Filing Research | SPDR SERIES TRUST Institutional Holdings

Snapshot holdings

50 / 63 loaded

#		Instrument	quantity
1	Auto-Owners Insurance Co	Shares	1.3MSH	$503.0M
2	New Harbor Financial Group, LLC	Shares	84.3KSH	$32.9M
3	EXCHANGE TRADED CONCEPTS, LLC	Shares	69.9KSH	$27.3M
4	GoalVest Advisory LLC	Shares	59.1KSH	$23.1M
5	TCV Trust & Wealth Management, Inc.	Shares	16.2KSH	$6.3M
6	PARSONS CAPITAL MANAGEMENT INC/RI	Shares	14.6KSH	$5.7M
7	SFG Wealth Management, LLC.	Shares	13.1KSH	$5.1M
8	Private Wealth Group, LLC	Shares	12.1KSH	$4.7M
9	KPP Advisory Services LLC	Shares	9.6KSH	$3.7M
10	Apollon Financial, LLC	Shares	3.6KSH	$1.4M
11	Independent Wealth Network Inc.	Shares	3.2KSH	$1.3M
12	Clear Trail Advisors, LLC	Shares	3.0KSH	$1.2M
13	SHEETS SMITH WEALTH MANAGEMENT	Shares	2.8KSH	$1.1M
14	GAMMA Investing LLC	Shares	2.2KSH	$861.4K
15	INDEPENDENT FINANCIAL GROUP, LLC	Shares	2.1KSH	$837.2K
16	MISSION WEALTH MANAGEMENT, LP	Shares	2.0KSH	$783.3K
17	RCW Management, LLC	Shares	1.9KSH	$748.1K
18	Global Wealth Strategies & Associates	Shares	1.9KSH	$742.2K
19	Apeiron RIA LLC	Shares	1.6KSH	$637.5K
20	LWM ADVISORS INC	Shares	1.4KSH	$560.2K
21	Goelzer Investment Management, Inc.	Shares	1.2KSH	$485.2K
22	Spire Wealth Management	Shares	1.2KSH	$459.0K
23	Bright Futures Wealth Management, LLC.	Shares	1.2KSH	$451.5K
24	CHATHAM CAPITAL GROUP, INC.	Shares	1.1KSH	$449.2K
25	FLYNN ZITO CAPITAL MANAGEMENT, LLC	Shares	1.1KSH	$448.3K
26	Syntegra Private Wealth Group, LLC	Shares	1.1KSH	$436.0K
27	CLIENT 1ST ADVISORY GROUP, LLC	Shares	1.1KSH	$433.2K
28	CENTRAL VALLEY ADVISORS, LLC	Shares	1.1KSH	$425.0K
29	LAUREL OAK WEALTH MANAGEMENT, LLC	Shares	1.1KSH	$423.9K
30	CoreCap Advisors, LLC	Shares	1.1KSH	$418.8K
31	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	Shares	1.1KSH	$418.0K
32	Summit Investment Advisory Services, LLC	Shares	1.1KSH	$411.3K
33	Westmount Partners, LLC	Shares	1.0KSH	$403.5K
34	Aries Wealth Management	Shares	1.0KSH	$390.6K
35	Fortitude Family Office, LLC	Shares	1.0KSH	$390.6K
36	Independence Bank of Kentucky	Shares	915SH	$357.4K
37	Kraft, Davis & Associates, LLC	Shares	957SH	$343.6K
38	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	911SH	$336.2K
39	VISIONARY HORIZONS, LLC	Shares	838SH	$327.4K
40	Morton Capital Management LLC/CA	Shares	800SH	$312.5K
41	Sovereign Financial Group, Inc.	Shares	675SH	$263.7K
42	L. Roy Papp & Associates, LLP	Shares	637SH	$249.0K
43	LANARK FINANCIAL, INC.	Shares	618SH	$241.4K
44	Prospera Financial Services Inc	Shares	606SH	$236.9K
45	Activest Wealth Management	Shares	602SH	$235.2K
46	Farther Finance Advisors, LLC	Shares	594SH	$232.1K
47	Certified Advisory Corp	Shares	563SH	$219.8K
48	ADIRONDACK TRUST CO	Shares	245SH	$95.7K
49	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	191SH	$74.6K
50	Realta Investment Advisors	Shares	170SH	$66.4K

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

50 / 63 loaded

#		Instrument
1	Auto-Owners Insurance Co trimmed	Shares	-169.1K	+$131.1M	$503.0M
2	EXCHANGE TRADED CONCEPTS, LLC new	Shares	+69.9K	+$27.3M	$27.3M
3	GoalVest Advisory LLC added	Shares	+3.5K	+$8.9M	$23.1M
4	TCV Trust & Wealth Management, Inc. new	Shares	+16.2K	+$6.3M	$6.3M
5	New Harbor Financial Group, LLC trimmed	Shares	-20.7K	+$6.1M	$32.9M
6	SFG Wealth Management, LLC. added	Shares	+769	+$2.0M	$5.1M
7	PARSONS CAPITAL MANAGEMENT INC/RI trimmed	Shares	-120	+$1.9M	$5.7M
8	Private Wealth Group, LLC added	Shares	+779	+$1.8M	$4.7M
9	Clear Trail Advisors, LLC new	Shares	+3.0K	+$1.2M	$1.2M
10	MISSION WEALTH MANAGEMENT, LP new	Shares	+2.0K	+$783.3K	$783.3K
11	KPP Advisory Services LLC trimmed	Shares	-2.0K	+$771.1K	$3.7M
12	SHEETS SMITH WEALTH MANAGEMENT added	Shares	+799	+$580.7K	$1.1M
13	Apollon Financial, LLC added	Shares	+140	+$521.0K	$1.4M
14	Goelzer Investment Management, Inc. new	Shares	+1.2K	+$485.2K	$485.2K
15	Independent Wealth Network Inc. trimmed	Shares	-194	+$388.7K	$1.3M
16	VISIONARY HORIZONS, LLC new	Shares	+838	+$327.4K	$327.4K
17	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+109	+$317.9K	$837.2K
18	GAMMA Investing LLC unchanged	Shares	0	+$298.5K	$861.4K
19	Sovereign Financial Group, Inc. new	Shares	+675	+$263.7K	$263.7K
20	RCW Management, LLC unchanged	Shares	0	+$259.2K	$748.1K
21	Global Wealth Strategies & Associates unchanged	Shares	0	+$257.2K	$742.2K
22	L. Roy Papp & Associates, LLP new	Shares	+637	+$249.0K	$249.0K
23	Prospera Financial Services Inc new	Shares	+606	+$236.9K	$236.9K
24	Apeiron RIA LLC unchanged	Shares	0	+$220.9K	$637.5K
25	Certified Advisory Corp new	Shares	+563	+$219.8K	$219.8K
26	CoreCap Advisors, LLC added	Shares	+229	+$203.6K	$418.8K
27	LWM ADVISORS INC unchanged	Shares	0	+$194.1K	$560.2K
28	Spire Wealth Management added	Shares	+16	+$163.2K	$459.0K
29	Bright Futures Wealth Management, LLC. added	Shares	+1	+$156.6K	$451.5K
30	CHATHAM CAPITAL GROUP, INC. unchanged	Shares	0	+$155.7K	$449.2K
31	Syntegra Private Wealth Group, LLC unchanged	Shares	0	+$151.1K	$436.0K
32	CLIENT 1ST ADVISORY GROUP, LLC unchanged	Shares	0	+$150.1K	$433.2K
33	CENTRAL VALLEY ADVISORS, LLC unchanged	Shares	0	+$147.3K	$425.0K
34	LAUREL OAK WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$146.9K	$423.9K
35	Summit Investment Advisory Services, LLC added	Shares	+1	+$142.8K	$411.3K
36	Westmount Partners, LLC unchanged	Shares	0	+$139.8K	$403.5K
37	FLYNN ZITO CAPITAL MANAGEMENT, LLC trimmed	Shares	-74	+$136.5K	$448.3K
38	Fortitude Family Office, LLC unchanged	Shares	0	+$135.4K	$390.6K
39	Independence Bank of Kentucky unchanged	Shares	0	+$123.9K	$357.4K
40	Morton Capital Management LLC/CA unchanged	Shares	0	+$108.3K	$312.5K
41	ACORN FINANCIAL ADVISORY SERVICES INC /ADV trimmed	Shares	-234	+$85.1K	$418.0K
42	Aries Wealth Management trimmed	Shares	-200	+$84.3K	$390.6K
43	LANARK FINANCIAL, INC. trimmed	Shares	-2	+$83.1K	$241.4K
44	Activest Wealth Management unchanged	Shares	0	+$81.5K	$235.2K
45	Farther Finance Advisors, LLC unchanged	Shares	0	+$77.8K	$232.1K
46	Kraft, Davis & Associates, LLC unchanged	Shares	0	+$45.4K	$343.6K
47	BEACON INVESTMENT ADVISORY SERVICES, INC. added	Shares	+68	+$43.2K	$74.6K
48	ADIRONDACK TRUST CO unchanged	Shares	0	+$33.2K	$95.7K
49	Realta Investment Advisors unchanged	Shares	0	+$23.0K	$66.4K
50	SALEM INVESTMENT COUNSELORS INC added	Shares	+1	+$16.9K	$48.0K

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