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

Institutional Holders (2016Q3)
Portfolio Summary: 81 Institutional holders with a total value of $918,959,566.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 KEELEY ASSET MANAGEMENT CORP 17,565 3,799,000 0.41%
52 BERKSHIRE ASSET MANAGEMENT LLC/PA 18,203 3,937,000 0.43%
53 DOWLING & YAHNKE LLC 18,446 3,990,000 0.43%
54 Avalon Investment & Advisory 18,918 4,092,000 0.45%
55 CIM, LLC 20,535 4,442,000 0.48%
56 Curi Capital, LLC 21,930 4,743,000 0.52%
57 KOVITZ INVESTMENT GROUP PARTNERS, LLC 13,636 4,775,000 0.52% Call
58 Foothills Asset Management, Ltd. 29,069 6,288,000 0.68%
59 Marquette Asset Management, LLC 30,810 6,664,000 0.73%
60 KCM INVESTMENT ADVISORS LLC 33,303 7,203,000 0.78%
61 Seven Post Investment Office LP 35,050 7,581,000 0.82%
62 ELM ADVISORS, LLC 36,985 8,000,000 0.87%
63 FARR MILLER & WASHINGTON LLC/DC 37,944 8,207,000 0.89%
64 CUMBERLAND ADVISORS INC 39,130 8,464,000 0.92%
65 PETTYJOHN, WOOD & WHITE, INC 41,362 8,947,000 0.97%
66 QCI ASSET MANAGEMENT INC/NY 48,456 10,481,000 1.14%
67 Private Wealth Advisors, Inc. 49,118 10,624,000 1.16%
68 FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 52,988 11,333,000 1.23%
69 Hugh Johnson Advisors LLC 59,973 12,972,000 1.41%
70 PRIO WEALTH LIMITED PARTNERSHIP 95,596 20,677,000 2.25%
71 CONDOR CAPITAL MANAGEMENT 120,882 26,147,000 2.85%
72 Daniel Devine & Co 136,210 29,462,000 3.21%
73 InterOcean Capital, LLC 224,880 48,642,000 5.29%
74 HOLLENCREST CAPITAL MANAGEMENT 235,016 50,834,000 5.53%
75 PROFFITT & GOODSON INC 271,402 58,704,000 6.39%
76 SILICON VALLEY CAPITAL PARTNERS 280,831 60,744,000 6.61%
77 Patriot Wealth Management, Inc. 284,810 61,604,000 6.70%
78 MENDON CAPITAL ADVISORS CORP 300,000 64,888,000 7.06% Put
79 DT Investment Partners, LLC 352,762 76,303,000 8.30%
80 GOULD ASSET MANAGEMENT LLC /CA/ 375,966 81,321,000 8.85%
81 Curi Capital, LLC 662,000 143,191,000 15.58% Put
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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.