Filing Research | SPDR SERIES TRUST Institutional Holdings

Snapshot holdings

50 / 431 loaded

#		Instrument	quantity
1	BENJAMIN EDWARDS INC	Shares	286.8KSH	$43.6M
2	MARINO, STRAM & ASSOCIATES LLC	Shares	279.8KSH	$42.6M
3	Wolff Financial Management LLC	Shares	263.3KSH	$40.1M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	224.2KSH	$34.6M
5	Graves Light Lenhart Wealth, Inc.	Shares	181.6KSH	$27.6M
6	Regent Peak Wealth Advisors LLC	Shares	153.6KSH	$23.4M
7	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	132.3KSH	$20.1M
8	Mesirow Financial Investment Management, Inc.	Shares	110.0KSH	$16.7M
9	CRA Financial Services, LLC	Shares	91.8KSH	$14.0M
10	GREENLEAF TRUST	Shares	71.5KSH	$10.9M
11	Balefire, LLC	Shares	67.8KSH	$10.3M
12	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	65.7KSH	$10.0M
13	PRECEDENT WEALTH PARTNERS, LLC	Shares	63.4KSH	$9.6M
14	Corsicana & Co.	Shares	57.5KSH	$8.7M
15	Fifth Third Wealth Advisors LLC	Shares	56.9KSH	$8.7M
16	Cornerstone Wealth Management, LLC	Shares	54.9KSH	$8.3M
17	Wellspring Financial Advisors, LLC	Shares	52.9KSH	$8.1M
18	Koenig Investment Advisory, LLC	Shares	52.4KSH	$8.0M
19	MISSION WEALTH MANAGEMENT, LP	Shares	49.7KSH	$7.6M
20	Composition Wealth, LLC	Shares	49.4KSH	$7.5M
21	Aries Wealth Management	Shares	48.5KSH	$7.4M
22	Mine & Arao Wealth Creation & Management, LLC.	Shares	45.1KSH	$6.9M
23	JUNCTURE WEALTH STRATEGIES, LLC	Shares	44.8KSH	$6.8M
24	SHRIER WEALTH MANAGEMENT, LLC	Shares	42.9KSH	$6.5M
25	Shulman DeMeo Asset Management LLC	Shares	41.7KSH	$6.3M
26	Merit Financial Group, LLC	Shares	41.6KSH	$6.3M
27	TL Private Wealth	Shares	39.0KSH	$6.1M
28	Climber Capital SA	Shares	41.1KSH	$6.1M
29	Torrey-Payne Wealth Management, LLC	Shares	39.2KSH	$6.0M
30	FIRST HORIZON CORP	Shares	39.0KSH	$5.9M
31	FLAGSHIP HARBOR ADVISORS, LLC	Shares	36.6KSH	$5.6M
32	Private Wealth Group, LLC	Shares	32.9KSH	$5.0M
33	FOUNDERS GROVE WEALTH PARTNERS, LLC	Shares	31.0KSH	$4.7M
34	LifeSteps Financial, Inc.	Shares	30.9KSH	$4.7M
35	Prospera Financial Services Inc	Shares	30.8KSH	$4.7M
36	J.W. COLE ADVISORS, INC.	Shares	29.8KSH	$4.5M
37	FELL CAPITAL MANAGEMENT /ADV	Shares	29.7KSH	$4.5M
38	Johnson & White Wealth Management, LLC	Shares	29.6KSH	$4.5M
39	Lewis Asset Management, LLC	Shares	29.3KSH	$4.5M
40	JOHNSON INVESTMENT COUNSEL INC	Shares	28.9KSH	$4.4M
41	NOVEM GROUP	Shares	28.8KSH	$4.4M
42	Bravera Wealth	Shares	28.5KSH	$4.3M
43	Charles Schwab Trust Co	Shares	28.0KSH	$4.3M
44	PFG Investments, LLC	Shares	27.6KSH	$4.2M
45	Shum Financial Group, Inc.	Shares	26.9KSH	$4.1M
46	DAVENPORT & Co LLC	Shares	26.7KSH	$4.1M
47	Meridian Financial Advisors, LLC	Shares	26.2KSH	$4.0M
48	CANANDAIGUA NATIONAL BANK & TRUST CO	Shares	25.3KSH	$3.9M
49	D.A. DAVIDSON & CO.	Shares	24.7KSH	$3.8M
50	Financial Planning Hawaii, Inc.	Shares	24.6KSH	$3.7M

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

50 / 444 loaded

#		Instrument
1	BENJAMIN EDWARDS INC added	Shares	+91.7K	+$15.2M	$43.6M
2	CONFLUENCE INVESTMENT MANAGEMENT LLC added	Shares	+63.6K	+$10.1M	$20.1M
3	JUNCTURE WEALTH STRATEGIES, LLC new	Shares	+44.8K	+$6.8M	$6.8M
4	Climber Capital SA added	Shares	+13.4K	+$2.2M	$6.1M
5	Wolff Financial Management LLC added	Shares	+3.4K	+$2.1M	$40.1M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+563	+$1.9M	$34.6M
7	MARINO, STRAM & ASSOCIATES LLC added	Shares	+1.2K	+$1.9M	$42.6M
8	Regent Peak Wealth Advisors LLC added	Shares	+1.4K	+$1.2M	$23.4M
9	Graves Light Lenhart Wealth, Inc. trimmed	Shares	-462	+$1.1M	$27.6M
10	HMV Wealth Advisors, LLC new	Shares	+6.2K	+$942.6K	$942.6K
11	Wedmont Private Capital added	Shares	+5.4K	+$887.6K	$2.3M
12	Good Harbor Advisors, Inc. added	Shares	+4.3K	+$767.6K	$3.3M
13	Corsicana & Co. trimmed	Shares	-1.5K	+$743.3K	$8.7M
14	Blackhawk Capital Partners, LLC new	Shares	+4.5K	+$685.9K	$685.9K
15	Mine & Arao Wealth Creation & Management, LLC. added	Shares	+2.6K	+$659.1K	$6.9M
16	Mesirow Financial Investment Management, Inc. trimmed	Shares	-297	+$643.0K	$16.7M
17	FELL CAPITAL MANAGEMENT /ADV added	Shares	+3.1K	+$638.7K	$4.5M
18	Martin Capital Partners, LLC trimmed	Shares	-259	+$598.5K	$599.1K
19	Torrey-Payne Wealth Management, LLC added	Shares	+2.4K	+$590.9K	$6.0M
20	PFG Investments, LLC added	Shares	+2.8K	+$581.3K	$4.2M
21	MISSION WEALTH MANAGEMENT, LP added	Shares	+1.9K	+$580.0K	$7.6M
22	SHRIER WEALTH MANAGEMENT, LLC added	Shares	+1.7K	+$514.5K	$6.5M
23	Confluence Wealth Services, Inc. new	Shares	+3.3K	+$498.2K	$498.2K
24	Koenig Investment Advisory, LLC added	Shares	+1.1K	+$488.8K	$8.0M
25	Cornerstone Wealth Management, LLC added	Shares	+826	+$463.0K	$8.3M
26	PARSONS CAPITAL MANAGEMENT INC/RI added	Shares	+2.8K	+$432.2K	$698.6K
27	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added	Shares	+2	+$410.4K	$10.0M
28	JOHNSON INVESTMENT COUNSEL INC added	Shares	+1.4K	+$383.0K	$4.4M
29	RFG Advisory, LLC added	Shares	+2.2K	+$371.0K	$1.0M
30	PRECEDENT WEALTH PARTNERS, LLC trimmed	Shares	-213	+$364.3K	$9.6M
31	Mirae Asset Global Investments Co., Ltd. added	Shares	+1.8K	+$361.9K	$2.4M
32	Meridian Financial Advisors, LLC added	Shares	+1.1K	+$323.3K	$4.0M
33	CRA Financial Services, LLC trimmed	Shares	-1.8K	+$310.7K	$14.0M
34	Prospera Financial Services Inc added	Shares	+723	+$297.4K	$4.7M
35	Elmwood Wealth Management, Inc. new	Shares	+1.9K	+$283.7K	$283.7K
36	LongView Wealth Management new	Shares	+1.8K	+$276.2K	$276.2K
37	IFP Advisors, Inc added	Shares	+1.6K	+$274.6K	$1.2M
38	GREENLEAF TRUST trimmed	Shares	-1.2K	+$271.8K	$10.9M
39	Accurate Wealth Management, LLC new	Shares	+1.8K	+$270.6K	$270.6K
40	Shum Financial Group, Inc. added	Shares	+686	+$267.9K	$4.1M
41	Fifth Third Wealth Advisors LLC trimmed	Shares	-709	+$251.7K	$8.7M
42	Oakworth Capital, Inc. added	Shares	+1.6K	+$250.3K	$363.6K
43	Lewis Asset Management, LLC added	Shares	+444	+$247.9K	$4.5M
44	Sage Investment Advisers LLC new	Shares	+1.6K	+$244.1K	$244.1K
45	FIRST HORIZON CORP trimmed	Shares	-18	+$240.8K	$5.9M
46	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+8	+$229.3K	$5.6M
47	Cadent Capital Advisors, LLC added	Shares	+951	+$228.0K	$2.2M
48	Diesslin Group, Inc. new	Shares	+1.5K	+$226.7K	$226.7K
49	Legacy Advisors, LLC added	Shares	+564	+$220.4K	$3.4M
50	Marion Wealth Management new	Shares	+1.4K	+$208.6K	$208.6K

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