Filing Research | SPDR SERIES TRUST Institutional Holdings

Snapshot holdings

50 / 184 loaded

#		Instrument	quantity
1	Rockwood Wealth Management, LLC	Shares	2.6MSH	$76.8M
2	Rodgers & Associates, LTD	Shares	1.8MSH	$53.0M
3	ARKANSAS FINANCIAL GROUP, INC.	Shares	1.5MSH	$44.4M
4	Strategic Point Investment Advisors, LLC	Shares	1.2MSH	$37.2M
5	CAPITAL WEALTH MANAGEMENT, LLC	Shares	1.2MSH	$36.8M
6	QUATTRO FINANCIAL ADVISORS LLC	Shares	1.2MSH	$36.5M
7	Orange Investment Advisors, Inc.	Shares	1.2MSH	$35.4M
8	Walker Financial Services, Inc.	Shares	975.7KSH	$29.3M
9	Flagstone Financial Management	Shares	940.7KSH	$28.2M
10	Gemmer Asset Management LLC	Shares	848.0KSH	$25.4M
11	SWMG, LLC	Shares	802.3KSH	$24.0M
12	HORIZON FINANCIAL SERVICES, LLC	Shares	661.8KSH	$19.9M
13	Cedar Mountain Advisors, LLC	Shares	632.9KSH	$19.0M
14	Woodside Wealth Management LLC	Shares	508.5KSH	$15.3M
15	TrueMark Investments, LLC	Shares	500.4KSH	$15.0M
16	GAMMA Investing LLC	Shares	476.6KSH	$14.3M
17	Cornerstone Management, Inc.	Shares	471.2KSH	$14.1M
18	RFG Advisory, LLC	Shares	441.1KSH	$13.2M
19	Certified Advisory Corp	Shares	431.0KSH	$12.9M
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	424.2KSH	$12.7M
21	Kraft, Davis & Associates, LLC	Shares	392.2KSH	$11.7M
22	Mirae Asset Global Investments Co., Ltd.	Shares	366.6KSH	$11.0M
23	SOUTHERN MICHIGAN BANK & TRUST	Shares	338.7KSH	$10.2M
24	TRUEFG, LLC	Shares	317.4KSH	$9.5M
25	COURIER CAPITAL LLC	Shares	308.5KSH	$9.3M
26	LIGHTHOUSE FINANCIAL SERVICES INC /ADV	Shares	300.7KSH	$9.0M
27	DLK Investment Management, LLC	Shares	300.3KSH	$8.9M
28	Climber Capital SA	Shares	291.9KSH	$8.6M
29	Revisor Wealth Management LLC	Shares	264.9KSH	$8.0M
30	Cooke Wealth Management, LLC	Shares	258.5KSH	$7.8M
31	Dynamic Advisor Solutions LLC	Shares	247.3KSH	$7.4M
32	Pacific Capital Wealth Advisors, Inc.	Shares	225.0KSH	$6.8M
33	PARSONS CAPITAL MANAGEMENT INC/RI	Shares	223.7KSH	$6.7M
34	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	223.7KSH	$6.7M
35	Martin Capital Partners, LLC	Shares	176.9KSH	$5.3M
36	Prospera Financial Services Inc	Shares	172.8KSH	$5.2M
37	Farther Finance Advisors, LLC	Shares	156.7KSH	$4.7M
38	CORNERSTONE ENTERPRISES, LLC	Shares	147.7KSH	$4.4M
39	Roan Capital Partners	Shares	147.2KSH	$4.4M
40	HM PAYSON & CO	Shares	139.1KSH	$4.2M
41	Orin Green Financial, LLC	Shares	130.6KSH	$3.9M
42	CGN Advisors LLC	Shares	126.3KSH	$3.8M
43	Mascoma Wealth Management LLC	Shares	124.7KSH	$3.7M
44	IRON Financial LLC	Shares	119.5KSH	$3.6M
45	Avior Wealth Management, LLC	Shares	117.5KSH	$3.5M
46	DAVENPORT & Co LLC	Shares	116.3KSH	$3.5M
47	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	115.3KSH	$3.5M
48	MassMutual Private Wealth & Trust, FSB	Shares	112.8KSH	$3.4M
49	Rosenberg Matthew Hamilton	Shares	111.6KSH	$3.3M
50	Boston Standard Wealth Management, LLC	Shares	102.4KSH	$3.1M

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

50 / 198 loaded

#		Instrument
1	QUATTRO FINANCIAL ADVISORS LLC added	Shares	+991.1K	+$29.7M	$36.5M
2	DLK Investment Management, LLC new	Shares	+300.3K	+$8.9M	$8.9M
3	Martin Capital Partners, LLC trimmed	Shares	-6.9K	+$5.3M	$5.3M
4	Rockwood Wealth Management, LLC added	Shares	+151.1K	+$4.4M	$76.8M
5	Climber Capital SA added	Shares	+112.4K	+$3.3M	$8.6M
6	GAMMA Investing LLC added	Shares	+105.0K	+$3.1M	$14.3M
7	Cannon Advisors, Inc. new	Shares	+96.4K	+$2.9M	$2.9M
8	Rodgers & Associates, LTD added	Shares	+98.9K	+$2.9M	$53.0M
9	SWMG, LLC added	Shares	+93.3K	+$2.7M	$24.0M
10	ARKANSAS FINANCIAL GROUP, INC. added	Shares	+70.5K	+$2.1M	$44.4M
11	Mirae Asset Global Investments Co., Ltd. added	Shares	+64.8K	+$1.9M	$11.0M
12	CAPITAL WEALTH MANAGEMENT, LLC added	Shares	+57.0K	+$1.6M	$36.8M
13	Stone Summit Wealth LLC added	Shares	+52.2K	+$1.6M	$2.2M
14	Revisor Wealth Management LLC added	Shares	+49.4K	+$1.5M	$8.0M
15	Strategic Point Investment Advisors, LLC added	Shares	+45.5K	+$1.3M	$37.2M
16	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+34.7K	+$1.0M	$6.7M
17	COURIER CAPITAL LLC added	Shares	+30.0K	+$883.2K	$9.3M
18	KELLY FINANCIAL GROUP LLC added	Shares	+28.2K	+$843.8K	$1.6M
19	RFG Advisory, LLC added	Shares	+27.9K	+$811.2K	$13.2M
20	Flagstone Financial Management added	Shares	+28.3K	+$793.4K	$28.2M
21	HORIZON FINANCIAL SERVICES, LLC added	Shares	+27.2K	+$779.1K	$19.9M
22	Certified Advisory Corp added	Shares	+26.1K	+$758.6K	$12.9M
23	Prospera Financial Services Inc added	Shares	+25.4K	+$753.7K	$5.2M
24	Bison Wealth, LLC new	Shares	+24.8K	+$743.7K	$743.7K
25	Walker Financial Services, Inc. added	Shares	+26.5K	+$739.5K	$29.3M
26	GK Wealth Management LLC new	Shares	+19.0K	+$569.3K	$569.3K
27	Gemmer Asset Management LLC added	Shares	+19.6K	+$538.2K	$25.4M
28	Merit Financial Group, LLC added	Shares	+15.3K	+$458.0K	$1.3M
29	Orange Investment Advisors, Inc. added	Shares	+16.7K	+$430.4K	$35.4M
30	CARY STREET PARTNERS FINANCIAL LLC new	Shares	+11.7K	+$352.2K	$352.2K
31	OLIO Financial Planning added	Shares	+10.7K	+$315.2K	$2.7M
32	Tradewinds Capital Management, LLC added	Shares	+10.6K	+$313.4K	$3.0M
33	NWAM LLC new	Shares	+9.2K	+$276.4K	$276.4K
34	Drucker Wealth 3.0, LLC added	Shares	+8.9K	+$265.1K	$1.8M
35	CITY HOLDING CO added	Shares	+8.9K	+$262.8K	$2.2M
36	MassMutual Private Wealth & Trust, FSB added	Shares	+8.3K	+$242.9K	$3.4M
37	Envestnet Portfolio Solutions, Inc. added	Shares	+8.1K	+$241.3K	$1.1M
38	Roan Capital Partners added	Shares	+7.6K	+$221.0K	$4.4M
39	MEITAV INVESTMENT HOUSE LTD added	Shares	+7.3K	+$215.2K	$1.3M
40	Powerhouse Assets LLC added	Shares	+7.3K	+$213.5K	$2.8M
41	Total Clarity Wealth Management, Inc. new	Shares	+6.9K	+$208.3K	$208.3K
42	Elser Financial Planning, Inc new	Shares	+6.9K	+$208.2K	$208.2K
43	PARSONS CAPITAL MANAGEMENT INC/RI added	Shares	+7.1K	+$199.2K	$6.7M
44	Bulwark Capital Corp added	Shares	+6.3K	+$189.3K	$687.2K
45	TRUEFG, LLC added	Shares	+6.6K	+$179.9K	$9.5M
46	Private Wealth Group, LLC added	Shares	+6.0K	+$177.6K	$1.7M
47	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+7.5K	+$172.9K	$12.7M
48	LANARK FINANCIAL, INC. added	Shares	+5.5K	+$160.8K	$2.9M
49	Adelphi Trust Co added	Shares	+5.3K	+$157.4K	$435.1K
50	Boston Standard Wealth Management, LLC added	Shares	+5.3K	+$149.8K	$3.1M

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