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

Institutional Holders (2016Q2)
Portfolio Summary: 85 Institutional holders with a total value of $977,098,900.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 AlphaMark Advisors, LLC 4,440 930,000 0.10%
52 Ascent Wealth Partners, LLC 4,435 929,000 0.10%
53 Obermeyer Wealth Partners 4,104 860,000 0.09%
54 Azimuth Capital Management LLC 4,044 847,000 0.09%
55 Palouse Capital Management, Inc. 3,866 810,000 0.08%
56 Stillwater Capital Advisors, LLC 3,523 738,000 0.08%
57 JAMES INVESTMENT RESEARCH, INC. 3,500 733,000 0.08%
58 GAMBLE JONES INVESTMENT COUNSEL 3,465 726,000 0.07%
59 Birch Hill Investment Advisors LLC 3,418 716,000 0.07%
60 Advisors Capital Management, LLC 3,135 657,000 0.07%
61 OARSMAN CAPITAL, INC. 3,063 642,000 0.07%
62 ABNER HERRMAN & BROCK LLC 2,986 637,000 0.07%
63 PREMIER ASSET MANAGEMENT LLC 2,900 607,000 0.06%
64 PARTHENON LLC 2,590 543,000 0.06%
65 EVERETT HARRIS & CO /CA/ 2,473 518,000 0.05%
66 Liberty Capital Management, Inc. 2,256 473,000 0.05%
67 HEADINVEST, LLC 2,228 467,000 0.05%
68 SCHNIEDERS CAPITAL MANAGEMENT LLC 2,224 466,000 0.05%
69 Main Street Research LLC 1,871 392,000 0.04%
70 PILLAR PACIFIC CAPITAL MANAGEMENT LLC 1,856 389,000 0.04%
71 SONATA CAPITAL GROUP INC 1,835 384,000 0.04%
72 TEALWOOD ASSET MANAGEMENT INC 1,790 375,000 0.04%
73 ArchPoint Investors 1,750 367,000 0.04%
74 SignalPoint Asset Management, LLC 1,676 351,000 0.04%
75 MCRAE CAPITAL MANAGEMENT INC 1,529 320,000 0.03%
76 ADELL HARRIMAN & CARPENTER INC 1,436 300,900 0.03%
77 Crestwood Advisors Group, LLC 1,380 289,000 0.03%
78 Stillwater Investment Management, LLC 1,343 281,000 0.03%
79 Aureus Asset Management, LLC 1,331 279,000 0.03%
80 RONALD BLUE & CO LLC 1,312 274,000 0.03%
81 L. Roy Papp & Associates, LLP 1,021 214,000 0.02%
82 BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 984 206,000 0.02%
83 Karp Capital Management Corp 959 201,000 0.02%
84 ACADEMY CAPITAL MANAGEMENT 928 201,000 0.02%
85 Bollard Group LLC 800 168,000 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.