20 institutions reported holding $12.6M of SPDR SERIES TRUST (ROKT) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cambridge Investment Research Advisors, Inc. ($3.4M), URS Advisory LLC ($2.4M), WealthBridge Capital Management, LLC ($1.8M), JOHNSON INVESTMENT COUNSEL INC ($1.4M), Belvedere Trading LLC ($872,204). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Cambridge Investment Research Advisors, Inc. | $3.4M | 28,826 | Added |
| 2 | URS Advisory LLC | $2.4M | 19,784 | New |
| 3 | WealthBridge Capital Management, LLC | $1.8M | 15,172 | Added |
| 4 | JOHNSON INVESTMENT COUNSEL INC | $1.4M | 11,939 | New |
| 5 | Belvedere Trading LLC | $872,204 | 7,300 | New |
| 6 | Flagship Private Wealth, LLC | $524,880 | 4,393 | New |
| 7 | Virtus Family Office LLC | $454,263 | 3,802 | Hold |
| 8 | Virginia Estate & Retirement Planning Advisors Inc. | $405,038 | 4,561 | New |
| 9 | Fulcrum Equity Management | $360,970 | 3,021 | Added |
| 10 | KINGSWOOD WEALTH ADVISORS, LLC | $311,915 | 2,611 | New |
| 11 | D.A. DAVIDSON & CO. | $281,256 | 2,354 | Hold |
| 12 | Aurora Private Wealth, Inc. | $271,000 | 2,267 | New |
| 13 | North Star Investment Management Corp. | $42,415 | 355 | Hold |
| 14 | Spire Wealth Management | $19,997 | 167 | New |
| 15 | Farther Finance Advisors, LLC | $17,922 | 150 | New |
| 16 | IFP Advisors, Inc | $5,377 | 45 | New |
| 17 | Founders Financial Alliance, LLC | $836 | 7 | New |
| 18 | MOULTON WEALTH MANAGEMENT, INC | $0 | 0 | Exited |
| 19 | Berbice Capital Management LLC | $0 | 0 | Exited |
| 20 | Phillip James Consulting Co. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30