Filing Research | SPDR SERIES TRUST Institutional Holdings

Snapshot holdings

35 / 35 loaded

#		Instrument	quantity
1	Envestnet Portfolio Solutions, Inc.	Shares	1.3MSH	$44.9M
2	CONTINUUM WEALTH ADVISORS, LLC	Shares	407.0KSH	$13.6M
3	Aspire Private Capital, LLC	Shares	209.4KSH	$7.0M
4	Raleigh Capital Management Inc.	Shares	116.5KSH	$3.9M
5	Capital Investment Management, Inc.	Shares	67.5KSH	$2.3M
6	Midwest Financial Network, LLC	Shares	54.6KSH	$1.8M
7	Legacy Wealth Partners, LLC	Shares	45.6KSH	$1.5M
8	JOHNSON INVESTMENT COUNSEL INC	Shares	37.5KSH	$1.3M
9	Global Financial Private Client, LLC	Shares	36.0KSH	$1.2M
10	LOCKERMAN FINANCIAL GROUP, INC.	Shares	35.4KSH	$1.2M
11	Sharkey, Howes & Javer	Shares	35.4KSH	$1.2M
12	RFG Advisory, LLC	Shares	29.0KSH	$969.5K
13	Balefire, LLC	Shares	26.9KSH	$898.0K
14	Hibernia Wealth Partners, LLC	Shares	13.0KSH	$434.8K
15	Aegis Wealth Management, Inc.	Shares	12.1KSH	$404.1K
16	NWAM LLC	Shares	11.9KSH	$396.5K
17	Farther Finance Advisors, LLC	Shares	9.2KSH	$306.5K
18	ABSOLUTE CAPITAL MANAGEMENT, LLC	Shares	8.8KSH	$295.1K
19	Spinnaker Investment Group, LLC	Shares	7.9KSH	$263.2K
20	Kelly Financial Services LLC	Shares	6.9KSH	$231.4K
21	Sowell Financial Services LLC	Shares	6.8KSH	$226.7K
22	October Effect Ltd	Shares	6.7KSH	$222.9K
23	PCB Capital LLC	Shares	6.5KSH	$216.4K
24	Triumph Capital Management	Shares	5.3KSH	$178.6K
25	IFP Advisors, Inc	Shares	3.6KSH	$118.8K
26	EVOLUTION WEALTH MANAGEMENT INC.	Shares	1.9KSH	$64.2K
27	Cohalo Advisory LLC	Shares	861SH	$28.8K
28	AdvisorNet Financial, Inc	Shares	648SH	$21.7K
29	Quest 10 Wealth Builders, Inc.	Shares	555SH	$18.6K
30	LANARK FINANCIAL, INC.	Shares	485SH	$16.2K
31	Cape Investment Advisory, Inc.	Shares	388SH	$13.0K
32	PARK AVENUE SECURITIES LLC	Shares	356.3KSH	$11.9K
33	CoreCap Advisors, LLC	Shares	139SH	$4.6K
34	Networth Advisors, LLC	Shares	34SH	$1.1K
35	GROESBECK INVESTMENT MANAGEMENT CORP /NJ/	Shares	1.5KSH	$50

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

36 / 36 loaded

#		Instrument
1	Envestnet Portfolio Solutions, Inc. added	Shares	+153.7K	+$3.0M	$44.9M
2	CONTINUUM WEALTH ADVISORS, LLC added	Shares	+63.7K	+$1.5M	$13.6M
3	Midwest Financial Network, LLC added	Shares	+21.1K	+$643.9K	$1.8M
4	Spinnaker Investment Group, LLC new	Shares	+7.9K	+$263.2K	$263.2K
5	Farther Finance Advisors, LLC added	Shares	+7.8K	+$257.9K	$306.5K
6	October Effect Ltd new	Shares	+6.7K	+$222.9K	$222.9K
7	PCB Capital LLC new	Shares	+6.5K	+$216.4K	$216.4K
8	Aegis Wealth Management, Inc. added	Shares	+4.9K	+$152.3K	$404.1K
9	Hibernia Wealth Partners, LLC added	Shares	+4.1K	+$121.2K	$434.8K
10	IFP Advisors, Inc new	Shares	+3.6K	+$118.8K	$118.8K
11	Legacy Wealth Partners, LLC added	Shares	+4.5K	+$77.5K	$1.5M
12	LOCKERMAN FINANCIAL GROUP, INC. added	Shares	+3.7K	+$67.0K	$1.2M
13	Raleigh Capital Management Inc. added	Shares	+6.9K	+$33.3K	$3.9M
14	Sowell Financial Services LLC added	Shares	+889	+$19.1K	$226.7K
15	Cape Investment Advisory, Inc. new	Shares	+388	+$13.0K	$13.0K
16	Quest 10 Wealth Builders, Inc. added	Shares	+122	+$3.3K	$18.6K
17	Networth Advisors, LLC added	Shares	+5	+$115	$1.1K
18	CoreCap Advisors, LLC added	Shares	+9	+$66	$4.6K
19	GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ new	Shares	+1.5K	+$50	$50
20	PARK AVENUE SECURITIES LLC added	Shares	+3.1K	-$537	$11.9K
21	LANARK FINANCIAL, INC. unchanged	Shares	0	-$878	$16.2K
22	AdvisorNet Financial, Inc unchanged	Shares	0	-$1.2K	$21.7K
23	Cohalo Advisory LLC trimmed	Shares	-8	-$1.8K	$28.8K
24	Global Financial Private Client, LLC added	Shares	+1.8K	-$3.4K	$1.2M
25	Kelly Financial Services LLC added	Shares	+226	-$4.6K	$231.4K
26	EVOLUTION WEALTH MANAGEMENT INC. trimmed	Shares	-67	-$5.8K	$64.2K
27	Triumph Capital Management trimmed	Shares	-23	-$10.5K	$178.6K
28	NWAM LLC added	Shares	+45	-$19.9K	$396.5K
29	ABSOLUTE CAPITAL MANAGEMENT, LLC trimmed	Shares	-616	-$37.7K	$295.1K
30	Balefire, LLC trimmed	Shares	-316	-$59.8K	$898.0K
31	RFG Advisory, LLC trimmed	Shares	-248	-$61.2K	$969.5K
32	JOHNSON INVESTMENT COUNSEL INC unchanged	Shares	0	-$67.8K	$1.3M
33	Capital Investment Management, Inc. added	Shares	+38	-$120.9K	$2.3M
34	Aspire Private Capital, LLC added	Shares	+6.7K	-$142.2K	$7.0M
35	IAMS WEALTH MANAGEMENT, LLC exited	Shares	-10.8K	-$379.9K	$0
36	Sharkey, Howes & Javer trimmed	Shares	-39.4K	-$1.5M	$1.2M