Filing Research | SPDR SERIES TRUST Institutional Holdings

Snapshot holdings

50 / 264 loaded

#		Instrument	quantity
1	MEITAV INVESTMENT HOUSE LTD	Shares	794.6KSH	$125.7M
2	PSP Research LLC	Shares	570.0KSH	$90.2M
3	Annex Advisory Services, LLC	Shares	254.8KSH	$40.3M
4	CREDIT INDUSTRIEL ET COMMERCIAL	PUT	179.6KSH	$28.4M
5	WEATHERLY ASSET MANAGEMENT L. P.	Shares	157.5KSH	$24.9M
6	Royal Fund Management, LLC	Shares	154.5KSH	$24.4M
7	New Harbor Financial Group, LLC	Shares	146.5KSH	$23.2M
8	Madrona Financial Services, LLC	Shares	136.5KSH	$21.6M
9	L. Roy Papp & Associates, LLP	Shares	134.2KSH	$21.2M
10	Edge Wealth Management LLC	Shares	111.3KSH	$17.6M
11	Lake Hills Wealth Management, LLC	Shares	100.6KSH	$15.9M
12	MFA WEALTH ADVISORS, LLC	Shares	92.0KSH	$14.6M
13	Parkside Investments, LLC	Shares	85.7KSH	$13.6M
14	Spire Wealth Management	Shares	79.9KSH	$12.6M
15	INVESTMENT HOUSE LLC	Shares	91.4KSH	$11.7M
16	Marotta Asset Management	Shares	66.8KSH	$10.5M
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	64.7KSH	$10.3M
18	Y-Intercept (Hong Kong) Ltd	Shares	55.8KSH	$8.8M
19	Fiduciary Alliance LLC	Shares	54.7KSH	$8.7M
20	PETREDIS INVESTMENT ADVISORS LLC	Shares	53.9KSH	$8.5M
21	BANQUE PICTET & CIE SA	Shares	53.8KSH	$8.5M
22	Fulcrum Capital LLC	Shares	52.2KSH	$8.3M
23	Sava Infond d.o.o.	Shares	48.7KSH	$7.7M
24	SHAKER INVESTMENTS LLC/OH	Shares	39.5KSH	$6.3M
25	Conservest Capital Advisors, Inc.	Shares	27.8KSH	$4.4M
26	ABSOLUTE CAPITAL MANAGEMENT, LLC	Shares	26.0KSH	$4.1M
27	American Financial Advisors, LLC	Shares	24.7KSH	$3.9M
28	J.W. COLE ADVISORS, INC.	Shares	24.6KSH	$3.9M
29	Bank Pictet & Cie (Europe) AG	Shares	23.9KSH	$3.8M
30	Redhawk Wealth Advisors, Inc.	Shares	23.8KSH	$3.8M
31	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	22.9KSH	$3.6M
32	Braeburn Wealth Management LLC	Shares	22.2KSH	$3.5M
33	Sage Capital Management, LLC	Shares	22.0KSH	$3.5M
34	Balefire, LLC	Shares	21.9KSH	$3.5M
35	IFP Advisors, Inc	Shares	21.2KSH	$3.4M
36	MERIDIAN INVESTMENT COUNSEL INC.	Shares	20.1KSH	$3.2M
37	Farther Finance Advisors, LLC	Shares	19.9KSH	$3.2M
38	Owen LaRue, LLC	Shares	19.9KSH	$3.1M
39	Breakwater Capital Group	Shares	19.7KSH	$3.1M
40	D.A. DAVIDSON & CO.	Shares	19.4KSH	$3.1M
41	Great Diamond Partners, LLC	Shares	19.3KSH	$3.1M
42	DAVENPORT & Co LLC	Shares	19.1KSH	$3.0M
43	IAM Advisory, LLC	Shares	19.1KSH	$3.0M
44	AVALON CAPITAL MANAGEMENT	Shares	18.5KSH	$2.9M
45	GRIMES & Co WEALTH MANAGEMENT, LLC	Shares	17.1KSH	$2.7M
46	HARBOR INVESTMENT ADVISORY, LLC	Shares	16.3KSH	$2.6M
47	Brookstone Capital Management	Shares	16.0KSH	$2.5M
48	INDEPENDENT FINANCIAL GROUP, LLC	Shares	15.5KSH	$2.5M
49	Ocean Park Asset Management, LLC	Shares	15.3KSH	$2.4M
50	WESPAC Advisors SoCal, LLC	Shares	14.6KSH	$2.3M

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

50 / 276 loaded

#		Instrument
1	PSP Research LLC added	Shares	+285.1K	+$53.8M	$90.2M
2	New Harbor Financial Group, LLC new	Shares	+146.5K	+$23.2M	$23.2M
3	MEITAV INVESTMENT HOUSE LTD trimmed	Shares	-15.0K	+$22.3M	$125.7M
4	MFA WEALTH ADVISORS, LLC new	Shares	+92.0K	+$14.6M	$14.6M
5	Annex Advisory Services, LLC added	Shares	+7.7K	+$8.8M	$40.3M
6	Y-Intercept (Hong Kong) Ltd added	Shares	+49.1K	+$8.0M	$8.8M
7	Sava Infond d.o.o. added	Shares	+34.0K	+$5.8M	$7.7M
8	Madrona Financial Services, LLC added	Shares	+4.4K	+$4.7M	$21.6M
9	WEATHERLY ASSET MANAGEMENT L. P. trimmed	Shares	-609	+$4.7M	$24.9M
10	Lake Hills Wealth Management, LLC added	Shares	+8.7K	+$4.2M	$15.9M
11	L. Roy Papp & Associates, LLP added	Shares	+582	+$4.2M	$21.2M
12	Spire Wealth Management added	Shares	+11.4K	+$3.9M	$12.6M
13	Fiduciary Alliance LLC added	Shares	+19.5K	+$3.9M	$8.7M
14	Royal Fund Management, LLC trimmed	Shares	-8.4K	+$3.6M	$24.4M
15	Braeburn Wealth Management LLC new	Shares	+22.2K	+$3.5M	$3.5M
16	Edge Wealth Management LLC added	Shares	+148	+$3.4M	$17.6M
17	Owen LaRue, LLC new	Shares	+19.9K	+$3.1M	$3.1M
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+8.6K	+$3.1M	$10.3M
19	Great Diamond Partners, LLC new	Shares	+19.3K	+$3.1M	$3.1M
20	AVALON CAPITAL MANAGEMENT new	Shares	+18.5K	+$2.9M	$2.9M
21	IAM Advisory, LLC added	Shares	+17.3K	+$2.8M	$3.0M
22	J.W. COLE ADVISORS, INC. added	Shares	+15.5K	+$2.7M	$3.9M
23	Ocean Park Asset Management, LLC new	Shares	+15.3K	+$2.4M	$2.4M
24	Brookstone Capital Management added	Shares	+13.1K	+$2.2M	$2.5M
25	GRIMES & Co WEALTH MANAGEMENT, LLC added	Shares	+12.3K	+$2.1M	$2.7M
26	D.A. DAVIDSON & CO. added	Shares	+11.3K	+$2.0M	$3.1M
27	Parkside Investments, LLC trimmed	Shares	-4.9K	+$2.0M	$13.6M
28	Marotta Asset Management added	Shares	+702	+$2.0M	$10.5M
29	Financial Management Professionals, Inc. added	Shares	+11.7K	+$1.9M	$1.9M
30	Balefire, LLC added	Shares	+8.2K	+$1.7M	$3.5M
31	Farther Finance Advisors, LLC added	Shares	+8.5K	+$1.7M	$3.2M
32	Worth Asset Management, LLC added	Shares	+9.9K	+$1.7M	$2.1M
33	PETREDIS INVESTMENT ADVISORS LLC added	Shares	+48	+$1.7M	$8.5M
34	ABSOLUTE CAPITAL MANAGEMENT, LLC added	Shares	+6.3K	+$1.6M	$4.1M
35	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+7.8K	+$1.5M	$2.5M
36	Bank of New Hampshire added	Shares	+8.6K	+$1.4M	$1.4M
37	DAVENPORT & Co LLC added	Shares	+5.9K	+$1.3M	$3.0M
38	SHAKER INVESTMENTS LLC/OH added	Shares	+1.0K	+$1.3M	$6.3M
39	Redhawk Wealth Advisors, Inc. added	Shares	+3.7K	+$1.2M	$3.8M
40	RFG Advisory, LLC new	Shares	+7.1K	+$1.1M	$1.1M
41	Sage Capital Management, LLC added	Shares	+3.4K	+$1.1M	$3.5M
42	Fulcrum Capital LLC trimmed	Shares	-3.8K	+$1.1M	$8.3M
43	IFP Advisors, Inc added	Shares	+3.6K	+$1.1M	$3.4M
44	Larry Mathis Financial Planning, LLC added	Shares	+4.9K	+$964.5K	$1.8M
45	BLUE JEAN FINANCIAL LLC new	Shares	+5.8K	+$914.1K	$914.1K
46	Breakwater Capital Group added	Shares	+2.4K	+$907.6K	$3.1M
47	Finivi Inc. new	Shares	+5.3K	+$839.0K	$839.0K
48	Mesirow Financial Investment Management, Inc. added	Shares	+4.4K	+$839.0K	$1.4M
49	Financial Life Planners added	Shares	+5.0K	+$803.6K	$830.2K
50	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors new	Shares	+5.0K	+$793.0K	$793.0K

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