Filing Research | SPDR SERIES TRUST Institutional Holdings

Snapshot holdings

50 / 188 loaded

#		Instrument	quantity
1	D.A. DAVIDSON & CO.	Shares	6.7MSH	$223.1M
2	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	4.5MSH	$148.9M
3	CAPITAL ADVISORS INC/OK	Shares	2.0MSH	$66.3M
4	STRATEGIC PLANNING GROUP, LLC	Shares	1.7MSH	$58.4M
5	TCV Trust & Wealth Management, Inc.	Shares	1.6MSH	$54.4M
6	Gradient Investments LLC	Shares	1.4MSH	$46.1M
7	Orange Investment Advisors, Inc.	Shares	1.3MSH	$44.8M
8	STEPHENS GROUP ASSET MANAGEMENT, LLC	Shares	1.3MSH	$44.3M
9	CGN Advisors LLC	Shares	1.2MSH	$41.1M
10	Rockwood Wealth Management, LLC	Shares	1.1MSH	$35.9M
11	High Probability Advisors, LLC	Shares	939.1KSH	$31.4M
12	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	937.9KSH	$31.4M
13	Dynamic Advisor Solutions LLC	Shares	937.5KSH	$31.4M
14	ST GERMAIN D J CO INC	Shares	880.8KSH	$29.5M
15	Apella Capital, LLC	Shares	883.9KSH	$29.4M
16	Merit Financial Group, LLC	Shares	803.0KSH	$26.9M
17	Crews Bank & Trust	Shares	796.2KSH	$26.6M
18	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	Shares	650.8KSH	$21.8M
19	GoalVest Advisory LLC	Shares	632.0KSH	$21.1M
20	RATIONAL ADVISORS, INC.	Shares	595.0KSH	$19.9M
21	Cornerstone Wealth Management, LLC	Shares	584.7KSH	$19.6M
22	TRUEFG, LLC	Shares	560.2KSH	$18.7M
23	AllGen Financial Advisors, Inc.	Shares	519.9KSH	$17.4M
24	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	820.9KSH	$16.9M
25	Walker Financial Services, Inc.	Shares	500.1KSH	$16.7M
26	Leicht Financial Planning & Wealth Management, Inc.	Shares	439.2KSH	$14.7M
27	KWB Wealth	Shares	425.7KSH	$14.2M
28	Union Bancaire Privee, UBP SA	Shares	415.6KSH	$13.9M
29	INTEGRAL INVESTMENT ADVISORS, INC.	Shares	415.9KSH	$13.9M
30	FLAGSHIP HARBOR ADVISORS, LLC	Shares	364.2KSH	$12.2M
31	Burns Matteson Capital Management, LLC	Shares	350.1KSH	$11.7M
32	TRUE BLUE FINANCIAL, LLC	Shares	337.2KSH	$11.3M
33	NorthCrest Asset Manangement, LLC	Shares	313.1KSH	$10.4M
34	Auour Investments LLC	Shares	307.9KSH	$10.3M
35	SHEETS SMITH WEALTH MANAGEMENT	Shares	292.8KSH	$9.8M
36	LANARK FINANCIAL, INC.	Shares	280.0KSH	$9.4M
37	ARQ WEALTH ADVISORS, LLC	Shares	260.7KSH	$8.6M
38	Ignite Planners, LLC	Shares	256.5KSH	$8.6M
39	Nilsine Partners, LLC	Shares	255.4KSH	$8.5M
40	Forbes Financial Planning, Inc.	Shares	251.7KSH	$8.4M
41	MFA WEALTH ADVISORS, LLC	Shares	245.4KSH	$8.2M
42	Columbus Macro, LLC	Shares	245.0KSH	$8.2M
43	Guardian Asset Advisors, LLC	Shares	233.4KSH	$7.8M
44	Mirae Asset Global Investments Co., Ltd.	Shares	219.0KSH	$7.3M
45	COURIER CAPITAL LLC	Shares	218.7KSH	$7.3M
46	Leslie Global Wealth, LLC	Shares	217.7KSH	$7.3M
47	HM PAYSON & CO	Shares	207.2KSH	$6.9M
48	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	199.3KSH	$6.7M
49	Farther Finance Advisors, LLC	Shares	194.0KSH	$6.5M
50	Foster Victor Wealth Advisors, LLC	Shares	194.1KSH	$6.4M

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

50 / 198 loaded

#		Instrument
1	Gradient Investments LLC added	Shares	+1.4M	+$45.5M	$46.1M
2	RATIONAL ADVISORS, INC. new	Shares	+595.0K	+$19.9M	$19.9M
3	STRATEGIC PLANNING GROUP, LLC added	Shares	+311.8K	+$10.3M	$58.4M
4	MFA WEALTH ADVISORS, LLC new	Shares	+245.4K	+$8.2M	$8.2M
5	CAPITAL ADVISORS INC/OK added	Shares	+241.8K	+$8.0M	$66.3M
6	Leslie Global Wealth, LLC new	Shares	+217.7K	+$7.3M	$7.3M
7	AllGen Financial Advisors, Inc. added	Shares	+211.4K	+$7.0M	$17.4M
8	D.A. DAVIDSON & CO. added	Shares	+188.7K	+$5.8M	$223.1M
9	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added	Shares	+173.9K	+$5.5M	$148.9M
10	Apella Capital, LLC added	Shares	+141.9K	+$4.4M	$29.4M
11	Cornerstone Wealth Management, LLC added	Shares	+115.2K	+$3.8M	$19.6M
12	DLK Investment Management, LLC new	Shares	+112.3K	+$3.7M	$3.7M
13	BARTLETT & CO. WEALTH MANAGEMENT LLC added	Shares	+90.1K	+$3.0M	$31.4M
14	Dynamic Advisor Solutions LLC added	Shares	+73.5K	+$2.4M	$31.4M
15	Breakwater Capital Group added	Shares	+71.3K	+$2.4M	$5.3M
16	Rockwood Wealth Management, LLC added	Shares	+68.6K	+$2.2M	$35.9M
17	TCV Trust & Wealth Management, Inc. added	Shares	+61.4K	+$1.9M	$54.4M
18	STEPHENS GROUP ASSET MANAGEMENT, LLC added	Shares	+56.4K	+$1.8M	$44.3M
19	Merit Financial Group, LLC added	Shares	+51.7K	+$1.7M	$26.9M
20	Burns Matteson Capital Management, LLC added	Shares	+48.2K	+$1.6M	$11.7M
21	High Probability Advisors, LLC added	Shares	+48.2K	+$1.5M	$31.4M
22	CGN Advisors LLC added	Shares	+48.6K	+$1.5M	$41.1M
23	MEITAV INVESTMENT HOUSE LTD added	Shares	+39.6K	+$1.3M	$2.3M
24	Paladin Wealth, LLC new	Shares	+38.1K	+$1.3M	$1.3M
25	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+33.7K	+$1.1M	$12.2M
26	Dynamic Wealth Strategies, LLC added	Shares	+32.1K	+$1.1M	$3.0M
27	Walker Financial Services, Inc. added	Shares	+33.0K	+$1.1M	$16.7M
28	Leicht Financial Planning & Wealth Management, Inc. added	Shares	+30.0K	+$970.0K	$14.7M
29	Farther Finance Advisors, LLC added	Shares	+25.3K	+$849.1K	$6.5M
30	Orange Investment Advisors, Inc. added	Shares	+28.0K	+$832.3K	$44.8M
31	Crews Bank & Trust added	Shares	+26.0K	+$807.1K	$26.6M
32	Mirae Asset Global Investments Co., Ltd. added	Shares	+24.0K	+$787.4K	$7.3M
33	Guardian Asset Advisors, LLC added	Shares	+23.1K	+$755.3K	$7.8M
34	INTEGRAL INVESTMENT ADVISORS, INC. added	Shares	+22.6K	+$725.7K	$13.9M
35	ARQ WEALTH ADVISORS, LLC added	Shares	+24.7K	+$723.0K	$8.6M
36	Union Bancaire Privee, UBP SA added	Shares	+19.5K	+$709.7K	$13.9M
37	MISSION WEALTH MANAGEMENT, LP added	Shares	+20.9K	+$692.7K	$4.0M
38	GoalVest Advisory LLC added	Shares	+20.9K	+$651.7K	$21.1M
39	SAX WEALTH ADVISORS, LLC new	Shares	+19.4K	+$650.4K	$650.4K
40	TRUEFG, LLC added	Shares	+18.7K	+$583.3K	$18.7M
41	COURIER CAPITAL LLC added	Shares	+16.7K	+$542.8K	$7.3M
42	Columbus Macro, LLC added	Shares	+16.8K	+$542.7K	$8.2M
43	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+15.6K	+$522.5K	$849.9K
44	NorthCrest Asset Manangement, LLC added	Shares	+17.4K	+$509.3K	$10.4M
45	LANARK FINANCIAL, INC. added	Shares	+14.9K	+$478.8K	$9.4M
46	JBR Co Financial Management Inc new	Shares	+13.1K	+$438.3K	$438.3K
47	VISIONARY HORIZONS, LLC added	Shares	+13.4K	+$435.9K	$6.3M
48	PRECEDENT WEALTH PARTNERS, LLC new	Shares	+9.9K	+$330.0K	$330.0K
49	Foster Victor Wealth Advisors, LLC added	Shares	+12.0K	+$311.0K	$6.4M
50	ST GERMAIN D J CO INC added	Shares	+11.1K	+$301.4K	$29.5M

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