Filing Research | SPDR S&P GLOBAL INFRASTRUCTURE ETF Institutional Holdings

Snapshot holdings

29 / 29 loaded

#		Instrument	quantity
1	Wealth Architects, LLC	Shares	656.5KSH	$49.7M
2	TOWER TRUST & INVESTMENT Co	Shares	188.1KSH	$14.2M
3	Warren Street Wealth Advisors, LLC	Shares	155.3KSH	$11.8M
4	NAPLES GLOBAL ADVISORS, LLC	Shares	44.6KSH	$3.4M
5	D.A. DAVIDSON & CO.	Shares	44.5KSH	$3.4M
6	Sequoia Financial Advisors, LLC	Shares	44.1KSH	$3.3M
7	Newport Capital Group, LLC	Shares	41.3KSH	$3.1M
8	Rathbones Group PLC	Shares	38.5KSH	$2.9M
9	Provenance Wealth Advisors, LLC	Shares	16.0KSH	$1.2M
10	Waldron Private Wealth LLC	Shares	15.8KSH	$1.2M
11	Farther Finance Advisors, LLC	Shares	11.3KSH	$859.1K
12	Sincerus Advisory, LLC	Shares	7.6KSH	$574.7K
13	WMG Financial Advisors, LLC	Shares	5.6KSH	$424.0K
14	SAGE FINANCIAL GROUP INC	Shares	5.5KSH	$413.2K
15	Castle Rock Wealth Management, LLC	Shares	3.9KSH	$289.0K
16	Boltwood Capital Management	Shares	3.7KSH	$280.1K
17	FSM Wealth Advisors, LLC	Shares	3.6KSH	$273.6K
18	EHRLICH FINANCIAL GROUP	Shares	2.8KSH	$213.2K
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	2.7KSH	$208.4K
20	Austin Wealth Management, LLC	Shares	2.6KSH	$201.3K
21	Realta Investment Advisors	Shares	200SH	$15.1K
22	First Pacific Financial	Shares	187SH	$14.2K
23	CX Institutional	Shares	69.8KSH	$5.3K
24	Strategic Investment Solutions, Inc. /IL	Shares	63SH	$4.8K
25	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	62SH	$4.6K
26	IFP Advisors, Inc	Shares	35SH	$2.6K
27	West Financial Advisors, LLC	Shares	29SH	$2.2K
28	PARK AVENUE SECURITIES LLC	Shares	8.0KSH	$603
29	CoreCap Advisors, LLC	Shares	2SH	$151

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

33 / 33 loaded

#		Instrument
1	WMG Financial Advisors, LLC new	Shares	+5.6K	+$424.0K	$424.0K
2	Newport Capital Group, LLC added	Shares	+5.1K	+$374.9K	$3.1M
3	Warren Street Wealth Advisors, LLC added	Shares	+4.0K	+$258.4K	$11.8M
4	EHRLICH FINANCIAL GROUP new	Shares	+2.8K	+$213.2K	$213.2K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+2.7K	+$208.4K	$208.4K
6	D.A. DAVIDSON & CO. added	Shares	+1.8K	+$125.1K	$3.4M
7	Wealth Architects, LLC added	Shares	+3.8K	+$83.3K	$49.7M
8	NAPLES GLOBAL ADVISORS, LLC added	Shares	+845	+$50.4K	$3.4M
9	Realta Investment Advisors new	Shares	+200	+$15.1K	$15.1K
10	First Pacific Financial new	Shares	+187	+$14.2K	$14.2K
11	FSM Wealth Advisors, LLC added	Shares	+194	+$13.7K	$273.6K
12	Sincerus Advisory, LLC added	Shares	+153	+$9.3K	$574.7K
13	Boltwood Capital Management added	Shares	+80	+$4.9K	$280.1K
14	Strategic Investment Solutions, Inc. /IL new	Shares	+63	+$4.8K	$4.8K
15	IFP Advisors, Inc new	Shares	+35	+$2.6K	$2.6K
16	Farther Finance Advisors, LLC added	Shares	+117	+$2.3K	$859.1K
17	West Financial Advisors, LLC new	Shares	+29	+$2.2K	$2.2K
18	Sequoia Financial Advisors, LLC added	Shares	+208	+$2.2K	$3.3M
19	PARK AVENUE SECURITIES LLC added	Shares	+1.1K	+$79	$603
20	CoreCap Advisors, LLC unchanged	Shares	0	-$1	$151
21	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+1	-$40	$4.6K
22	CX Institutional trimmed	Shares	-1.1K	-$108	$5.3K
23	Austin Wealth Management, LLC unchanged	Shares	0	-$1.6K	$201.3K
24	SAGE FINANCIAL GROUP INC unchanged	Shares	0	-$1.7K	$413.2K
25	Waldron Private Wealth LLC unchanged	Shares	0	-$4.9K	$1.2M
26	Provenance Wealth Advisors, LLC unchanged	Shares	0	-$5.0K	$1.2M
27	LANARK FINANCIAL, INC. exited	Shares	-66	-$5.0K	$0
28	Castle Rock Wealth Management, LLC unchanged	Shares	0	-$8.2K	$289.0K
29	SIGNATUREFD, LLC exited	Shares	-135	-$10.3K	$0
30	Signature Resources Capital Management, LLC exited	Shares	-212	-$16.1K	$0
31	Mirae Asset Global Investments Co., Ltd. exited	Shares	-2.0K	-$152.0K	$0
32	TOWER TRUST & INVESTMENT Co trimmed	Shares	-3.9K	-$360.3K	$14.2M
33	Rathbones Group PLC trimmed	Shares	-44.4K	-$3.4M	$2.9M