Filing Research | SPDR SERIES TRUST Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

10 / 10 loaded

#		Instrument	quantity
1	Hutchens & Kramer Investment Management Group, LLC	Shares	41.1KSH	$4.6M
2	Hughes Financial Services, LLC	Shares	36.0KSH	$4.0M
3	WealthBridge Capital Management, LLC	Shares	10.4KSH	$1.2M
4	CoreCap Advisors, LLC	Shares	2.6KSH	$291.2K
5	Farther Finance Advisors, LLC	Shares	2.2KSH	$250.2K
6	TOTH FINANCIAL ADVISORY CORP	Shares	370SH	$41.6K
7	Nova Wealth Management, Inc.	Shares	130SH	$14.6K
8	High Point Wealth Management, LLC	Shares	122SH	$13.7K
9	Triumph Capital Management	Shares	57SH	$6.4K
10	IFP Advisors, Inc	Shares	12SH	$1.3K

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

10 / 10 loaded

#		Instrument
1	Hutchens & Kramer Investment Management Group, LLC added	Shares	+1.1K	+$1.2M	$4.6M
2	Hughes Financial Services, LLC added	Shares	+127	+$977.3K	$4.0M
3	WealthBridge Capital Management, LLC added	Shares	+65	+$283.6K	$1.2M
4	Farther Finance Advisors, LLC added	Shares	+874	+$132.6K	$250.2K
5	TOTH FINANCIAL ADVISORY CORP unchanged	Shares	0	+$9.9K	$41.6K
6	High Point Wealth Management, LLC unchanged	Shares	0	+$3.3K	$13.7K
7	IFP Advisors, Inc unchanged	Shares	0	+$322	$1.3K
8	Triumph Capital Management trimmed	Shares	-40	-$1.9K	$6.4K
9	Nova Wealth Management, Inc. trimmed	Shares	-75	-$2.9K	$14.6K
10	CoreCap Advisors, LLC trimmed	Shares	-15.1K	-$1.2M	$291.2K

Filing Research | SPDR SERIES TRUST Institutional Holdings