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

Institutional Holders (2016Q2)
Portfolio Summary: 119 Institutional holders with a total value of $384,624,107.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BANK OF AMERICA CORP /DE/ 3,404,466 119,838,000 31.16%
2 Charles Schwab Investment Advisory, Inc. 1,303,406 45,880,000 11.93%
3 WELLS FARGO & COMPANY/MN 1,030,882 36,287,000 9.43%
4 UBS Group AG 735,186 25,878,000 6.73%
5 MORGAN STANLEY 630,714 22,201,000 5.77%
6 First Allied Advisory Services, Inc. 443,218 15,610,000 4.06%
7 ASSETMARK, INC 396,758 13,966,000 3.63%
8 HighTower Advisors, LLC 273,968 9,648,000 2.51%
9 RAYMOND JAMES & ASSOCIATES 234,000 8,237,000 2.14%
10 ROYAL BANK OF CANADA 190,623 6,710,000 1.74%
11 STATE STREET CORP 173,804 6,118,000 1.59%
12 Merriman Wealth Management, LLC 164,853 5,803,000 1.51%
13 LPL Financial LLC 120,607 4,168,000 1.08%
14 GOLDMAN SACHS GROUP INC 108,450 3,817,000 0.99%
15 TOWER SQUARE INVESTMENT MANAGEMENT, LLC 101,332 3,567,000 0.93%
16 CITADEL ADVISORS LLC 92,333 3,250,000 0.84%
17 MUFG Americas Holdings Corp 87,281 3,072,000 0.80%
18 Invesco Ltd. 76,904 2,707,000 0.70%
19 Cambridge Investment Research Advisors, Inc. 65,797 2,316,000 0.60%
20 BAIRD FINANCIAL GROUP, INC. 57,684 2,031,000 0.53%
21 LGL PARTNERS, LLC 54,378 1,868,000 0.49%
22 Raymond James Financial Services Advisors, Inc. 52,713 1,856,000 0.48%
23 ENVESTNET ASSET MANAGEMENT INC 46,525 1,638,000 0.43%
24 NORTHERN TRUST CORP 45,275 1,594,000 0.41%
25 SUSQUEHANNA INTERNATIONAL GROUP, LLP 39,082 1,376,000 0.36%
26 Coastline Trust Co 37,985 1,337,000 0.35%
27 SG Americas Securities, LLC 37,880 1,333,000 0.35%
28 SOCIETE GENERALE 37,880 1,333,000 0.35%
29 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 37,761 1,329,000 0.35%
30 D.A. DAVIDSON & CO. 34,032 1,197,000 0.31%
31 NOTTINGHAM ADVISORS, INC. 33,404 1,176,000 0.31%
32 OLD NATIONAL BANCORP /IN/ 33,062 1,164,000 0.30%
33 AMERIPRISE FINANCIAL INC 31,769 1,118,000 0.29%
34 Greenwich Wealth Management LLC 30,387 1,070,000 0.28%
35 Janney Montgomery Scott LLC 30,890 1,031,000 0.27%
36 ProVise Management Group, LLC 28,231 994,000 0.26%
37 STIFEL FINANCIAL CORP 27,368 964,000 0.25%
38 Simplicity Solutions, LLC 26,718 940,000 0.24%
39 KAYS FINANCIAL ADVISORY CORP /ADV 24,390 859,000 0.22%
40 STRINGER ASSET MANAGEMENT, LLC 24,035 846,000 0.22%
41 STRATEGY ASSET MANAGERS LLC 21,604 760,000 0.20%
42 MSI Financial Services Inc 21,522 758,000 0.20%
43 Private Advisor Group, LLC 21,645 748,000 0.19%
44 UNITED CAPITAL FINANCIAL ADVISORS, LLC 21,158 741,000 0.19%
45 Cetera Advisor Networks LLC 19,691 693,000 0.18%
46 Argentus Capital Management, LLC 18,403 648,000 0.17%
47 BELLWETHER INVESTMENT GROUP, LLC 17,676 622,000 0.16%
48 Harbour Capital Advisors, LLC 16,650 586,000 0.15%
49 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 16,481 580,000 0.15%
50 RAYMOND JAMES TRUST N.A. 16,455 580,000 0.15%
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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.