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

Institutional Holders (2016Q2)
Portfolio Summary: 41 Institutional holders with a total value of $31,366,307.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BANK OF AMERICA CORP /DE/ 180,006 5,375,000 17.14%
2 HighTower Advisors, LLC 130,711 3,905,000 12.45%
3 STATE STREET CORP 112,268 3,352,000 10.69%
4 MORGAN STANLEY 84,495 2,523,000 8.04%
5 UBS Group AG 79,693 2,380,000 7.59%
6 Orion Porfolio Solutions, LLC 65,607 1,959,000 6.25%
7 WELLS FARGO & COMPANY/MN 47,961 1,432,000 4.57%
8 MAI Capital Management 40,982 1,224,000 3.90%
9 PRUDENTIAL FINANCIAL INC 36,100 1,078,000 3.44%
10 ROYAL BANK OF CANADA 34,115 1,019,000 3.25%
11 BANK OF MONTREAL /CAN/ 33,270 994,000 3.17%
12 Koshinski Asset Management, Inc. 21,850 652,000 2.08%
13 JPMORGAN CHASE & CO 19,136 571,000 1.82%
14 MURPHY CAPITAL MANAGEMENT INC 18,850 562,000 1.79%
15 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 18,153 543,000 1.73%
16 MSI Financial Services Inc 18,112 541,000 1.72%
17 HENGEHOLD CAPITAL MANAGEMENT LLC 17,476 522,000 1.66%
18 DAVENPORT & Co LLC 12,017 358,828 1.14%
19 LPL Financial LLC 11,557 336,000 1.07%
20 Freedom Investment Management, Inc. 10,361 309,000 0.99%
21 HM PAYSON & CO 9,622 287,000 0.91%
22 Cambridge Investment Research Advisors, Inc. 8,421 251,000 0.80%
23 Whitnell & Co. 7,142 213,000 0.68%
24 RAYMOND JAMES & ASSOCIATES 6,760 202,000 0.64%
25 SUSQUEHANNA INTERNATIONAL GROUP, LLP 6,769 202,000 0.64%
26 INTEGRATED WEALTH MANAGEMENT 5,692 170,000 0.54%
27 ENVESTNET ASSET MANAGEMENT INC 4,711 141,000 0.45%
28 Compagnie Lombard Odier SCmA 2,800 84,000 0.27%
29 PNC FINANCIAL SERVICES GROUP, INC. 2,380 71,000 0.23%
30 Creative Planning 1,500 45,000 0.14%
31 Argentus Capital Management, LLC 901 27,000 0.09%
32 GENEOS WEALTH MANAGEMENT INC. 478 14,000 0.04%
33 Barrett Asset Management, LLC 200 6,000 0.02%
34 Patten Group, Inc. 150 4,479 0.01%
35 ADVISOR GROUP, INC. 166 4,000 0.01%
36 BlackRock Finance, Inc. 109 3,000 0.01%
37 Ironwood Financial, llc 65 2,000 0.01%
38 Advisory Services Network, LLC 83 2,000 0.01%
39 ROBLE, BELKO & COMPANY, INC 67 2,000 0.01%
40 Parallax Volatility Advisers, L.P. 1 0 0.00%
41 CITIGROUP INC 2 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.