Filing Research | STATE STREET SPDR Institutional Holdings

Snapshot holdings

50 / 135 loaded

#		Instrument	quantity
1	Trust Point Inc.	Shares	558.1KSH	$41.8M
2	CREDIT INDUSTRIEL ET COMMERCIAL	PUT	359.8KSH	$26.9M
3	Insight Wealth Strategies, LLC	Shares	247.0KSH	$18.8M
4	New Harbor Financial Group, LLC	Shares	195.0KSH	$14.6M
5	COMMUNITY TRUST & INVESTMENT CO	Shares	173.4KSH	$13.0M
6	Parkside Investments, LLC	Shares	121.1KSH	$9.1M
7	Y-Intercept (Hong Kong) Ltd	Shares	109.1KSH	$8.2M
8	IAM Advisory, LLC	Shares	77.8KSH	$5.8M
9	FIRST INTERSTATE BANK	Shares	70.7KSH	$5.3M
10	First American Bank	Shares	57.0KSH	$4.3M
11	ANDERSON HOAGLAND & CO	Shares	52.8KSH	$3.9M
12	Prospera Financial Services Inc	Shares	47.4KSH	$3.6M
13	BANQUE PICTET & CIE SA	Shares	43.3KSH	$3.2M
14	Sowell Financial Services LLC	Shares	37.9KSH	$2.8M
15	ABSOLUTE CAPITAL MANAGEMENT, LLC	Shares	31.9KSH	$2.4M
16	CWA Asset Management Group, LLC	Shares	29.7KSH	$2.2M
17	CREDIT INDUSTRIEL ET COMMERCIAL	Shares	28.3KSH	$2.1M
18	Merit Financial Group, LLC	Shares	27.2KSH	$2.0M
19	Grandview Asset Management LLC	Shares	25.1KSH	$1.9M
20	NOVEM GROUP	Shares	25.0KSH	$1.9M
21	Brookwood Investment Group LLC	PUT	23.0KSH	$1.7M
22	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	22.1KSH	$1.7M
23	INDEPENDENT FINANCIAL GROUP, LLC	Shares	20.6KSH	$1.5M
24	PROFFITT & GOODSON INC	Shares	19.0KSH	$1.4M
25	MOODY LYNN LIEBERSON & WALKER, LLC	Shares	18.9KSH	$1.4M
26	Quintet Private Bank (Europe) S.A.	Shares	18.4KSH	$1.4M
27	HARBOR INVESTMENT ADVISORY, LLC	Shares	17.8KSH	$1.3M
28	Taylor & Morgan Wealth Management, LLC	Shares	16.7KSH	$1.3M
29	JAMES INVESTMENT RESEARCH, INC.	Shares	15.0KSH	$1.1M
30	J.W. COLE ADVISORS, INC.	Shares	14.1KSH	$1.1M
31	CITY HOLDING CO	Shares	13.6KSH	$1.0M
32	Wealthcare Advisory Partners LLC	Shares	12.8KSH	$961.1K
33	Vanguard Capital Wealth Advisors	Shares	12.5KSH	$934.3K
34	DAVENPORT & Co LLC	Shares	12.4KSH	$929.8K
35	Vigilare Wealth Management	Shares	12.0KSH	$897.3K
36	Appalachian Capital Management Ltd	Shares	11.9KSH	$894.0K
37	Byrne Asset Management LLC	Shares	11.6KSH	$865.0K
38	NWAM LLC	Shares	10.4KSH	$778.8K
39	TOTH FINANCIAL ADVISORY CORP	Shares	9.4KSH	$700.2K
40	Farther Finance Advisors, LLC	Shares	9.3KSH	$693.5K
41	CARY STREET PARTNERS FINANCIAL LLC	Shares	7.6KSH	$572.5K
42	Sage Capital Management, LLC	Shares	7.6KSH	$567.1K
43	Envestnet Portfolio Solutions, Inc.	Shares	7.5KSH	$559.5K
44	LANARK FINANCIAL, INC.	Shares	7.5KSH	$557.7K
45	Accredited Investors Inc.	Shares	7.2KSH	$542.3K
46	Advantage Trust Co	Shares	7.2KSH	$535.2K
47	GRIMES & Co WEALTH MANAGEMENT, LLC	Shares	6.8KSH	$507.2K
48	FIFTH THIRD SECURITIES, INC.	Shares	6.4KSH	$479.6K
49	Cordoba Advisory Partners LLC	Shares	6.4KSH	$475.6K
50	Avondale Wealth Management	Shares	6.3KSH	$467.8K

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

50 / 151 loaded

#		Instrument
1	Insight Wealth Strategies, LLC new	Shares	+247.0K	+$18.8M	$18.8M
2	New Harbor Financial Group, LLC new	Shares	+195.0K	+$14.6M	$14.6M
3	Y-Intercept (Hong Kong) Ltd added	Shares	+102.9K	+$7.8M	$8.2M
4	Trust Point Inc. added	Shares	+21.2K	+$6.8M	$41.8M
5	Sowell Financial Services LLC added	Shares	+32.0K	+$2.5M	$2.8M
6	Prospera Financial Services Inc added	Shares	+17.8K	+$1.6M	$3.6M
7	COMMUNITY TRUST & INVESTMENT CO trimmed	Shares	-1.8K	+$1.6M	$13.0M
8	MOODY LYNN LIEBERSON & WALKER, LLC new	Shares	+18.9K	+$1.4M	$1.4M
9	HARBOR INVESTMENT ADVISORY, LLC new	Shares	+17.8K	+$1.3M	$1.3M
10	Parkside Investments, LLC trimmed	Shares	-1.5K	+$1.1M	$9.1M
11	IAM Advisory, LLC added	Shares	+4.8K	+$1.1M	$5.8M
12	ANDERSON HOAGLAND & CO added	Shares	+7.3K	+$988.4K	$3.9M
13	Vanguard Capital Wealth Advisors new	Shares	+12.5K	+$934.3K	$934.3K
14	Vigilare Wealth Management new	Shares	+12.0K	+$897.3K	$897.3K
15	NWAM LLC new	Shares	+10.4K	+$778.8K	$778.8K
16	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+6.1K	+$594.3K	$1.5M
17	FIRST INTERSTATE BANK trimmed	Shares	-1.4K	+$593.9K	$5.3M
18	Accredited Investors Inc. new	Shares	+7.2K	+$542.3K	$542.3K
19	J.W. COLE ADVISORS, INC. added	Shares	+5.6K	+$503.7K	$1.1M
20	Advantage Trust Co added	Shares	+5.7K	+$437.5K	$535.2K
21	Wealthcare Advisory Partners LLC added	Shares	+4.6K	+$424.7K	$961.1K
22	BANQUE PICTET & CIE SA unchanged	Shares	0	+$420.0K	$3.2M
23	Farther Finance Advisors, LLC added	Shares	+4.9K	+$404.9K	$693.5K
24	Arnold Financial Planning LLC new	Shares	+5.3K	+$398.0K	$398.0K
25	CONTINUUM WEALTH ADVISORS, LLC new	Shares	+4.7K	+$352.7K	$352.7K
26	ABSOLUTE CAPITAL MANAGEMENT, LLC unchanged	Shares	0	+$309.4K	$2.4M
27	Brookwood Investment Group LLC added	PUT	+1.1K	+$294.8K	$1.7M
28	Merit Financial Group, LLC added	Shares	+105	+$271.1K	$2.0M
29	PFG Investments, LLC new	Shares	+3.4K	+$256.7K	$256.7K
30	NOVEM GROUP unchanged	Shares	0	+$242.1K	$1.9M
31	BENJAMIN EDWARDS INC new	Shares	+3.0K	+$228.1K	$228.1K
32	PVG ASSET MANAGEMENT CORP new	Shares	+3.0K	+$225.8K	$225.8K
33	Whitener Capital Management, Inc. new	Shares	+3.0K	+$223.8K	$223.8K
34	NATIONS FINANCIAL GROUP INC, /IA/ /ADV new	Shares	+2.9K	+$219.7K	$219.7K
35	OLD NATIONAL BANCORP /IN/ new	Shares	+2.9K	+$215.9K	$215.9K
36	J2 Capital Management Inc new	Shares	+2.8K	+$212.1K	$212.1K
37	Bank Pictet & Cie (Europe) AG new	Shares	+2.8K	+$209.1K	$209.1K
38	Bright Futures Wealth Management, LLC. added	Shares	+2.3K	+$207.3K	$452.6K
39	CV Advisors LLC new	Shares	+2.8K	+$205.8K	$205.8K
40	Wellspring Financial Advisors, LLC new	Shares	+2.7K	+$203.6K	$203.6K
41	Kraft, Davis & Associates, LLC new	Shares	+2.8K	+$202.2K	$202.2K
42	Value Investment Professionals, LLC new	Shares	+2.7K	+$202.1K	$202.1K
43	Envestnet Portfolio Solutions, Inc. added	Shares	+1.9K	+$193.4K	$559.5K
44	Quintet Private Bank (Europe) S.A. unchanged	Shares	0	+$178.4K	$1.4M
45	Grandview Asset Management LLC trimmed	Shares	-1.2K	+$167.9K	$1.9M
46	Taylor & Morgan Wealth Management, LLC trimmed	Shares	-41	+$159.6K	$1.3M
47	CWA Asset Management Group, LLC trimmed	Shares	-2.2K	+$142.6K	$2.2M
48	JAMES INVESTMENT RESEARCH, INC. trimmed	Shares	-233	+$130.4K	$1.1M
49	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+775	+$124.7K	$572.5K
50	Composition Wealth, LLC added	Shares	+991	+$124.1K	$459.5K

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