Filing Research | SELECT SECTOR SPDR TR SBI INT- Institutional Holdings

Snapshot holdings

50 / 959 loaded

#		Instrument	quantity
1	WestEnd Advisors, LLC	Shares	3.4MSH	$640.2M
2	BAR HARBOR WEALTH MANAGEMENT	Shares	929.2KSH	$177.0M
3	GRIMES & Co WEALTH MANAGEMENT, LLC	Shares	925.3KSH	$176.3M
4	Conservest Capital Advisors, Inc.	Shares	872.6KSH	$166.2M
5	CoreCap Advisors, LLC	Shares	614.0KSH	$117.0M
6	Mirae Asset Global Investments Co., Ltd.	Shares	550.0KSH	$104.8M
7	IMZ Advisory Inc	Shares	491.4KSH	$93.6M
8	LIGHTHOUSE FINANCIAL SERVICES INC /ADV	Shares	381.2KSH	$70.8M
9	MEITAV INVESTMENT HOUSE LTD	Shares	354.1KSH	$67.5M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	365.6KSH	$67.3M
11	Asset Advisors Investment Management, LLC	Shares	350.8KSH	$66.8M
12	Stillwater Capital Advisors, LLC	Shares	325.8KSH	$62.1M
13	OLD NATIONAL BANCORP /IN/	Shares	304.2KSH	$58.0M
14	KWMG, LLC	Shares	303.3KSH	$57.8M
15	Trilogy Capital Inc.	Shares	292.3KSH	$55.7M
16	PETREDIS INVESTMENT ADVISORS LLC	Shares	277.2KSH	$52.8M
17	DAVENPORT & Co LLC	Shares	276.1KSH	$52.6M
18	BRAVE ASSET MANAGEMENT INC	Shares	273.7KSH	$52.1M
19	CHEMUNG CANAL TRUST CO	Shares	267.8KSH	$51.0M
20	INDEPENDENT FINANCIAL GROUP, LLC	Shares	259.6KSH	$49.5M
21	Essex LLC	Shares	257.9KSH	$49.1M
22	Intrua Financial, LLC	Shares	256.9KSH	$48.9M
23	FIRST INTERSTATE BANK	Shares	248.8KSH	$47.4M
24	J.W. COLE ADVISORS, INC.	Shares	247.7KSH	$47.2M
25	Onyx Bridge Wealth Group LLC	Shares	246.4KSH	$46.9M
26	EXCHANGE TRADED CONCEPTS, LLC	Shares	238.9KSH	$45.5M
27	Wellspring Financial Advisors, LLC	Shares	237.4KSH	$45.2M
28	ARS Wealth Advisors Group, LLC	Shares	235.6KSH	$44.9M
29	Strategic Point Investment Advisors, LLC	Shares	233.9KSH	$44.6M
30	FIRST HORIZON CORP	Shares	227.7KSH	$43.4M
31	PFG Investments, LLC	Shares	224.9KSH	$42.9M
32	Biltmore Wealth Management, LLC	Shares	208.7KSH	$39.8M
33	Farther Finance Advisors, LLC	Shares	204.5KSH	$38.9M
34	Oakworth Capital, Inc.	Shares	204.4KSH	$38.6M
35	Nelson Capital Management, LLC	Shares	200.6KSH	$38.2M
36	Gratus Wealth Advisors, LLC	Shares	197.5KSH	$37.6M
37	Rezny Wealth Management, Inc.	Shares	196.7KSH	$37.5M
38	Apollon Financial, LLC	Shares	187.3KSH	$35.7M
39	Clarity Financial LLC	Shares	185.5KSH	$35.3M
40	RFG Advisory, LLC	Shares	185.3KSH	$35.3M
41	BENJAMIN EDWARDS INC	Shares	184.8KSH	$35.2M
42	Orange Investment Advisors, Inc.	Shares	183.4KSH	$34.9M
43	High Note Wealth, LLC	Shares	180.5KSH	$34.4M
44	Tiller Private Wealth, Inc.	Shares	173.2KSH	$33.0M
45	United Asset Strategies, Inc.	Shares	155.7KSH	$29.7M
46	Stonebridge Financial Group, LLC	Shares	154.6KSH	$29.5M
47	CREDIT INDUSTRIEL ET COMMERCIAL	PUT	154.0KSH	$29.3M
48	Foguth Wealth Management, LLC.	Shares	166.2KSH	$29.2M
49	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	152.8KSH	$29.1M
50	Spire Wealth Management	Shares	146.9KSH	$28.0M

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

50 / 971 loaded

#		Instrument
1	WestEnd Advisors, LLC added	Shares	+136.9K	+$211.8M	$640.2M
2	GRIMES & Co WEALTH MANAGEMENT, LLC added	Shares	+201.9K	+$80.1M	$176.3M
3	Mirae Asset Global Investments Co., Ltd. added	Shares	+182.1K	+$55.9M	$104.8M
4	BAR HARBOR WEALTH MANAGEMENT trimmed	Shares	-3.9K	+$53.0M	$177.0M
5	Conservest Capital Advisors, Inc. trimmed	Shares	-33.5K	+$45.8M	$166.2M
6	CoreCap Advisors, LLC added	Shares	+41.0K	+$40.8M	$117.0M
7	Onyx Bridge Wealth Group LLC added	Shares	+134.7K	+$32.1M	$46.9M
8	Stonebridge Financial Group, LLC added	Shares	+152.0K	+$29.1M	$29.5M
9	Asset Advisors Investment Management, LLC added	Shares	+48.9K	+$26.7M	$66.8M
10	IMZ Advisory Inc trimmed	Shares	-18.4K	+$25.9M	$93.6M
11	Wellspring Financial Advisors, LLC added	Shares	+65.8K	+$22.4M	$45.2M
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+30.3K	+$22.0M	$67.3M
13	Compass Wealth Management, LLC/GA new	Shares	+114.7K	+$21.9M	$21.9M
14	MEITAV INVESTMENT HOUSE LTD added	Shares	+3.8K	+$20.9M	$67.5M
15	Farther Finance Advisors, LLC added	Shares	+68.4K	+$20.6M	$38.9M
16	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+38.0K	+$20.0M	$49.5M
17	Redhawk Wealth Advisors, Inc. added	Shares	+91.8K	+$18.8M	$21.7M
18	Stillwater Capital Advisors, LLC trimmed	Shares	-464	+$18.7M	$62.1M
19	KWMG, LLC added	Shares	+5.0K	+$18.1M	$57.8M
20	DAVENPORT & Co LLC added	Shares	+13.6K	+$17.7M	$52.6M
21	Intrua Financial, LLC added	Shares	+20.2K	+$17.5M	$48.9M
22	OLD NATIONAL BANCORP /IN/ trimmed	Shares	-7.0K	+$16.6M	$58.0M
23	BRAVE ASSET MANAGEMENT INC added	Shares	+6.1K	+$16.6M	$52.1M
24	PFG Investments, LLC added	Shares	+21.2K	+$15.8M	$42.9M
25	PETREDIS INVESTMENT ADVISORS LLC trimmed	Shares	-2.3K	+$15.7M	$52.8M
26	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+9.4K	+$15.0M	$45.5M
27	CHEMUNG CANAL TRUST CO trimmed	Shares	-5.3K	+$14.7M	$51.0M
28	Essex LLC trimmed	Shares	-2.3K	+$14.6M	$49.1M
29	NEW WAVE WEALTH ADVISORS LLC added	Shares	+59.6K	+$13.9M	$19.6M
30	Strategic Point Investment Advisors, LLC added	Shares	+2.5K	+$13.8M	$44.6M
31	LIGHTHOUSE FINANCIAL SERVICES INC /ADV trimmed	Shares	-4.9K	+$13.6M	$70.8M
32	Global Wealth Strategies & Associates added	Shares	+69.4K	+$13.6M	$14.5M
33	J.W. COLE ADVISORS, INC. trimmed	Shares	-6.1K	+$13.5M	$47.2M
34	ARS Wealth Advisors Group, LLC trimmed	Shares	-2.7K	+$13.2M	$44.9M
35	BENJAMIN EDWARDS INC added	Shares	+18.7K	+$13.1M	$35.2M
36	FIRST INTERSTATE BANK trimmed	Shares	-11.1K	+$12.9M	$47.4M
37	Rezny Wealth Management, Inc. added	Shares	+9.4K	+$12.6M	$37.5M
38	FIRST HORIZON CORP trimmed	Shares	-7.0K	+$12.2M	$43.4M
39	Nelson Capital Management, LLC added	Shares	+3.1K	+$12.0M	$38.2M
40	ADAMS DIVERSIFIED EQUITY FUND, INC. new	Shares	+60.6K	+$11.5M	$11.5M
41	Oakworth Capital, Inc. trimmed	Shares	-702	+$11.4M	$38.6M
42	Gratus Wealth Advisors, LLC trimmed	Shares	-2.1K	+$11.1M	$37.6M
43	Keystone Global Partners, LLC added	Shares	+19.5K	+$11.0M	$27.8M
44	Cooper Capital Advisors LLC new	Shares	+57.4K	+$10.9M	$10.9M
45	RFG Advisory, LLC added	Shares	+1.8K	+$10.9M	$35.3M
46	CREDIT INDUSTRIEL ET COMMERCIAL added	PUT	+15.0K	+$10.9M	$29.3M
47	Biltmore Wealth Management, LLC trimmed	Shares	-9.9K	+$10.7M	$39.8M
48	CONTINUUM WEALTH ADVISORS, LLC new	Shares	+53.9K	+$10.3M	$10.3M
49	Apollon Financial, LLC trimmed	Shares	-4.7K	+$10.2M	$35.7M
50	High Note Wealth, LLC trimmed	Shares	-4.1K	+$9.9M	$34.4M

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