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SPDR Dow Jones Fund
SPDR Dow Jones Fund. Institutional holdings reported to the SEC.

Institutional Holders (2016Q2)
Portfolio Summary: 5 Institutional holders with a total value of $8,874,790.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 33,520 6,001,000 67.62%
2 Nichols Asset Management LLC 12,718 2,277,000 25.66%
3 WESTPORT RESOURCES MANAGEMENT INC 2,020 362,000 4.08%
4 CULLINAN ASSOCIATES INC 1,300 233,000 2.63%
5 SONORA INVESTMENT MANAGEMENT, LLC 10 1,790 0.02%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.