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

Institutional Holders (2016Q1)
Portfolio Summary: 64 Institutional holders with a total value of $77,025,712.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 11 1,000 0.00%
3 ROYAL BANK OF CANADA 20 2,000 0.00%
4 Ironwood Financial, llc 65 8,000 0.01%
5 JPMORGAN CHASE & CO 70 8,000 0.01%
6 MANUFACTURERS LIFE INSURANCE COMPANY, THE 66 8,000 0.01%
7 Corbenic Partners LLC 114 14,000 0.02%
8 GENEOS WEALTH MANAGEMENT INC. 121 14,000 0.02%
9 SIGNATUREFD, LLC 150 18,000 0.02%
10 Manchester Capital Management LLC 164 19,000 0.02%
11 BANK OF MONTREAL /CAN/ 170 20,000 0.03%
12 ANCHOR INVESTMENT MANAGEMENT, LLC 200 23,712 0.03%
13 PNC FINANCIAL SERVICES GROUP, INC. 208 24,000 0.03%
14 NEXT Financial Group, Inc 230 27,000 0.04%
15 Avior Wealth Management, LLC 239 28,000 0.04%
16 Transamerica Financial Advisors, LLC 237 29,000 0.04%
17 Vantage Investment Advisors, LLC 262 31,000 0.04%
18 Parkside Financial Bank & Trust 449 53,000 0.07%
19 GLENMEDE TRUST CO NA 600 71,000 0.09%
20 Creative Planning 981 116,000 0.15%
21 First Horizon Advisors, Inc. 1,125 133,000 0.17%
22 Argentus Capital Management, LLC 1,144 136,000 0.18%
23 ARROW FINANCIAL CORP 1,250 148,000 0.19%
24 Burt Wealth Advisors 1,254 149,000 0.19%
25 TD AMERITRADE INVESTMENT MANAGEMENT, LLC 1,293 153,000 0.20%
26 BRONFMAN E.L. ROTHSCHILD, L.P. 1,350 160,000 0.21%
27 PRIVATE TRUST CO NA 1,695 200,000 0.26%
28 VSR Financial Services, Inc. 1,874 222,000 0.29%
29 GOLDMAN SACHS GROUP INC 1,931 229,000 0.30%
30 SG Americas Securities, LLC 1,949 231,000 0.30%
31 SALEM INVESTMENT COUNSELORS INC 2,000 237,000 0.31%
32 AMERICAN INTERNATIONAL GROUP, INC. 2,504 296,000 0.38%
33 Private Advisor Group, LLC 2,721 323,000 0.42%
34 Advisory Services Network, LLC 2,900 344,000 0.45%
35 IFP ADVISORS, INC 2,927 347,000 0.45%
36 FAS Wealth Partners, Inc. 3,590 426,000 0.55%
37 LADENBURG THALMANN FINANCIAL SERVICES INC. 4,179 495,000 0.64%
38 Raymond James Financial Services Advisors, Inc. 4,306 511,000 0.66%
39 Freedom Investment Management, Inc. 5,081 602,000 0.78%
40 HighTower Advisors, LLC 5,465 650,000 0.84%
41 BANK OF AMERICA CORP /DE/ 5,744 681,000 0.88%
42 Gradient Investments LLC 5,940 704,000 0.91%
43 Tradewinds Capital Management, LLC 6,785 804,000 1.04%
44 MSI Financial Services Inc 7,027 833,000 1.08%
45 CABOT WEALTH MANAGEMENT INC 7,024 833,000 1.08%
46 GHP Investment Advisors, Inc. 7,076 839,000 1.09%
47 Asset Management Group, Inc. 7,699 913,000 1.19%
48 Commonwealth Equity Services, Inc 7,996 948,000 1.23%
49 VOYA FINANCIAL ADVISORS, INC. 9,031 1,068,000 1.39%
50 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 9,015 1,069,000 1.39%
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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.