Filing Research | SPDR INDEX SHS FDS Institutional Holdings

Snapshot holdings

50 / 59 loaded

#		Instrument	quantity
1	Avidian Wealth Enterprises, LLC	Shares	153.2KSH	$7.6M
2	Addis & Hill, Inc	Shares	145.6KSH	$7.2M
3	White & Co Financial Planning Inc	Shares	131.2KSH	$6.5M
4	Orin Green Financial, LLC	Shares	116.5KSH	$5.8M
5	Waldron Private Wealth LLC	Shares	103.5KSH	$5.1M
6	JFS WEALTH ADVISORS, LLC	Shares	94.5KSH	$4.7M
7	Foster Victor Wealth Advisors, LLC	Shares	83.1KSH	$4.2M
8	Capital Investment Management, Inc.	Shares	47.1KSH	$2.3M
9	FSM Wealth Advisors, LLC	Shares	45.7KSH	$2.3M
10	Boltwood Capital Management	Shares	30.9KSH	$1.5M
11	Abacus Planning Group, Inc.	Shares	29.0KSH	$1.4M
12	WLTH Capital Management, LLC	Shares	24.4KSH	$1.2M
13	LANARK FINANCIAL, INC.	Shares	23.4KSH	$1.2M
14	HHM Wealth Advisors, LLC	Shares	22.5KSH	$1.1M
15	RFG Advisory, LLC	Shares	20.9KSH	$1.0M
16	Aspire Private Capital, LLC	Shares	20.5KSH	$1.0M
17	ORBA Wealth Advisors, L.L.C.	Shares	19.2KSH	$954.6K
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	17.2KSH	$866.1K
19	XML Financial, LLC	Shares	15.1KSH	$749.4K
20	Apella Capital, LLC	Shares	13.8KSH	$700.0K
21	FIDUCIARY FINANCIAL GROUP, LLC	Shares	13.6KSH	$677.8K
22	OLD NATIONAL BANCORP /IN/	Shares	13.3KSH	$661.3K
23	COURIER CAPITAL LLC	Shares	10.1KSH	$503.3K
24	J.W. COLE ADVISORS, INC.	Shares	10.1KSH	$499.8K
25	Sincerus Advisory, LLC	Shares	8.6KSH	$425.6K
26	FC Advisory LLC	Shares	7.5KSH	$372.5K
27	Evanson Financial, LLC	Shares	6.5KSH	$321.5K
28	PCB Capital LLC	Shares	6.1KSH	$304.0K
29	Envision Financial LLC	Shares	5.5KSH	$273.1K
30	Sowell Financial Services LLC	Shares	5.4KSH	$270.7K
31	Pacific Capital Wealth Advisors, Inc.	Shares	5.4KSH	$267.0K
32	Emerald Advisors, LLC	Shares	5.2KSH	$260.3K
33	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	5.2KSH	$258.3K
34	Kondo Wealth Advisors, Inc.	Shares	4.9KSH	$244.0K
35	CoreCap Advisors, LLC	Shares	2.6KSH	$128.1K
36	IFP Advisors, Inc	Shares	2.6KSH	$127.8K
37	EverSource Wealth Advisors, LLC	Shares	2.0KSH	$97.9K
38	FIRST COMMUNITY TRUST NA	Shares	900SH	$44.7K
39	AdvisorNet Financial, Inc	Shares	534SH	$26.5K
40	Wilkerson Advisory Group LLC	Shares	355SH	$17.7K
41	Crews Bank & Trust	Shares	332SH	$16.5K
42	TRUST CO OF TOLEDO NA /OH/	Shares	300SH	$14.9K
43	Farther Finance Advisors, LLC	Shares	205SH	$10.2K
44	LRI Investments, LLC	Shares	162SH	$8.1K
45	Physician Wealth Advisors, Inc.	Shares	151SH	$7.5K
46	Main Street Group, LTD	Shares	90SH	$4.5K
47	Golden State Wealth Management, LLC	Shares	87SH	$4.3K
48	Realta Investment Advisors	Shares	83SH	$4.1K
49	Longview Financial Advisors LLC	Shares	81SH	$4.0K
50	PARK AVENUE SECURITIES LLC	Shares	80.3KSH	$4.0K

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

50 / 62 loaded

#		Instrument
1	Foster Victor Wealth Advisors, LLC new	Shares	+83.1K	+$4.2M	$4.2M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+17.2K	+$866.1K	$866.1K
3	Avidian Wealth Enterprises, LLC added	Shares	+1.5K	+$673.6K	$7.6M
4	White & Co Financial Planning Inc added	Shares	+2.7K	+$641.4K	$6.5M
5	Addis & Hill, Inc trimmed	Shares	-1.7K	+$494.7K	$7.2M
6	JFS WEALTH ADVISORS, LLC added	Shares	+2.7K	+$494.4K	$4.7M
7	Orin Green Financial, LLC trimmed	Shares	-1.4K	+$396.5K	$5.8M
8	Waldron Private Wealth LLC trimmed	Shares	-2.2K	+$306.8K	$5.1M
9	ORBA Wealth Advisors, L.L.C. added	Shares	+4.0K	+$258.6K	$954.6K
10	Boltwood Capital Management added	Shares	+2.5K	+$236.5K	$1.5M
11	Capital Investment Management, Inc. added	Shares	+612	+$213.6K	$2.3M
12	LANARK FINANCIAL, INC. added	Shares	+944	+$135.6K	$1.2M
13	Sincerus Advisory, LLC added	Shares	+2.1K	+$131.6K	$425.6K
14	Aspire Private Capital, LLC added	Shares	+728	+$113.9K	$1.0M
15	FSM Wealth Advisors, LLC trimmed	Shares	-1.4K	+$113.7K	$2.3M
16	J.W. COLE ADVISORS, INC. added	Shares	+1.5K	+$106.8K	$499.8K
17	RFG Advisory, LLC added	Shares	+47	+$84.4K	$1.0M
18	PCB Capital LLC added	Shares	+1.1K	+$75.5K	$304.0K
19	HHM Wealth Advisors, LLC trimmed	Shares	-711	+$56.1K	$1.1M
20	OLD NATIONAL BANCORP /IN/ unchanged	Shares	0	+$52.4K	$661.3K
21	FC Advisory LLC added	Shares	+371	+$46.5K	$372.5K
22	COURIER CAPITAL LLC unchanged	Shares	0	+$39.9K	$503.3K
23	Sowell Financial Services LLC added	Shares	+273	+$33.9K	$270.7K
24	XML Financial, LLC trimmed	Shares	-656	+$29.3K	$749.4K
25	Abacus Planning Group, Inc. trimmed	Shares	-1.9K	+$26.0K	$1.4M
26	Pacific Capital Wealth Advisors, Inc. unchanged	Shares	0	+$21.2K	$267.0K
27	Kondo Wealth Advisors, Inc. trimmed	Shares	-29	+$18.1K	$244.0K
28	Crews Bank & Trust new	Shares	+332	+$16.5K	$16.5K
29	Emerald Advisors, LLC trimmed	Shares	-112	+$15.5K	$260.3K
30	FIDUCIARY FINANCIAL GROUP, LLC trimmed	Shares	-849	+$14.9K	$677.8K
31	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed	Shares	-176	+$12.4K	$258.3K
32	IFP Advisors, Inc unchanged	Shares	0	+$10.1K	$127.8K
33	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$7.8K	$97.9K
34	FIRST COMMUNITY TRUST NA unchanged	Shares	0	+$3.5K	$44.7K
35	AdvisorNet Financial, Inc added	Shares	+1	+$2.2K	$26.5K
36	Wilkerson Advisory Group LLC added	Shares	+3	+$1.5K	$17.7K
37	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	+$1.2K	$14.9K
38	LRI Investments, LLC unchanged	Shares	0	+$638	$8.1K
39	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$595	$7.5K
40	Tradewinds Capital Management, LLC new	Shares	+10	+$498	$498
41	PARK AVENUE SECURITIES LLC added	Shares	+2.5K	+$433	$4.0K
42	Main Street Group, LTD unchanged	Shares	0	+$361	$4.5K
43	Golden State Wealth Management, LLC unchanged	Shares	0	+$343	$4.3K
44	Realta Investment Advisors unchanged	Shares	0	+$327	$4.1K
45	Longview Financial Advisors LLC unchanged	Shares	0	+$319	$4.0K
46	Arlington Trust Co LLC unchanged	Shares	0	+$307	$3.9K
47	Capital Investment Advisory Services, LLC unchanged	Shares	0	+$260	$3.3K
48	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$214	$3.1K
49	Bogart Wealth, LLC unchanged	Shares	0	+$23	$298
50	SIGNATUREFD, LLC unchanged	Shares	0	+$1	$5

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