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SPDR INDEX SHS FDS
SPDR INDEX SHS FDS. Institutional holdings reported to the SEC.

Institutional Holders (2015Q1)
Portfolio Summary: 36 Institutional holders with a total value of $63,042,590.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 299,539 10,523,000 16.69%
2 UBS Group AG 283,571 9,962,000 15.80%
3 BANK OF AMERICA CORP /DE/ 270,554 9,504,000 15.08%
4 STATE STREET CORP 159,258 5,595,000 8.87%
5 Orion Porfolio Solutions, LLC 145,438 5,109,000 8.10%
6 LPL Financial LLC 130,028 4,609,000 7.31%
7 WELLS FARGO & COMPANY/MN 83,831 2,945,000 4.67%
8 AMERIPRISE FINANCIAL INC 68,513 2,407,000 3.82%
9 ROYAL BANK OF CANADA 49,692 1,746,000 2.77%
10 MAI Capital Management 45,100 1,584,000 2.51%
11 GFS Advisors, LLC 40,000 1,405,000 2.23%
12 TOTH FINANCIAL ADVISORY CORP 39,781 1,398,000 2.22%
13 STIFEL FINANCIAL CORP 30,540 1,071,000 1.70%
14 SG Americas Securities, LLC 26,632 936,000 1.48%
15 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 18,748 658,000 1.04%
16 NATIONAL PLANNING CORP 15,955 581,000 0.92%
17 BANK OF MONTREAL /CAN/ 14,548 511,000 0.81%
18 Cambridge Investment Research Advisors, Inc. 12,272 431,000 0.68%
19 DAVENPORT & Co LLC 11,750 412,778 0.65%
20 Freedom Investment Management, Inc. 8,221 289,000 0.46%
21 COLONY GROUP LLC 7,352 258,000 0.41%
22 Whitnell & Co. 7,142 251,000 0.40%
23 Commonwealth Equity Services, Inc 6,907 243,000 0.39%
24 Koshinski Asset Management, Inc. 6,805 239,000 0.38%
25 PNC FINANCIAL SERVICES GROUP, INC. 4,663 164,000 0.26%
26 Compagnie Lombard Odier SCmA 2,300 81,000 0.13%
27 Creative Planning 1,640 58,000 0.09%
28 AMERICAN INTERNATIONAL GROUP, INC. 934 32,812 0.05%
29 WFG Advisors, LP 604 21,000 0.03%
30 Barrett Asset Management, LLC 200 7,000 0.01%
31 CITIGROUP INC 152 5,000 0.01%
32 ROBLE, BELKO & COMPANY, INC 67 2,000 0.00%
33 Ironwood Financial, llc 65 2,000 0.00%
34 Tower Research Capital LLC (TRC) 19 1,000 0.00%
35 MSI Financial Services Inc 28 1,000 0.00%
36 Parallax Volatility Advisers, L.P. 1 0 0.00%

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.