Filing Research | SPDR SERIES TRUST Institutional Holdings

Snapshot holdings

50 / 116 loaded

#		Instrument	quantity
1	Vanderbilt University	Shares	1.1MSH	$113.0M
2	MEITAV INVESTMENT HOUSE LTD	Shares	1.0MSH	$111.9M
3	FORTEM FINANCIAL GROUP, LLC	Shares	83.0KSH	$8.9M
4	Cadent Capital Advisors, LLC	Shares	81.8KSH	$8.7M
5	FIDUCIARY FINANCIAL GROUP, LLC	Shares	74.4KSH	$8.0M
6	FOCUS Wealth Advisors, LLC	Shares	64.9KSH	$6.9M
7	Ted Buchan & Co	Shares	64.5KSH	$6.9M
8	Legend Financial Advisors, Inc.	Shares	62.5KSH	$6.7M
9	CREDIT INDUSTRIEL ET COMMERCIAL	PUT	60.0KSH	$6.4M
10	180 WEALTH ADVISORS, LLC	Shares	46.0KSH	$4.9M
11	Dynamic Advisor Solutions LLC	Shares	41.5KSH	$4.4M
12	TCP Asset Management, LLC	Shares	39.8KSH	$4.3M
13	ARS Investment Partners, LLC	Shares	38.6KSH	$4.1M
14	HERBST GROUP, LLC	Shares	33.3KSH	$3.6M
15	Silver Coast Investments LLC	Shares	31.2KSH	$3.3M
16	CUMBERLAND ADVISORS INC	Shares	28.1KSH	$3.0M
17	JUNCTURE WEALTH STRATEGIES, LLC	Shares	25.5KSH	$2.7M
18	Farther Finance Advisors, LLC	Shares	25.0KSH	$2.7M
19	HERITAGE OAK WEALTH ADVISORS LLC	Shares	23.5KSH	$2.5M
20	FIFTH THIRD SECURITIES, INC.	Shares	23.2KSH	$2.5M
21	Clarus Wealth Advisors	Shares	24.1KSH	$2.5M
22	AVALON CAPITAL MANAGEMENT	Shares	21.0KSH	$2.2M
23	IFP Advisors, Inc	Shares	20.8KSH	$2.2M
24	INDEPENDENT FINANCIAL GROUP, LLC	Shares	20.2KSH	$2.2M
25	SHAKER INVESTMENTS LLC/OH	Shares	18.2KSH	$1.9M
26	Darwin Wealth Management, LLC	Shares	18.0KSH	$1.9M
27	Heartwood Wealth Advisors LLC	Shares	16.9KSH	$1.8M
28	Vermillion Wealth Management, Inc.	Shares	14.9KSH	$1.6M
29	Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.	Shares	14.2KSH	$1.5M
30	BOS Asset Management, LLC	Shares	14.2KSH	$1.5M
31	GUIDANCE CAPITAL, INC	Shares	15.0KSH	$1.5M
32	First Heartland Consultants, Inc.	Shares	13.8KSH	$1.5M
33	Pettinga Financial Advisors LLC	Shares	13.5KSH	$1.4M
34	FISCHER INVESTMENT STRATEGIES, LLC	Shares	12.7KSH	$1.4M
35	Sequoia Financial Advisors, LLC	Shares	12.6KSH	$1.3M
36	E&G Advisors, LLC	Shares	12.5KSH	$1.3M
37	Bright Futures Wealth Management, LLC.	Shares	11.2KSH	$1.2M
38	Envestnet Portfolio Solutions, Inc.	Shares	10.7KSH	$1.1M
39	Fermata Advisors, LLC	Shares	9.8KSH	$1.0M
40	Y-Intercept (Hong Kong) Ltd	Shares	8.8KSH	$941.1K
41	Merit Financial Group, LLC	Shares	8.7KSH	$933.6K
42	Comprehensive Financial Consultants Institutional, Inc.	Shares	7.8KSH	$836.8K
43	Monument Capital Management	Shares	7.5KSH	$802.4K
44	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	7.1KSH	$736.6K
45	Berman McAleer LLC	Shares	6.5KSH	$693.5K
46	Clear Trail Advisors, LLC	Shares	5.8KSH	$619.1K
47	PARSONS CAPITAL MANAGEMENT INC/RI	Shares	5.8KSH	$616.8K
48	Global Wealth Management, LLC	Shares	5.7KSH	$613.9K
49	Columbus Macro, LLC	Shares	5.5KSH	$583.8K
50	Synergy Asset Management, LLC	Shares	5.4KSH	$575.5K

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

50 / 125 loaded

#		Instrument
1	Vanderbilt University added	Shares	+335.7K	+$35.1M	$113.0M
2	MEITAV INVESTMENT HOUSE LTD added	Shares	+309.2K	+$32.3M	$111.9M
3	Cadent Capital Advisors, LLC added	Shares	+71.0K	+$7.6M	$8.7M
4	CUMBERLAND ADVISORS INC new	Shares	+28.1K	+$3.0M	$3.0M
5	FIDUCIARY FINANCIAL GROUP, LLC added	Shares	+15.5K	+$1.6M	$8.0M
6	JUNCTURE WEALTH STRATEGIES, LLC added	Shares	+12.9K	+$1.4M	$2.7M
7	Monument Capital Management new	Shares	+7.5K	+$802.4K	$802.4K
8	Clear Trail Advisors, LLC new	Shares	+5.8K	+$619.1K	$619.1K
9	Envestnet Portfolio Solutions, Inc. added	Shares	+5.8K	+$613.8K	$1.1M
10	Pettinga Financial Advisors LLC added	Shares	+4.6K	+$485.5K	$1.4M
11	Farther Finance Advisors, LLC added	Shares	+4.1K	+$371.7K	$2.7M
12	MOULTON WEALTH MANAGEMENT, INC new	Shares	+3.3K	+$354.6K	$354.6K
13	Focus Financial Network, Inc. new	Shares	+3.0K	+$322.5K	$322.5K
14	180 WEALTH ADVISORS, LLC added	Shares	+3.4K	+$319.5K	$4.9M
15	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+3.0K	+$305.5K	$2.2M
16	Brookstone Capital Management new	Shares	+2.8K	+$300.5K	$300.5K
17	Mizuho Markets Cayman LP new	Shares	+2.4K	+$257.5K	$257.5K
18	PFG Investments, LLC new	Shares	+2.1K	+$221.8K	$221.8K
19	HOWARD FINANCIAL SERVICES, LTD. new	Shares	+2.0K	+$216.5K	$216.5K
20	Prospera Financial Services Inc added	Shares	+1.9K	+$199.4K	$487.5K
21	Ted Buchan & Co added	Shares	+2.3K	+$176.9K	$6.9M
22	Blue Trust, Inc. added	Shares	+1.4K	+$154.5K	$195.5K
23	Vermillion Wealth Management, Inc. added	Shares	+1.5K	+$144.6K	$1.6M
24	Heartwood Wealth Advisors LLC added	Shares	+1.4K	+$129.8K	$1.8M
25	Fermata Advisors, LLC added	Shares	+1.3K	+$126.4K	$1.0M
26	SHAKER INVESTMENTS LLC/OH added	Shares	+1.3K	+$124.3K	$1.9M
27	Comprehensive Financial Consultants Institutional, Inc. added	Shares	+899	+$88.6K	$836.8K
28	Second Half Financial Partners, LLC added	Shares	+638	+$66.0K	$289.6K
29	Citizens National Bank Trust Department added	Shares	+606	+$62.4K	$305.3K
30	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+942	+$54.0K	$736.6K
31	Dynamic Advisor Solutions LLC added	Shares	+899	+$52.3K	$4.4M
32	Darwin Wealth Management, LLC added	Shares	+647	+$50.4K	$1.9M
33	IFP Advisors, Inc added	Shares	+636	+$46.2K	$2.2M
34	Grove Bank & Trust new	Shares	+400	+$42.8K	$42.8K
35	Apella Capital, LLC added	Shares	+611	+$34.1K	$255.3K
36	Nelson Capital Management, LLC added	Shares	+200	+$19.3K	$231.3K
37	Cornerstone Wealth Management, LLC added	Shares	+209	+$19.2K	$337.0K
38	Atlatl Advisers LLC new	Shares	+100	+$10.7K	$10.7K
39	Sound Income Strategies, LLC added	Shares	+150	+$10.5K	$214.2K
40	SJS Investment Consulting Inc. added	Shares	+89	+$9.4K	$24.9K
41	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new	Shares	+82	+$8.6K	$8.6K
42	Union Bancaire Privee, UBP SA unchanged	Shares	0	+$2.0K	$69.2K
43	FINANCIAL CONSULATE, INC new	Shares	+17	+$1.8K	$1.8K
44	Bear Mountain Capital, Inc. new	Shares	+8	+$835	$835
45	CX Institutional unchanged	Shares	0	$0	$67
46	Central Pacific Bank - Trust Division unchanged	Shares	0	-$12	$1.2K
47	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	-$15	$1.6K
48	High Note Wealth, LLC unchanged	Shares	0	-$19	$1.9K
49	Arlington Trust Co LLC unchanged	Shares	0	-$21	$2.1K
50	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	-$39	$3.9K

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