Filing Research | SPDR SERIES TRUST Institutional Holdings

Snapshot holdings

17 / 17 loaded

#		Instrument	quantity
1	WASHINGTON GROWTH STRATEGIES LLC	Shares	5.9KSH	$517.4K
2	INDEPENDENT FINANCIAL GROUP, LLC	Shares	4.5KSH	$398.3K
3	J.W. COLE ADVISORS, INC.	Shares	2.3KSH	$203.0K
4	LANARK FINANCIAL, INC.	Shares	1.1KSH	$94.8K
5	DiNuzzo Private Wealth, Inc.	Shares	1.0KSH	$87.7K
6	Golden State Wealth Management, LLC	Shares	385SH	$33.8K
7	FIRST HORIZON CORP	Shares	304SH	$26.7K
8	Byrne Asset Management LLC	Shares	130SH	$11.4K
9	Quaker Wealth Management, LLC	Shares	124SH	$10.9K
10	HALBERT HARGROVE GLOBAL ADVISORS, LLC	Shares	95SH	$8.3K
11	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	91SH	$8.0K
12	TOTH FINANCIAL ADVISORY CORP	Shares	79SH	$6.9K
13	Triumph Capital Management	Shares	26SH	$2.3K
14	Quest 10 Wealth Builders, Inc.	Shares	24SH	$2.1K
15	Central Pacific Bank - Trust Division	Shares	19SH	$1.7K
16	CX Institutional	Shares	4.1KSH	$361
17	PARK AVENUE SECURITIES LLC	Shares	2.7KSH	$241

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

22 / 22 loaded

#		Instrument
1	J.W. COLE ADVISORS, INC. new	Shares	+2.3K	+$203.0K	$203.0K
2	WASHINGTON GROWTH STRATEGIES LLC unchanged	Shares	0	+$42.9K	$517.4K
3	INDEPENDENT FINANCIAL GROUP, LLC unchanged	Shares	0	+$33.0K	$398.3K
4	LANARK FINANCIAL, INC. unchanged	Shares	0	+$7.9K	$94.8K
5	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	+$7.3K	$87.7K
6	Golden State Wealth Management, LLC unchanged	Shares	0	+$2.8K	$33.8K
7	FIRST HORIZON CORP unchanged	Shares	0	+$2.2K	$26.7K
8	TOTH FINANCIAL ADVISORY CORP added	Shares	+5	+$977	$6.9K
9	Byrne Asset Management LLC unchanged	Shares	0	+$945	$11.4K
10	Quaker Wealth Management, LLC unchanged	Shares	0	+$901	$10.9K
11	HALBERT HARGROVE GLOBAL ADVISORS, LLC unchanged	Shares	0	+$691	$8.3K
12	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$662	$8.0K
13	CX Institutional added	Shares	+4.0K	+$353	$361
14	PARK AVENUE SECURITIES LLC new	Shares	+2.7K	+$241	$241
15	Triumph Capital Management unchanged	Shares	0	+$189	$2.3K
16	Quest 10 Wealth Builders, Inc. unchanged	Shares	0	+$175	$2.1K
17	Central Pacific Bank - Trust Division unchanged	Shares	0	+$138	$1.7K
18	Blue Trust, Inc. exited	Shares	-30	-$2.4K	$0
19	Sound Income Strategies, LLC exited	Shares	-59	-$4.8K	$0
20	Realta Investment Advisors exited	Shares	-115	-$9.3K	$0
21	Scarborough Advisors, LLC exited	Shares	-212	-$17.0K	$0
22	Fairvoy Private Wealth, LLC exited	Shares	-18.1K	-$1.5M	$0