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

Institutional Holders (2016Q4)
Portfolio Summary: 76 Institutional holders with a total value of $205,026,604.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 Ironwood Financial, llc 25 3,000 0.00%
3 IHT WEALTH MANAGEMENT, LLC 45 6,000 0.00%
4 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 46 6,000 0.00%
5 CREATIVE FINANCIAL DESIGNS INC /ADV 76 10,000 0.00%
6 JPMORGAN CHASE & CO 90 12,000 0.01%
7 Liberty Capital Management, Inc. 95 13,000 0.01%
8 Corbenic Partners LLC 114 15,000 0.01%
9 GENEOS WEALTH MANAGEMENT INC. 144 19,000 0.01%
10 Manchester Capital Management LLC 164 22,000 0.01%
11 BANK OF MONTREAL /CAN/ 170 22,000 0.01%
12 CWM, LLC 181 24,000 0.01%
13 CITIGROUP INC 188 25,000 0.01%
14 PEDDOCK CAPITAL ADVISORS, LLC 193 26,000 0.01%
15 ANCHOR INVESTMENT MANAGEMENT, LLC 200 26,604 0.01%
16 Baystate Wealth Management LLC 202 27,000 0.01%
17 PNC FINANCIAL SERVICES GROUP, INC. 249 33,000 0.02%
18 Parkside Financial Bank & Trust 291 39,000 0.02%
19 Avior Wealth Management, LLC 359 48,000 0.02%
20 NEXT Financial Group, Inc 365 49,000 0.02%
21 ROYAL BANK OF CANADA 384 51,000 0.02%
22 GLENMEDE TRUST CO NA 600 79,000 0.04%
23 Vantage Investment Advisors, LLC 614 81,000 0.04%
24 ENVESTNET ASSET MANAGEMENT INC 846 112,000 0.05%
25 Creative Planning 867 115,000 0.06%
26 First Horizon Advisors, Inc. 1,027 131,000 0.06%
27 Burt Wealth Advisors 1,084 144,000 0.07%
28 MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,267 169,000 0.08%
29 ARROW FINANCIAL CORP 1,285 171,000 0.08%
30 TD AMERITRADE INVESTMENT MANAGEMENT, LLC 1,381 184,000 0.09%
31 BRONFMAN E.L. ROTHSCHILD, L.P. 1,465 195,000 0.10%
32 PRIVATE TRUST CO NA 1,595 212,000 0.10%
33 BOSTON FINANCIAL MANGEMENT LLC 1,736 231,000 0.11%
34 SALEM INVESTMENT COUNSELORS INC 2,000 266,000 0.13%
35 One Capital Management, LLC 2,430 323,000 0.16%
36 Stratos Wealth Partners, LTD. 2,560 341,000 0.17%
37 IFP ADVISORS, INC 3,353 446,000 0.22%
38 Private Advisor Group, LLC 3,617 486,000 0.24%
39 Raymond James Financial Services Advisors, Inc. 4,163 554,000 0.27%
40 ADVISOR GROUP, INC. 4,281 570,000 0.28%
41 CORNERSTONE WEALTH MANAGEMENT, LLC 4,610 615,000 0.30%
42 HighTower Advisors, LLC 5,066 673,000 0.33%
43 Freedom Investment Management, Inc. 5,248 698,000 0.34%
44 CABOT WEALTH MANAGEMENT INC 5,604 745,000 0.36%
45 Gradient Investments LLC 5,752 765,000 0.37%
46 MARIETTA WEALTH MANAGEMENT, LLC 7,485 996,000 0.49%
47 Asset Management Group, Inc. 7,553 1,005,000 0.49%
48 SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP 7,823 1,041,000 0.51%
49 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 8,018 1,067,000 0.52%
50 LADENBURG THALMANN FINANCIAL SERVICES INC. 8,548 1,137,000 0.55%
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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.