Filing Research | SPDR SERIES TRUST Institutional Holdings

Snapshot holdings

39 / 39 loaded

#		Instrument	quantity
1	MIDLAND WEALTH ADVISORS, LLC	Shares	1.1MSH	$81.2M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	107.2KSH	$7.3M
3	Financial Guidance Group, Inc.	Shares	98.4KSH	$7.0M
4	Towerpoint Wealth, LLC	Shares	52.2KSH	$3.7M
5	Financial Enhancement Group LLC	Shares	51.7KSH	$3.7M
6	Wealthcare Advisory Partners LLC	Shares	46.6KSH	$3.3M
7	PENOBSCOT WEALTH MANAGEMENT	Shares	31.9KSH	$2.3M
8	Austin Wealth Management, LLC	Shares	33.8KSH	$2.2M
9	Advantage Trust Co	Shares	24.0KSH	$1.7M
10	RFG Advisory, LLC	Shares	19.9KSH	$1.4M
11	Hughes Financial Services, LLC	Shares	18.3KSH	$1.3M
12	Summit Investment Advisory Services, LLC	Shares	10.6KSH	$755.7K
13	Essex LLC	Shares	10.1KSH	$724.1K
14	Brookstone Capital Management	Shares	10.1KSH	$721.3K
15	Spire Wealth Management	Shares	9.6KSH	$686.6K
16	Aries Wealth Management	Shares	8.0KSH	$572.7K
17	Global Financial Private Client, LLC	Shares	6.8KSH	$483.7K
18	Farther Finance Advisors, LLC	Shares	5.7KSH	$408.5K
19	IFP Advisors, Inc	Shares	3.3KSH	$235.5K
20	Capital Advantage, Inc.	Shares	2.8KSH	$203.6K
21	SBI Securities Co., Ltd.	Shares	1.4KSH	$97.2K
22	Crews Bank & Trust	Shares	500SH	$35.8K
23	Capital Investment Advisory Services, LLC	Shares	459SH	$32.8K
24	CoreCap Advisors, LLC	Shares	423SH	$30.2K
25	Princeton Global Asset Management LLC	Shares	400SH	$28.6K
26	ST GERMAIN D J CO INC	Shares	396SH	$28.3K
27	Crewe Advisors LLC	Shares	351SH	$25.1K
28	FINANCIAL CONSULATE, INC	Shares	272SH	$19.4K
29	HHM Wealth Advisors, LLC	Shares	195SH	$13.9K
30	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	138SH	$9.8K
31	Key FInancial Inc	Shares	97SH	$6.9K
32	KERR FINANCIAL PLANNING Corp	Shares	94SH	$6.7K
33	LifeSteps Financial, Inc.	Shares	54SH	$3.9K
34	AdvisorNet Financial, Inc	Shares	47SH	$3.4K
35	Central Pacific Bank - Trust Division	Shares	45SH	$3.2K
36	Cordant, Inc.	Shares	25SH	$1.8K
37	SIMS INVESTMENT MANAGEMENT, LLC	Shares	25SH	$1.8K
38	Abound Wealth Management	Shares	11SH	$787
39	Capital Advisors, Ltd. LLC	Shares	1.5KSH	$105

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

44 / 44 loaded

#		Instrument
1	MIDLAND WEALTH ADVISORS, LLC added	Shares	+19.1K	+$15.9M	$81.2M
2	Financial Guidance Group, Inc. trimmed	Shares	-2.0K	+$1.2M	$7.0M
3	Wealthcare Advisory Partners LLC trimmed	Shares	-921	+$552.5K	$3.3M
4	PENOBSCOT WEALTH MANAGEMENT added	Shares	+613	+$450.8K	$2.3M
5	Financial Enhancement Group LLC added	Shares	+2.1K	+$429.7K	$3.7M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-10.2K	+$335.7K	$7.3M
7	Advantage Trust Co unchanged	Shares	0	+$311.9K	$1.7M
8	Austin Wealth Management, LLC added	Shares	+896	+$250.6K	$2.2M
9	Capital Advantage, Inc. new	Shares	+2.8K	+$203.6K	$203.6K
10	Brookstone Capital Management added	Shares	+744	+$174.8K	$721.3K
11	Global Financial Private Client, LLC added	Shares	+987	+$145.8K	$483.7K
12	RFG Advisory, LLC trimmed	Shares	-2.0K	+$141.1K	$1.4M
13	Spire Wealth Management added	Shares	+14	+$125.9K	$686.6K
14	Aries Wealth Management added	Shares	+120	+$111.3K	$572.7K
15	Hughes Financial Services, LLC trimmed	Shares	-2.2K	+$111.0K	$1.3M
16	Summit Investment Advisory Services, LLC trimmed	Shares	-621	+$101.3K	$755.7K
17	Essex LLC trimmed	Shares	-659	+$93.3K	$724.1K
18	Farther Finance Advisors, LLC trimmed	Shares	-18	+$68.9K	$408.5K
19	IFP Advisors, Inc added	Shares	+434	+$68.3K	$235.5K
20	ST GERMAIN D J CO INC new	Shares	+396	+$28.3K	$28.3K
21	SBI Securities Co., Ltd. added	Shares	+5	+$18.0K	$97.2K
22	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+88	+$6.8K	$9.8K
23	Crews Bank & Trust unchanged	Shares	0	+$6.5K	$35.8K
24	CoreCap Advisors, LLC unchanged	Shares	0	+$5.5K	$30.2K
25	Princeton Global Asset Management LLC unchanged	Shares	0	+$5.2K	$28.6K
26	Crewe Advisors LLC unchanged	Shares	0	+$4.6K	$25.1K
27	LifeSteps Financial, Inc. new	Shares	+54	+$3.9K	$3.9K
28	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$3.5K	$19.4K
29	HHM Wealth Advisors, LLC unchanged	Shares	0	+$2.5K	$13.9K
30	Cordant, Inc. new	Shares	+25	+$1.8K	$1.8K
31	SIMS INVESTMENT MANAGEMENT, LLC new	Shares	+25	+$1.8K	$1.8K
32	Key FInancial Inc unchanged	Shares	0	+$1.3K	$6.9K
33	Abound Wealth Management new	Shares	+11	+$787	$787
34	KERR FINANCIAL PLANNING Corp unchanged	Shares	0	+$689	$6.7K
35	AdvisorNet Financial, Inc unchanged	Shares	0	+$613	$3.4K
36	Central Pacific Bank - Trust Division unchanged	Shares	0	+$586	$3.2K
37	Capital Investment Advisory Services, LLC trimmed	Shares	-100	+$130	$32.8K
38	Capital Advisors, Ltd. LLC unchanged	Shares	0	+$19	$105
39	MBM WEALTH CONSULTANTS, LLC exited	Shares	-3	-$169	$0
40	Sound Income Strategies, LLC exited	Shares	-3	-$178	$0
41	TRUST CO OF TOLEDO NA /OH/ exited	Shares	-32	-$1.9K	$0
42	Global Wealth Strategies & Associates exited	Shares	-34	-$2.0K	$0
43	Triumph Capital Management exited	Shares	-90	-$5.3K	$0
44	Towerpoint Wealth, LLC trimmed	Shares	-29.2K	-$1.0M	$3.7M