Filing Research | SPDR SERIES TRUST Institutional Holdings

Snapshot holdings

50 / 108 loaded

#		Instrument	quantity
1	Merit Financial Group, LLC	Shares	6.4MSH	$183.1M
2	STEPHENS GROUP ASSET MANAGEMENT, LLC	Shares	2.6MSH	$75.2M
3	VOISARD ASSET MANAGEMENT GROUP, INC.	Shares	2.0MSH	$55.6M
4	Gradient Investments LLC	Shares	1.5MSH	$43.7M
5	Envestnet Portfolio Solutions, Inc.	Shares	1.2MSH	$35.3M
6	Leicht Financial Planning & Wealth Management, Inc.	Shares	1.0MSH	$28.9M
7	KWB Wealth	Shares	1000.0KSH	$28.4M
8	SENTINEL PENSION ADVISORS, LLC	Shares	997.3KSH	$28.2M
9	Flagstone Financial Management	Shares	905.5KSH	$25.7M
10	S. R. Schill & Associates	Shares	823.7KSH	$23.4M
11	BRIDGE GENERATIONS WEALTH MANAGEMENT LLC	Shares	708.2KSH	$20.1M
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	642.5KSH	$18.1M
13	FLAGSHIP HARBOR ADVISORS, LLC	Shares	552.5KSH	$15.7M
14	Melone Private Wealth, LLC	Shares	512.8KSH	$14.6M
15	DAVENPORT & Co LLC	Shares	507.3KSH	$14.4M
16	Leslie Global Wealth, LLC	Shares	481.5KSH	$13.7M
17	TRUE BLUE FINANCIAL, LLC	Shares	479.9KSH	$13.6M
18	Hobart Private Capital, LLC	Shares	424.2KSH	$12.0M
19	Higgins & Schmidt Wealth Strategies LLC	Shares	406.0KSH	$11.5M
20	MATAURO, LLC	Shares	363.3KSH	$10.3M
21	Mirae Asset Global Investments Co., Ltd.	Shares	359.0KSH	$10.2M
22	Appalachian Capital Management Ltd	Shares	340.1KSH	$9.7M
23	Certified Advisory Corp	Shares	259.2KSH	$7.4M
24	XY Planning Network, Inc.	Shares	252.0KSH	$7.2M
25	Cornerstone Wealth Management, LLC	Shares	240.9KSH	$6.8M
26	Key FInancial Inc	Shares	229.1KSH	$6.5M
27	INTEGRATED CAPITAL MANAGEMENT, INC.	Shares	228.4KSH	$6.5M
28	Auour Investments LLC	Shares	221.6KSH	$6.3M
29	Trilogy Capital Inc.	Shares	202.4KSH	$5.7M
30	Apollon Financial, LLC	Shares	186.4KSH	$5.3M
31	IFP Advisors, Inc	Shares	180.0KSH	$5.1M
32	Onyx Bridge Wealth Group LLC	Shares	175.5KSH	$5.0M
33	Farther Finance Advisors, LLC	Shares	161.8KSH	$4.6M
34	Climber Capital SA	Shares	158.8KSH	$4.5M
35	Avant Financial Advisors LLC	Shares	157.3KSH	$4.5M
36	ST GERMAIN D J CO INC	Shares	147.0KSH	$4.2M
37	Private Wealth Group, LLC	Shares	138.9KSH	$3.9M
38	EHRLICH FINANCIAL GROUP	Shares	121.4KSH	$3.4M
39	Plus Group Wealth Advisors LLC	Shares	110.6KSH	$3.1M
40	CAPITAL WEALTH MANAGEMENT, LLC	Shares	75.6KSH	$2.1M
41	GRIMES & Co WEALTH MANAGEMENT, LLC	Shares	68.1KSH	$1.9M
42	October Effect Ltd	Shares	67.7KSH	$1.9M
43	GenWealth Group, Inc.	Shares	66.1KSH	$1.9M
44	Paladin Wealth, LLC	Shares	50.6KSH	$1.4M
45	Hardin Capital Partners, LLC	Shares	49.3KSH	$1.4M
46	WALLER FINANCIAL PLANNING GROUP, INC	Shares	43.6KSH	$1.2M
47	Boltwood Capital Management	Shares	41.0KSH	$1.2M
48	Oregon Pacific Wealth Management, LLC	Shares	35.1KSH	$995.2K
49	Barnes Wealth Management Group, Inc	Shares	34.5KSH	$978.3K
50	PUFF WEALTH MANAGEMENT, LLC	Shares	31.5KSH	$893.4K

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

50 / 117 loaded

#		Instrument
1	Leslie Global Wealth, LLC new	Shares	+481.5K	+$13.7M	$13.7M
2	TRUE BLUE FINANCIAL, LLC added	Shares	+459.9K	+$13.1M	$13.6M
3	S. R. Schill & Associates added	Shares	+285.3K	+$8.0M	$23.4M
4	Envestnet Portfolio Solutions, Inc. added	Shares	+257.7K	+$7.0M	$35.3M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+199.6K	+$5.5M	$18.1M
6	VOISARD ASSET MANAGEMENT GROUP, INC. added	Shares	+208.4K	+$5.4M	$55.6M
7	Gradient Investments LLC added	Shares	+194.8K	+$5.2M	$43.7M
8	Merit Financial Group, LLC added	Shares	+240.9K	+$5.2M	$183.1M
9	Farther Finance Advisors, LLC added	Shares	+114.8K	+$3.3M	$4.6M
10	IFP Advisors, Inc added	Shares	+112.5K	+$3.2M	$5.1M
11	STEPHENS GROUP ASSET MANAGEMENT, LLC added	Shares	+111.9K	+$2.5M	$75.2M
12	Leicht Financial Planning & Wealth Management, Inc. added	Shares	+78.2K	+$2.0M	$28.9M
13	GRIMES & Co WEALTH MANAGEMENT, LLC new	Shares	+68.1K	+$1.9M	$1.9M
14	DAVENPORT & Co LLC added	Shares	+59.2K	+$1.6M	$14.4M
15	Cornerstone Wealth Management, LLC added	Shares	+46.6K	+$1.3M	$6.8M
16	BRIDGE GENERATIONS WEALTH MANAGEMENT LLC added	Shares	+47.3K	+$1.2M	$20.1M
17	SENTINEL PENSION ADVISORS, LLC added	Shares	+53.5K	+$1.1M	$28.2M
18	Flagstone Financial Management added	Shares	+39.0K	+$872.8K	$25.7M
19	Higgins & Schmidt Wealth Strategies LLC added	Shares	+31.1K	+$783.1K	$11.5M
20	FOUNDERS GROVE WEALTH PARTNERS, LLC new	Shares	+25.8K	+$731.4K	$731.4K
21	XY Planning Network, Inc. added	Shares	+24.6K	+$663.6K	$7.2M
22	Climber Capital SA added	Shares	+24.8K	+$661.2K	$4.5M
23	EHRLICH FINANCIAL GROUP added	Shares	+22.1K	+$600.6K	$3.4M
24	Trilogy Capital Inc. added	Shares	+21.3K	+$555.0K	$5.7M
25	Avant Financial Advisors LLC added	Shares	+20.7K	+$549.8K	$4.5M
26	ST GERMAIN D J CO INC added	Shares	+17.6K	+$465.4K	$4.2M
27	Joule Financial, LLC new	Shares	+16.0K	+$453.6K	$453.6K
28	Midwest Financial Network, LLC new	Shares	+10.4K	+$296.3K	$296.3K
29	Y-Intercept (Hong Kong) Ltd new	Shares	+10.0K	+$284.2K	$284.2K
30	Sound Income Strategies, LLC added	Shares	+9.4K	+$268.0K	$291.2K
31	Mirae Asset Global Investments Co., Ltd. added	Shares	+12.0K	+$247.0K	$10.2M
32	Paladin Wealth, LLC added	Shares	+5.9K	+$155.0K	$1.4M
33	GenWealth Group, Inc. added	Shares	+5.6K	+$142.4K	$1.9M
34	Plus Group Wealth Advisors LLC added	Shares	+5.6K	+$131.0K	$3.1M
35	Private Wealth Group, LLC added	Shares	+5.6K	+$123.2K	$3.9M
36	Onyx Bridge Wealth Group LLC added	Shares	+5.6K	+$113.1K	$5.0M
37	Cape Investment Advisory, Inc. new	Shares	+3.7K	+$104.5K	$104.5K
38	PARSONS CAPITAL MANAGEMENT INC/RI added	Shares	+3.0K	+$83.1K	$298.1K
39	Brucke Financial, Inc. added	Shares	+2.9K	+$80.2K	$358.1K
40	NORTHBRIDGE FINANCIAL GROUP, LLC added	Shares	+2.9K	+$79.0K	$578.2K
41	Brookstone Capital Management added	Shares	+2.6K	+$72.4K	$307.0K
42	CARY STREET PARTNERS INVESTMENT ADVISORY LLC added	Shares	+2.5K	+$67.6K	$475.7K
43	BARTLETT & CO. WEALTH MANAGEMENT LLC new	Shares	+2.3K	+$64.1K	$64.1K
44	Appalachian Capital Management Ltd added	Shares	+5.1K	+$55.6K	$9.7M
45	Hobart Private Capital, LLC added	Shares	+5.8K	+$51.9K	$12.0M
46	Auour Investments LLC added	Shares	+3.6K	+$44.2K	$6.3M
47	Barnes Wealth Management Group, Inc added	Shares	+1.8K	+$41.5K	$978.3K
48	WALLER FINANCIAL PLANNING GROUP, INC added	Shares	+1.8K	+$39.9K	$1.2M
49	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new	Shares	+1.3K	+$37.4K	$37.4K
50	Strategic Blueprint, LLC added	Shares	+999	+$25.3K	$355.2K

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