Filing Research | SPDR SERIES TRUST Institutional Holdings

Snapshot holdings

32 / 32 loaded

#		Instrument	quantity
1	ALBION FINANCIAL GROUP /UT	Shares	46.4KSH	$7.2M
2	Gradient Investments LLC	Shares	6.8KSH	$1.1M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	5.4KSH	$837.6K
4	Fingerlakes Wealth Management, Inc.	Shares	3.9KSH	$594.8K
5	Dynamic Advisor Solutions LLC	Shares	3.8KSH	$580.4K
6	CWC Advisors, LLC.	Shares	3.2KSH	$498.3K
7	Mendel Capital Management LLC	Shares	3.2KSH	$494.6K
8	Aprio Wealth Management, LLC	Shares	2.8KSH	$429.9K
9	MITCHELL SINKLER & STARR/PA	Shares	2.6KSH	$405.4K
10	JOHNSON INVESTMENT COUNSEL INC	Shares	2.5KSH	$386.1K
11	TRAPHAGEN INVESTMENT ADVISORS LLC	Shares	2.1KSH	$321.2K
12	Grove Bank & Trust	Shares	1.9KSH	$291.3K
13	Winter & Associates, Inc.	Shares	1.9KSH	$291.0K
14	Sowell Financial Services LLC	Shares	1.7KSH	$255.7K
15	Sincerus Advisory, LLC	Shares	1.6KSH	$248.4K
16	Pearl Planning LLC	Shares	1.5KSH	$226.4K
17	Evanson Financial, LLC	Shares	1.4KSH	$213.0K
18	PFG Investments, LLC	Shares	1.3KSH	$207.4K
19	MJT & Associates Financial Advisory Group, Inc.	Shares	993SH	$153.4K
20	Vermillion Wealth Management, Inc.	Shares	984SH	$152.0K
21	Midway Capital Research & Management	Shares	865SH	$133.6K
22	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	795SH	$122.8K
23	Princeton Global Asset Management LLC	Shares	529SH	$81.8K
24	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	221SH	$33.9K
25	Creative Capital Management Investments LLC	Shares	150SH	$23.2K
26	Golden State Wealth Management, LLC	Shares	118SH	$18.2K
27	SBI Securities Co., Ltd.	Shares	100SH	$15.4K
28	Lodestone Wealth Management LLC	Shares	30SH	$4.6K
29	WOLFF WIESE MAGANA LLC	Shares	10SH	$1.5K
30	Financial Life Planners	Shares	2SH	$316
31	Triumph Capital Management	Shares	2SH	$309
32	Farther Finance Advisors, LLC	Shares	1SH	$132

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

32 / 32 loaded

#		Instrument
1	ALBION FINANCIAL GROUP /UT added	Shares	+1.7K	+$1.5M	$7.2M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+999	+$266.5K	$837.6K
3	Pearl Planning LLC new	Shares	+1.5K	+$226.4K	$226.4K
4	Gradient Investments LLC added	Shares	+218	+$209.4K	$1.1M
5	PFG Investments, LLC new	Shares	+1.3K	+$207.4K	$207.4K
6	Dynamic Advisor Solutions LLC added	Shares	+183	+$123.5K	$580.4K
7	Fingerlakes Wealth Management, Inc. added	Shares	+8	+$103.6K	$594.8K
8	Mendel Capital Management LLC added	Shares	+1	+$85.4K	$494.6K
9	CWC Advisors, LLC. trimmed	Shares	-32	+$81.8K	$498.3K
10	Aprio Wealth Management, LLC trimmed	Shares	-13	+$72.4K	$429.9K
11	MITCHELL SINKLER & STARR/PA unchanged	Shares	0	+$69.9K	$405.4K
12	JOHNSON INVESTMENT COUNSEL INC unchanged	Shares	0	+$66.6K	$386.1K
13	TRAPHAGEN INVESTMENT ADVISORS LLC added	Shares	+4	+$55.8K	$321.2K
14	Grove Bank & Trust unchanged	Shares	0	+$50.2K	$291.3K
15	Sowell Financial Services LLC trimmed	Shares	-8	+$43.0K	$255.7K
16	Sincerus Advisory, LLC trimmed	Shares	-116	+$28.1K	$248.4K
17	Vermillion Wealth Management, Inc. added	Shares	+2	+$26.5K	$152.0K
18	Creative Capital Management Investments LLC new	Shares	+150	+$23.2K	$23.2K
19	Midway Capital Research & Management unchanged	Shares	0	+$23.0K	$133.6K
20	Princeton Global Asset Management LLC added	Shares	+1	+$14.3K	$81.8K
21	MJT & Associates Financial Advisory Group, Inc. trimmed	Shares	-119	+$11.2K	$153.4K
22	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$9.0K	$122.8K
23	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$5.4K	$33.9K
24	Golden State Wealth Management, LLC unchanged	Shares	0	+$3.1K	$18.2K
25	SBI Securities Co., Ltd. unchanged	Shares	0	+$2.7K	$15.4K
26	Lodestone Wealth Management LLC unchanged	Shares	0	+$809	$4.6K
27	WOLFF WIESE MAGANA LLC unchanged	Shares	0	+$266	$1.5K
28	Financial Life Planners unchanged	Shares	0	+$55	$316
29	Triumph Capital Management unchanged	Shares	0	+$53	$309
30	Farther Finance Advisors, LLC unchanged	Shares	0	+$21	$132
31	Winter & Associates, Inc. trimmed	Shares	-1.3K	-$120.5K	$291.0K
32	Mountain Capital Investment Advisors Inc. exited	Shares	-2.5K	-$356.8K	$0