Filing Research | SPDR Russell 1000 Yield Focus Institutional Holdings

Snapshot holdings

29 / 29 loaded

#		Instrument	quantity
1	Holos Integrated Wealth LLC	Shares	42.7KSH	$5.6M
2	FMA Wealth Management, LLC	Shares	37.9KSH	$4.9M
3	Family Investment Center, Inc.	Shares	35.0KSH	$4.5M
4	Crumly & Associates Inc.	Shares	13.7KSH	$1.8M
5	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	12.6KSH	$1.6M
6	PRECEDENT WEALTH PARTNERS, LLC	Shares	10.9KSH	$1.4M
7	FIFTH THIRD SECURITIES, INC.	Shares	10.6KSH	$1.4M
8	WORLD EQUITY GROUP, INC.	Shares	7.5KSH	$964.1K
9	Cornerstone Wealth Management, LLC	Shares	5.0KSH	$640.6K
10	Merit Financial Group, LLC	Shares	4.1KSH	$527.0K
11	Farther Finance Advisors, LLC	Shares	3.6KSH	$462.6K
12	IVC Wealth Advisors LLC	Shares	2.9KSH	$365.7K
13	Dynamic Advisor Solutions LLC	Shares	2.7KSH	$350.7K
14	Financial Partners Group, Inc	Shares	2.6KSH	$336.8K
15	XML Financial, LLC	Shares	2.5KSH	$317.7K
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	2.2KSH	$291.1K
17	RDA Financial Network	Shares	2.0KSH	$260.9K
18	Meriwether Wealth & Planning, LLC	Shares	1.8KSH	$227.1K
19	Rodgers & Associates, LTD	Shares	1.6KSH	$209.6K
20	J.W. COLE ADVISORS, INC.	Shares	1.6KSH	$206.4K
21	Bogart Wealth, LLC	Shares	1.0KSH	$128.6K
22	Walsh & Associates, LLC	Shares	415SH	$53.2K
23	1620 INVESTMENT ADVISORS, INC.	Shares	275SH	$35.2K
24	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	206SH	$26.4K
25	Nova Wealth Management, Inc.	Shares	200SH	$25.6K
26	Golden State Wealth Management, LLC	Shares	93SH	$11.9K
27	COUNTRY TRUST BANK	Shares	75SH	$9.6K
28	AdvisorNet Financial, Inc	Shares	61SH	$7.8K
29	Central Pacific Bank - Trust Division	Shares	17SH	$2.2K

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

31 / 31 loaded

#		Instrument
1	WORLD EQUITY GROUP, INC. added	Shares	+3.8K	+$514.7K	$964.1K
2	Holos Integrated Wealth LLC trimmed	Shares	-868	+$331.4K	$5.6M
3	FMA Wealth Management, LLC trimmed	Shares	-541	+$240.3K	$4.9M
4	Rodgers & Associates, LTD new	Shares	+1.6K	+$209.6K	$209.6K
5	J.W. COLE ADVISORS, INC. new	Shares	+1.6K	+$206.4K	$206.4K
6	Family Investment Center, Inc. trimmed	Shares	-947	+$167.7K	$4.5M
7	Cornerstone Wealth Management, LLC added	Shares	+1.1K	+$166.8K	$640.6K
8	Dynamic Advisor Solutions LLC added	Shares	+810	+$119.3K	$350.7K
9	Crumly & Associates Inc. unchanged	Shares	0	+$110.5K	$1.8M
10	FIFTH THIRD SECURITIES, INC. added	Shares	+17	+$87.8K	$1.4M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+472	+$78.6K	$291.1K
12	1620 INVESTMENT ADVISORS, INC. new	Shares	+275	+$35.2K	$35.2K
13	RDA Financial Network added	Shares	+155	+$35.0K	$260.9K
14	IVC Wealth Advisors LLC unchanged	Shares	0	+$23.0K	$365.7K
15	Financial Partners Group, Inc unchanged	Shares	0	+$21.2K	$336.8K
16	Meriwether Wealth & Planning, LLC added	Shares	+26	+$17.4K	$227.1K
17	XML Financial, LLC trimmed	Shares	-30	+$16.4K	$317.7K
18	Golden State Wealth Management, LLC new	Shares	+93	+$11.9K	$11.9K
19	COUNTRY TRUST BANK new	Shares	+75	+$9.6K	$9.6K
20	Bogart Wealth, LLC unchanged	Shares	0	+$8.1K	$128.6K
21	Walsh & Associates, LLC unchanged	Shares	0	+$3.3K	$53.2K
22	BEACON INVESTMENT ADVISORY SERVICES, INC. unchanged	Shares	0	+$1.7K	$26.4K
23	Nova Wealth Management, Inc. unchanged	Shares	0	+$1.6K	$25.6K
24	AdvisorNet Financial, Inc unchanged	Shares	0	+$491	$7.8K
25	Central Pacific Bank - Trust Division unchanged	Shares	0	+$137	$2.2K
26	Farther Finance Advisors, LLC trimmed	Shares	-289	-$5.6K	$462.6K
27	Sound Income Strategies, LLC exited	Shares	-305	-$36.6K	$0
28	LEAVELL INVESTMENT MANAGEMENT, INC. trimmed	Shares	-1.6K	-$90.4K	$1.6M
29	PRECEDENT WEALTH PARTNERS, LLC trimmed	Shares	-1.9K	-$134.7K	$1.4M
30	Merit Financial Group, LLC trimmed	Shares	-1.4K	-$137.0K	$527.0K
31	Pathfinder Wealth Consulting, Inc. exited	Shares	-9.4K	-$1.1M	$0