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

Institutional Holders (2017Q2)
Portfolio Summary: 90 Institutional holders with a total value of $235,093,714.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 360,358 51,585,000 21.94%
2 FAS Wealth Partners, Inc. 159,621 22,850,000 9.72%
3 LPL Financial LLC 143,635 20,561,000 8.75%
4 KAYS FINANCIAL ADVISORY CORP /ADV 103,103 14,759,000 6.28%
5 KRILOGY FINANCIAL LLC 98,119 14,046,000 5.97%
6 AMERIPRISE FINANCIAL INC 94,266 13,492,000 5.74%
7 UBS Group AG 79,046 11,315,000 4.81%
8 RAYMOND JAMES & ASSOCIATES 47,442 6,792,000 2.89%
9 MCADAM, LLC 40,182 5,752,000 2.45%
10 BANK OF AMERICA CORP /DE/ 36,817 5,270,000 2.24%
11 JANE STREET GROUP, LLC 36,394 5,210,000 2.22%
12 MORGAN STANLEY 35,570 5,093,000 2.17%
13 STIFEL FINANCIAL CORP 34,665 4,965,000 2.11%
14 Commonwealth Equity Services, Inc 34,024 4,870,000 2.07%
15 Strategic Advisors LLC 23,974 3,432,000 1.46%
16 WELLS FARGO & COMPANY/MN 21,357 3,057,000 1.30%
17 SUSQUEHANNA INTERNATIONAL GROUP, LLP 21,200 3,035,000 1.29%
18 ENVESTNET ASSET MANAGEMENT INC 20,811 2,979,000 1.27%
19 GHP Investment Advisors, Inc. 17,745 2,540,000 1.08%
20 VOYA FINANCIAL ADVISORS, INC. 16,752 2,396,000 1.02%
21 HARBOUR INVESTMENT MANAGEMENT LLC 15,390 2,203,000 0.94%
22 CETERA INVESTMENT ADVISERS 13,906 1,985,000 0.84%
23 Cetera Advisors LLC 13,906 1,985,000 0.84%
24 MML INVESTORS SERVICES, INC. 13,251 1,897,000 0.81%
25 LADENBURG THALMANN FINANCIAL SERVICES INC. 12,609 1,805,000 0.77%
26 MARIETTA WEALTH MANAGEMENT, LLC 11,882 1,701,000 0.72%
27 Cambridge Investment Research Advisors, Inc. 11,477 1,643,000 0.70%
28 Diligent Investors, LLC 11,456 1,640,000 0.70%
29 SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP 8,709 1,247,000 0.53%
30 ADVISOR GROUP, INC. 7,801 1,117,000 0.48%
31 Courage Miller Partners, LLC 7,596 1,087,000 0.46%
32 Asset Management Group, Inc. 7,593 1,087,000 0.46%
33 HighTower Advisors, LLC 7,027 996,000 0.42%
34 Gradient Investments LLC 6,149 880,000 0.37%
35 Advisory Alpha, LLC 5,661 814,000 0.35%
36 Private Advisor Group, LLC 4,957 711,000 0.30%
37 Freedom Investment Management, Inc. 4,857 695,000 0.30%
38 CORNERSTONE WEALTH MANAGEMENT, LLC 4,597 657,000 0.28%
39 Advisory Services Network, LLC 4,371 626,000 0.27%
40 BERGANKDV WEALTH MANAGEMENT, LLC 3,760 538,000 0.23%
41 Raymond James Financial Services Advisors, Inc. 3,598 515,000 0.22%
42 GOLDMAN SACHS GROUP INC 2,785 399,000 0.17%
43 Stratos Wealth Partners, LTD. 2,576 369,000 0.16%
44 One Capital Management, LLC 2,465 353,000 0.15%
45 CABOT WEALTH MANAGEMENT INC 2,447 350,000 0.15%
46 MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,947 279,000 0.12%
47 BOSTON FINANCIAL MANGEMENT LLC 1,742 249,000 0.11%
48 Cetera Advisor Networks LLC 1,687 241,000 0.10%
49 IFP ADVISORS, INC 1,499 215,000 0.09%
50 BB&T SECURITIES, LLC 1,421 203,000 0.09%
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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.