Filing Research | SPDR INDEX SHS FDS Institutional Holdings

Snapshot holdings

44 / 44 loaded

#		Instrument	quantity
1	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	182.8KSH	$13.6M
2	Apella Capital, LLC	Shares	133.3KSH	$9.7M
3	Welch Financial Planning, LLC	Shares	87.7KSH	$6.5M
4	WADDELL & ASSOCIATES, LLC	Shares	52.0KSH	$3.9M
5	Brady Martz Wealth Solutions, LLC	Shares	48.5KSH	$3.6M
6	Merit Financial Group, LLC	Shares	33.7KSH	$2.5M
7	MARYLAND CAPITAL ADVISORS INC.	Shares	23.6KSH	$1.7M
8	Spire Wealth Management	Shares	14.9KSH	$1.1M
9	Heartwood Wealth Advisors LLC	Shares	13.1KSH	$975.6K
10	Powerhouse Assets LLC	Shares	11.6KSH	$858.5K
11	Rockingstone Advisors LLC	Shares	10.0KSH	$739.6K
12	Omega Financial Group, LLC	Shares	8.8KSH	$654.8K
13	HighRoad Wealth Advisors, LLC	Shares	8.8KSH	$650.2K
14	Cyr Financial Inc.	Shares	8.5KSH	$629.4K
15	Camelot Portfolios, LLC	Shares	8.1KSH	$605.5K
16	Bright Futures Wealth Management, LLC.	Shares	7.8KSH	$582.4K
17	180 WEALTH ADVISORS, LLC	Shares	7.1KSH	$526.4K
18	Shore Point Advisors, LLC	Shares	6.4KSH	$477.0K
19	Life Planning Partners, Inc	Shares	6.0KSH	$445.8K
20	FIRST HORIZON CORP	Shares	5.0KSH	$372.2K
21	Austin Wealth Management, LLC	Shares	5.1KSH	$351.0K
22	Global View Capital Management LLC	Shares	4.5KSH	$334.2K
23	Sound Stewardship, LLC	Shares	4.5KSH	$333.6K
24	Sowell Financial Services LLC	Shares	4.4KSH	$328.2K
25	Cyndeo Wealth Partners, LLC	Shares	3.4KSH	$250.0K
26	SAGE FINANCIAL GROUP INC	Shares	3.3KSH	$248.1K
27	Hardin Capital Partners, LLC	Shares	3.2KSH	$235.9K
28	Falcon Wealth Planning	Shares	3.1KSH	$228.2K
29	CGN Advisors LLC	Shares	2.7KSH	$204.0K
30	Farther Finance Advisors, LLC	Shares	2.7KSH	$198.1K
31	Noble Wealth Management PBC	Shares	1.7KSH	$126.3K
32	EASTERN BANK	Shares	948SH	$70.4K
33	GAMMA Investing LLC	Shares	824SH	$61.2K
34	AdvisorNet Financial, Inc	Shares	536SH	$39.8K
35	CoreCap Advisors, LLC	Shares	489SH	$36.3K
36	MassMutual Private Wealth & Trust, FSB	Shares	460SH	$34.2K
37	SIMS INVESTMENT MANAGEMENT, LLC	Shares	376SH	$27.9K
38	Trust Co	Shares	265SH	$19.7K
39	Capital Investment Advisory Services, LLC	Shares	29SH	$2.2K
40	Golden State Wealth Management, LLC	Shares	19SH	$1.4K
41	Quest 10 Wealth Builders, Inc.	Shares	12SH	$892
42	LANARK FINANCIAL, INC.	Shares	11SH	$817
43	Central Pacific Bank - Trust Division	Shares	2SH	$149
44	CX Institutional	Shares	1.4KSH	$106

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

47 / 47 loaded

#		Instrument
1	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+4.8K	+$1.8M	$13.6M
2	Welch Financial Planning, LLC added	Shares	+3.5K	+$946.9K	$6.5M
3	Brady Martz Wealth Solutions, LLC added	Shares	+1.9K	+$523.0K	$3.6M
4	WADDELL & ASSOCIATES, LLC trimmed	Shares	-1.6K	+$319.5K	$3.9M
5	Merit Financial Group, LLC added	Shares	+595	+$315.3K	$2.5M
6	Heartwood Wealth Advisors LLC added	Shares	+1.5K	+$207.6K	$975.6K
7	CGN Advisors LLC new	Shares	+2.7K	+$204.0K	$204.0K
8	Spire Wealth Management added	Shares	+219	+$136.9K	$1.1M
9	Bright Futures Wealth Management, LLC. added	Shares	+697	+$110.2K	$582.4K
10	Rockingstone Advisors LLC unchanged	Shares	0	+$81.5K	$739.6K
11	Farther Finance Advisors, LLC added	Shares	+860	+$78.3K	$198.1K
12	Global View Capital Management LLC added	Shares	+555	+$73.5K	$334.2K
13	HighRoad Wealth Advisors, LLC unchanged	Shares	0	+$71.6K	$650.2K
14	Powerhouse Assets LLC trimmed	Shares	-444	+$65.2K	$858.5K
15	Camelot Portfolios, LLC trimmed	Shares	-140	+$57.4K	$605.5K
16	Omega Financial Group, LLC trimmed	Shares	-231	+$56.8K	$654.8K
17	Shore Point Advisors, LLC trimmed	Shares	-6	+$52.1K	$477.0K
18	Life Planning Partners, Inc unchanged	Shares	0	+$49.1K	$445.8K
19	180 WEALTH ADVISORS, LLC trimmed	Shares	-320	+$36.8K	$526.4K
20	Sound Stewardship, LLC trimmed	Shares	-133	+$28.0K	$333.6K
21	SIMS INVESTMENT MANAGEMENT, LLC new	Shares	+376	+$27.9K	$27.9K
22	Cyndeo Wealth Partners, LLC unchanged	Shares	0	+$27.5K	$250.0K
23	SAGE FINANCIAL GROUP INC unchanged	Shares	0	+$27.3K	$248.1K
24	Hardin Capital Partners, LLC unchanged	Shares	0	+$26.1K	$235.9K
25	Falcon Wealth Planning unchanged	Shares	0	+$25.1K	$228.2K
26	Cyr Financial Inc. trimmed	Shares	-771	+$18.3K	$629.4K
27	Austin Wealth Management, LLC added	Shares	+25	+$17.0K	$351.0K
28	Noble Wealth Management PBC unchanged	Shares	0	+$13.9K	$126.3K
29	GAMMA Investing LLC unchanged	Shares	0	+$6.7K	$61.2K
30	AdvisorNet Financial, Inc unchanged	Shares	0	+$4.4K	$39.8K
31	EASTERN BANK trimmed	Shares	-52	+$4.3K	$70.4K
32	CoreCap Advisors, LLC unchanged	Shares	0	+$4.0K	$36.3K
33	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$3.8K	$34.2K
34	Trust Co unchanged	Shares	0	+$2.2K	$19.7K
35	Golden State Wealth Management, LLC unchanged	Shares	0	+$156	$1.4K
36	Quest 10 Wealth Builders, Inc. unchanged	Shares	0	+$99	$892
37	LANARK FINANCIAL, INC. unchanged	Shares	0	+$90	$817
38	Central Pacific Bank - Trust Division unchanged	Shares	0	+$17	$149
39	CX Institutional added	Shares	+9	+$13	$106
40	EverSource Wealth Advisors, LLC exited	Shares	-43	-$2.8K	$0
41	Capital Investment Advisory Services, LLC trimmed	Shares	-120	-$7.7K	$2.2K
42	FIRST HORIZON CORP trimmed	Shares	-975	-$23.5K	$372.2K
43	Sowell Financial Services LLC trimmed	Shares	-1.2K	-$40.2K	$328.2K
44	Beaird Harris Wealth Management, LLC exited	Shares	-801	-$53.0K	$0
45	Apella Capital, LLC trimmed	Shares	-4.2K	-$463.4K	$9.7M
46	Balefire, LLC exited	Shares	-13.9K	-$918.4K	$0
47	Legacy Wealth Partners, LLC exited	Shares	-24.8K	-$1.6M	$0