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

Institutional Holders (2014Q1)
Portfolio Summary: 135 Institutional holders with a total value of $1,331,193,722.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 UNITED CAPITAL FINANCIAL ADVISORS, LLC 61,671 3,662,000 0.28%
52 MILES CAPITAL, INC. 59,280 3,520,000 0.26%
53 COMERICA BANK 59,084 3,509,000 0.26%
54 STIFEL FINANCIAL CORP 57,801 3,433,000 0.26%
55 PNC FINANCIAL SERVICES GROUP, INC. 56,731 3,368,000 0.25%
56 FCG ADVISORS, LLC 50,775 3,015,000 0.23%
57 Ifrah Financial Services, Inc. 50,216 2,982,000 0.22%
58 LINCOLN NATIONAL CORP 49,638 2,947,000 0.22%
59 Twele Capital Management, Inc. 48,861 2,901,000 0.22%
60 GOULD ASSET MANAGEMENT LLC /CA/ 46,828 2,781,000 0.21%
61 COLONY GROUP LLC 40,070 2,379,000 0.18%
62 Horizon Investments, LLC 38,837 2,306,000 0.17%
63 IBBOTSON ASSOCIATES INC 38,007 2,257,000 0.17%
64 STATE STREET CORP 34,333 2,038,000 0.15%
65 First Allied Asset Management, Inc. 30,777 1,835,000 0.14%
66 Institute for Wealth Management, LLC. 29,154 1,731,000 0.13%
67 Bank of New York Mellon Corp 28,965 1,719,000 0.13%
68 JPMORGAN CHASE & CO 26,895 1,597,000 0.12%
69 RELIANCE TRUST CO OF DELAWARE 24,259 1,440,000 0.11%
70 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 24,099 1,431,000 0.11%
71 Rafferty Asset Management, LLC 21,087 1,252,000 0.09%
72 Sumitomo Mitsui Trust Group, Inc. 20,034 1,190,000 0.09%
73 Vigilant Capital Management, LLC 18,780 1,115,000 0.08%
74 GOLDMAN SACHS GROUP INC 18,079 1,074,000 0.08%
75 First Allied Advisory Services, Inc. 16,737 1,002,000 0.08%
76 TCV Trust & Wealth Management, Inc. 15,929 946,000 0.07%
77 VALLEY NATIONAL BANCORP 15,920 945,000 0.07%
78 Placemark Investments, Inc. 15,066 894,000 0.07%
79 Bares Capital Management, Inc. 14,683 872,000 0.07%
80 Beacon Capital Management, Inc. 14,257 847,000 0.06%
81 BlackRock Institutional Trust Company, N.A. 13,400 796,000 0.06%
82 RAYMOND JAMES TRUST N.A. 11,498 682,000 0.05%
83 STOCK YARDS BANK & TRUST CO 9,963 592,000 0.04%
84 FIRST FINANCIAL CORP /IN/ 9,959 591,000 0.04%
85 ASSOCIATED BANC-CORP 9,456 561,000 0.04%
86 WRAPMANAGER INC 8,684 516,000 0.04%
87 Cetera Advisors LLC 8,498 505,000 0.04%
88 PARAMETRIC PORTFOLIO ASSOCIATES LLC 7,526 447,000 0.03%
89 Cetera Advisor Networks LLC 7,340 435,000 0.03%
90 AMERICAN INTERNATIONAL GROUP, INC. 7,293 433,058 0.03%
91 AMERIPRISE FINANCIAL INC 6,919 411,000 0.03%
92 HL FINANCIAL SERVICES LLC 6,611 393,000 0.03%
93 Texas Yale Capital Corp. 6,491 385,000 0.03%
94 SHEPHERD KAPLAN KROCHUK, LLC 6,468 384,000 0.03%
95 Parkside Advisors LLC 6,192 368,000 0.03%
96 LADENBURG THALMANN FINANCIAL SERVICES INC. 6,185 367,000 0.03%
97 CULLEN/FROST BANKERS, INC. 6,055 360,000 0.03%
98 TRUIST FINANCIAL CORP 6,041 359,000 0.03%
99 IFC Holdings Incorporated/FL 5,550 329,000 0.02%
100 EXENCIAL WEALTH ADVISORS, LLC 5,410 324,000 0.02%
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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.