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

Institutional Holders (2014Q1)
Portfolio Summary: 364 Institutional holders with a total value of $3,767,035,522.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WELLS FARGO & COMPANY/MN 200 0 0.00% Put
2 Beacon Capital Management, Inc. 30 2,000 0.00%
3 NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 51 4,000 0.00%
4 FIRST MANHATTAN CO. LLC. 80 5,000 0.00%
5 Formidable Asset Management, LLC 109 8,000 0.00%
6 BESSEMER GROUP INC 114 8,000 0.00%
7 Bank of Kentucky, Inc. 115 8,000 0.00%
8 North Star Investment Management Corp. 125 9,000 0.00%
9 BRAVE ASSET MANAGEMENT INC 141 10,000 0.00%
10 Focused Wealth Management, Inc 147 11,000 0.00%
11 SYNOVUS FINANCIAL CORP 150 11,000 0.00%
12 Wallington Asset Management, LLC 175 13,000 0.00%
13 REILLY FINANCIAL ADVISORS, LLC 200 15,000 0.00%
14 BlackRock Investment Management, LLC 200 15,000 0.00%
15 CITY HOLDING CO 230 17,000 0.00%
16 Manchester Capital Management LLC 275 20,000 0.00%
17 WESTPORT RESOURCES MANAGEMENT INC 277 20,000 0.00%
18 FARMERS & MERCHANTS INVESTMENTS INC 300 22,000 0.00%
19 Gradient Investments LLC 330 24,000 0.00%
20 Stevens First Principles Investment Advisors 367 27,000 0.00%
21 SOUTH GEORGIA CAPITAL, LLC 395 29,000 0.00%
22 Atlantic Union Bankshares Corp 460 32,000 0.00%
23 CT Financial Advisors LLC 417 32,647 0.00%
24 CANADA LIFE ASSURANCE Co 500 36,000 0.00%
25 Tortoise Investment Management, LLC 498 37,000 0.00%
26 Vigilant Capital Management, LLC 535 39,000 0.00%
27 Tradewinds Capital Management, LLC 558 41,000 0.00%
28 Johnson Financial Group, Inc. 570 42,000 0.00%
29 D.A. DAVIDSON & CO. 625 45,000 0.00%
30 Apriem Advisors 675 50,000 0.00%
31 B. Riley Wealth Management, Inc. 690 51,000 0.00%
32 LBA Wealth Management, LLC 750 55,000 0.00%
33 People's United Financial, Inc. 785 58,000 0.00%
34 MUFG Americas Holdings Corp 831 61,000 0.00%
35 FOUNDERS BANK & TRUST 840 62,000 0.00%
36 Parallax Volatility Advisers, L.P. 900 66,000 0.00% Put
37 WEALTHCARE CAPITAL MANAGEMENT LLC 907 67,000 0.00%
38 DELTA ASSET MANAGEMENT LLC/TN 945 70,000 0.00%
39 Kavar Capital Partners, LLC 958 70,000 0.00%
40 SCHRODER INVESTMENT MANAGEMENT GROUP 1,000 73,580 0.00%
41 ENTERPRISE FINANCIAL SERVICES CORP 1,003 74,000 0.00%
42 Madden Advisory Services, Inc. 1,048 77,000 0.00%
43 FIFTH THIRD BANCORP 1,060 78,000 0.00%
44 Bartlett & Co. LLC 1,150 85,000 0.00%
45 KANALY TRUST CO 1,150 85,000 0.00%
46 Capital Analysts, LLC 1,176 86,530 0.00%
47 MOTCO 1,190 88,000 0.00%
48 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,235 91,000 0.00%
49 MassMutual Private Wealth & Trust, FSB 1,300 95,654 0.00%
50 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,300 96,000 0.00%
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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.