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

Institutional Holders (2016Q4)
Portfolio Summary: 89 Institutional holders with a total value of $166,328,468.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 TRUST CO OF VERMONT 50 2,000 0.00%
3 BENJAMIN F. EDWARDS & COMPANY, INC. 100 4,000 0.00%
4 HCR WEALTH ADVISORS 2,093,100 8,000 0.00%
5 People's United Financial, Inc. 200 8,000 0.00%
6 Financial Architects, Inc 226 9,000 0.01%
7 BILLEAUD CAPITAL MANAGEMENT, INC. 330 14,000 0.01%
8 AlphaMark Advisors, LLC 422 18,000 0.01%
9 PERENNIAL ADVISORS, LLC 450 21,000 0.01%
10 GLOBAL RETIREMENT PARTNERS, LLC 550 24,000 0.01%
11 JACKSON, GRANT INVESTMENT ADVISERS, INC. 634 27,000 0.02%
12 CREATIVE FINANCIAL DESIGNS INC /ADV 800 34,000 0.02%
13 GENEOS WEALTH MANAGEMENT INC. 1,033 43,000 0.03%
14 US BANCORP \DE\ 1,209 50,000 0.03%
15 Creative Planning 1,475 62,000 0.04%
16 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 1,458 62,000 0.04%
17 IFP ADVISORS, INC 1,703 71,000 0.04%
18 ZIONS BANCORPORATION 2,000 84,000 0.05%
19 SYNOVUS FINANCIAL CORP 2,066 87,000 0.05%
20 BALDWIN WEALTH PARTNERS LLC/MA 2,550 107,000 0.06%
21 TOMPKINS FINANCIAL CORP 2,895 121,000 0.07%
22 HIGH POINT BANK & TRUST CO 2,952 124,000 0.07%
23 Winslow, Evans & Crocker, Inc. 3,112 130,468 0.08%
24 LADENBURG THALMANN FINANCIAL SERVICES INC. 4,695 198,000 0.12%
25 WFG Advisors, LP 4,751 199,000 0.12%
26 FDx Advisors, Inc. 4,811 202,000 0.12%
27 Affiance Financial, LLC 4,956 208,000 0.13%
28 OPPENHEIMER & CO INC 5,528 232,000 0.14%
29 EDGE ADVISORS, LLC 5,630 236,000 0.14%
30 VOYA FINANCIAL ADVISORS, INC. 5,798 243,000 0.15%
31 Cetera Advisor Networks LLC 5,976 250,000 0.15%
32 Coastline Trust Co 6,425 270,000 0.16%
33 HBK Sorce Advisory LLC 6,565 275,000 0.17%
34 AHRENS INVESTMENT PARTNERS LLC 7,409 311,000 0.19%
35 FIRST TRUST ADVISORS LP 7,709 323,000 0.19%
36 BANK OF MONTREAL /CAN/ 7,984 342,000 0.21%
37 VENTURI WEALTH MANAGEMENT, LLC 8,236 346,000 0.21%
38 KEYBANK NATIONAL ASSOCIATION/OH 8,500 357,000 0.21%
39 CITIGROUP INC 8,618 362,000 0.22%
40 Cambridge Investment Research Advisors, Inc. 8,648 363,000 0.22%
41 North Star Investment Management Corp. 9,469 397,000 0.24%
42 Braver Wealth Management, LLC 9,490 398,000 0.24%
43 Freedom Investment Management, Inc. 9,542 400,000 0.24%
44 Betterment LLC 9,783 410,000 0.25%
45 MSI Financial Services Inc 10,106 424,000 0.25%
46 Virtu KCG Holdings LLC 11,034 463,000 0.28%
47 Destination Wealth Management 11,305 474,000 0.28%
48 WELLS FARGO & COMPANY/MN 11,676 490,000 0.29%
49 Confluence Wealth Management LLC 11,733 492,000 0.30%
50 PARSONS CAPITAL MANAGEMENT INC/RI 12,835 538,000 0.32%
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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.