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

Institutional Holders (2017Q2)
Portfolio Summary: 96 Institutional holders with a total value of $182,932,538.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 WEALTHCARE CAPITAL MANAGEMENT LLC 1 0 0.00%
3 MANUFACTURERS LIFE INSURANCE COMPANY, THE 15 1,000 0.00%
4 NewEdge Advisors, LLC 41 1,850 0.00%
5 TRUST CO OF VERMONT 50 2,000 0.00%
6 NEXT Financial Group, Inc 115 5,000 0.00%
7 HCR WEALTH ADVISORS 2,093,100 7,000 0.00%
8 SHINE INVESTMENT ADVISORY SERVICES INC 185 8,000 0.00%
9 People's United Financial, Inc. 200 9,000 0.00%
10 IHT WEALTH MANAGEMENT, LLC 853 10,000 0.01%
11 Financial Architects, Inc 226 10,000 0.01%
12 BENJAMIN F. EDWARDS & COMPANY, INC. 240 11,000 0.01%
13 CITY HOLDING CO 330 15,000 0.01%
14 SEI INVESTMENTS CO 500 22,000 0.01%
15 GLOBAL RETIREMENT PARTNERS, LLC 550 25,000 0.01%
16 HUNTINGTON NATIONAL BANK 550 25,000 0.01% PRN
17 JACKSON, GRANT INVESTMENT ADVISERS, INC. 649 29,000 0.02%
18 GENEOS WEALTH MANAGEMENT INC. 975 43,000 0.02%
19 M&R CAPITAL MANAGEMENT INC 1,000 44,000 0.02%
20 Johnson Financial Group, Inc. 1,081 49,000 0.03%
21 SRH ADVISORS, LLC 1,160 52,000 0.03%
22 US BANCORP \DE\ 1,209 54,000 0.03%
23 FEDERATION DES CAISSES DESJARDINS DU QUEBEC 1,263 56,797 0.03%
24 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 1,485 67,000 0.04%
25 SYNOVUS FINANCIAL CORP 1,927 88,000 0.05%
26 ZIONS BANCORPORATION 2,000 90,000 0.05%
27 BALDWIN WEALTH PARTNERS LLC/MA 2,345 105,000 0.06%
28 Creative Planning 2,361 106,000 0.06%
29 PINNACLE FINANCIAL PARTNERS INC 2,444 110,000 0.06%
30 WASHINGTON TRUST BANK 4,094 184,000 0.10%
31 IFP ADVISORS, INC 4,436 199,000 0.11%
32 Winslow, Evans & Crocker, Inc. 4,445 199,891 0.11%
33 GSB WEALTH MANAGEMENT, LLC 4,515 203,000 0.11%
34 WFG Advisors, LP 4,629 208,000 0.11%
35 M&T BANK CORP 4,955 223,000 0.12%
36 OPPENHEIMER & CO INC 5,172 233,000 0.13%
37 EDGE ADVISORS, LLC 5,630 253,000 0.14%
38 NATIONAL PLANNING CORP 5,756 260,000 0.14%
39 Coastline Trust Co 6,425 289,000 0.16%
40 HBK Sorce Advisory LLC 6,435 289,000 0.16%
41 COLONY GROUP LLC 6,614 297,000 0.16%
42 BB&T SECURITIES, LLC 6,749 303,000 0.17%
43 Cambridge Investment Research Advisors, Inc. 7,065 318,000 0.17%
44 LADENBURG THALMANN FINANCIAL SERVICES INC. 7,242 326,000 0.18%
45 VENTURI WEALTH MANAGEMENT, LLC 8,104 364,000 0.20%
46 KEYBANK NATIONAL ASSOCIATION/OH 8,500 382,000 0.21%
47 North Star Investment Management Corp. 8,572 386,000 0.21%
48 TOMPKINS FINANCIAL CORP 8,950 402,000 0.22%
49 Cetera Advisor Networks LLC 10,020 447,000 0.24%
50 Betterment LLC 9,979 449,000 0.25%
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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.