Filing Research | STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF Institutional Holdings

Snapshot holdings

50 / 118 loaded

#		Instrument	quantity
1	Farther Finance Advisors, LLC	Shares	4.2MSH	$109.6M
2	Mirae Asset Global Investments Co., Ltd.	Shares	4.0MSH	$105.6M
3	Envestnet Portfolio Solutions, Inc.	Shares	1.9MSH	$49.1M
4	Gradient Investments LLC	Shares	953.5KSH	$25.0M
5	FLC Capital Advisors	Shares	720.4KSH	$18.9M
6	RFG Advisory, LLC	Shares	689.2KSH	$18.1M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	533.7KSH	$13.7M
8	CFS Investment Advisory Services, LLC	Shares	521.2KSH	$13.5M
9	J.E. Simmons & Co., P.C.	Shares	489.7KSH	$12.8M
10	High Probability Advisors, LLC	Shares	454.4KSH	$11.9M
11	Security Financial Services, INC.	Shares	442.1KSH	$11.6M
12	Appalachian Capital Management Ltd	Shares	352.0KSH	$9.2M
13	KWB Wealth	Shares	331.6KSH	$8.7M
14	AllGen Financial Advisors, Inc.	Shares	329.2KSH	$8.6M
15	Avidian Wealth Enterprises, LLC	Shares	302.1KSH	$7.9M
16	Hobart Private Capital, LLC	Shares	275.4KSH	$7.2M
17	FIRST HORIZON CORP	Shares	265.2KSH	$7.0M
18	Foster Victor Wealth Advisors, LLC	Shares	257.5KSH	$6.6M
19	New Harbor Financial Group, LLC	Shares	248.7KSH	$6.5M
20	Targeted Financial Services LLC	Shares	223.4KSH	$5.9M
21	Aspire Private Capital, LLC	Shares	213.6KSH	$5.6M
22	Scarborough Advisors, LLC	Shares	215.0KSH	$5.6M
23	Portside Wealth Group, LLC	Shares	198.7KSH	$5.2M
24	Columbus Macro, LLC	Shares	186.0KSH	$4.9M
25	Capital Investment Management, Inc.	Shares	179.8KSH	$4.7M
26	Broadway Wealth Solutions, Inc.	Shares	173.2KSH	$4.5M
27	INDEPENDENT FINANCIAL GROUP, LLC	Shares	156.2KSH	$4.1M
28	CoreCap Advisors, LLC	Shares	144.4KSH	$3.8M
29	Private Wealth Group, LLC	Shares	144.3KSH	$3.8M
30	HORIZON FINANCIAL SERVICES, LLC	Shares	129.6KSH	$3.4M
31	Sowell Financial Services LLC	Shares	127.9KSH	$3.4M
32	Raleigh Capital Management Inc.	Shares	117.5KSH	$3.1M
33	Drucker Wealth 3.0, LLC	Shares	109.5KSH	$2.9M
34	Roan Capital Partners	Shares	105.7KSH	$2.8M
35	INTEGRATED CAPITAL MANAGEMENT, INC.	Shares	103.5KSH	$2.7M
36	Boltwood Capital Management	Shares	81.7KSH	$2.1M
37	PFG Advisors	Shares	81.5KSH	$2.1M
38	GenWealth Group, Inc.	Shares	79.4KSH	$2.1M
39	BIRCH FINANCIAL GROUP, LLC	Shares	73.5KSH	$1.9M
40	Archer Investment Management, LLC	Shares	72.5KSH	$1.9M
41	PETRA FINANCIAL ADVISORS INC	Shares	67.0KSH	$1.8M
42	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	63.7KSH	$1.7M
43	Tempus Wealth Planning, LLC	Shares	60.5KSH	$1.6M
44	Cornerstone Wealth Management, LLC	Shares	56.8KSH	$1.5M
45	Professional Financial Management, Inc.	Shares	55.9KSH	$1.5M
46	IFP Advisors, Inc	Shares	50.9KSH	$1.3M
47	B. Riley Wealth Advisors, Inc.	Shares	43.5KSH	$1.2M
48	Brady Martz Wealth Solutions, LLC	Shares	39.8KSH	$1.0M
49	Paladin Wealth, LLC	Shares	38.0KSH	$998.0K
50	Balefire, LLC	Shares	37.7KSH	$988.9K

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

50 / 135 loaded

#		Instrument
1	Farther Finance Advisors, LLC added	Shares	+784.0K	+$20.8M	$109.6M
2	Gradient Investments LLC added	Shares	+153.0K	+$4.0M	$25.0M
3	Envestnet Portfolio Solutions, Inc. added	Shares	+149.3K	+$3.8M	$49.1M
4	Aspire Private Capital, LLC added	Shares	+98.5K	+$2.6M	$5.6M
5	KWB Wealth added	Shares	+93.4K	+$2.4M	$8.7M
6	FLC Capital Advisors added	Shares	+83.7K	+$2.2M	$18.9M
7	Raleigh Capital Management Inc. added	Shares	+59.8K	+$1.6M	$3.1M
8	Professional Financial Management, Inc. new	Shares	+55.9K	+$1.5M	$1.5M
9	High Probability Advisors, LLC added	Shares	+50.8K	+$1.3M	$11.9M
10	Targeted Financial Services LLC added	Shares	+24.8K	+$635.7K	$5.9M
11	Sowell Financial Services LLC added	Shares	+24.3K	+$631.4K	$3.4M
12	Drucker Wealth 3.0, LLC added	Shares	+24.0K	+$624.1K	$2.9M
13	Private Wealth Group, LLC added	Shares	+22.4K	+$579.8K	$3.8M
14	FIRST HORIZON CORP added	Shares	+20.5K	+$519.3K	$7.0M
15	Midwest Financial Network, LLC new	Shares	+19.5K	+$510.1K	$510.1K
16	WORLD EQUITY GROUP, INC. new	Shares	+18.9K	+$495.7K	$495.7K
17	New Harbor Financial Group, LLC added	Shares	+18.0K	+$455.4K	$6.5M
18	LOCKERMAN FINANCIAL GROUP, INC. added	Shares	+16.3K	+$426.6K	$914.0K
19	Avidian Wealth Enterprises, LLC added	Shares	+16.4K	+$410.0K	$7.9M
20	ARWA LLC new	Shares	+14.1K	+$360.5K	$360.5K
21	Portside Wealth Group, LLC added	Shares	+13.9K	+$352.4K	$5.2M
22	Capital Planning LLC new	Shares	+12.1K	+$316.2K	$316.2K
23	Y-Intercept (Hong Kong) Ltd new	Shares	+10.9K	+$286.4K	$286.4K
24	Foster Victor Wealth Advisors, LLC added	Shares	+19.1K	+$285.4K	$6.6M
25	Legacy Wealth Partners, LLC added	Shares	+10.6K	+$275.1K	$970.8K
26	GK Wealth Management LLC new	Shares	+9.4K	+$247.8K	$247.8K
27	Boltwood Capital Management added	Shares	+9.3K	+$238.0K	$2.1M
28	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+8.5K	+$213.7K	$4.1M
29	ONE WEALTH CAPITAL MANAGEMENT, LLC added	Shares	+8.1K	+$213.6K	$420.2K
30	Broadway Wealth Solutions, Inc. added	Shares	+8.5K	+$210.2K	$4.5M
31	Barnes Wealth Management Group, Inc new	Shares	+7.8K	+$205.3K	$205.3K
32	Columbus Macro, LLC added	Shares	+6.9K	+$169.6K	$4.9M
33	BIRCH FINANCIAL GROUP, LLC added	Shares	+6.4K	+$163.4K	$1.9M
34	Archer Investment Management, LLC added	Shares	+6.0K	+$152.9K	$1.9M
35	Paladin Wealth, LLC added	Shares	+5.4K	+$140.1K	$998.0K
36	DAVENPORT & Co LLC added	Shares	+5.0K	+$131.4K	$459.9K
37	IFP Advisors, Inc added	Shares	+5.1K	+$129.5K	$1.3M
38	B. Riley Wealth Advisors, Inc. added	Shares	+4.4K	+$125.8K	$1.2M
39	J.W. COLE ADVISORS, INC. added	Shares	+4.7K	+$122.3K	$810.6K
40	PCB Capital LLC added	Shares	+4.7K	+$121.1K	$436.8K
41	HORIZON FINANCIAL SERVICES, LLC added	Shares	+4.9K	+$119.0K	$3.4M
42	Triumph Capital Management added	Shares	+4.5K	+$117.7K	$227.4K
43	Cornerstone Wealth Management, LLC added	Shares	+4.3K	+$109.7K	$1.5M
44	Roan Capital Partners added	Shares	+4.3K	+$105.1K	$2.8M
45	CoreCap Advisors, LLC added	Shares	+3.9K	+$91.4K	$3.8M
46	Fermata Advisors, LLC added	Shares	+2.0K	+$49.8K	$678.7K
47	Trilogy Capital Inc. added	Shares	+1.9K	+$49.0K	$357.3K
48	Capital Investment Management, Inc. added	Shares	+2.3K	+$47.6K	$4.7M
49	Balefire, LLC added	Shares	+1.9K	+$46.7K	$988.9K
50	Tempus Wealth Planning, LLC added	Shares	+1.7K	+$39.4K	$1.6M

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