Filing Research | SPDR SERIES TRUST Institutional Holdings

Snapshot holdings

50 / 119 loaded

#		Instrument	quantity
1	Financial Solutions Advisory Group, Inc.	Shares	3.6MSH	$104.2M
2	DAGCO, INC.	Shares	1.8MSH	$53.3M
3	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	Shares	1.4MSH	$41.7M
4	HHM Wealth Advisors, LLC	Shares	1.3MSH	$37.7M
5	Heartwood Wealth Advisors LLC	Shares	1.0MSH	$29.4M
6	Crane Advisory, LLC	Shares	995.1KSH	$28.8M
7	Alliance Wealth Advisors, LLC /UT	Shares	983.3KSH	$28.5M
8	Boston Standard Wealth Management, LLC	Shares	895.2KSH	$25.9M
9	Nelson Capital Management, LLC	Shares	864.5KSH	$25.1M
10	ST GERMAIN D J CO INC	Shares	714.1KSH	$20.7M
11	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	696.2KSH	$20.2M
12	Gradient Investments LLC	Shares	695.3KSH	$20.2M
13	Great Point Wealth Advisors, LLC	Shares	660.1KSH	$19.2M
14	Composition Wealth, LLC	Shares	573.0KSH	$16.6M
15	Hughes Financial Services, LLC	Shares	552.2KSH	$16.0M
16	Private Wealth Group, LLC	Shares	549.8KSH	$16.0M
17	SeaBridge Investment Advisors LLC	Shares	527.3KSH	$15.3M
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	400.1KSH	$11.6M
19	LIGHTHOUSE FINANCIAL SERVICES INC /ADV	Shares	399.8KSH	$11.6M
20	Transmarket Holdings LP	Shares	378.1KSH	$11.0M
21	S. R. Schill & Associates	Shares	366.1KSH	$10.6M
22	Apella Capital, LLC	Shares	317.5KSH	$9.2M
23	Rinkey Investments	Shares	278.5KSH	$8.1M
24	Mirae Asset Global Investments Co., Ltd.	Shares	277.0KSH	$8.0M
25	Envestnet Portfolio Solutions, Inc.	Shares	238.8KSH	$6.9M
26	INTEGRATED CAPITAL MANAGEMENT, INC.	Shares	229.2KSH	$6.6M
27	Farther Finance Advisors, LLC	Shares	209.0KSH	$6.1M
28	Key FInancial Inc	Shares	208.1KSH	$6.0M
29	MKT Advisors LLC	Shares	203.6KSH	$5.9M
30	Merit Financial Group, LLC	Shares	189.5KSH	$5.5M
31	Hobart Private Capital, LLC	Shares	138.2KSH	$4.0M
32	Mechanics Bank Trust Department	Shares	138.1KSH	$4.0M
33	Avior Wealth Management, LLC	Shares	121.6KSH	$3.5M
34	RFG Advisory, LLC	Shares	117.4KSH	$3.4M
35	NWAM LLC	Shares	110.4KSH	$3.2M
36	Walker Financial Services, Inc.	Shares	107.8KSH	$3.1M
37	1620 INVESTMENT ADVISORS, INC.	Shares	106.1KSH	$3.1M
38	Dynamic Advisor Solutions LLC	Shares	101.7KSH	$2.9M
39	MATAURO, LLC	Shares	99.2KSH	$2.9M
40	LANARK FINANCIAL, INC.	Shares	93.9KSH	$2.7M
41	Hudson Oak Wealth Advisory LLC	Shares	93.9KSH	$2.7M
42	Tempus Wealth Planning, LLC	Shares	82.6KSH	$2.4M
43	SigFig Wealth Management, LLC	Shares	82.3KSH	$2.4M
44	SENTINEL PENSION ADVISORS, LLC	Shares	77.8KSH	$2.3M
45	FIDUCIARY FINANCIAL GROUP, LLC	Shares	74.2KSH	$2.2M
46	GENESIS PRIVATE WEALTH, LLC	Shares	72.0KSH	$2.1M
47	VISIONARY HORIZONS, LLC	Shares	66.5KSH	$1.9M
48	Tactive Advisors, LLC	Shares	65.4KSH	$1.9M
49	Intrua Financial, LLC	Shares	65.0KSH	$1.9M
50	Wealthcare Advisory Partners LLC	Shares	53.0KSH	$1.5M

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

50 / 131 loaded

#		Instrument
1	Hughes Financial Services, LLC new	Shares	+552.2K	+$16.0M	$16.0M
2	Transmarket Holdings LP new	Shares	+378.1K	+$11.0M	$11.0M
3	Alliance Wealth Advisors, LLC /UT added	Shares	+219.7K	+$6.2M	$28.5M
4	ACORN FINANCIAL ADVISORY SERVICES INC /ADV added	Shares	+135.8K	+$3.7M	$41.7M
5	Private Wealth Group, LLC added	Shares	+118.8K	+$3.4M	$16.0M
6	DAGCO, INC. added	Shares	+104.2K	+$2.7M	$53.3M
7	Gradient Investments LLC added	Shares	+77.9K	+$2.2M	$20.2M
8	ST GERMAIN D J CO INC added	Shares	+70.8K	+$1.9M	$20.7M
9	MKT Advisors LLC added	Shares	+56.7K	+$1.6M	$5.9M
10	S. R. Schill & Associates added	Shares	+53.5K	+$1.5M	$10.6M
11	Boston Standard Wealth Management, LLC added	Shares	+42.2K	+$1.1M	$25.9M
12	Financial Solutions Advisory Group, Inc. added	Shares	+67.6K	+$1.1M	$104.2M
13	Composition Wealth, LLC added	Shares	+36.4K	+$966.0K	$16.6M
14	SeaBridge Investment Advisors LLC added	Shares	+32.2K	+$849.9K	$15.3M
15	Great Point Wealth Advisors, LLC added	Shares	+32.0K	+$822.3K	$19.2M
16	FIDUCIARY FINANCIAL GROUP, LLC added	Shares	+26.4K	+$758.6K	$2.2M
17	Farther Finance Advisors, LLC added	Shares	+23.9K	+$679.6K	$6.1M
18	Formidable Asset Management, LLC new	Shares	+16.4K	+$477.2K	$477.2K
19	Hudson Oak Wealth Advisory LLC added	Shares	+14.6K	+$411.4K	$2.7M
20	Sound Income Strategies, LLC new	Shares	+9.4K	+$271.4K	$271.4K
21	Walser Wealth Management Company, A Ltd Liability Co new	Shares	+8.8K	+$256.5K	$256.5K
22	HIGHLINE WEALTH PARTNERS LLC new	Shares	+8.1K	+$234.1K	$234.1K
23	MATAURO, LLC added	Shares	+6.4K	+$169.4K	$2.9M
24	Dynamic Advisor Solutions LLC added	Shares	+6.3K	+$166.6K	$2.9M
25	Hobart Private Capital, LLC added	Shares	+5.1K	+$126.5K	$4.0M
26	Slow Capital, Inc. added	Shares	+4.0K	+$112.0K	$871.5K
27	Pacific Park Financial, Inc. added	Shares	+3.4K	+$90.5K	$1.3M
28	LANARK FINANCIAL, INC. added	Shares	+3.2K	+$76.7K	$2.7M
29	Clark Asset Management, LLC added	Shares	+2.7K	+$74.5K	$515.1K
30	Paladin Wealth, LLC added	Shares	+2.6K	+$71.6K	$751.2K
31	SENTINEL PENSION ADVISORS, LLC added	Shares	+2.1K	+$44.0K	$2.3M
32	Wealthcare Advisory Partners LLC added	Shares	+1.4K	+$33.1K	$1.5M
33	Tactive Advisors, LLC added	Shares	+1.3K	+$25.9K	$1.9M
34	Falcon Wealth Planning added	Shares	+847	+$22.6K	$368.9K
35	Crane Advisory, LLC added	Shares	+7.0K	+$15.4K	$28.8M
36	Successful Portfolios LLC added	Shares	+859	+$14.3K	$1.2M
37	XY Planning Network, Inc. added	Shares	+536	+$13.3K	$837.9K
38	J.W. COLE ADVISORS, INC. added	Shares	+506	+$12.9K	$313.8K
39	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new	Shares	+440	+$12.7K	$12.7K
40	Sowell Financial Services LLC added	Shares	+453	+$9.1K	$694.4K
41	Triumph Capital Management new	Shares	+273	+$7.9K	$7.9K
42	Wealthcare Capital Partners, LLC added	Shares	+161	+$3.2K	$262.4K
43	Kohmann Bosshard Financial Services, LLC added	Shares	+308	+$2.2K	$1.2M
44	B. Riley Wealth Advisors, Inc. added	Shares	+120	+$1.6K	$419.6K
45	Sightline Wealth Advisors, LLC added	Shares	+140	+$1.5K	$430.5K
46	SBI Securities Co., Ltd. added	Shares	+55	+$1.2K	$67.5K
47	Aspire Private Capital, LLC added	Shares	+206	+$593	$923.4K
48	LGT Financial Advisors LLC new	Shares	+12	+$348	$348
49	Versant Capital Management, Inc added	Shares	+22	+$237	$65.7K
50	TSFG, LLC added	Shares	+1.4K	+$41	$184

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