Filing Research | SPDR SERIES TRUST Institutional Holdings

Snapshot holdings

50 / 167 loaded

#		Instrument	quantity
1	Everhart Financial Group, Inc.	Shares	538.8KSH	$64.2M
2	Rodgers & Associates, LTD	Shares	403.7KSH	$48.1M
3	GHP Investment Advisors, Inc.	Shares	254.1KSH	$30.3M
4	Grey Fox Wealth Advisors, LLC	Shares	179.8KSH	$21.4M
5	Shakespeare Wealth Management, LLC	Shares	119.6KSH	$14.2M
6	RAINEY & RANDALL WEALTH ADVISORS INC.	Shares	102.0KSH	$12.2M
7	Key FInancial Inc	Shares	80.3KSH	$9.6M
8	HRC WEALTH MANAGEMENT, LLC	Shares	78.8KSH	$9.4M
9	Cerro Pacific Wealth Advisors LLC	Shares	78.3KSH	$9.3M
10	Leicht Financial Planning & Wealth Management, Inc.	Shares	75.8KSH	$9.0M
11	KWB Wealth	Shares	75.5KSH	$9.0M
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	76.2KSH	$8.9M
13	Leslie Global Wealth, LLC	Shares	74.3KSH	$8.9M
14	Nvest Wealth Strategies, Inc.	Shares	70.7KSH	$8.4M
15	Wealthcare Advisory Partners LLC	Shares	70.4KSH	$8.4M
16	Fragasso Financial Advisors Inc	Shares	67.0KSH	$8.0M
17	BARRETT & COMPANY, INC.	Shares	53.9KSH	$6.4M
18	Midwest Financial Group LLC	Shares	53.3KSH	$6.4M
19	J.W. COLE ADVISORS, INC.	Shares	48.8KSH	$5.8M
20	ERn Financial, LLC	Shares	48.7KSH	$5.8M
21	TME FINANCIAL, INC.	Shares	48.4KSH	$5.8M
22	Marathon Mission, Inc.	Shares	48.4KSH	$5.8M
23	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	45.4KSH	$5.4M
24	Roan Capital Partners	Shares	42.8KSH	$5.1M
25	Stillwater Capital Advisors, LLC	Shares	41.7KSH	$5.0M
26	D.A. DAVIDSON & CO.	Shares	34.6KSH	$4.1M
27	SAGE FINANCIAL GROUP INC	Shares	32.2KSH	$3.8M
28	FLAGSHIP HARBOR ADVISORS, LLC	Shares	32.1KSH	$3.8M
29	Farther Finance Advisors, LLC	Shares	30.5KSH	$3.6M
30	Portside Wealth Group, LLC	Shares	29.8KSH	$3.6M
31	Trilogy Capital Inc.	Shares	28.7KSH	$3.4M
32	GEN Financial Management, INC.	Shares	26.0KSH	$3.1M
33	Forbes Financial Planning, Inc.	Shares	26.0KSH	$3.1M
34	TRUE BLUE FINANCIAL, LLC	Shares	25.3KSH	$3.0M
35	Brookstone Capital Management	Shares	23.6KSH	$2.8M
36	Clarus Wealth Advisors	Shares	24.0KSH	$2.8M
37	Councilor Wealth, LLC	Shares	23.1KSH	$2.8M
38	Focus Financial Network, Inc.	Shares	23.0KSH	$2.7M
39	Ignite Planners, LLC	Shares	21.7KSH	$2.6M
40	WALLER FINANCIAL PLANNING GROUP, INC	Shares	21.6KSH	$2.6M
41	Merit Financial Group, LLC	Shares	21.6KSH	$2.6M
42	Brady Martz Wealth Solutions, LLC	Shares	19.0KSH	$2.3M
43	FELL CAPITAL MANAGEMENT /ADV	Shares	18.7KSH	$2.2M
44	Triangle Securities Wealth Management	Shares	18.0KSH	$2.1M
45	Walsh & Associates, LLC	Shares	17.3KSH	$2.1M
46	LAUREL OAK WEALTH MANAGEMENT, LLC	Shares	16.0KSH	$1.9M
47	Courage Miller Partners, LLC	Shares	15.7KSH	$1.9M
48	Friday Financial	Shares	15.5KSH	$1.8M
49	Capital Squared Financial LLC	Shares	13.5KSH	$1.6M
50	Investors Research Corp	Shares	13.2KSH	$1.6M

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

50 / 171 loaded

#		Instrument
1	Everhart Financial Group, Inc. added	Shares	+493.8K	+$59.8M	$64.2M
2	Rodgers & Associates, LTD trimmed	Shares	-14.6K	+$7.7M	$48.1M
3	GHP Investment Advisors, Inc. added	Shares	+4.3K	+$6.1M	$30.3M
4	Grey Fox Wealth Advisors, LLC added	Shares	+2.9K	+$4.3M	$21.4M
5	Leicht Financial Planning & Wealth Management, Inc. added	Shares	+18.7K	+$3.5M	$9.0M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+18.4K	+$3.2M	$8.9M
7	Leslie Global Wealth, LLC added	Shares	+15.2K	+$3.1M	$8.9M
8	TRUE BLUE FINANCIAL, LLC new	Shares	+25.3K	+$3.0M	$3.0M
9	Farther Finance Advisors, LLC added	Shares	+23.7K	+$3.0M	$3.6M
10	TME FINANCIAL, INC. added	Shares	+18.6K	+$2.9M	$5.8M
11	RAINEY & RANDALL WEALTH ADVISORS INC. trimmed	Shares	-719	+$2.2M	$12.2M
12	Triangle Securities Wealth Management new	Shares	+18.0K	+$2.1M	$2.1M
13	HRC WEALTH MANAGEMENT, LLC added	Shares	+2.7K	+$2.0M	$9.4M
14	Cerro Pacific Wealth Advisors LLC added	Shares	+2.8K	+$2.0M	$9.3M
15	KWB Wealth trimmed	Shares	-513	+$1.8M	$9.0M
16	Trilogy Capital Inc. added	Shares	+11.3K	+$1.7M	$3.4M
17	Nvest Wealth Strategies, Inc. added	Shares	+541	+$1.6M	$8.4M
18	Key FInancial Inc trimmed	Shares	-2.8K	+$1.5M	$9.6M
19	Roan Capital Partners added	Shares	+5.3K	+$1.5M	$5.1M
20	Wealthcare Advisory Partners LLC trimmed	Shares	-1.1K	+$1.5M	$8.4M
21	BARRETT & COMPANY, INC. added	Shares	+2.6K	+$1.5M	$6.4M
22	Midwest Financial Group LLC added	Shares	+2.3K	+$1.4M	$6.4M
23	Fragasso Financial Advisors Inc trimmed	Shares	-22	+$1.4M	$8.0M
24	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+6.1K	+$1.3M	$3.8M
25	Marathon Mission, Inc. added	Shares	+1.8K	+$1.3M	$5.8M
26	Stillwater Capital Advisors, LLC added	Shares	+2.0K	+$1.1M	$5.0M
27	ERn Financial, LLC trimmed	Shares	-571	+$1.0M	$5.8M
28	J.W. COLE ADVISORS, INC. trimmed	Shares	-1.0K	+$998.7K	$5.8M
29	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed	Shares	-562	+$968.2K	$5.4M
30	SAGE FINANCIAL GROUP INC added	Shares	+1.1K	+$831.4K	$3.8M
31	Portside Wealth Group, LLC added	Shares	+1.4K	+$802.6K	$3.6M
32	Friday Financial added	Shares	+3.1K	+$615.2K	$1.8M
33	Walsh & Associates, LLC added	Shares	+1.9K	+$568.5K	$2.1M
34	Forbes Financial Planning, Inc. trimmed	Shares	-278	+$557.9K	$3.1M
35	Ignite Planners, LLC added	Shares	+500	+$545.2K	$2.6M
36	Brookstone Capital Management trimmed	Shares	-146	+$517.5K	$2.8M
37	FELL CAPITAL MANAGEMENT /ADV added	Shares	+918	+$509.0K	$2.2M
38	MISSION WEALTH MANAGEMENT, LP new	Shares	+4.3K	+$507.1K	$507.1K
39	D.A. DAVIDSON & CO. trimmed	Shares	-3.1K	+$479.0K	$4.1M
40	Focus Financial Network, Inc. trimmed	Shares	-478	+$471.8K	$2.7M
41	RFG Advisory, LLC added	Shares	+2.8K	+$457.6K	$965.0K
42	Brady Martz Wealth Solutions, LLC added	Shares	+5	+$427.7K	$2.3M
43	WORLD EQUITY GROUP, INC. new	Shares	+3.4K	+$406.5K	$406.5K
44	LAUREL OAK WEALTH MANAGEMENT, LLC added	Shares	+270	+$386.0K	$1.9M
45	Capital Squared Financial LLC added	Shares	+515	+$353.7K	$1.6M
46	GEN Financial Management, INC. trimmed	Shares	-2.6K	+$336.6K	$3.1M
47	WALLER FINANCIAL PLANNING GROUP, INC trimmed	Shares	-1.6K	+$336.3K	$2.6M
48	Courage Miller Partners, LLC trimmed	Shares	-249	+$329.4K	$1.9M
49	MOTIVE WEALTH ADVISORS added	Shares	+388	+$325.1K	$1.5M
50	JUNCTURE WEALTH STRATEGIES, LLC added	Shares	+2.0K	+$314.6K	$647.7K

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