Filing Research | SPDR SERIES TRUST Institutional Holdings

Snapshot holdings

50 / 152 loaded

#		Instrument	quantity
1	Ocean Park Asset Management, LLC	Shares	6.1MSH	$142.5M
2	EXCHANGE TRADED CONCEPTS, LLC	Shares	2.5MSH	$57.8M
3	BENJAMIN EDWARDS INC	Shares	2.0MSH	$47.9M
4	Apella Capital, LLC	Shares	1.8MSH	$42.1M
5	CORNERSTONE ENTERPRISES, LLC	Shares	1.6MSH	$38.5M
6	Kohmann Bosshard Financial Services, LLC	Shares	1.3MSH	$29.3M
7	CHRISTINE MESSMER PC	Shares	780.7KSH	$18.3M
8	Smith Salley Wealth Management	Shares	715.9KSH	$16.8M
9	Farther Finance Advisors, LLC	Shares	633.6KSH	$14.9M
10	Syntegra Private Wealth Group, LLC	Shares	548.6KSH	$12.9M
11	HORIZON FINANCIAL SERVICES, LLC	Shares	509.7KSH	$11.9M
12	Onyx Bridge Wealth Group LLC	Shares	495.6KSH	$11.6M
13	FINANCIAL ADVISORY PARTNERS, LLC	Shares	473.1KSH	$11.1M
14	Carolina Wealth Advisors, LLC	Shares	422.6KSH	$9.9M
15	MOLLER WEALTH PARTNERS	Shares	392.8KSH	$9.2M
16	Merit Financial Group, LLC	Shares	380.9KSH	$8.9M
17	Bensler, LLC	Shares	378.8KSH	$8.9M
18	Pinnacle Wealth Management, LLC	Shares	377.0KSH	$8.8M
19	Envestnet Portfolio Solutions, Inc.	Shares	371.5KSH	$8.7M
20	Sound Income Strategies, LLC	Shares	369.9KSH	$8.7M
21	Omega Financial Group, LLC	Shares	355.6KSH	$8.3M
22	FIFTH THIRD SECURITIES, INC.	Shares	350.1KSH	$8.2M
23	Optas, LLC	Shares	266.6KSH	$6.2M
24	SigFig Wealth Management, LLC	Shares	263.6KSH	$6.2M
25	Central Pacific Bank - Trust Division	Shares	263.3KSH	$6.2M
26	HF Advisory Group, LLC	Shares	253.2KSH	$5.9M
27	ARVEST INVESTMENTS, INC.	Shares	242.1KSH	$5.7M
28	RFG Advisory, LLC	Shares	237.1KSH	$5.6M
29	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	226.4KSH	$5.3M
30	IFP Advisors, Inc	Shares	202.9KSH	$4.8M
31	LANARK FINANCIAL, INC.	Shares	187.0KSH	$4.4M
32	Hobart Private Capital, LLC	Shares	185.1KSH	$4.3M
33	Systelligence, LLC	Shares	185.1KSH	$4.3M
34	CGN Advisors LLC	Shares	169.4KSH	$4.0M
35	Strategic Financial Group, LLC	Shares	164.2KSH	$3.8M
36	Meriwether Wealth & Planning, LLC	Shares	155.3KSH	$3.6M
37	Great Diamond Partners, LLC	Shares	151.1KSH	$3.5M
38	K2 Financial Inc.	Shares	148.8KSH	$3.5M
39	BRIGHTON SECURITIES CORP.	Shares	144.6KSH	$3.4M
40	Ironwood Financial, llc	Shares	127.3KSH	$3.0M
41	Fiduciary Alliance LLC	Shares	122.0KSH	$2.9M
42	Brookstone Capital Management	Shares	120.4KSH	$2.8M
43	CARY STREET PARTNERS FINANCIAL LLC	Shares	117.5KSH	$2.8M
44	Auour Investments LLC	Shares	117.2KSH	$2.7M
45	Veery Capital, LLC	Shares	117.1KSH	$2.7M
46	FLAGSHIP HARBOR ADVISORS, LLC	Shares	113.8KSH	$2.7M
47	Sound Stewardship, LLC	Shares	104.5KSH	$2.4M
48	Martel Wealth Advisors LLC	Shares	97.5KSH	$2.3M
49	LVZ, Inc.	Shares	97.3KSH	$2.3M
50	SBI Securities Co., Ltd.	Shares	93.5KSH	$2.2M

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

50 / 163 loaded

#		Instrument
1	Ocean Park Asset Management, LLC added	Shares	+2.1M	+$50.1M	$142.5M
2	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+664.0K	+$15.8M	$57.8M
3	BENJAMIN EDWARDS INC added	Shares	+534.5K	+$12.7M	$47.9M
4	Smith Salley Wealth Management added	Shares	+534.2K	+$12.5M	$16.8M
5	Onyx Bridge Wealth Group LLC added	Shares	+447.6K	+$10.5M	$11.6M
6	Apella Capital, LLC added	Shares	+246.7K	+$5.3M	$42.1M
7	Envestnet Portfolio Solutions, Inc. added	Shares	+206.3K	+$4.9M	$8.7M
8	Central Pacific Bank - Trust Division added	Shares	+146.4K	+$3.4M	$6.2M
9	Kohmann Bosshard Financial Services, LLC added	Shares	+133.3K	+$3.3M	$29.3M
10	Ironwood Financial, llc new	Shares	+127.3K	+$3.0M	$3.0M
11	MOLLER WEALTH PARTNERS added	Shares	+100.2K	+$2.4M	$9.2M
12	Pacific Excel Wealth Advisors, Inc. new	Shares	+76.5K	+$1.8M	$1.8M
13	Sound Income Strategies, LLC added	Shares	+68.3K	+$1.7M	$8.7M
14	FIFTH THIRD SECURITIES, INC. added	Shares	+64.3K	+$1.5M	$8.2M
15	Farther Finance Advisors, LLC added	Shares	+58.1K	+$1.5M	$14.9M
16	Tempus Wealth Planning, LLC new	Shares	+52.4K	+$1.2M	$1.2M
17	Merit Financial Group, LLC added	Shares	+47.2K	+$1.1M	$8.9M
18	HERITAGE OAK WEALTH ADVISORS LLC new	Shares	+48.9K	+$1.1M	$1.1M
19	SigFig Wealth Management, LLC added	Shares	+44.7K	+$1.1M	$6.2M
20	CHRISTINE MESSMER PC added	Shares	+31.5K	+$828.5K	$18.3M
21	BROWN WEALTH MANAGEMENT, LLC new	Shares	+31.6K	+$739.6K	$739.6K
22	ARVEST INVESTMENTS, INC. added	Shares	+29.5K	+$717.7K	$5.7M
23	FINANCIAL ADVISORY PARTNERS, LLC added	Shares	+26.4K	+$673.3K	$11.1M
24	Amicus Financial Advisors, LLC added	Shares	+28.3K	+$667.4K	$1.6M
25	RFG Advisory, LLC added	Shares	+26.9K	+$656.2K	$5.6M
26	IFP Advisors, Inc added	Shares	+27.0K	+$654.7K	$4.8M
27	General Partner, Inc. new	Shares	+26.0K	+$609.4K	$609.4K
28	HF Advisory Group, LLC added	Shares	+24.0K	+$590.6K	$5.9M
29	ARWA LLC new	Shares	+25.2K	+$589.7K	$589.7K
30	Balefire, LLC added	Shares	+24.7K	+$580.0K	$827.5K
31	PETRA FINANCIAL ADVISORS INC new	Shares	+24.0K	+$561.7K	$561.7K
32	Rockwood Wealth Management, LLC new	Shares	+22.2K	+$521.0K	$521.0K
33	Brookstone Capital Management added	Shares	+20.9K	+$502.8K	$2.8M
34	Walser Wealth Management Company, A Ltd Liability Co new	Shares	+21.3K	+$499.2K	$499.2K
35	HORIZON FINANCIAL SERVICES, LLC added	Shares	+18.6K	+$494.0K	$11.9M
36	GK Wealth Management LLC new	Shares	+16.1K	+$378.5K	$378.5K
37	Exchange Bank added	Shares	+12.3K	+$292.5K	$1.2M
38	LVZ, Inc. added	Shares	+10.9K	+$266.0K	$2.3M
39	XY Planning Network, Inc. new	Shares	+11.2K	+$263.6K	$263.6K
40	Omega Financial Group, LLC added	Shares	+8.5K	+$240.6K	$8.3M
41	Patriot Financial Group Insurance Agency, LLC new	Shares	+10.2K	+$239.4K	$239.4K
42	Legacy Financial Strategies, LLC new	Shares	+9.6K	+$225.3K	$225.3K
43	LexAurum Advisors, LLC new	Shares	+9.4K	+$221.3K	$221.3K
44	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+9.2K	+$220.7K	$1.2M
45	Carolina Wealth Advisors, LLC added	Shares	+7.1K	+$216.1K	$9.9M
46	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+8.7K	+$212.7K	$5.3M
47	LANARK FINANCIAL, INC. added	Shares	+8.0K	+$210.1K	$4.4M
48	Strategic Blueprint, LLC new	Shares	+8.8K	+$207.1K	$207.1K
49	Triumph Capital Management added	Shares	+8.3K	+$194.7K	$365.1K
50	SBI Securities Co., Ltd. added	Shares	+7.6K	+$187.7K	$2.2M

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