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SPDR S&P 500 Index ETF
SPDR S&P 500 Index ETF. Institutional holdings reported to the SEC.

Institutional Holders (2016Q1)
Portfolio Summary: 82 Institutional holders with a total value of $678,766,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 Ascent Wealth Partners, LLC 4,575 940,000 0.14%
52 Obermeyer Wealth Partners 4,477 920,000 0.14%
53 Advisors Capital Management, LLC 4,060 834,000 0.12%
54 JAMES INVESTMENT RESEARCH, INC. 4,000 822,000 0.12%
55 Azimuth Capital Management LLC 3,995 821,000 0.12%
56 Palouse Capital Management, Inc. 3,663 753,000 0.11%
57 SCHNIEDERS CAPITAL MANAGEMENT LLC 3,463 712,000 0.10%
58 Curi Capital, LLC 3,440 707,000 0.10%
59 Birch Hill Investment Advisors LLC 3,418 702,000 0.10%
60 KLCM Advisors, Inc. 3,228 663,000 0.10%
61 OARSMAN CAPITAL, INC. 3,113 640,000 0.09%
62 ABNER HERRMAN & BROCK LLC 3,026 622,000 0.09%
63 PREMIER ASSET MANAGEMENT LLC 2,900 596,000 0.09%
64 EVERETT HARRIS & CO /CA/ 2,833 582,000 0.09%
65 PARTHENON LLC 2,590 532,000 0.08%
66 HEADINVEST, LLC 2,288 470,000 0.07%
67 Aureus Asset Management, LLC 2,140 440,000 0.06%
68 SONATA CAPITAL GROUP INC 1,923 395,000 0.06%
69 ArchPoint Investors 1,750 360,000 0.05%
70 SignalPoint Asset Management, LLC 1,555 320,000 0.05%
71 Stillwater Investment Management, LLC 1,535 315,000 0.05%
72 MCRAE CAPITAL MANAGEMENT INC 1,514 311,000 0.05%
73 PILLAR PACIFIC CAPITAL MANAGEMENT LLC 1,371 282,000 0.04%
74 Karp Capital Management Corp 1,305 268,000 0.04%
75 AR ASSET MANAGEMENT INC 1,300 267,000 0.04%
76 L. Roy Papp & Associates, LLP 1,278 263,000 0.04%
77 KOVITZ INVESTMENT GROUP PARTNERS, LLC 5,794 247,000 0.04% Put
78 RONALD BLUE & CO LLC 1,169 240,000 0.04%
79 TEALWOOD ASSET MANAGEMENT INC 1,150 236,000 0.03%
80 BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 984 202,000 0.03%
81 Crestwood Advisors Group, LLC 978 201,000 0.03%
82 Bollard Group LLC 800 164,000 0.02%
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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.