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SPDR Short Term Municipal Bond
SPDR Short Term Municipal Bond. Institutional holdings reported to the SEC.

Institutional Holders (2016Q3)
Portfolio Summary: 9 Institutional holders with a total value of $28,576,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 JAMES INVESTMENT RESEARCH, INC. 188,534 9,210,000 32.23%
2 STALEY CAPITAL ADVISERS INC 180,250 8,805,000 30.81%
3 Accuvest Global Advisors 125,740 6,142,000 21.49%
4 UNITED CAPITAL FINANCIAL ADVISORS, LLC 42,227 2,063,000 7.22%
5 OARSMAN CAPITAL, INC. 24,104 1,177,000 4.12%
6 Veritable, L.P. 9,750 476,000 1.67%
7 1834 INVESTMENT ADVISORS CO 6,900 337,000 1.18%
8 Ancora Advisors LLC 5,000 244,000 0.85%
9 SYNOVUS FINANCIAL CORP 2,500 122,000 0.43%

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.