Filing Research | SPDR INDEX SHS FDS Institutional Holdings

Snapshot holdings

44 / 44 loaded

#		Instrument	quantity
1	Sequoia Financial Advisors, LLC	Shares	2.2MSH	$189.7M
2	Peak Financial Management, Inc.	Shares	365.1KSH	$31.3M
3	FORONJY FINANCIAL LLC	Shares	91.2KSH	$7.8M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	79.1KSH	$6.8M
5	Investment Planning Advisors, Inc.	Shares	72.9KSH	$6.2M
6	UNIQUE WEALTH, LLC	Shares	69.2KSH	$5.9M
7	ACT WEALTH MANAGEMENT, LLC	Shares	41.4KSH	$3.5M
8	Great Waters Wealth Management	Shares	30.5KSH	$2.6M
9	FINANCIAL CONSULATE, INC	Shares	26.0KSH	$2.2M
10	FLAGSHIP HARBOR ADVISORS, LLC	Shares	24.3KSH	$2.1M
11	Cooper Financial Group	Shares	23.4KSH	$2.0M
12	PFG Advisors	Shares	18.5KSH	$1.6M
13	XY Planning Network, Inc.	Shares	16.2KSH	$1.4M
14	KPP Advisory Services LLC	Shares	11.9KSH	$1.0M
15	FSM Wealth Advisors, LLC	Shares	11.0KSH	$943.2K
16	Christensen, King & Associates Investment Services, Inc.	Shares	9.4KSH	$806.0K
17	Merit Financial Group, LLC	Shares	9.4KSH	$803.1K
18	Noble Wealth Partners LLC	Shares	9.3KSH	$799.0K
19	LVW Advisors, LLC	Shares	7.4KSH	$638.0K
20	Professional Financial Advisors, LLC	Shares	7.4KSH	$636.8K
21	JAMES INVESTMENT RESEARCH, INC.	Shares	7.0KSH	$603.5K
22	Monument Capital Management	Shares	6.5KSH	$558.9K
23	Perennial Advisors, LLC	Shares	5.4KSH	$458.8K
24	William Mack & Associates, Inc.	Shares	5.1KSH	$440.3K
25	Cornerstone Wealth Management, LLC	Shares	5.1KSH	$433.1K
26	Key FInancial Inc	Shares	4.8KSH	$409.8K
27	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	3.9KSH	$330.4K
28	Farther Finance Advisors, LLC	Shares	3.6KSH	$308.3K
29	J.W. COLE ADVISORS, INC.	Shares	3.5KSH	$301.2K
30	Holos Integrated Wealth LLC	Shares	3.5KSH	$296.4K
31	Cape Investment Advisory, Inc.	Shares	2.2KSH	$190.0K
32	AdvisorNet Financial, Inc	Shares	1.7KSH	$144.5K
33	ACIMA PRIVATE WEALTH, LLC	Shares	1.2KSH	$104.3K
34	Spire Wealth Management	Shares	935SH	$80.1K
35	ELEVATION WEALTH PARTNERS, LLC	Shares	855SH	$73.2K
36	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	780SH	$66.3K
37	Wealth Enhancement Trust Services, Inc.	Shares	515SH	$44.1K
38	Hughes Financial Services, LLC	Shares	507SH	$43.4K
39	Longview Financial Advisors LLC	Shares	143SH	$12.3K
40	GAMMA Investing LLC	Shares	97SH	$8.3K
41	CoreCap Advisors, LLC	Shares	82SH	$7.0K
42	SIGNATUREFD, LLC	Shares	75SH	$6.4K
43	CX Institutional	Shares	13.2KSH	$1.1K
44	TSFG, LLC	Shares	157SH	$13

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

47 / 47 loaded

#		Instrument
1	Sequoia Financial Advisors, LLC added	Shares	+209.4K	+$37.9M	$189.7M
2	Peak Financial Management, Inc. added	Shares	+670	+$3.7M	$31.3M
3	FORONJY FINANCIAL LLC added	Shares	+16.9K	+$2.2M	$7.8M
4	Investment Planning Advisors, Inc. added	Shares	+4.1K	+$1.0M	$6.2M
5	JAMES INVESTMENT RESEARCH, INC. new	Shares	+7.0K	+$603.5K	$603.5K
6	Monument Capital Management new	Shares	+6.5K	+$558.9K	$558.9K
7	ACT WEALTH MANAGEMENT, LLC added	Shares	+625	+$460.0K	$3.5M
8	William Mack & Associates, Inc. new	Shares	+5.1K	+$440.3K	$440.3K
9	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management new	Shares	+3.9K	+$330.4K	$330.4K
10	J.W. COLE ADVISORS, INC. new	Shares	+3.5K	+$301.2K	$301.2K
11	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+583	+$286.0K	$2.1M
12	Cooper Financial Group added	Shares	+630	+$281.0K	$2.0M
13	Great Waters Wealth Management trimmed	Shares	-1.0K	+$227.8K	$2.6M
14	PFG Advisors added	Shares	+297	+$206.7K	$1.6M
15	UNIQUE WEALTH, LLC trimmed	Shares	-6.6K	+$186.6K	$5.9M
16	XY Planning Network, Inc. unchanged	Shares	0	+$149.8K	$1.4M
17	FSM Wealth Advisors, LLC added	Shares	+169	+$122.5K	$943.2K
18	KPP Advisory Services LLC trimmed	Shares	-196	+$104.1K	$1.0M
19	Merit Financial Group, LLC added	Shares	+56	+$97.7K	$803.1K
20	Professional Financial Advisors, LLC added	Shares	+21	+$75.6K	$636.8K
21	Key FInancial Inc added	Shares	+187	+$61.8K	$409.8K
22	Perennial Advisors, LLC unchanged	Shares	0	+$53.3K	$458.8K
23	Christensen, King & Associates Investment Services, Inc. trimmed	Shares	-539	+$52.9K	$806.0K
24	Cornerstone Wealth Management, LLC added	Shares	+1	+$50.4K	$433.1K
25	AdvisorNet Financial, Inc added	Shares	+2	+$17.0K	$144.5K
26	ACIMA PRIVATE WEALTH, LLC unchanged	Shares	0	+$12.1K	$104.3K
27	Hughes Financial Services, LLC added	Shares	+66	+$10.0K	$43.4K
28	ELEVATION WEALTH PARTNERS, LLC unchanged	Shares	0	+$8.5K	$73.2K
29	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+6	+$7.2K	$66.3K
30	Wealth Enhancement Trust Services, Inc. unchanged	Shares	0	+$5.1K	$44.1K
31	GAMMA Investing LLC unchanged	Shares	0	+$966	$8.3K
32	CoreCap Advisors, LLC unchanged	Shares	0	+$817	$7.0K
33	SIGNATUREFD, LLC unchanged	Shares	0	+$768	$6.4K
34	CX Institutional trimmed	Shares	-873	+$65	$1.1K
35	TSFG, LLC added	Shares	+1	+$1	$13
36	Holos Integrated Wealth LLC trimmed	Shares	-394	-$726	$296.4K
37	Longview Financial Advisors LLC trimmed	Shares	-40	-$1.6K	$12.3K
38	Farther Finance Advisors, LLC trimmed	Shares	-498	-$4.8K	$308.3K
39	LVW Advisors, LLC trimmed	Shares	-1.2K	-$14.8K	$638.0K
40	Sound Income Strategies, LLC exited	Shares	-246	-$18.8K	$0
41	TopTier Wealth Management, LLC exited	Shares	-350	-$26.5K	$0
42	Scarborough Advisors, LLC exited	Shares	-659	-$49.9K	$0
43	Cape Investment Advisory, Inc. trimmed	Shares	-1.4K	-$87.6K	$190.0K
44	Spire Wealth Management trimmed	Shares	-1.8K	-$123.2K	$80.1K
45	FINANCIAL CONSULATE, INC trimmed	Shares	-41.1K	-$2.9M	$2.2M
46	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-102.2K	-$7.0M	$6.8M
47	MEITAV INVESTMENT HOUSE LTD exited	Shares	-143.6K	-$10.9M	$0