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SPDR SERIES TRUST
SPDR SERIES TRUST. Institutional holdings reported to the SEC.

Institutional Holders (2017Q2)
Portfolio Summary: 238 Institutional holders with a total value of $2,385,350,454.
#
Manager Name
Shares
Value ($)
%
Options
Notes
201 TCI Wealth Advisors, Inc. 1,810 79,000 0.00%
202 RPG FAMILY WEALTH ADVISORY, LLC 1,583 68,892 0.00%
203 GENEOS WEALTH MANAGEMENT INC. 1,500 65,000 0.00%
204 HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. 1,370 60,000 0.00%
205 US BANCORP \DE\ 1,350 59,000 0.00%
206 GUIDANT WEALTH ADVISORS 1,032 45,000 0.00%
207 CUTLER GROUP LLC / CA 44,500 44,000 0.00% Put
208 SYNOVUS FINANCIAL CORP 1,000 44,000 0.00%
209 Ballentine Partners, LLC 975 43,000 0.00%
210 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 1,000 43,000 0.00%
211 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 900 39,000 0.00%
212 MANUFACTURERS LIFE INSURANCE COMPANY, THE 838 36,000 0.00%
213 Nelson Capital Management, LLC 695 30,000 0.00%
214 EDGE ADVISORS, LLC 647 28,000 0.00%
215 RAYMOND JAMES & ASSOCIATES 25,100 26,000 0.00% Call
216 BROWN BROTHERS HARRIMAN & CO 500 22,000 0.00%
217 Oakworth Capital, Inc. 500 22,000 0.00%
218 BESSEMER GROUP INC 500 22,000 0.00%
219 SARGENT BICKHAM LAGUDIS LLC 493 21,000 0.00%
220 Ledyard National Bank 435 19,000 0.00%
221 Edge Wealth Management LLC 400 18,000 0.00%
222 Tower Research Capital LLC (TRC) 300 13,000 0.00%
223 ADVANTAGE INVESTMENT MANAGEMENT, LLC 244 11,000 0.00%
224 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 202 9,000 0.00%
225 Patten Group, Inc. 205 9,000 0.00%
226 TRUST CO OF VERMONT 150 7,000 0.00%
227 Liberty Capital Management, Inc. 107 5,000 0.00%
228 HighTower Advisors, LLC 3,400 5,000 0.00% Call
229 IHT WEALTH MANAGEMENT, LLC 1,350 5,000 0.00%
230 Tradewinds Capital Management, LLC 115 5,000 0.00%
231 RPG INVESTMENT ADVISORY, LLC 83 4,000 0.00%
232 BDO WEALTH ADVISORS, LLC 100 4,000 0.00%
233 FNY PARTNERS FUND LP 80 3,000 0.00% Call
234 BRONFMAN E.L. ROTHSCHILD, L.P. 69 3,000 0.00%
235 JACOBI CAPITAL MANAGEMENT LLC 35 2,000 0.00%
236 SEI INVESTMENTS CO 35 2,000 0.00%
237 Transamerica Financial Advisors, LLC 1 1,000 0.00%
238 Archford Capital Strategies, LLC 2,500 1,000 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.