAL SERVICES INC /ADV	Shares	116.5KSH	$21.4M
17	Strategic Point Investment Advisors, LLC	Shares	114.7KSH	$21.3M
18	IMZ Advisory Inc	Shares	110.8KSH	$20.5M
19	FIRST INTERSTATE BANK	Shares	107.1KSH	$19.8M
20	Spire Wealth Management	Shares	99.5KSH	$18.4M
21	J.W. COLE ADVISORS, INC.	Shares	94.4KSH	$17.5M
22	Royal Fund Management, LLC	Shares	88.9KSH	$16.5M
23	Stillwater Capital Advisors, LLC	Shares	88.1KSH	$16.3M
24	BENJAMIN EDWARDS INC	Shares	85.4KSH	$15.8M
25	TTP Investments, Inc.	Shares	83.5KSH	$15.5M
26	EASTERN BANK	Shares	78.6KSH	$14.6M
27	AAFMAA Wealth Management & Trust LLC	Shares	75.5KSH	$14.0M
28	Sequoia Financial Advisors, LLC	Shares	71.3KSH	$13.2M
29	OLD NATIONAL BANCORP /IN/	Shares	67.8KSH	$12.6M
30	Intrua Financial, LLC	Shares	67.5KSH	$12.5M
31	CoreCap Advisors, LLC	Shares	66.2KSH	$12.3M
32	Opal Wealth Advisors, LLC	Shares	62.1KSH	$11.5M
33	Sharper & Granite LLC	Shares	61.9KSH	$11.5M
34	EXCHANGE TRADED CONCEPTS, LLC	Shares	61.1KSH	$11.3M
35	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	78.1KSH	$11.2M
36	Keystone Global Partners, LLC	Shares	60.0KSH	$11.1M
37	Vanderbilt University	Shares	58.8KSH	$10.9M
38	TRUST CO OF OKLAHOMA	Shares	58.6KSH	$10.9M
39	Shira Ridge Wealth Management	Shares	57.6KSH	$10.7M
40	Compass Wealth Management, LLC/GA	Shares	56.3KSH	$10.4M
41	Farther Finance Advisors, LLC	Shares	53.0KSH	$9.8M
42	INDEPENDENT FINANCIAL GROUP, LLC	Shares	52.9KSH	$9.8M
43	Reyes Financial Architecture, Inc.	Shares	51.7KSH	$9.6M
44	Ocean Park Asset Management, LLC	Shares	50.9KSH	$9.4M
45	Brookstone Capital Management	Shares	49.6KSH	$9.2M
46	Clarity Financial LLC	Shares	48.1KSH	$8.9M
47	Fairvoy Private Wealth, LLC	Shares	47.9KSH	$8.9M
48	Merit Financial Group, LLC	Shares	47.9KSH	$8.9M
49	TOTH FINANCIAL ADVISORY CORP	Shares	47.6KSH	$8.8M
50	BURNS J W & CO INC/NY	Shares	47.5KSH	$8.8M

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

50 / 573 loaded

#		Instrument
1	Trust Asset Management LLC added	Shares	+346.2K	+$38.0M	$93.4M
2	GRIMES & Co WEALTH MANAGEMENT, LLC added	Shares	+172.6K	+$35.8M	$62.2M
3	Stonebridge Financial Group, LLC added	Shares	+159.6K	+$29.7M	$30.4M
4	Tradewinds Capital Management, LLC added	Shares	+147.4K	+$27.3M	$27.4M
5	MEITAV INVESTMENT HOUSE LTD trimmed	Shares	-80.5K	+$16.4M	$231.6M
6	TTP Investments, Inc. new	Shares	+83.5K	+$15.5M	$15.5M
7	EASTERN BANK added	Shares	+78.3K	+$14.5M	$14.6M
8	BENJAMIN EDWARDS INC added	Shares	+58.1K	+$11.4M	$15.8M
9	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+60.9K	+$11.3M	$11.3M
10	Vanderbilt University new	Shares	+58.8K	+$10.9M	$10.9M
11	Reyes Financial Architecture, Inc. added	Shares	+51.7K	+$9.6M	$9.6M
12	CoreCap Advisors, LLC added	Shares	+48.8K	+$9.4M	$12.3M
13	Ocean Park Asset Management, LLC new	Shares	+50.9K	+$9.4M	$9.4M
14	Trilogy Capital Inc. added	Shares	+33.7K	+$9.1M	$28.5M
15	Financial Enhancement Group LLC new	Shares	+42.3K	+$7.8M	$7.8M
16	CAMPBELL CAPITAL MANAGEMENT INC added	Shares	+10.0K	+$7.8M	$7.8M
17	GREENWOOD GEARHART LLC added	Shares	+7.8K	+$7.4M	$48.3M
18	INVESTMENT MANAGEMENT CORP /VA/ /ADV new	Shares	+39.6K	+$7.3M	$7.3M
19	New Harbor Financial Group, LLC added	Shares	+7.0K	+$5.9M	$37.7M
20	McCollum Christoferson Group LLC new	Shares	+31.8K	+$5.9M	$5.9M
21	Brookstone Capital Management added	Shares	+25.0K	+$5.2M	$9.2M
22	Relyea Zuckerberg Hanson LLC added	Shares	+26.1K	+$5.2M	$7.5M
23	Biltmore Wealth Management, LLC added	Shares	+774	+$5.2M	$39.6M
24	FIRST INTERSTATE BANK added	Shares	+14.5K	+$4.9M	$19.8M
25	Shelter Rock Management, LLC new	Shares	+24.9K	+$4.6M	$4.6M
26	ARMSTRONG ADVISORY GROUP, INC added	Shares	+4.8K	+$4.5M	$29.8M
27	Value Investment Professionals, LLC new	Shares	+21.7K	+$4.0M	$4.0M
28	BAR HARBOR WEALTH MANAGEMENT trimmed	Shares	-486	+$3.6M	$28.9M
29	J.W. COLE ADVISORS, INC. added	Shares	+8.3K	+$3.6M	$17.5M
30	David Kennon Inc new	Shares	+18.8K	+$3.5M	$3.5M
31	Royal Fund Management, LLC added	Shares	+6.8K	+$3.2M	$16.5M
32	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added	Shares	+16.7K	+$3.1M	$3.5M
33	SAX WEALTH ADVISORS, LLC new	Shares	+19.2K	+$3.1M	$3.1M
34	IMZ Advisory Inc added	Shares	+2.9K	+$3.1M	$20.5M
35	Strategic Point Investment Advisors, LLC added	Shares	+1.7K	+$3.0M	$21.3M
36	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+10.5K	+$2.9M	$9.8M
37	Vertex Investment Solutions Co., Ltd. added	Shares	+15.4K	+$2.9M	$3.2M
38	Keystone Global Partners, LLC added	Shares	+8.6K	+$2.8M	$11.1M
39	RFG Advisory, LLC added	Shares	+11.0K	+$2.8M	$7.7M
40	Nelson Capital Management, LLC trimmed	Shares	-1.2K	+$2.7M	$23.0M
41	Trinity Wealth Management, LLC new	Shares	+14.2K	+$2.6M	$2.6M
42	AAFMAA Wealth Management & Trust LLC added	Shares	+4.4K	+$2.5M	$14.0M
43	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+8.6K	+$2.5M	$11.2M
44	OLD NATIONAL BANCORP /IN/ added	Shares	+5.3K	+$2.4M	$12.6M
45	Spire Wealth Management trimmed	Shares	-750	+$2.2M	$18.4M
46	MOULTON WEALTH MANAGEMENT, INC new	Shares	+11.8K	+$2.2M	$2.2M
47	Stillwater Capital Advisors, LLC trimmed	Shares	-205	+$2.0M	$16.3M
48	CONFLUENCE INVESTMENT MANAGEMENT LLC new	Shares	+10.9K	+$2.0M	$2.0M
49	NEW WAVE WEALTH ADVISORS LLC added	Shares	+7.6K	+$1.9M	$5.0M
50	Atlatl Advisers LLC new	Shares	+9.9K	+$1.8M	$1.8M

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