Filing Research | SPDR SERIES TRUST Institutional Holdings

Snapshot holdings

50 / 280 loaded

#		Instrument	quantity
1	Wealthcare Advisory Partners LLC	Shares	1.2MSH	$83.1M
2	Cornerstone Wealth Management, LLC	Shares	1.1MSH	$74.9M
3	Auto-Owners Insurance Co	Shares	1.0MSH	$70.2M
4	GREENLEAF TRUST	Shares	984.2KSH	$66.5M
5	Composition Wealth, LLC	Shares	908.8KSH	$61.4M
6	Farther Finance Advisors, LLC	Shares	892.4KSH	$60.3M
7	HHM Wealth Advisors, LLC	Shares	856.4KSH	$57.9M
8	JNBA Financial Advisors	Shares	815.9KSH	$55.1M
9	Envestnet Portfolio Solutions, Inc.	Shares	516.6KSH	$34.9M
10	ST GERMAIN D J CO INC	Shares	442.4KSH	$29.9M
11	Octavia Wealth Advisors, LLC	Shares	378.7KSH	$25.6M
12	RESTON WEALTH MANAGEMENT LLC	Shares	344.6KSH	$23.3M
13	Marathon Strategic Advisors, LLC	Shares	343.7KSH	$23.2M
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	498.5KSH	$22.6M
15	RFG Advisory, LLC	Shares	325.6KSH	$22.0M
16	Crews Bank & Trust	Shares	317.0KSH	$21.4M
17	New Perspectives, Inc	Shares	306.5KSH	$20.7M
18	Avior Wealth Management, LLC	Shares	290.3KSH	$19.6M
19	Montz Harcus Wealth Management LLC	Shares	257.2KSH	$17.4M
20	Bensler, LLC	Shares	247.5KSH	$16.7M
21	Higgins & Schmidt Wealth Strategies LLC	Shares	229.9KSH	$15.5M
22	CITIZENS & NORTHERN CORP	Shares	208.1KSH	$14.1M
23	Louisiana State Employees Retirement System	Shares	183.1KSH	$12.4M
24	Gradient Investments LLC	Shares	175.3KSH	$11.8M
25	XY Planning Network, Inc.	Shares	174.1KSH	$11.8M
26	Warren Street Wealth Advisors, LLC	Shares	172.6KSH	$11.7M
27	CGN Advisors LLC	Shares	164.4KSH	$11.1M
28	Windsor Capital Management, LLC	Shares	157.4KSH	$10.6M
29	NorthCrest Asset Manangement, LLC	Shares	158.0KSH	$10.5M
30	WEALTH MANAGEMENT RESOURCES, INC.	Shares	153.1KSH	$10.3M
31	WALLER FINANCIAL PLANNING GROUP, INC	Shares	151.4KSH	$10.2M
32	Private Wealth Group, LLC	Shares	145.2KSH	$9.8M
33	KWB Wealth	Shares	139.5KSH	$9.4M
34	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	117.0KSH	$7.9M
35	INDEPENDENT FINANCIAL GROUP, LLC	Shares	108.9KSH	$7.4M
36	Bill Few Associates, Inc.	Shares	107.1KSH	$7.2M
37	Wealth Advisory Solutions, LLC	Shares	93.5KSH	$6.3M
38	Register Financial Advisors LLC	Shares	88.8KSH	$6.0M
39	Robinswood Financial LLC	Shares	85.6KSH	$5.8M
40	TRUEFG, LLC	Shares	84.9KSH	$5.7M
41	FLAGSHIP HARBOR ADVISORS, LLC	Shares	84.9KSH	$5.7M
42	Stewardship Advisors, LLC	Shares	82.9KSH	$5.6M
43	FORONJY FINANCIAL LLC	Shares	80.1KSH	$5.4M
44	Pachira Investments Inc.	Shares	79.5KSH	$5.4M
45	Tradewinds Capital Management, LLC	Shares	77.9KSH	$5.3M
46	Mayflower Financial Advisors, LLC	Shares	73.7KSH	$5.0M
47	Capital Investment Advisory Services, LLC	Shares	73.0KSH	$4.9M
48	Apollon Wealth Management, LLC	Shares	72.1KSH	$4.9M
49	Syntegra Private Wealth Group, LLC	Shares	68.3KSH	$4.6M
50	Benchmark Financial, LLC	Shares	68.0KSH	$4.6M

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

50 / 293 loaded

#		Instrument
1	Composition Wealth, LLC added	Shares	+165.1K	+$17.4M	$61.4M
2	Wealthcare Advisory Partners LLC added	Shares	+48.4K	+$13.1M	$83.1M
3	GREENLEAF TRUST added	Shares	+82.6K	+$13.1M	$66.5M
4	Farther Finance Advisors, LLC added	Shares	+95.3K	+$12.7M	$60.3M
5	HHM Wealth Advisors, LLC added	Shares	+42.1K	+$9.6M	$57.9M
6	Cornerstone Wealth Management, LLC trimmed	Shares	-8.2K	+$8.8M	$74.9M
7	Envestnet Portfolio Solutions, Inc. added	Shares	+38.6K	+$6.6M	$34.9M
8	ST GERMAIN D J CO INC added	Shares	+20.3K	+$4.9M	$29.9M
9	JNBA Financial Advisors trimmed	Shares	-35.4K	+$4.7M	$55.1M
10	NorthCrest Asset Manangement, LLC added	Shares	+59.6K	+$4.6M	$10.5M
11	Gradient Investments LLC added	Shares	+45.8K	+$4.2M	$11.8M
12	Octavia Wealth Advisors, LLC added	Shares	+13.8K	+$4.0M	$25.6M
13	Marathon Strategic Advisors, LLC added	Shares	+17.0K	+$3.9M	$23.2M
14	New Perspectives, Inc added	Shares	+14.0K	+$3.4M	$20.7M
15	Montz Harcus Wealth Management LLC added	Shares	+17.1K	+$3.2M	$17.4M
16	RESTON WEALTH MANAGEMENT LLC added	Shares	+2.5K	+$3.0M	$23.3M
17	National Wealth Management Group, LLC added	Shares	+42.4K	+$3.0M	$4.0M
18	Louisiana State Employees Retirement System added	Shares	+21.7K	+$2.8M	$12.4M
19	Bensler, LLC added	Shares	+11.3K	+$2.7M	$16.7M
20	Avior Wealth Management, LLC added	Shares	+3.9K	+$2.7M	$19.6M
21	JOHNSON INVESTMENT COUNSEL INC added	Shares	+36.6K	+$2.6M	$3.3M
22	Higgins & Schmidt Wealth Strategies LLC added	Shares	+7.4K	+$2.4M	$15.5M
23	KWB Wealth added	Shares	+17.1K	+$2.3M	$9.4M
24	Private Wealth Group, LLC added	Shares	+17.1K	+$2.2M	$9.8M
25	Crews Bank & Trust trimmed	Shares	-11.1K	+$2.0M	$21.4M
26	Saxony Capital Management, LLC added	Shares	+23.1K	+$1.7M	$2.7M
27	Warren Street Wealth Advisors, LLC added	Shares	+4.0K	+$1.7M	$11.7M
28	MBM WEALTH CONSULTANTS, LLC new	Shares	+20.8K	+$1.4M	$1.4M
29	RFG Advisory, LLC trimmed	Shares	-22.4K	+$1.4M	$22.0M
30	Robinswood Financial LLC added	Shares	+8.9K	+$1.2M	$5.8M
31	FORONJY FINANCIAL LLC added	Shares	+9.6K	+$1.2M	$5.4M
32	CGN Advisors LLC trimmed	Shares	-5.0K	+$1.1M	$11.1M
33	XY Planning Network, Inc. trimmed	Shares	-5.2K	+$1.1M	$11.8M
34	Bill Few Associates, Inc. added	Shares	+2.8K	+$1.1M	$7.2M
35	Tradewinds Capital Management, LLC added	Shares	+6.9K	+$1.1M	$5.3M
36	Capital Investment Advisory Services, LLC added	Shares	+7.1K	+$1.0M	$4.9M
37	Wealth Advisory Solutions, LLC added	Shares	+4.1K	+$1.0M	$6.3M
38	Windsor Capital Management, LLC trimmed	Shares	-5.2K	+$1.0M	$10.6M
39	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+1.6K	+$1.0M	$7.4M
40	EVERGREEN CAPITAL MANAGEMENT LLC unchanged	Shares	0	+$976.1K	$7.9M
41	Apollon Wealth Management, LLC added	Shares	+5.4K	+$923.3K	$4.9M
42	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC new	Shares	+12.4K	+$837.1K	$837.1K
43	TRUEFG, LLC added	Shares	+1.4K	+$790.7K	$5.7M
44	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+1.1K	+$775.2K	$5.7M
45	Register Financial Advisors LLC added	Shares	+519	+$771.3K	$6.0M
46	IFP Advisors, Inc added	Shares	+5.2K	+$750.7K	$3.6M
47	SFG Wealth Management, LLC. added	Shares	+10.1K	+$737.3K	$1.1M
48	United Asset Strategies, Inc. added	Shares	+3.1K	+$655.3K	$3.8M
49	Breakwater Capital Group added	Shares	+3.8K	+$646.4K	$3.4M
50	Midwest Financial Network, LLC added	Shares	+5.4K	+$607.8K	$2.3M

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