Filing Research | SPDR SERIES TRUST Institutional Holdings

Snapshot holdings

50 / 153 loaded

#		Instrument	quantity
1	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	9.8MSH	$249.8M
2	EXCHANGE TRADED CONCEPTS, LLC	Shares	9.7MSH	$248.2M
3	Wealthcare Advisory Partners LLC	Shares	3.2MSH	$81.8M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	2.6MSH	$66.7M
5	Gradient Investments LLC	Shares	2.3MSH	$59.6M
6	Apella Capital, LLC	Shares	2.2MSH	$56.3M
7	RESTON WEALTH MANAGEMENT LLC	Shares	1.3MSH	$34.4M
8	TRUEFG, LLC	Shares	1.3MSH	$33.2M
9	Trinity Wealth Management, LLC	Shares	1.3MSH	$32.1M
10	CUTLER INVESTMENT COUNSEL LLC	Shares	1.2MSH	$29.6M
11	WALLER FINANCIAL PLANNING GROUP, INC	Shares	960.7KSH	$24.5M
12	Aspire Private Capital, LLC	Shares	788.7KSH	$20.1M
13	Weitzel Financial Services, Inc.	Shares	743.2KSH	$18.9M
14	Stewardship Advisors, LLC	Shares	725.6KSH	$18.5M
15	Capital Investment Management, Inc.	Shares	674.0KSH	$17.2M
16	SigFig Wealth Management, LLC	Shares	620.1KSH	$15.9M
17	Cornerstone Wealth Management, LLC	Shares	557.8KSH	$14.2M
18	Cyr Financial Inc.	Shares	551.7KSH	$14.1M
19	Advisory Resource Group	Shares	540.9KSH	$13.8M
20	Bensler, LLC	Shares	540.8KSH	$13.8M
21	Financial Planning Fort Collins, LLC	Shares	517.0KSH	$13.1M
22	Rochester Wealth Strategies, LLC	Shares	436.9KSH	$11.2M
23	Golden State Wealth Management, LLC	Shares	436.3KSH	$11.1M
24	ERn Financial, LLC	Shares	397.5KSH	$10.1M
25	Astoria Strategic Wealth, Inc.	Shares	374.4KSH	$9.6M
26	LANARK FINANCIAL, INC.	Shares	367.6KSH	$9.4M
27	RFG Advisory, LLC	Shares	359.9KSH	$9.2M
28	Trilogy Capital Inc.	Shares	357.9KSH	$9.1M
29	Total Clarity Wealth Management, Inc.	Shares	348.1KSH	$8.9M
30	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	326.3KSH	$8.3M
31	Tenzing Financial LLC	Shares	319.2KSH	$8.1M
32	Balefire, LLC	Shares	312.4KSH	$8.0M
33	KWB Wealth	Shares	309.6KSH	$7.9M
34	INDEPENDENT FINANCIAL GROUP, LLC	Shares	248.4KSH	$6.3M
35	Melone Private Wealth, LLC	Shares	243.9KSH	$6.2M
36	IFP Advisors, Inc	Shares	243.8KSH	$6.2M
37	Certified Advisory Corp	Shares	221.0KSH	$5.6M
38	HBW ADVISORY SERVICES LLC	Shares	219.9KSH	$5.6M
39	Rinkey Investments	Shares	210.9KSH	$5.4M
40	CWC Advisors, LLC.	Shares	194.1KSH	$5.0M
41	RAINIER FAMILY WEALTH INC	Shares	187.2KSH	$4.8M
42	Avior Wealth Management, LLC	Shares	180.1KSH	$4.6M
43	Auour Investments LLC	Shares	155.4KSH	$4.0M
44	PCB Capital LLC	Shares	147.1KSH	$3.8M
45	McNamara Financial Services, Inc.	Shares	145.7KSH	$3.7M
46	PRECEDENT WEALTH PARTNERS, LLC	Shares	144.9KSH	$3.7M
47	JBR Co Financial Management Inc	Shares	133.4KSH	$3.4M
48	Sowell Financial Services LLC	Shares	131.9KSH	$3.4M
49	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	129.9KSH	$3.3M
50	CGN Advisors LLC	Shares	119.5KSH	$3.0M

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

50 / 161 loaded

#		Instrument
1	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+2.6M	+$64.8M	$248.2M
2	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added	Shares	+457.9K	+$10.8M	$249.8M
3	Apella Capital, LLC added	Shares	+416.5K	+$9.8M	$56.3M
4	Stewardship Advisors, LLC added	Shares	+298.5K	+$7.6M	$18.5M
5	Wealthcare Advisory Partners LLC added	Shares	+191.0K	+$4.6M	$81.8M
6	Total Clarity Wealth Management, Inc. added	Shares	+153.0K	+$3.9M	$8.9M
7	Cornerstone Wealth Management, LLC added	Shares	+104.7K	+$2.6M	$14.2M
8	RESTON WEALTH MANAGEMENT LLC added	Shares	+83.0K	+$2.0M	$34.4M
9	KWB Wealth added	Shares	+58.8K	+$1.4M	$7.9M
10	TRUEFG, LLC added	Shares	+59.9K	+$1.4M	$33.2M
11	SigFig Wealth Management, LLC added	Shares	+49.7K	+$1.3M	$15.9M
12	IFP Advisors, Inc added	Shares	+49.0K	+$1.2M	$6.2M
13	RAINIER FAMILY WEALTH INC added	Shares	+44.5K	+$1.1M	$4.8M
14	SAX WEALTH ADVISORS, LLC added	Shares	+42.3K	+$1.1M	$1.9M
15	Cyr Financial Inc. added	Shares	+41.3K	+$1.0M	$14.1M
16	ERn Financial, LLC added	Shares	+39.1K	+$962.5K	$10.1M
17	CUTLER INVESTMENT COUNSEL LLC added	Shares	+41.9K	+$957.6K	$29.6M
18	G&S Capital LLC added	Shares	+37.0K	+$938.4K	$2.2M
19	Falcon Wealth Planning added	Shares	+33.7K	+$857.8K	$1.6M
20	JBR Co Financial Management Inc added	Shares	+32.5K	+$806.1K	$3.4M
21	Advisory Resource Group added	Shares	+33.2K	+$796.6K	$13.8M
22	PCB Capital LLC added	Shares	+29.3K	+$735.5K	$3.8M
23	Weitzel Financial Services, Inc. added	Shares	+31.9K	+$713.8K	$18.9M
24	PRECEDENT WEALTH PARTNERS, LLC added	Shares	+18.7K	+$464.5K	$3.7M
25	WORLD EQUITY GROUP, INC. new	Shares	+16.6K	+$423.2K	$423.2K
26	LANARK FINANCIAL, INC. added	Shares	+16.0K	+$374.1K	$9.4M
27	First Financial Bank - Trust Division added	Shares	+14.4K	+$361.4K	$1.8M
28	TMB Capital Partners, LLC added	Shares	+12.9K	+$322.1K	$2.0M
29	Private Wealth Group, LLC added	Shares	+12.2K	+$304.3K	$2.4M
30	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+11.5K	+$270.1K	$6.3M
31	Sowell Financial Services LLC added	Shares	+8.3K	+$200.2K	$3.4M
32	RFG Advisory, LLC added	Shares	+9.2K	+$198.8K	$9.2M
33	LEGACY SOLUTIONS, LLC added	Shares	+7.6K	+$185.1K	$2.6M
34	VISIONARY HORIZONS, LLC added	Shares	+6.2K	+$155.4K	$717.3K
35	CWC Advisors, LLC. added	Shares	+5.0K	+$109.0K	$5.0M
36	FINANCIAL ADVISORY PARTNERS, LLC added	Shares	+3.9K	+$97.0K	$435.7K
37	Onyx Bridge Wealth Group LLC added	Shares	+3.8K	+$93.7K	$694.3K
38	CoreCap Advisors, LLC added	Shares	+3.3K	+$83.0K	$470.7K
39	HF Advisory Group, LLC added	Shares	+3.0K	+$70.5K	$1.7M
40	Midwest Financial Network, LLC added	Shares	+2.6K	+$64.5K	$334.0K
41	Tempus Wealth Planning, LLC added	Shares	+2.7K	+$59.9K	$2.4M
42	AdvisorNet Financial, Inc added	Shares	+2.5K	+$59.7K	$886.3K
43	HBW ADVISORY SERVICES LLC added	Shares	+3.1K	+$57.8K	$5.6M
44	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+2.5K	+$57.0K	$2.0M
45	Farther Finance Advisors, LLC added	Shares	+2.3K	+$56.5K	$1.0M
46	Cape Investment Advisory, Inc. new	Shares	+1.9K	+$47.3K	$47.3K
47	Shum Financial Group, Inc. added	Shares	+1.7K	+$40.4K	$583.6K
48	CGN Advisors LLC added	Shares	+1.8K	+$34.5K	$3.0M
49	Beacon Financial Strategies CORP new	Shares	+1.3K	+$32.6K	$32.6K
50	Financial & Tax Architects, LLC added	Shares	+1.3K	+$28.1K	$1.3M

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