Filing Research | SPDR S&P Aerospace Def ETF Institutional Holdings

Snapshot holdings

50 / 188 loaded

#		Instrument	quantity
1	Howard Capital Management Group, LLC	Shares	184.4KSH	$52.3M
2	AFFINITY WEALTH MANAGEMENT LLC	Shares	156.6KSH	$44.4M
3	Enclave Advisors LLC	Shares	143.1KSH	$40.6M
4	Teamwork Financial Advisors, LLC	Shares	84.6KSH	$24.0M
5	CUMBERLAND ADVISORS INC	Shares	72.6KSH	$20.6M
6	WESPAC Advisors SoCal, LLC	Shares	50.4KSH	$14.3M
7	ARMSTRONG ADVISORY GROUP, INC	Shares	48.3KSH	$13.7M
8	Merit Financial Group, LLC	Shares	41.9KSH	$11.9M
9	FLC Capital Advisors	Shares	33.6KSH	$9.5M
10	CoreCap Advisors, LLC	Shares	33.1KSH	$9.4M
11	BOURGEON CAPITAL MANAGEMENT LLC	Shares	32.8KSH	$9.3M
12	HBW ADVISORY SERVICES LLC	Shares	31.7KSH	$9.0M
13	SOUTHERN CAPITAL SERVICES INC /ADV	Shares	27.3KSH	$7.8M
14	FIFTH THIRD SECURITIES, INC.	Shares	21.1KSH	$6.0M
15	VIEWPOINT INVESTMENT PARTNERS CORP	Shares	19.9KSH	$5.9M
16	Fortis Group Advisors, LLC	Shares	18.4KSH	$5.2M
17	MEITAV INVESTMENT HOUSE LTD	Shares	17.6KSH	$5.0M
18	Hobart Private Capital, LLC	Shares	17.5KSH	$5.0M
19	D.A. DAVIDSON & CO.	Shares	16.5KSH	$4.7M
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	17.1KSH	$4.6M
21	Silverleafe Capital Partners, LLC	Shares	15.5KSH	$4.4M
22	Cornerstone Wealth Management, LLC	Shares	12.8KSH	$3.6M
23	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	12.2KSH	$3.5M
24	Buska Wealth Management, LLC	Shares	12.1KSH	$3.4M
25	Keystone Global Partners, LLC	Shares	11.3KSH	$3.2M
26	Spinnaker Investment Group, LLC	Shares	11.3KSH	$3.2M
27	VVR Holdings LLC	Shares	11.1KSH	$3.1M
28	J.W. COLE ADVISORS, INC.	Shares	10.7KSH	$3.0M
29	American Financial Advisors, LLC	Shares	10.0KSH	$2.8M
30	Clarus Wealth Advisors	Shares	10.1KSH	$2.8M
31	MADDEN SECURITIES Corp	Shares	9.6KSH	$2.7M
32	IFP Advisors, Inc	Shares	9.4KSH	$2.7M
33	CFS Investment Advisory Services, LLC	Shares	8.9KSH	$2.6M
34	SeaCrest Wealth Management, LLC	Shares	8.3KSH	$2.4M
35	Security Financial Services, INC.	Shares	7.4KSH	$2.1M
36	Global View Capital Management LLC	Shares	7.3KSH	$2.1M
37	FLAGSTAR SECURITIES, INC	Shares	6.9KSH	$2.0M
38	Brookstone Capital Management	Shares	6.6KSH	$1.9M
39	BENJAMIN EDWARDS INC	Shares	6.6KSH	$1.9M
40	Sequoia Financial Advisors, LLC	Shares	6.1KSH	$1.7M
41	Kraft, Davis & Associates, LLC	Shares	6.1KSH	$1.7M
42	Accurate Wealth Management, LLC	Shares	5.8KSH	$1.6M
43	B. Riley Wealth Advisors, Inc.	Shares	5.6KSH	$1.6M
44	Formidable Asset Management, LLC	Shares	6.0KSH	$1.5M
45	FFG Partners, LLC	Shares	5.2KSH	$1.5M
46	Cyndeo Wealth Partners, LLC	Shares	5.1KSH	$1.4M
47	WealthBridge Capital Management, LLC	Shares	5.1KSH	$1.4M
48	First Growth Capital LLC	Shares	4.8KSH	$1.4M
49	Provenance Wealth Advisors, LLC	Shares	4.5KSH	$1.3M
50	IAMS WEALTH MANAGEMENT, LLC	Shares	4.4KSH	$1.3M

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

50 / 200 loaded

#		Instrument
1	Enclave Advisors LLC added	Shares	+9.7K	+$6.7M	$40.6M
2	Fortis Group Advisors, LLC new	Shares	+18.4K	+$5.2M	$5.2M
3	Howard Capital Management Group, LLC trimmed	Shares	-1.5K	+$5.1M	$52.3M
4	Teamwork Financial Advisors, LLC added	Shares	+9.7K	+$5.0M	$24.0M
5	AFFINITY WEALTH MANAGEMENT LLC trimmed	Shares	-838	+$4.5M	$44.4M
6	Silverleafe Capital Partners, LLC new	Shares	+15.5K	+$4.4M	$4.4M
7	FIFTH THIRD SECURITIES, INC. added	Shares	+12.2K	+$3.7M	$6.0M
8	HBW ADVISORY SERVICES LLC added	Shares	+5.0K	+$2.2M	$9.0M
9	ARMSTRONG ADVISORY GROUP, INC added	Shares	+1.9K	+$1.9M	$13.7M
10	CFS Investment Advisory Services, LLC added	Shares	+6.4K	+$1.9M	$2.6M
11	CUMBERLAND ADVISORS INC trimmed	Shares	-1.2K	+$1.9M	$20.6M
12	WESPAC Advisors SoCal, LLC added	Shares	+1.1K	+$1.8M	$14.3M
13	SOUTHERN CAPITAL SERVICES INC /ADV added	Shares	+2.2K	+$1.4M	$7.8M
14	Hobart Private Capital, LLC added	Shares	+3.2K	+$1.3M	$5.0M
15	Merit Financial Group, LLC trimmed	Shares	-1.0K	+$983.5K	$11.9M
16	FLC Capital Advisors trimmed	Shares	-445	+$889.7K	$9.5M
17	J.W. COLE ADVISORS, INC. added	Shares	+2.0K	+$831.9K	$3.0M
18	VIEWPOINT INVESTMENT PARTNERS CORP trimmed	Shares	-3.4K	+$825.8K	$5.9M
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.3K	+$803.4K	$4.6M
20	Security Financial Services, INC. added	Shares	+2.2K	+$773.9K	$2.1M
21	BLUE JEAN FINANCIAL LLC new	Shares	+2.6K	+$746.4K	$746.4K
22	Cornerstone Wealth Management, LLC added	Shares	+1.3K	+$716.2K	$3.6M
23	BOURGEON CAPITAL MANAGEMENT LLC trimmed	Shares	-1.3K	+$635.1K	$9.3M
24	Strategic Blueprint, LLC added	Shares	+2.0K	+$629.5K	$1.1M
25	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+1.0K	+$621.5K	$3.5M
26	D.A. DAVIDSON & CO. added	Shares	+498	+$619.1K	$4.7M
27	Keystone Global Partners, LLC added	Shares	+1.1K	+$610.8K	$3.2M
28	Global View Capital Management LLC added	Shares	+1.4K	+$571.1K	$2.1M
29	Asempa Wealth Advisors new	Shares	+2.0K	+$570.1K	$570.1K
30	Mayflower Financial Advisors, LLC new	Shares	+1.9K	+$548.9K	$548.9K
31	VVR Holdings LLC added	Shares	+798	+$532.7K	$3.1M
32	COLTON GROOME FINANCIAL ADVISORS, LLC new	Shares	+1.9K	+$525.9K	$525.9K
33	Spinnaker Investment Group, LLC added	Shares	+734	+$522.5K	$3.2M
34	IFP Advisors, Inc added	Shares	+816	+$486.4K	$2.7M
35	PFG Advisors added	Shares	+1.5K	+$465.8K	$893.1K
36	Kelly Financial Services LLC new	Shares	+1.6K	+$464.0K	$464.0K
37	Cypress Wealth Services, LLC new	Shares	+1.6K	+$444.7K	$444.7K
38	ShoreHaven Wealth Partners, LLC added	Shares	+1.1K	+$415.9K	$1.2M
39	FLAGSTAR SECURITIES, INC added	Shares	+732	+$392.4K	$2.0M
40	NWAM LLC added	Shares	+1.1K	+$349.7K	$628.3K
41	Sculati Wealth Management, LLC new	Shares	+1.3K	+$348.3K	$348.3K
42	WORLD EQUITY GROUP, INC. new	Shares	+1.2K	+$338.4K	$338.4K
43	Clarus Wealth Advisors added	Shares	+745	+$332.3K	$2.8M
44	Pacific Excel Wealth Advisors, Inc. new	Shares	+1.1K	+$314.7K	$314.7K
45	FFG Partners, LLC added	Shares	+588	+$303.8K	$1.5M
46	Kraft, Davis & Associates, LLC added	Shares	+760	+$288.5K	$1.7M
47	MADDEN SECURITIES Corp unchanged	Shares	0	+$285.7K	$2.7M
48	M3 Advisory Group, LLC new	Shares	+919	+$260.8K	$260.8K
49	Eagle Strategies LLC new	Shares	+907	+$257.4K	$257.4K
50	Formidable Asset Management, LLC added	Shares	+727	+$252.1K	$1.5M

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