Filing Research | SPDR SERIES TRUST Institutional Holdings

Snapshot holdings

50 / 199 loaded

#		Instrument	quantity
1	Goelzer Investment Management, Inc.	Shares	374.6KSH	$40.9M
2	Rodgers & Associates, LTD	Shares	322.6KSH	$35.2M
3	Fragasso Financial Advisors Inc	Shares	305.3KSH	$33.3M
4	BRANDYWINE OAK PRIVATE WEALTH LLC	Shares	278.2KSH	$30.4M
5	Morningstar Investment Management LLC	Shares	255.8KSH	$24.2M
6	CANANDAIGUA NATIONAL BANK & TRUST CO	Shares	219.3KSH	$23.9M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	197.6KSH	$21.1M
8	GHP Investment Advisors, Inc.	Shares	184.7KSH	$20.2M
9	Key FInancial Inc	Shares	180.7KSH	$19.7M
10	American Financial Advisors, LLC	Shares	161.4KSH	$17.6M
11	SAGE FINANCIAL GROUP INC	Shares	152.8KSH	$16.7M
12	Triangle Securities Wealth Management	Shares	124.3KSH	$13.6M
13	LPWM LLC	Shares	101.3KSH	$11.1M
14	Avior Wealth Management, LLC	Shares	99.1KSH	$10.8M
15	Trilogy Capital Inc.	Shares	81.5KSH	$8.9M
16	Leicht Financial Planning & Wealth Management, Inc.	Shares	78.5KSH	$8.6M
17	Arnold Financial Planning LLC	Shares	75.5KSH	$8.2M
18	NWAM LLC	Shares	74.4KSH	$8.1M
19	KWB Wealth	Shares	71.4KSH	$7.8M
20	Cambridge Financial Group, LLC	Shares	68.7KSH	$7.5M
21	NORTHWEST WEALTH MANAGEMENT, LLC	Shares	60.7KSH	$6.6M
22	Marathon Mission, Inc.	Shares	54.5KSH	$5.9M
23	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	53.3KSH	$5.8M
24	Nvest Wealth Strategies, Inc.	Shares	50.3KSH	$5.5M
25	Farther Finance Advisors, LLC	Shares	43.8KSH	$4.8M
26	Councilor Wealth, LLC	Shares	40.9KSH	$4.5M
27	FLAGSHIP HARBOR ADVISORS, LLC	Shares	38.3KSH	$4.2M
28	Financial Guidance Group, Inc.	Shares	32.9KSH	$3.6M
29	Meredith Wealth Planning	Shares	31.4KSH	$3.4M
30	Marotta Asset Management	Shares	29.9KSH	$3.2M
31	COLLECTIVE FAMILY OFFICE LLC	Shares	28.0KSH	$3.0M
32	FELL CAPITAL MANAGEMENT /ADV	Shares	27.5KSH	$3.0M
33	BENJAMIN EDWARDS INC	Shares	27.0KSH	$2.9M
34	TRUE BLUE FINANCIAL, LLC	Shares	26.6KSH	$2.9M
35	FIFTH THIRD SECURITIES, INC.	Shares	25.8KSH	$2.8M
36	WALLER FINANCIAL PLANNING GROUP, INC	Shares	25.1KSH	$2.7M
37	Brookstone Capital Management	Shares	24.2KSH	$2.6M
38	Leslie Global Wealth, LLC	Shares	22.6KSH	$2.5M
39	KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT	Shares	22.4KSH	$2.4M
40	Brady Martz Wealth Solutions, LLC	Shares	21.7KSH	$2.4M
41	ECLECTIC ASSOCIATES INC /ADV	Shares	21.6KSH	$2.4M
42	Focus Financial Network, Inc.	Shares	21.4KSH	$2.3M
43	Ignite Planners, LLC	Shares	21.2KSH	$2.3M
44	Bill Few Associates, Inc.	Shares	21.2KSH	$2.3M
45	Foundation Wealth Management, LLC\PA	Shares	20.3KSH	$2.2M
46	Grey Fox Wealth Advisors, LLC	Shares	20.2KSH	$2.2M
47	Melone Private Wealth, LLC	Shares	18.5KSH	$2.0M
48	Diversified Trust Co	Shares	18.1KSH	$2.0M
49	Courage Miller Partners, LLC	Shares	17.4KSH	$1.9M
50	Financial Synergies Wealth Advisors, Inc.	Shares	17.3KSH	$1.9M

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

50 / 203 loaded

#		Instrument
1	Leicht Financial Planning & Wealth Management, Inc. new	Shares	+78.5K	+$8.6M	$8.6M
2	KWB Wealth added	Shares	+61.4K	+$6.9M	$7.8M
3	Rodgers & Associates, LTD trimmed	Shares	-1.3K	+$4.6M	$35.2M
4	Avior Wealth Management, LLC added	Shares	+29.9K	+$4.3M	$10.8M
5	Fragasso Financial Advisors Inc trimmed	Shares	-4.8K	+$3.7M	$33.3M
6	BRANDYWINE OAK PRIVATE WEALTH LLC trimmed	Shares	-6.6K	+$3.4M	$30.4M
7	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+29.3K	+$3.3M	$4.2M
8	GHP Investment Advisors, Inc. added	Shares	+2.9K	+$3.0M	$20.2M
9	TRUE BLUE FINANCIAL, LLC new	Shares	+26.6K	+$2.9M	$2.9M
10	Key FInancial Inc trimmed	Shares	-2.3K	+$2.4M	$19.7M
11	Trilogy Capital Inc. added	Shares	+9.9K	+$2.1M	$8.9M
12	Triangle Securities Wealth Management added	Shares	+34	+$1.8M	$13.6M
13	SAGE FINANCIAL GROUP INC trimmed	Shares	-6.2K	+$1.6M	$16.7M
14	LPWM LLC added	Shares	+489	+$1.5M	$11.1M
15	Arnold Financial Planning LLC added	Shares	+1.2K	+$1.2M	$8.2M
16	Farther Finance Advisors, LLC added	Shares	+4.4K	+$1.0M	$4.8M
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-14.2K	+$947.1K	$21.1M
18	Cambridge Financial Group, LLC trimmed	Shares	-1.1K	+$892.1K	$7.5M
19	Marathon Mission, Inc. added	Shares	+732	+$861.2K	$5.9M
20	NORTHWEST WEALTH MANAGEMENT, LLC trimmed	Shares	-851	+$801.2K	$6.6M
21	Nvest Wealth Strategies, Inc. added	Shares	+28	+$732.9K	$5.5M
22	FELL CAPITAL MANAGEMENT /ADV added	Shares	+1.6K	+$552.2K	$3.0M
23	Meredith Wealth Planning added	Shares	+268	+$480.9K	$3.4M
24	Financial Guidance Group, Inc. added	Shares	+3	+$479.0K	$3.6M
25	COLLECTIVE FAMILY OFFICE LLC trimmed	Shares	-77	+$398.9K	$3.0M
26	Councilor Wealth, LLC trimmed	Shares	-2.4K	+$371.5K	$4.5M
27	BENJAMIN EDWARDS INC trimmed	Shares	-322	+$361.6K	$2.9M
28	Ignite Planners, LLC added	Shares	+430	+$356.2K	$2.3M
29	Bill Few Associates, Inc. added	Shares	+376	+$343.3K	$2.3M
30	Brookstone Capital Management trimmed	Shares	-179	+$334.7K	$2.6M
31	Grey Fox Wealth Advisors, LLC added	Shares	+274	+$319.3K	$2.2M
32	Brady Martz Wealth Solutions, LLC added	Shares	+27	+$318.0K	$2.4M
33	ECLECTIC ASSOCIATES INC /ADV trimmed	Shares	-71	+$306.7K	$2.4M
34	FIFTH THIRD SECURITIES, INC. trimmed	Shares	-798	+$299.5K	$2.8M
35	KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT trimmed	Shares	-483	+$280.3K	$2.4M
36	Melone Private Wealth, LLC trimmed	Shares	-39	+$265.1K	$2.0M
37	Focus Financial Network, Inc. trimmed	Shares	-503	+$263.7K	$2.3M
38	WALLER FINANCIAL PLANNING GROUP, INC trimmed	Shares	-1.1K	+$263.2K	$2.7M
39	Diversified Trust Co unchanged	Shares	0	+$262.3K	$2.0M
40	Rockwood Wealth Management, LLC new	Shares	+2.3K	+$255.9K	$255.9K
41	Highland Financial Advisors, LLC added	Shares	+791	+$251.8K	$1.3M
42	J.W. COLE ADVISORS, INC. added	Shares	+799	+$229.6K	$1.2M
43	CoreCap Advisors, LLC trimmed	Shares	-167	+$228.9K	$1.8M
44	Courage Miller Partners, LLC trimmed	Shares	-281	+$225.7K	$1.9M
45	NorthCrest Asset Manangement, LLC new	Shares	+2.1K	+$224.8K	$224.8K
46	Friday Financial added	Shares	+1.4K	+$222.2K	$747.7K
47	MISSION WEALTH MANAGEMENT, LP new	Shares	+2.0K	+$222.0K	$222.0K
48	MOTIVE WEALTH ADVISORS added	Shares	+246	+$221.8K	$1.5M
49	Plancorp, LLC new	Shares	+2.0K	+$219.9K	$219.9K
50	Avant Financial Advisors LLC trimmed	Shares	-39	+$212.5K	$1.6M

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