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SPDR SER TR
SPDR SER TR. Institutional holdings reported to the SEC.

Institutional Holders (2016Q4)
Portfolio Summary: 251 Institutional holders with a total value of $1,971,075,198.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 VERSANT CAPITAL MANAGEMENT, INC 0 0 0.00%
2 Tradewinds Capital Management, LLC 3 0 0.00%
3 Parallax Volatility Advisers, L.P. 1 0 0.00%
4 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 61 3,000 0.00%
5 Carroll Financial Associates, Inc. 90 4,000 0.00%
6 St. Johns Investment Management Company, LLC 85 4,000 0.00%
7 INR ADVISORY SERVICES LLC 76 4,000 0.00%
8 GLEN EAGLE ADVISORS, LLC 97 4,650 0.00%
9 Evercore Wealth Management, LLC 156 7,000 0.00%
10 COCONUT GROVE BANK 250 12,000 0.00%
11 JACOBI CAPITAL MANAGEMENT LLC 250 12,000 0.00%
12 ROWLAND CARMICHAEL ADVISORS INC /ADV 400 19,000 0.00%
13 FARMERS & MERCHANTS INVESTMENTS INC 436 21,000 0.00%
14 PROFICIO CAPITAL PARTNERS LLC 500 24,000 0.00%
15 CWM, LLC 559 27,000 0.00%
16 Glassman Wealth Services 634 30,000 0.00%
17 Chicago Partners Investment Group LLC 661 32,000 0.00%
18 Archford Capital Strategies, LLC 816 39,000 0.00%
19 INTELLECTUS PARTNERS, LLC 804 39,000 0.00%
20 Ameritas Investment Partners, Inc. 900 43,000 0.00%
21 WFG Advisors, LP 1,194 57,000 0.00%
22 ROPES WEALTH ADVISORS LLC 1,326 64,000 0.00%
23 WESTWOOD HOLDINGS GROUP INC 1,403 67,000 0.00%
24 Perigon Wealth Management, LLC 1,430 69,000 0.00%
25 Exchange Capital Management, Inc. 1,472 71,000 0.00%
26 SRS CAPITAL ADVISORS, INC. 1,495 72,000 0.00% SH
27 Financial Architects, Inc 1,675 80,000 0.00%
28 IHT WEALTH MANAGEMENT, LLC 1,763 85,000 0.00%
29 Oakworth Capital, Inc. 1,874 89,000 0.00%
30 WESTSIDE INVESTMENT MANAGEMENT, INC. 2,100 101,007 0.01%
31 SEI INVESTMENTS CO 2,167 104,000 0.01%
32 BENJAMIN F. EDWARDS & COMPANY, INC. 2,210 106,000 0.01%
33 TRUST CO OF VERMONT 2,234 107,000 0.01%
34 US BANCORP \DE\ 2,408 115,000 0.01%
35 NEXT Financial Group, Inc 2,530 121,000 0.01%
36 BlackRock Investment Management, LLC 2,549 122,000 0.01%
37 WEBSTER BANK, N. A. 2,650 127,000 0.01%
38 CREATIVE FINANCIAL DESIGNS INC /ADV 3,005 144,000 0.01%
39 CLEAR PERSPECTIVE ADVISORS, LLC 3,150 151,000 0.01%
40 IFP ADVISORS, INC 3,223 155,000 0.01%
41 Bartlett & Co. LLC 3,312 159,000 0.01%
42 WHITTIER TRUST CO 3,373 162,000 0.01%
43 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,625 174,000 0.01%
44 COUNTRY TRUST BANK 3,706 178,000 0.01%
45 FIFTH THIRD BANCORP 3,872 186,000 0.01%
46 GENEOS WEALTH MANAGEMENT INC. 3,883 186,000 0.01%
47 MANUFACTURERS LIFE INSURANCE COMPANY, THE 3,939 189,000 0.01%
48 TRUST CO 4,214 202,000 0.01%
49 Raab & Moskowitz Asset Management LLC 4,285 205,000 0.01%
50 SII INVESTMENTS INC/WI 4,357 208,000 0.01%
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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.