Filing Research | SPDR SERIES TRUST Institutional Holdings

Snapshot holdings

50 / 125 loaded

#		Instrument	quantity
1	GHP Investment Advisors, Inc.	Shares	336.4KSH	$37.7M
2	Rodgers & Associates, LTD	Shares	187.2KSH	$21.0M
3	Shakespeare Wealth Management, LLC	Shares	183.3KSH	$20.5M
4	SFG Wealth Management, LLC.	Shares	166.7KSH	$18.7M
5	Merit Financial Group, LLC	Shares	100.2KSH	$11.2M
6	ERn Financial, LLC	Shares	91.4KSH	$10.3M
7	Marathon Mission, Inc.	Shares	83.1KSH	$9.3M
8	JNBA Financial Advisors	Shares	75.1KSH	$8.4M
9	Diligent Investors, LLC	Shares	59.4KSH	$6.7M
10	Prospera Financial Services Inc	Shares	57.6KSH	$6.5M
11	Avior Wealth Management, LLC	Shares	49.2KSH	$5.5M
12	Syntegra Private Wealth Group, LLC	Shares	43.7KSH	$4.9M
13	Farther Finance Advisors, LLC	Shares	43.6KSH	$4.9M
14	Councilor Wealth, LLC	Shares	43.6KSH	$4.9M
15	Centennial Wealth Advisory LLC	Shares	40.2KSH	$4.5M
16	Redhawk Wealth Advisors, Inc.	Shares	39.6KSH	$4.4M
17	Bill Few Associates, Inc.	Shares	36.3KSH	$4.1M
18	Heritage Wealth Management, Inc. /CA/	Shares	31.9KSH	$3.6M
19	Courage Miller Partners, LLC	Shares	30.3KSH	$3.4M
20	Walsh & Associates, LLC	Shares	25.6KSH	$2.9M
21	GEN Financial Management, INC.	Shares	24.7KSH	$2.8M
22	Clarus Wealth Advisors	Shares	24.6KSH	$2.7M
23	Brookstone Capital Management	Shares	23.4KSH	$2.6M
24	CARY STREET PARTNERS FINANCIAL LLC	Shares	20.9KSH	$2.3M
25	SAGE FINANCIAL GROUP INC	Shares	20.7KSH	$2.3M
26	Capital Squared Financial LLC	Shares	19.8KSH	$2.2M
27	Spire Wealth Management	Shares	19.4KSH	$2.2M
28	WALLER FINANCIAL PLANNING GROUP, INC	Shares	19.2KSH	$2.2M
29	YHB Investment Advisors, Inc.	Shares	18.6KSH	$2.1M
30	Investors Research Corp	Shares	17.5KSH	$2.0M
31	CWA Asset Management Group, LLC	Shares	17.3KSH	$1.9M
32	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	Shares	15.7KSH	$1.8M
33	Key FInancial Inc	Shares	13.1KSH	$1.5M
34	PFG Advisors	Shares	12.6KSH	$1.4M
35	Trilogy Capital Inc.	Shares	12.2KSH	$1.4M
36	J.W. COLE ADVISORS, INC.	Shares	12.2KSH	$1.4M
37	Portside Wealth Group, LLC	Shares	11.0KSH	$1.2M
38	Lewis Asset Management, LLC	Shares	10.8KSH	$1.2M
39	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	10.9KSH	$1.2M
40	IFP Advisors, Inc	Shares	10.0KSH	$1.1M
41	XY Planning Network, Inc.	Shares	9.7KSH	$1.1M
42	LexAurum Advisors, LLC	Shares	9.4KSH	$1.1M
43	Mosley Wealth Management	Shares	8.8KSH	$986.8K
44	KPP Advisory Services LLC	Shares	8.8KSH	$981.0K
45	Composition Wealth, LLC	Shares	8.6KSH	$965.9K
46	FLAGSHIP HARBOR ADVISORS, LLC	Shares	8.6KSH	$958.4K
47	Cyndeo Wealth Partners, LLC	Shares	8.2KSH	$918.9K
48	Pine Haven Investment Counsel, Inc	Shares	7.9KSH	$884.2K
49	Foster Victor Wealth Advisors, LLC	Shares	8.0KSH	$862.6K
50	INSPIRION WEALTH ADVISORS, LLC	Shares	7.2KSH	$793.9K

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

50 / 131 loaded

#		Instrument
1	Prospera Financial Services Inc new	Shares	+57.6K	+$6.5M	$6.5M
2	GHP Investment Advisors, Inc. added	Shares	+6.3K	+$6.0M	$37.7M
3	Avior Wealth Management, LLC added	Shares	+31.9K	+$3.9M	$5.5M
4	SFG Wealth Management, LLC. added	Shares	+2.3K	+$2.9M	$18.7M
5	Rodgers & Associates, LTD trimmed	Shares	-7.0K	+$2.3M	$21.0M
6	Merit Financial Group, LLC added	Shares	+3.8K	+$2.0M	$11.2M
7	Marathon Mission, Inc. added	Shares	+3.4K	+$1.7M	$9.3M
8	ERn Financial, LLC added	Shares	+389	+$1.5M	$10.3M
9	Farther Finance Advisors, LLC added	Shares	+6.6K	+$1.3M	$4.9M
10	Mosley Wealth Management new	Shares	+8.8K	+$986.8K	$986.8K
11	Walsh & Associates, LLC added	Shares	+5.3K	+$919.7K	$2.9M
12	Diligent Investors, LLC trimmed	Shares	-550	+$905.3K	$6.7M
13	Heritage Wealth Management, Inc. /CA/ added	Shares	+1.8K	+$683.4K	$3.6M
14	Syntegra Private Wealth Group, LLC trimmed	Shares	-668	+$641.6K	$4.9M
15	Bill Few Associates, Inc. trimmed	Shares	-504	+$537.1K	$4.1M
16	YHB Investment Advisors, Inc. added	Shares	+2.4K	+$526.7K	$2.1M
17	Courage Miller Partners, LLC trimmed	Shares	-421	+$448.8K	$3.4M
18	Councilor Wealth, LLC trimmed	Shares	-2.7K	+$442.5K	$4.9M
19	GEN Financial Management, INC. added	Shares	+371	+$433.7K	$2.8M
20	Spire Wealth Management added	Shares	+1.1K	+$417.0K	$2.2M
21	Friday Financial new	Shares	+3.4K	+$372.0K	$372.0K
22	SAGE FINANCIAL GROUP INC added	Shares	+230	+$356.2K	$2.3M
23	Brookstone Capital Management trimmed	Shares	-331	+$346.3K	$2.6M
24	Portside Wealth Group, LLC added	Shares	+1.5K	+$317.3K	$1.2M
25	Centennial Wealth Advisory LLC trimmed	Shares	-3.5K	+$317.0K	$4.5M
26	Capital Squared Financial LLC trimmed	Shares	-125	+$307.2K	$2.2M
27	PFG Advisors added	Shares	+899	+$289.0K	$1.4M
28	CWA Asset Management Group, LLC trimmed	Shares	-48	+$274.0K	$1.9M
29	CARY STREET PARTNERS FINANCIAL LLC trimmed	Shares	-672	+$272.9K	$2.3M
30	Redhawk Wealth Advisors, Inc. trimmed	Shares	-4.2K	+$237.7K	$4.4M
31	Pine Haven Investment Counsel, Inc added	Shares	+1.1K	+$237.2K	$884.2K
32	GRIMES & Co WEALTH MANAGEMENT, LLC new	Shares	+2.0K	+$224.2K	$224.2K
33	4WEALTH ADVISORS, INC. new	Shares	+2.0K	+$221.5K	$221.5K
34	XY Planning Network, Inc. added	Shares	+760	+$220.5K	$1.1M
35	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors new	Shares	+1.9K	+$214.3K	$214.3K
36	Fingerlakes Wealth Management, Inc. new	Shares	+1.9K	+$209.5K	$209.5K
37	DRIVE WEALTH MANAGEMENT, LLC new	Shares	+1.8K	+$206.2K	$206.2K
38	J.W. COLE ADVISORS, INC. added	Shares	+93	+$205.7K	$1.4M
39	JNBA Financial Advisors trimmed	Shares	-10.6K	+$198.3K	$8.4M
40	Trilogy Capital Inc. trimmed	Shares	-33	+$194.0K	$1.4M
41	CARY STREET PARTNERS INVESTMENT ADVISORY LLC trimmed	Shares	-787	+$178.3K	$1.8M
42	Lewis Asset Management, LLC trimmed	Shares	-4	+$173.4K	$1.2M
43	WALLER FINANCIAL PLANNING GROUP, INC trimmed	Shares	-1.4K	+$172.5K	$2.2M
44	LexAurum Advisors, LLC unchanged	Shares	0	+$151.9K	$1.1M
45	IFP Advisors, Inc trimmed	Shares	-117	+$150.8K	$1.1M
46	Clarus Wealth Advisors trimmed	Shares	-1.0K	+$146.1K	$2.7M
47	Composition Wealth, LLC trimmed	Shares	-79	+$131.4K	$965.9K
48	KPP Advisory Services LLC trimmed	Shares	-158	+$126.0K	$981.0K
49	Cyndeo Wealth Partners, LLC trimmed	Shares	-192	+$113.8K	$918.9K
50	WILLNER & HELLER, LLC added	Shares	+10	+$113.7K	$783.7K

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