Filing Research | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF Institutional Holdings

Snapshot holdings

50 / 117 loaded

#		Instrument	quantity
1	Farther Finance Advisors, LLC	Shares	976.4KSH	$30.1M
2	MFA WEALTH ADVISORS, LLC	Shares	930.0KSH	$28.7M
3	Cornerstone Management, Inc.	Shares	872.4KSH	$26.9M
4	MILESTONE ASSET MANAGEMENT, LLC	Shares	796.5KSH	$24.6M
5	Ameliora Wealth Management Ltd.	Shares	742.1KSH	$22.9M
6	Penobscot Investment Management Company, Inc.	Shares	629.3KSH	$19.4M
7	Whitcomb & Hess, Inc.	Shares	526.4KSH	$16.2M
8	RFG Advisory, LLC	Shares	455.0KSH	$14.0M
9	PARSONS CAPITAL MANAGEMENT INC/RI	Shares	378.1KSH	$11.7M
10	FIDUCIARY FINANCIAL GROUP, LLC	Shares	330.9KSH	$10.2M
11	CoreCap Advisors, LLC	Shares	284.0KSH	$8.8M
12	Cedar Mountain Advisors, LLC	Shares	240.3KSH	$7.4M
13	Cannon Advisors, Inc.	Shares	234.8KSH	$7.2M
14	MATAURO, LLC	Shares	222.0KSH	$6.8M
15	Merit Financial Group, LLC	Shares	208.9KSH	$6.4M
16	Mosley Wealth Management	Shares	201.8KSH	$6.2M
17	AVITY INVESTMENT MANAGEMENT INC.	Shares	191.0KSH	$5.9M
18	HERITAGE OAK WEALTH ADVISORS LLC	Shares	182.8KSH	$5.6M
19	Buska Wealth Management, LLC	Shares	169.9KSH	$5.2M
20	SAX WEALTH ADVISORS, LLC	Shares	143.0KSH	$4.4M
21	COURIER CAPITAL LLC	Shares	141.3KSH	$4.4M
22	JACOBSON & SCHMITT ADVISORS, LLC	Shares	131.8KSH	$4.1M
23	Sowell Financial Services LLC	Shares	128.0KSH	$3.9M
24	TERRIL BROTHERS, INC.	Shares	124.8KSH	$3.9M
25	Aries Wealth Management	Shares	123.6KSH	$3.8M
26	GILPIN WEALTH MANAGEMENT, LLC	Shares	110.4KSH	$3.4M
27	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	104.5KSH	$3.2M
28	WEBSTERROGERS FINANCIAL ADVISORS, LLC	Shares	95.1KSH	$2.9M
29	BCS Wealth Management	Shares	89.4KSH	$2.8M
30	PFG Advisors	Shares	88.2KSH	$2.7M
31	EXCHANGE TRADED CONCEPTS, LLC	Shares	79.4KSH	$2.4M
32	Global View Capital Management LLC	Shares	79.0KSH	$2.4M
33	Aletheian Wealth Advisors LLC	Shares	77.0KSH	$2.4M
34	J.W. COLE ADVISORS, INC.	Shares	57.9KSH	$1.8M
35	FLAGSHIP HARBOR ADVISORS, LLC	Shares	56.7KSH	$1.8M
36	HORIZON FINANCIAL SERVICES, LLC	Shares	55.9KSH	$1.7M
37	Hobart Private Capital, LLC	Shares	44.7KSH	$1.4M
38	Crews Bank & Trust	Shares	44.7KSH	$1.4M
39	Balefire, LLC	Shares	44.2KSH	$1.4M
40	Tradewinds Capital Management, LLC	Shares	44.0KSH	$1.4M
41	WORLD EQUITY GROUP, INC.	Shares	43.2KSH	$1.3M
42	Chesley Taft & Associates LLC	Shares	41.5KSH	$1.3M
43	SWMG, LLC	Shares	38.9KSH	$1.2M
44	Unify Financial Advisors	Shares	37.6KSH	$1.2M
45	IFP Advisors, Inc	Shares	36.5KSH	$1.1M
46	Legacy Wealth Partners, LLC	Shares	36.2KSH	$1.1M
47	YHB Investment Advisors, Inc.	Shares	34.6KSH	$1.1M
48	Hutchens & Kramer Investment Management Group, LLC	Shares	33.1KSH	$1.0M
49	BENJAMIN EDWARDS INC	Shares	31.4KSH	$967.3K
50	Fulcrum Equity Management	Shares	29.8KSH	$920.4K

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

50 / 123 loaded

#		Instrument
1	CoreCap Advisors, LLC added	Shares	+283.1K	+$8.7M	$8.8M
2	MILESTONE ASSET MANAGEMENT, LLC added	Shares	+235.2K	+$7.3M	$24.6M
3	Mosley Wealth Management added	Shares	+191.2K	+$5.9M	$6.2M
4	HERITAGE OAK WEALTH ADVISORS LLC new	Shares	+182.8K	+$5.6M	$5.6M
5	Cornerstone Management, Inc. added	Shares	+139.2K	+$4.3M	$26.9M
6	MFA WEALTH ADVISORS, LLC added	Shares	+129.8K	+$4.1M	$28.7M
7	Global View Capital Management LLC new	Shares	+79.0K	+$2.4M	$2.4M
8	Penobscot Investment Management Company, Inc. added	Shares	+69.4K	+$2.2M	$19.4M
9	Farther Finance Advisors, LLC added	Shares	+51.6K	+$1.8M	$30.1M
10	RFG Advisory, LLC added	Shares	+54.4K	+$1.7M	$14.0M
11	Balefire, LLC new	Shares	+44.2K	+$1.4M	$1.4M
12	WORLD EQUITY GROUP, INC. new	Shares	+43.2K	+$1.3M	$1.3M
13	SWMG, LLC new	Shares	+38.9K	+$1.2M	$1.2M
14	Legacy Wealth Partners, LLC new	Shares	+36.2K	+$1.1M	$1.1M
15	Hutchens & Kramer Investment Management Group, LLC new	Shares	+33.1K	+$1.0M	$1.0M
16	IFP Advisors, Inc added	Shares	+31.9K	+$985.8K	$1.1M
17	Fulcrum Equity Management new	Shares	+29.8K	+$920.4K	$920.4K
18	Cannon Advisors, Inc. added	Shares	+26.0K	+$801.9K	$7.2M
19	NEW WAVE WEALTH ADVISORS LLC added	Shares	+17.4K	+$537.8K	$749.2K
20	FIDUCIARY FINANCIAL GROUP, LLC added	Shares	+15.7K	+$506.5K	$10.2M
21	Unify Financial Advisors added	Shares	+14.6K	+$453.3K	$1.2M
22	Whitcomb & Hess, Inc. added	Shares	+13.0K	+$437.4K	$16.2M
23	Merit Financial Group, LLC added	Shares	+10.2K	+$327.8K	$6.4M
24	Encompass More Asset Management new	Shares	+10.0K	+$308.5K	$308.5K
25	Ameliora Wealth Management Ltd. added	Shares	+5.9K	+$233.7K	$22.9M
26	Rockingstone Advisors LLC new	Shares	+7.5K	+$232.9K	$232.9K
27	SBI Securities Co., Ltd. added	Shares	+7.5K	+$230.0K	$246.3K
28	Tempus Wealth Planning, LLC new	Shares	+7.4K	+$229.0K	$229.0K
29	Bath Savings Trust Co new	Shares	+6.8K	+$210.0K	$210.0K
30	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+6.6K	+$202.7K	$202.7K
31	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+6.2K	+$197.4K	$3.4M
32	Tactive Advisors, LLC added	Shares	+4.3K	+$132.8K	$480.2K
33	AVITY INVESTMENT MANAGEMENT INC. added	Shares	+3.5K	+$120.3K	$5.9M
34	JACOBSON & SCHMITT ADVISORS, LLC added	Shares	+3.5K	+$117.0K	$4.1M
35	BENJAMIN EDWARDS INC added	Shares	+3.2K	+$99.8K	$967.3K
36	SAX WEALTH ADVISORS, LLC added	Shares	+2.8K	+$93.2K	$4.4M
37	Strategic Blueprint, LLC added	Shares	+2.7K	+$84.4K	$304.9K
38	J.W. COLE ADVISORS, INC. added	Shares	+2.4K	+$78.4K	$1.8M
39	Chesley Taft & Associates LLC added	Shares	+1.9K	+$61.4K	$1.3M
40	Trilogy Capital Inc. added	Shares	+1.9K	+$60.7K	$286.8K
41	GUIDANCE CAPITAL, INC added	Shares	+1.9K	+$59.6K	$535.2K
42	Sowell Financial Services LLC added	Shares	+1.6K	+$59.6K	$3.9M
43	WEBSTERROGERS FINANCIAL ADVISORS, LLC added	Shares	+1.6K	+$55.9K	$2.9M
44	Aletheian Wealth Advisors LLC added	Shares	+1.3K	+$46.4K	$2.4M
45	Cedar Mountain Advisors, LLC added	Shares	+688	+$38.0K	$7.4M
46	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+580	+$32.4K	$3.2M
47	Blue Trust, Inc. new	Shares	+650	+$20.1K	$20.1K
48	Riverbend Wealth Management, LLC added	Shares	+266	+$8.9K	$288.9K
49	Cape Investment Advisory, Inc. new	Shares	+234	+$7.2K	$7.2K
50	TERRIL BROTHERS, INC. trimmed	Shares	-50	+$7.2K	$3.9M

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