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SPDR INDEX SHS FDS
SPDR INDEX SHS FDS. Institutional holdings reported to the SEC.

Institutional Holders (2015Q4)
Portfolio Summary: 75 Institutional holders with a total value of $166,326,783.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Choate Investment Advisors 535,628 23,749,746 14.28%
2 RAYMOND JAMES & ASSOCIATES 487,821 18,396,000 11.06%
3 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 486,900 18,361,000 11.04%
4 GOLDMAN SACHS GROUP INC 281,210 10,604,000 6.38%
5 COLONY GROUP LLC 245,644 9,263,000 5.57%
6 NEW YORK LIFE INVESTMENT MANAGEMENT LLC 208,323 7,856,000 4.72%
7 Transamerica Financial Advisors, LLC 202,205 7,626,000 4.58%
8 Allworth Financial LP 195,323 7,366,000 4.43%
9 BANK OF AMERICA CORP /DE/ 186,809 7,045,000 4.24%
10 MORGAN STANLEY 169,924 6,407,000 3.85%
11 UNITED SERVICES AUTOMOBILE ASSOCIATION 164,766 6,213,000 3.74%
12 WELLS FARGO & COMPANY/MN 117,204 4,420,000 2.66%
13 ENVESTNET ASSET MANAGEMENT INC 100,588 3,793,000 2.28%
14 UBS Group AG 75,670 2,854,000 1.72%
15 ALESCO ADVISORS LLC 73,436 2,769,000 1.66%
16 Retirement Planning Group, LLC 68,065 2,567,000 1.54%
17 IndexIQ Advisors LLC 59,942 2,261,000 1.36%
18 SUSQUEHANNA INTERNATIONAL GROUP, LLP 46,183 1,742,000 1.05%
19 TWIN FOCUS CAPITAL PARTNERS, LLC 44,237 1,668,000 1.00%
20 Ballentine Partners, LLC 41,817 1,577,000 0.95%
21 AXA S.A. 40,900 1,542,000 0.93%
22 LPL Financial LLC 36,794 1,365,000 0.82%
23 KALOS MANAGEMENT, INC. 31,442 1,186,000 0.71%
24 Cassaday & Co Inc. 27,053 1,020,000 0.61%
25 MARTIN & CO INC /TN/ 25,668 968,000 0.58%
26 Creative Planning 23,753 896,000 0.54%
27 ROYAL BANK OF CANADA 22,153 835,000 0.50%
28 Virtu KCG Holdings LLC 21,580 814,000 0.49%
29 ASSET DEDICATION, LLC 20,094 758,000 0.46%
30 CIBC WORLD MARKET INC. 17,184 648,000 0.39%
31 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 16,773 633,000 0.38%
32 Checchi Capital Advisers, LLC 15,967 602,000 0.36%
33 MassMutual Private Wealth & Trust, FSB 14,445 544,721 0.33%
34 Tortoise Investment Management, LLC 13,776 519,000 0.31%
35 Camelot Portfolios, LLC 13,349 503,000 0.30%
36 WHITE PINE CAPITAL LLC 13,020 491,000 0.30%
37 RAND WEALTH, LLC 13,024 491,000 0.30%
38 Raymond James Financial Services Advisors, Inc. 12,525 472,000 0.28%
39 Brown Advisory Securities, LLC 12,331 468,000 0.28%
40 LADENBURG THALMANN FINANCIAL SERVICES INC. 12,385 467,000 0.28%
41 WHITTIER TRUST CO 11,511 434,000 0.26%
42 Texas Yale Capital Corp. 11,372 429,000 0.26%
43 Advisory Services Network, LLC 10,610 400,000 0.24%
44 Mariner, LLC 9,459 357,000 0.21%
45 WHITTIER TRUST CO OF NEVADA INC 8,985 339,000 0.20%
46 Pure Financial Advisors, LLC 8,890 335,000 0.20%
47 Bank of New York Mellon Corp 7,476 281,000 0.17%
48 Regal Investment Advisors LLC 6,882 259,000 0.16%
49 CAPE ANN SAVINGS BANK 6,729 254,000 0.15%
50 WEALTHCARE CAPITAL MANAGEMENT LLC 6,095 230,000 0.14%
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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.