Filing Research | SELECT SECTOR SPDR TR Institutional Holdings

Snapshot holdings

50 / 240 loaded

#		Instrument	quantity
1	Vanderbilt University	Shares	2.0MSH	$89.3M
2	FACTORY MUTUAL INSURANCE CO	Shares	659.0KSH	$29.0M
3	Auto-Owners Insurance Co	Shares	584.0KSH	$25.7M
4	Trust Asset Management LLC	Shares	587.7KSH	$24.2M
5	MEITAV INVESTMENT HOUSE LTD	Shares	448.5KSH	$19.7M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	428.0KSH	$19.0M
7	Prentice Wealth Management LLC	Shares	389.9KSH	$17.2M
8	CAPITAL WEALTH MANAGEMENT, LLC	Shares	387.6KSH	$17.1M
9	COUNTRY TRUST BANK	Shares	359.6KSH	$15.8M
10	Ballentine Partners, LLC	Shares	350.8KSH	$15.4M
11	American Financial Advisors, LLC	Shares	241.2KSH	$10.6M
12	PROFFITT & GOODSON INC	Shares	237.7KSH	$10.5M
13	Foguth Wealth Management, LLC.	Shares	201.8KSH	$9.1M
14	D.A. DAVIDSON & CO.	Shares	177.2KSH	$7.8M
15	StrongBox Wealth, LLC	Shares	169.1KSH	$7.4M
16	Aspect Partners, LLC	Shares	162.5KSH	$7.2M
17	FIRST INTERSTATE BANK	Shares	159.4KSH	$7.0M
18	Brookstone Capital Management	Shares	153.6KSH	$6.8M
19	ARMSTRONG ADVISORY GROUP, INC	Shares	145.9KSH	$6.4M
20	Econ Financial Services Corp	Shares	142.6KSH	$6.3M
21	Certified Advisory Corp	Shares	136.9KSH	$6.0M
22	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	136.6KSH	$6.0M
23	ARKANSAS FINANCIAL GROUP, INC.	Shares	135.9KSH	$6.0M
24	FLC Capital Advisors	Shares	128.6KSH	$5.7M
25	Fortis Group Advisors, LLC	Shares	126.8KSH	$5.6M
26	FIRST MERCHANTS CORP	Shares	115.0KSH	$5.1M
27	JFS WEALTH ADVISORS, LLC	Shares	111.3KSH	$4.9M
28	Legacy Private Trust Co.	Shares	106.4KSH	$4.7M
29	SURIENCE PRIVATE WEALTH LLC	Shares	102.3KSH	$4.5M
30	Capital Advisors Wealth Management, LLC	Shares	98.9KSH	$4.4M
31	Nelson Capital Management, LLC	Shares	97.4KSH	$4.3M
32	Altura Wealth Advisors Inc.	Shares	84.4KSH	$3.7M
33	BENJAMIN EDWARDS INC	Shares	79.7KSH	$3.5M
34	Chesley Taft & Associates LLC	Shares	78.9KSH	$3.5M
35	AMERICAN NATIONAL BANK & TRUST	Shares	77.8KSH	$3.4M
36	HORIZON FINANCIAL SERVICES, LLC	Shares	77.2KSH	$3.4M
37	BAR HARBOR WEALTH MANAGEMENT	Shares	72.4KSH	$3.2M
38	CREDIT INDUSTRIEL ET COMMERCIAL	PUT	70.0KSH	$3.1M
39	Compass Wealth Management, LLC/GA	Shares	65.4KSH	$2.9M
40	Prospera Financial Services Inc	Shares	62.3KSH	$2.7M
41	Spire Wealth Management	Shares	59.3KSH	$2.6M
42	AAFMAA Wealth Management & Trust LLC	Shares	58.8KSH	$2.6M
43	WALLER FINANCIAL PLANNING GROUP, INC	Shares	57.9KSH	$2.5M
44	Atlatl Advisers LLC	Shares	53.8KSH	$2.4M
45	LifeGoal Investments, LLC	Shares	51.0KSH	$2.2M
46	Fragasso Financial Advisors Inc	Shares	50.6KSH	$2.2M
47	J.W. COLE ADVISORS, INC.	Shares	44.8KSH	$2.0M
48	Oath Planning, LLC	Shares	43.1KSH	$1.9M
49	Sound Income Strategies, LLC	Shares	42.6KSH	$1.9M
50	LexAurum Advisors, LLC	Shares	42.0KSH	$1.8M

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

50 / 252 loaded

#		Instrument
1	Vanderbilt University new	Shares	+2.0M	+$89.3M	$89.3M
2	Trust Asset Management LLC added	Shares	+302.5K	+$12.5M	$24.2M
3	Capital Advisors Wealth Management, LLC added	Shares	+72.6K	+$3.3M	$4.4M
4	Atlatl Advisers LLC new	Shares	+53.8K	+$2.4M	$2.4M
5	CAPITAL WEALTH MANAGEMENT, LLC added	Shares	+24.9K	+$2.3M	$17.1M
6	FACTORY MUTUAL INSURANCE CO unchanged	Shares	0	+$2.1M	$29.0M
7	Foguth Wealth Management, LLC. added	Shares	+38.7K	+$2.0M	$9.1M
8	Fortis Group Advisors, LLC added	Shares	+44.4K	+$1.9M	$5.6M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+15.4K	+$1.9M	$19.0M
10	Prentice Wealth Management LLC added	Shares	+9.1K	+$1.6M	$17.2M
11	Whitaker-Myers Wealth Managers, LTD. new	Shares	+34.4K	+$1.5M	$1.5M
12	Brookstone Capital Management added	Shares	+23.4K	+$1.4M	$6.8M
13	MEITAV INVESTMENT HOUSE LTD unchanged	Shares	0	+$1.4M	$19.7M
14	Aspect Partners, LLC added	Shares	+17.3K	+$1.2M	$7.2M
15	Ballentine Partners, LLC trimmed	Shares	-332	+$1.1M	$15.4M
16	PROFFITT & GOODSON INC added	Shares	+5.5K	+$985.3K	$10.5M
17	Certified Advisory Corp added	Shares	+13.2K	+$976.3K	$6.0M
18	Realta Investment Advisors added	Shares	+19.6K	+$887.4K	$1.2M
19	American Financial Advisors, LLC added	Shares	+2.4K	+$871.2K	$10.6M
20	CoreCap Advisors, LLC added	Shares	+17.2K	+$830.7K	$1.8M
21	Farther Finance Advisors, LLC added	Shares	+17.3K	+$802.3K	$1.3M
22	BENJAMIN EDWARDS INC added	Shares	+13.3K	+$797.2K	$3.5M
23	Y-Intercept (Hong Kong) Ltd new	Shares	+17.4K	+$766.4K	$766.4K
24	FLC Capital Advisors added	Shares	+7.4K	+$714.0K	$5.7M
25	Venturi Wealth Management, LLC added	Shares	+15.4K	+$695.7K	$902.6K
26	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+15.7K	+$694.4K	$741.9K
27	LifeGoal Investments, LLC added	Shares	+12.7K	+$672.9K	$2.2M
28	Econ Financial Services Corp added	Shares	+3.7K	+$607.2K	$6.3M
29	StrongBox Wealth, LLC added	Shares	+1.2K	+$590.9K	$7.4M
30	ARMSTRONG ADVISORY GROUP, INC added	Shares	+2.0K	+$547.3K	$6.4M
31	Composition Wealth, LLC added	Shares	+11.3K	+$541.1K	$1.1M
32	Altura Wealth Advisors Inc. added	Shares	+4.9K	+$470.6K	$3.7M
33	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+816	+$470.5K	$6.0M
34	DRIVE WEALTH MANAGEMENT, LLC new	Shares	+10.3K	+$453.2K	$453.2K
35	ARKANSAS FINANCIAL GROUP, INC. added	Shares	+4.3K	+$399.1K	$6.0M
36	D.A. DAVIDSON & CO. trimmed	Shares	-4.3K	+$391.9K	$7.8M
37	Synergy Asset Management, LLC new	Shares	+8.8K	+$386.9K	$386.9K
38	HORIZON FINANCIAL SERVICES, LLC added	Shares	+3.3K	+$381.3K	$3.4M
39	Oath Planning, LLC added	Shares	+5.7K	+$368.8K	$1.9M
40	FLAGSTAR SECURITIES, INC added	Shares	+7.2K	+$336.7K	$615.6K
41	City Center Advisors, LLC new	Shares	+7.2K	+$318.3K	$318.3K
42	Global Trust Wealth Management LLC added	Shares	+4.8K	+$315.5K	$1.7M
43	GRIFFIN ASSET MANAGEMENT, INC. new	Shares	+7.1K	+$313.1K	$313.1K
44	AAFMAA Wealth Management & Trust LLC added	Shares	+3.0K	+$310.9K	$2.6M
45	FIRST INTERSTATE BANK trimmed	Shares	-5.0K	+$305.3K	$7.0M
46	Chesley Taft & Associates LLC added	Shares	+885	+$288.7K	$3.5M
47	Sovereign Financial Group, Inc. new	Shares	+6.5K	+$284.9K	$284.9K
48	Alliance Wealth Advisors, LLC added	Shares	+4.0K	+$270.4K	$1.5M
49	Prospera Financial Services Inc added	Shares	+1.7K	+$267.8K	$2.7M
50	Compass Wealth Management, LLC/GA added	Shares	+1.4K	+$265.7K	$2.9M

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