Filing Research | SPDR SERIES TRUST Institutional Holdings

Snapshot holdings

50 / 59 loaded

#		Instrument	quantity
1	Syntegra Private Wealth Group, LLC	Shares	771.6KSH	$140.0M
2	DORVAL Corp	Shares	128.4KSH	$23.3M
3	HF Advisory Group, LLC	Shares	37.9KSH	$6.9M
4	Legacy Advisory Services, LLC	Shares	15.1KSH	$2.7M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	12.9KSH	$2.4M
6	McNaughton Wealth Management, LLC	Shares	12.1KSH	$2.2M
7	ROFFMAN MILLER ASSOCIATES INC /PA/	Shares	11.7KSH	$2.1M
8	JBR Co Financial Management Inc	Shares	7.4KSH	$1.3M
9	CALIBER WEALTH MANAGEMENT, LLC / KS	Shares	6.9KSH	$1.3M
10	Fortis Group Advisors, LLC	Shares	6.8KSH	$1.2M
11	Independent Wealth Network Inc.	Shares	6.4KSH	$1.2M
12	Apollon Financial, LLC	Shares	5.9KSH	$1.1M
13	Strategic Blueprint, LLC	Shares	4.5KSH	$822.2K
14	SHEETS SMITH WEALTH MANAGEMENT	Shares	4.3KSH	$775.6K
15	Cypress Wealth Services, LLC	Shares	4.0KSH	$725.8K
16	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	3.9KSH	$699.5K
17	RIVERSEDGE ADVISORS, LLC	Shares	3.7KSH	$680.3K
18	Barnes Wealth Management Group, Inc	Shares	3.7KSH	$679.7K
19	PERRYMAN FINANCIAL ADVISORY INC /AD	Shares	3.7KSH	$672.9K
20	J.W. COLE ADVISORS, INC.	Shares	3.4KSH	$625.0K
21	Brookstone Capital Management	Shares	3.2KSH	$582.1K
22	Hutchens & Kramer Investment Management Group, LLC	Shares	3.0KSH	$539.1K
23	Composition Wealth, LLC	Shares	2.9KSH	$526.0K
24	ARS Wealth Advisors Group, LLC	Shares	2.4KSH	$430.3K
25	SFG Wealth Management, LLC.	Shares	2.3KSH	$419.5K
26	Commonwealth Financial Services, LLC	Shares	2.3KSH	$419.3K
27	Mallini Complete Financial Planning LLC	Principal	2.3KPRN	$415.9K
28	Darwin Wealth Management, LLC	Shares	2.1KSH	$389.5K
29	Retireful, LLC	Shares	2.0KSH	$369.0K
30	ARQ WEALTH ADVISORS, LLC	Shares	1.8KSH	$325.2K
31	Merit Financial Group, LLC	Shares	1.7KSH	$314.7K
32	Sherman Wealth Management LLC	Shares	1.7KSH	$305.4K
33	Cornerstone Wealth Management, LLC	Shares	1.7KSH	$304.5K
34	Farther Finance Advisors, LLC	Shares	1.6KSH	$291.3K
35	Berkeley, Inc	Shares	1.5KSH	$278.5K
36	Clark Asset Management, LLC	Shares	1.5KSH	$271.6K
37	Balance Wealth Partners LLC	Shares	1.4KSH	$254.0K
38	AdvisorNet Financial, Inc	Shares	1.4KSH	$250.4K
39	Stonebridge Financial Group, LLC	Shares	1.4KSH	$246.5K
40	ERn Financial, LLC	Shares	1.3KSH	$243.6K
41	Brookwood Investment Group LLC	Shares	1.3KSH	$240.4K
42	Investment Planning Advisors, Inc.	Shares	1.3KSH	$235.9K
43	INDEPENDENT FINANCIAL GROUP, LLC	Shares	1.3KSH	$233.2K
44	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	1.2KSH	$213.4K
45	Hughes Financial Services, LLC	Shares	1.2KSH	$209.6K
46	BARRETT & COMPANY, INC.	Shares	1.1KSH	$191.3K
47	Bogart Wealth, LLC	Shares	417SH	$75.6K
48	LANARK FINANCIAL, INC.	Shares	408SH	$74.0K
49	SIGNATUREFD, LLC	Shares	323SH	$58.6K
50	Advantage Trust Co	Shares	219SH	$39.7K

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

50 / 60 loaded

#		Instrument
1	Syntegra Private Wealth Group, LLC added	Shares	+132.6K	+$26.2M	$140.0M
2	DORVAL Corp added	Shares	+2.4K	+$858.8K	$23.3M
3	HF Advisory Group, LLC added	Shares	+2.9K	+$648.2K	$6.9M
4	JBR Co Financial Management Inc added	Shares	+3.0K	+$578.4K	$1.3M
5	SFG Wealth Management, LLC. new	Shares	+2.3K	+$419.5K	$419.5K
6	Legacy Advisory Services, LLC added	Shares	+1.2K	+$262.6K	$2.7M
7	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+1.3K	+$233.2K	$233.2K
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+598	+$162.8K	$2.4M
9	Apollon Financial, LLC added	Shares	+151	+$46.6K	$1.1M
10	Advantage Trust Co new	Shares	+219	+$39.7K	$39.7K
11	Barnes Wealth Management Group, Inc added	Shares	+93	+$29.1K	$679.7K
12	Independent Wealth Network Inc. trimmed	Shares	-16	+$18.6K	$1.2M
13	Brookstone Capital Management added	Shares	+22	+$14.6K	$582.1K
14	SHEETS SMITH WEALTH MANAGEMENT unchanged	Shares	0	+$14.4K	$775.6K
15	IFP Advisors, Inc added	Shares	+77	+$14.3K	$29.2K
16	ERn Financial, LLC added	Shares	+53	+$13.9K	$243.6K
17	ROFFMAN MILLER ASSOCIATES INC /PA/ trimmed	Shares	-144	+$13.5K	$2.1M
18	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management unchanged	Shares	0	+$13.0K	$699.5K
19	J.W. COLE ADVISORS, INC. added	Shares	+2	+$11.9K	$625.0K
20	ARS Wealth Advisors Group, LLC added	Shares	+7	+$9.3K	$430.3K
21	Hutchens & Kramer Investment Management Group, LLC trimmed	Shares	-9	+$8.4K	$539.1K
22	Sherman Wealth Management LLC added	Shares	+15	+$8.3K	$305.4K
23	Retireful, LLC unchanged	Shares	0	+$8.1K	$369.0K
24	Commonwealth Financial Services, LLC unchanged	Shares	0	+$7.8K	$419.3K
25	Stonebridge Financial Group, LLC added	Shares	+7	+$5.9K	$246.5K
26	CALIBER WEALTH MANAGEMENT, LLC / KS trimmed	Shares	-98	+$5.7K	$1.3M
27	Cornerstone Wealth Management, LLC unchanged	Shares	0	+$5.6K	$304.5K
28	Berkeley, Inc added	Shares	+1	+$5.3K	$278.5K
29	Clark Asset Management, LLC unchanged	Shares	0	+$5.0K	$271.6K
30	Balance Wealth Partners LLC unchanged	Shares	0	+$4.7K	$254.0K
31	Investment Planning Advisors, Inc. unchanged	Shares	0	+$4.4K	$235.9K
32	Hughes Financial Services, LLC unchanged	Shares	0	+$3.9K	$209.6K
33	Fortis Group Advisors, LLC added	Shares	+27	+$3.6K	$1.2M
34	BARRETT & COMPANY, INC. unchanged	Shares	0	+$3.5K	$191.3K
35	PERRYMAN FINANCIAL ADVISORY INC /AD trimmed	Shares	-57	+$2.3K	$672.9K
36	CoreCap Advisors, LLC added	Shares	+10	+$1.9K	$7.4K
37	LANARK FINANCIAL, INC. unchanged	Shares	0	+$1.4K	$74.0K
38	SIGNATUREFD, LLC unchanged	Shares	0	+$1.1K	$58.6K
39	Rosenberg Matthew Hamilton unchanged	Shares	0	+$215	$11.6K
40	Capital Investment Advisory Services, LLC unchanged	Shares	0	+$44	$2.4K
41	PARK AVENUE SECURITIES LLC added	Shares	+206	+$43	$358
42	Ulland Investment Advisors, LLC unchanged	Shares	0	$0	$38
43	TSFG, LLC trimmed	Shares	-536	-$90	$285
44	Olistico Wealth, LLC trimmed	Shares	-10	-$1.6K	$8.5K
45	Brookwood Investment Group LLC trimmed	Shares	-36	-$2.0K	$240.4K
46	AdvisorNet Financial, Inc trimmed	Shares	-80	-$9.6K	$250.4K
47	Merit Financial Group, LLC trimmed	Shares	-94	-$10.9K	$314.7K
48	RIVERSEDGE ADVISORS, LLC trimmed	Shares	-138	-$12.0K	$680.3K
49	Networth Advisors, LLC exited	Shares	-72	-$12.8K	$0
50	Strategic Blueprint, LLC trimmed	Shares	-180	-$16.8K	$822.2K

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