Filing Research | SPDR INDEX SHS FDS Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

13 / 13 loaded

#		Instrument	quantity
1	Fingerlakes Wealth Management, Inc.	Shares	33.5KSH	$5.1M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	22.5KSH	$3.5M
3	Wealthcare Advisory Partners LLC	Shares	14.1KSH	$2.1M
4	First Heartland Consultants, Inc.	Shares	4.5KSH	$682.4K
5	GATEWAY INVESTMENT ADVISERS LLC	Shares	3.8KSH	$581.1K
6	WILLNER & HELLER, LLC	Shares	3.0KSH	$459.7K
7	FLAGSHIP HARBOR ADVISORS, LLC	Shares	1.6KSH	$249.0K
8	Prospera Financial Services Inc	Shares	1.4KSH	$212.1K
9	Golden State Wealth Management, LLC	Shares	1.2KSH	$174.9K
10	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	845SH	$128.3K
11	Triumph Capital Management	Shares	107SH	$16.3K
12	BFSG, LLC	Shares	44SH	$6.7K
13	Farther Finance Advisors, LLC	Shares	2SH	$304

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

13 / 13 loaded

#		Instrument
1	Fingerlakes Wealth Management, Inc. added	Shares	+2.4K	+$639.1K	$5.1M
2	Prospera Financial Services Inc new	Shares	+1.4K	+$212.1K	$212.1K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-247	+$179.5K	$3.5M
4	First Heartland Consultants, Inc. added	Shares	+141	+$59.6K	$682.4K
5	GATEWAY INVESTMENT ADVISERS LLC unchanged	Shares	0	+$33.6K	$581.1K
6	WILLNER & HELLER, LLC added	Shares	+25	+$30.1K	$459.7K
7	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+12	+$16.1K	$249.0K
8	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+6	+$7.4K	$128.3K
9	BFSG, LLC unchanged	Shares	0	+$386	$6.7K
10	Farther Finance Advisors, LLC unchanged	Shares	0	+$16	$304
11	Triumph Capital Management trimmed	Shares	-117	-$15.8K	$16.3K
12	Wealthcare Advisory Partners LLC trimmed	Shares	-1.3K	-$57.3K	$2.1M
13	Golden State Wealth Management, LLC trimmed	Shares	-750	-$97.3K	$174.9K

Filing Research | SPDR INDEX SHS FDS Institutional Holdings