Filing Research | SPDR SERIES TRUST Institutional Holdings

Snapshot holdings

50 / 148 loaded

#		Instrument	quantity
1	Auto-Owners Insurance Co	Shares	2.0MSH	$97.8M
2	SBI Securities Co., Ltd.	Shares	1.4MSH	$68.6M
3	Total Clarity Wealth Management, Inc.	Shares	273.1KSH	$13.0M
4	Keystone Financial Planning, Inc.	Shares	197.4KSH	$9.4M
5	FIRST HAWAIIAN BANK	Shares	195.3KSH	$9.3M
6	Mesirow Financial Investment Management, Inc.	Shares	168.0KSH	$8.0M
7	CGN Advisors LLC	Shares	125.3KSH	$6.0M
8	D.A. DAVIDSON & CO.	Shares	99.1KSH	$4.7M
9	Heartwood Wealth Advisors LLC	Shares	78.8KSH	$3.8M
10	Avior Wealth Management, LLC	Shares	74.4KSH	$3.5M
11	Independent Wealth Network Inc.	Shares	72.2KSH	$3.4M
12	NAN FUNG TRINITY (HK) Ltd	Shares	67.5KSH	$3.2M
13	Prospera Financial Services Inc	Shares	67.4KSH	$3.2M
14	Econ Financial Services Corp	Shares	63.3KSH	$3.0M
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	55.7KSH	$2.7M
16	Innovative Wealth Building LLC	Shares	50.5KSH	$2.4M
17	MFG WEALTH MANAGEMENT, INC.	Shares	48.9KSH	$2.3M
18	Farther Finance Advisors, LLC	Shares	47.1KSH	$2.2M
19	Roan Capital Partners	Shares	42.0KSH	$2.0M
20	PROATHLETE WEALTH MANAGEMENT LLC	Shares	40.4KSH	$1.9M
21	Wealth Advisory Solutions, LLC	Shares	40.3KSH	$1.9M
22	HBW ADVISORY SERVICES LLC	Shares	39.0KSH	$1.9M
23	Decker Retirement Planning Inc.	Shares	38.8KSH	$1.9M
24	LexAurum Advisors, LLC	Shares	34.9KSH	$1.7M
25	Castleview Partners, LLC	Shares	34.7KSH	$1.7M
26	Sage Capital Management, LLC	Shares	33.7KSH	$1.6M
27	Mayflower Financial Advisors, LLC	Shares	33.5KSH	$1.6M
28	Stanich Group LLC	Shares	32.4KSH	$1.5M
29	Bison Wealth, LLC	Shares	31.8KSH	$1.5M
30	CASCADE INVESTMENT GROUP, INC.	Shares	30.2KSH	$1.4M
31	Mirae Asset Global Investments Co., Ltd.	Shares	30.0KSH	$1.4M
32	OPTIMA CAPITAL LLC	Shares	28.1KSH	$1.3M
33	QRG CAPITAL MANAGEMENT, INC.	Shares	27.1KSH	$1.3M
34	TMB Capital Partners, LLC	Shares	26.0KSH	$1.2M
35	JUNCTURE WEALTH STRATEGIES, LLC	Shares	25.8KSH	$1.2M
36	ALBION FINANCIAL GROUP /UT	Shares	25.5KSH	$1.2M
37	ARMSTRONG ADVISORY GROUP, INC	Shares	25.2KSH	$1.2M
38	Wilkins Miller Wealth Management, LLC	Shares	24.2KSH	$1.2M
39	NDWM LLC	Shares	23.5KSH	$1.1M
40	Valeo Financial Advisors, LLC	Shares	23.0KSH	$1.1M
41	MBL Wealth, LLC	Shares	22.5KSH	$1.1M
42	Y-Intercept (Hong Kong) Ltd	Shares	21.9KSH	$1.0M
43	SAX WEALTH ADVISORS, LLC	Shares	22.6KSH	$1.0M
44	UHLMANN PRICE SECURITIES, LLC	Shares	21.3KSH	$1.0M
45	FCG Investment Co	Shares	20.8KSH	$993.6K
46	DAVENPORT & Co LLC	Shares	20.8KSH	$990.2K
47	ATTICUS WEALTH MANAGEMENT, LLC	Shares	20.7KSH	$989.1K
48	RDA Financial Network	Shares	19.1KSH	$912.5K
49	PFG Advisors	Shares	18.7KSH	$891.6K
50	Apella Capital, LLC	Shares	18.1KSH	$879.8K

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

50 / 151 loaded

#		Instrument
1	Total Clarity Wealth Management, Inc. added	Shares	+138.5K	+$6.9M	$13.0M
2	Avior Wealth Management, LLC new	Shares	+74.4K	+$3.5M	$3.5M
3	Mesirow Financial Investment Management, Inc. added	Shares	+21.5K	+$1.3M	$8.0M
4	QRG CAPITAL MANAGEMENT, INC. new	Shares	+27.1K	+$1.3M	$1.3M
5	SBI Securities Co., Ltd. trimmed	Shares	-41.5K	+$1.3M	$68.6M
6	UHLMANN PRICE SECURITIES, LLC new	Shares	+21.3K	+$1.0M	$1.0M
7	Roan Capital Partners added	Shares	+12.2K	+$647.7K	$2.0M
8	D.A. DAVIDSON & CO. added	Shares	+7.1K	+$538.3K	$4.7M
9	Independent Wealth Network Inc. added	Shares	+7.6K	+$503.4K	$3.4M
10	Keystone Financial Planning, Inc. added	Shares	+1.1K	+$482.9K	$9.4M
11	Prospera Financial Services Inc added	Shares	+6.6K	+$448.3K	$3.2M
12	FIRST HAWAIIAN BANK unchanged	Shares	0	+$427.8K	$9.3M
13	NDWM LLC added	Shares	+7.8K	+$407.2K	$1.1M
14	Stanich Group LLC added	Shares	+6.7K	+$375.3K	$1.5M
15	Decker Retirement Planning Inc. added	Shares	+5.8K	+$347.1K	$1.9M
16	Heartwood Wealth Advisors LLC added	Shares	+3.5K	+$333.2K	$3.8M
17	Bogart Wealth, LLC added	Shares	+6.1K	+$304.0K	$528.3K
18	Farther Finance Advisors, LLC added	Shares	+4.0K	+$293.0K	$2.2M
19	HBW ADVISORY SERVICES LLC added	Shares	+3.7K	+$255.9K	$1.9M
20	CGN Advisors LLC trimmed	Shares	-463	+$253.2K	$6.0M
21	Austin Wealth Management, LLC added	Shares	+3.6K	+$226.9K	$819.3K
22	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+4.1K	+$225.6K	$826.4K
23	Grant Private Wealth Management Inc new	Shares	+4.7K	+$225.4K	$225.4K
24	Econ Financial Services Corp added	Shares	+1.7K	+$217.1K	$3.0M
25	Merit Financial Group, LLC added	Shares	+3.5K	+$177.1K	$426.4K
26	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+403	+$169.4K	$2.7M
27	CASCADE INVESTMENT GROUP, INC. added	Shares	+2.1K	+$161.9K	$1.4M
28	NAN FUNG TRINITY (HK) Ltd unchanged	Shares	0	+$147.8K	$3.2M
29	Innovative Wealth Building LLC added	Shares	+519	+$134.2K	$2.4M
30	ARMSTRONG ADVISORY GROUP, INC added	Shares	+1.6K	+$130.3K	$1.2M
31	MFG WEALTH MANAGEMENT, INC. added	Shares	+332	+$122.2K	$2.3M
32	Investment Research & Advisory Group, Inc. new	Shares	+2.4K	+$114.8K	$114.8K
33	OPTIMA CAPITAL LLC added	Shares	+1.0K	+$108.9K	$1.3M
34	Sage Capital Management, LLC added	Shares	+608	+$101.4K	$1.6M
35	PROATHLETE WEALTH MANAGEMENT LLC unchanged	Shares	0	+$88.4K	$1.9M
36	Register Financial Advisors LLC added	Shares	+1.4K	+$86.3K	$508.3K
37	LexAurum Advisors, LLC unchanged	Shares	0	+$76.5K	$1.7M
38	Intrua Financial, LLC added	Shares	+1.1K	+$72.3K	$458.4K
39	TMB Capital Partners, LLC added	Shares	+241	+$67.8K	$1.2M
40	Sowell Financial Services LLC added	Shares	+1.2K	+$66.7K	$274.6K
41	Brookstone Capital Management added	Shares	+808	+$58.6K	$476.1K
42	Oakworth Capital, Inc. added	Shares	+787	+$57.0K	$421.2K
43	Mayflower Financial Advisors, LLC trimmed	Shares	-385	+$55.8K	$1.6M
44	FCG Investment Co added	Shares	+174	+$53.5K	$993.6K
45	Bison Wealth, LLC added	Shares	+135	+$53.4K	$1.5M
46	PFG Advisors added	Shares	+229	+$51.3K	$891.6K
47	Y-Intercept (Hong Kong) Ltd added	Shares	+50	+$50.3K	$1.0M
48	ATTICUS WEALTH MANAGEMENT, LLC added	Shares	+76	+$48.9K	$989.1K
49	DAVENPORT & Co LLC unchanged	Shares	0	+$45.5K	$990.2K
50	J.W. COLE ADVISORS, INC. added	Shares	+218	+$41.2K	$680.5K

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