Filing Research | SPDR SERIES TRUST Institutional Holdings

Snapshot holdings

31 / 31 loaded

#		Instrument	quantity
1	TOMPKINS FINANCIAL CORP	Shares	425.7KSH	$31.0M
2	Systelligence, LLC	Shares	284.7KSH	$20.8M
3	SOA Wealth Advisors, LLC.	Shares	165.9KSH	$12.1M
4	MEITAV INVESTMENT HOUSE LTD	Shares	58.8KSH	$4.3M
5	Gradient Investments LLC	Shares	58.1KSH	$4.2M
6	BIRCHBROOK, INC.	Shares	47.4KSH	$3.5M
7	Affiance Financial, LLC	Shares	45.3KSH	$3.3M
8	MassMutual Private Wealth & Trust, FSB	Shares	37.5KSH	$2.7M
9	Armbruster Capital Management, Inc.	Shares	35.3KSH	$2.6M
10	Richard P Slaughter Associates Inc	Shares	29.8KSH	$2.2M
11	Gilbert Capital Group, Inc.	Shares	27.3KSH	$2.0M
12	Farther Finance Advisors, LLC	Shares	26.8KSH	$2.0M
13	Veracity Capital LLC	Shares	12.9KSH	$941.5K
14	Sage Advisory Services, Ltd.Co.	Shares	11.7KSH	$853.0K
15	Warren Street Wealth Advisors, LLC	Shares	9.2KSH	$672.7K
16	Single Point Partners, LLC	Shares	8.2KSH	$600.2K
17	ST GERMAIN D J CO INC	Shares	7.6KSH	$551.0K
18	HBW ADVISORY SERVICES LLC	Shares	6.4KSH	$468.8K
19	Marshall Financial Group, LLC	Shares	6.0KSH	$434.9K
20	BRAVE ASSET MANAGEMENT INC	Shares	5.6KSH	$409.5K
21	CARY STREET PARTNERS FINANCIAL LLC	Shares	5.6KSH	$409.0K
22	McClarren Financial Advisors, Inc.	Shares	5.5KSH	$400.4K
23	SFG Wealth Management, LLC.	Shares	4.8KSH	$348.5K
24	FLAGSHIP HARBOR ADVISORS, LLC	Shares	4.8KSH	$347.3K
25	J.W. COLE ADVISORS, INC.	Shares	4.6KSH	$336.8K
26	SAX WEALTH ADVISORS, LLC	Shares	5.1KSH	$322.5K
27	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	Shares	3.1KSH	$223.5K
28	Sincerus Advisory, LLC	Shares	2.8KSH	$203.5K
29	Tradewinds Capital Management, LLC	Shares	1.8KSH	$128.7K
30	SBI Securities Co., Ltd.	Shares	355SH	$25.9K
31	HORIZON FINANCIAL SERVICES, LLC	Shares	113SH	$8.2K

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

31 / 31 loaded

#		Instrument
1	Systelligence, LLC new	Shares	+284.7K	+$20.8M	$20.8M
2	TOMPKINS FINANCIAL CORP added	Shares	+124.3K	+$12.0M	$31.0M
3	MEITAV INVESTMENT HOUSE LTD added	Shares	+19.2K	+$1.8M	$4.3M
4	SOA Wealth Advisors, LLC. trimmed	Shares	-3.0K	+$1.4M	$12.1M
5	Gradient Investments LLC added	Shares	+2.1K	+$706.5K	$4.2M
6	Farther Finance Advisors, LLC added	Shares	+6.8K	+$684.9K	$2.0M
7	Affiance Financial, LLC added	Shares	+705	+$490.7K	$3.3M
8	BIRCHBROOK, INC. trimmed	Shares	-575	+$430.6K	$3.5M
9	Richard P Slaughter Associates Inc added	Shares	+1.4K	+$381.5K	$2.2M
10	MassMutual Private Wealth & Trust, FSB added	Shares	+5	+$369.5K	$2.7M
11	J.W. COLE ADVISORS, INC. new	Shares	+4.6K	+$336.8K	$336.8K
12	Armbruster Capital Management, Inc. trimmed	Shares	-270	+$331.1K	$2.6M
13	Gilbert Capital Group, Inc. trimmed	Shares	-232	+$253.8K	$2.0M
14	CANTOR FITZGERALD INVESTMENT ADVISORS L.P. new	Shares	+3.1K	+$223.5K	$223.5K
15	Sincerus Advisory, LLC new	Shares	+2.8K	+$203.5K	$203.5K
16	Veracity Capital LLC added	Shares	+553	+$162.0K	$941.5K
17	Sage Advisory Services, Ltd.Co. trimmed	Shares	-238	+$100.0K	$853.0K
18	HBW ADVISORY SERVICES LLC added	Shares	+415	+$89.5K	$468.8K
19	Single Point Partners, LLC added	Shares	+7	+$81.5K	$600.2K
20	ST GERMAIN D J CO INC unchanged	Shares	0	+$74.4K	$551.0K
21	Warren Street Wealth Advisors, LLC trimmed	Shares	-266	+$74.1K	$672.7K
22	BRAVE ASSET MANAGEMENT INC unchanged	Shares	0	+$55.3K	$409.5K
23	CARY STREET PARTNERS FINANCIAL LLC unchanged	Shares	0	+$55.2K	$409.0K
24	McClarren Financial Advisors, Inc. unchanged	Shares	0	+$54.1K	$400.4K
25	Marshall Financial Group, LLC trimmed	Shares	-84	+$53.5K	$434.9K
26	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+71	+$51.4K	$347.3K
27	SFG Wealth Management, LLC. added	Shares	+27	+$48.8K	$348.5K
28	Tradewinds Capital Management, LLC added	Shares	+94	+$23.3K	$128.7K
29	SBI Securities Co., Ltd. added	Shares	+16	+$4.5K	$25.9K
30	HORIZON FINANCIAL SERVICES, LLC unchanged	Shares	0	+$1.1K	$8.2K
31	SAX WEALTH ADVISORS, LLC trimmed	Shares	-5.7K	-$394.4K	$322.5K