Filing Research | SPDR SERIES TRUST Institutional Holdings

Snapshot holdings

50 / 57 loaded

#		Instrument	quantity
1	MRA Advisory Group	Shares	112.6KSH	$7.7M
2	Sage Advisory Services, Ltd.Co.	Shares	78.8KSH	$5.4M
3	Y-Intercept (Hong Kong) Ltd	Shares	29.4KSH	$2.0M
4	Segment Wealth Management, LLC	Shares	17.5KSH	$1.2M
5	Forum Financial Management, LP	Shares	17.1KSH	$1.2M
6	COURIER CAPITAL LLC	Shares	10.7KSH	$733.1K
7	Graves Light Lenhart Wealth, Inc.	Shares	9.4KSH	$639.0K
8	WEST MICHIGAN ADVISORS, LLC	Shares	10.6KSH	$632.1K
9	Montecito Bank & Trust	Shares	8.5KSH	$579.2K
10	Magnus Financial Group LLC	Shares	7.7KSH	$524.6K
11	RCW Management, LLC	Shares	7.4KSH	$506.8K
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	7.1KSH	$491.0K
13	Objective Capital Management, LLC	Shares	7.1KSH	$484.6K
14	MEITAV INVESTMENT HOUSE LTD	Shares	6.7KSH	$460.3K
15	VIMA LLC	Shares	6.5KSH	$442.1K
16	Sage Capital Management, LLC	Shares	6.3KSH	$431.4K
17	CARY STREET PARTNERS FINANCIAL LLC	Shares	5.9KSH	$402.1K
18	Symphony Financial Services, Inc.	Shares	5.3KSH	$360.9K
19	CONTINUUM WEALTH ADVISORS, LLC	Shares	5.2KSH	$352.2K
20	ANDERSON HOAGLAND & CO	Shares	5.0KSH	$339.7K
21	Formidable Asset Management, LLC	Shares	5.0KSH	$297.8K
22	PFG Advisors	Shares	4.2KSH	$287.4K
23	Accel Wealth Management	Shares	4.1KSH	$281.5K
24	HM PAYSON & CO	Shares	4.0KSH	$272.9K
25	Hopwood Financial Services, Inc.	Shares	4.0KSH	$272.9K
26	PFG Investments, LLC	Shares	4.0KSH	$271.9K
27	Cedarwood Wealth LLC	Shares	3.9KSH	$267.7K
28	Sovereign Financial Group, Inc.	Shares	3.6KSH	$243.0K
29	Farther Finance Advisors, LLC	Shares	3.6KSH	$242.3K
30	GRIMES & Co WEALTH MANAGEMENT, LLC	Shares	3.5KSH	$241.5K
31	RFG Advisory, LLC	Shares	3.0KSH	$204.7K
32	Spire Wealth Management	Shares	1.9KSH	$131.7K
33	BigSur Wealth Management LLC	Shares	1.9KSH	$131.3K
34	LANARK FINANCIAL, INC.	Shares	1.6KSH	$112.6K
35	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	1.4KSH	$94.3K
36	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	1.4KSH	$94.2K
37	TOTH FINANCIAL ADVISORY CORP	Shares	1.2KSH	$78.8K
38	CoreCap Advisors, LLC	Shares	1.1KSH	$72.4K
39	ARMSTRONG ADVISORY GROUP, INC	Shares	938SH	$64.0K
40	Wagner Wealth Management, LLC	Shares	501SH	$34.2K
41	Capital Investment Advisory Services, LLC	Shares	500SH	$34.1K
42	Trust Co	Shares	356SH	$24.3K
43	Cedar Mountain Advisors, LLC	Shares	353SH	$24.1K
44	MassMutual Private Wealth & Trust, FSB	Shares	333SH	$22.7K
45	IFP Advisors, Inc	Shares	250SH	$17.1K
46	Mascoma Wealth Management LLC	Shares	200SH	$13.6K
47	SIGNATUREFD, LLC	Shares	190SH	$12.9K
48	EASTERN BANK	Shares	183SH	$12.5K
49	Register Financial Advisors LLC	Shares	150SH	$10.2K
50	AdvisorNet Financial, Inc	Shares	147SH	$10.0K

Scroll to load more

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

50 / 60 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd added	Shares	+25.1K	+$1.8M	$2.0M
2	MRA Advisory Group added	Shares	+5.2K	+$1.3M	$7.7M
3	CONTINUUM WEALTH ADVISORS, LLC new	Shares	+5.2K	+$352.2K	$352.2K
4	PFG Investments, LLC new	Shares	+4.0K	+$271.9K	$271.9K
5	RFG Advisory, LLC new	Shares	+3.0K	+$204.7K	$204.7K
6	Forum Financial Management, LP trimmed	Shares	-38	+$145.6K	$1.2M
7	COURIER CAPITAL LLC trimmed	Shares	-38	+$90.9K	$733.1K
8	PFG Advisors added	Shares	+757	+$81.6K	$287.4K
9	Graves Light Lenhart Wealth, Inc. unchanged	Shares	0	+$81.2K	$639.0K
10	Montecito Bank & Trust unchanged	Shares	0	+$73.6K	$579.2K
11	Magnus Financial Group LLC added	Shares	+10	+$67.3K	$524.6K
12	RCW Management, LLC unchanged	Shares	0	+$64.4K	$506.8K
13	MEITAV INVESTMENT HOUSE LTD unchanged	Shares	0	+$58.5K	$460.3K
14	Sage Capital Management, LLC added	Shares	+21	+$56.1K	$431.4K
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-98	+$54.9K	$491.0K
16	CARY STREET PARTNERS FINANCIAL LLC unchanged	Shares	0	+$51.1K	$402.1K
17	Objective Capital Management, LLC trimmed	Shares	-200	+$49.7K	$484.6K
18	ANDERSON HOAGLAND & CO added	Shares	+26	+$44.7K	$339.7K
19	Accel Wealth Management added	Shares	+92	+$41.3K	$281.5K
20	HM PAYSON & CO unchanged	Shares	0	+$34.7K	$272.9K
21	Hopwood Financial Services, Inc. unchanged	Shares	0	+$34.7K	$272.9K
22	Cedarwood Wealth LLC unchanged	Shares	0	+$34.0K	$267.7K
23	GRIMES & Co WEALTH MANAGEMENT, LLC added	Shares	+16	+$31.7K	$241.5K
24	Farther Finance Advisors, LLC unchanged	Shares	0	+$28.8K	$242.3K
25	Symphony Financial Services, Inc. trimmed	Shares	-314	+$27.2K	$360.9K
26	Sovereign Financial Group, Inc. trimmed	Shares	-83	+$25.9K	$243.0K
27	BigSur Wealth Management LLC unchanged	Shares	0	+$16.7K	$131.3K
28	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	+$12.0K	$94.2K
29	TOTH FINANCIAL ADVISORY CORP added	Shares	+15	+$10.9K	$78.8K
30	AdvisorNet Financial, Inc new	Shares	+147	+$10.0K	$10.0K
31	CoreCap Advisors, LLC unchanged	Shares	0	+$9.2K	$72.4K
32	LifeSteps Financial, Inc. new	Shares	+120	+$8.2K	$8.2K
33	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	+$8.1K	$64.0K
34	Cape Investment Advisory, Inc. new	Shares	+101	+$6.9K	$6.9K
35	Cedar Mountain Advisors, LLC added	Shares	+61	+$6.7K	$24.1K
36	BFSG, LLC new	Shares	+77	+$5.3K	$5.3K
37	Wagner Wealth Management, LLC added	Shares	+2	+$4.5K	$34.2K
38	Capital Investment Advisory Services, LLC unchanged	Shares	0	+$4.3K	$34.1K
39	Trust Co unchanged	Shares	0	+$3.1K	$24.3K
40	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$2.9K	$22.7K
41	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-166	+$2.7K	$94.3K
42	IFP Advisors, Inc unchanged	Shares	0	+$2.2K	$17.1K
43	Mascoma Wealth Management LLC unchanged	Shares	0	+$1.7K	$13.6K
44	EASTERN BANK unchanged	Shares	0	+$1.6K	$12.5K
45	Register Financial Advisors LLC unchanged	Shares	0	+$1.3K	$10.2K
46	CX Institutional added	Shares	+8.7K	+$597	$626
47	Lodestone Wealth Management LLC unchanged	Shares	0	+$433	$3.4K
48	PARK AVENUE SECURITIES LLC added	Shares	+5.3K	+$392	$619
49	HHM Wealth Advisors, LLC unchanged	Shares	0	+$190	$1.5K
50	LANARK FINANCIAL, INC. trimmed	Shares	-239	+$111	$112.6K

Scroll to load more