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SPDR SERIES TRUST PRTFLO S&P500 GW ETF
SPDR SERIES TRUST PRTFLO S&P500 GW ETF. Institutional holdings reported to the SEC.

Institutional Holders (2016Q2)
Portfolio Summary: 65 Institutional holders with a total value of $350,293,230.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 SEI INVESTMENTS CO 23 2,000 0.00%
3 BlackRock Finance, Inc. 31 3,000 0.00%
4 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 41 4,000 0.00%
5 Ballentine Partners, LLC 36 4,000 0.00%
6 FIFTH THIRD BANCORP 74 7,000 0.00%
7 INTEGRATED WEALTH MANAGEMENT 100 10,000 0.00%
8 PATHSTONE FAMILY OFFICE, LLC 102 10,000 0.00%
9 CITIGROUP INC 273 28,000 0.01%
10 Orion Porfolio Solutions, LLC 338 34,000 0.01%
11 Psagot Value Holdings Ltd. 347 35,000 0.01%
12 SIGNATUREFD, LLC 411 41,000 0.01%
13 Capital Advisors, Ltd. LLC 487 49,000 0.01%
14 Tower Research Capital LLC (TRC) 596 60,000 0.02%
15 KRILOGY FINANCIAL LLC 661 67,000 0.02%
16 PNC FINANCIAL SERVICES GROUP, INC. 670 68,000 0.02%
17 Advisory Services Network, LLC 680 69,000 0.02%
18 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 900 91,000 0.03%
19 HUNTINGTON NATIONAL BANK 1,235 125,000 0.04% PRN
20 Ameritas Investment Partners, Inc. 1,600 161,000 0.05%
21 LBMC INVESTMENT ADVISORS, LLC 2,013 203,000 0.06%
22 SII INVESTMENTS INC/WI 2,443 247,000 0.07%
23 SOCIETE GENERALE 2,493 252,000 0.07%
24 SG Americas Securities, LLC 2,493 252,000 0.07%
25 Stratos Wealth Partners, LTD. 2,507 253,000 0.07%
26 GLENMEDE TRUST CO NA 2,780 280,000 0.08%
27 V WEALTH MANAGEMENT,LLC 2,931 296,000 0.08%
28 IFP ADVISORS, INC 3,191 322,000 0.09%
29 ADVISOR GROUP, INC. 3,348 337,000 0.10%
30 Creative Planning 3,785 382,000 0.11%
31 MANUFACTURERS LIFE INSURANCE COMPANY, THE 5,664 572,000 0.16%
32 HL FINANCIAL SERVICES LLC 5,740 579,000 0.17%
33 BB&T SECURITIES, LLC 5,843 589,000 0.17%
34 PRIVATE TRUST CO NA 6,234 629,000 0.18%
35 AUSDAL FINANCIAL PARTNERS, INC. 7,028 709,000 0.20%
36 BSC PRIVATE WEALTH MANAGEMENT, LLC 7,100 721,000 0.21%
37 AVIANCE CAPITAL MANAGEMENT, LLC 7,169 723,000 0.21%
38 ARROW FINANCIAL CORP 7,328 739,000 0.21%
39 HighTower Advisors, LLC 8,139 819,000 0.23%
40 ENVESTNET ASSET MANAGEMENT INC 8,517 859,000 0.25%
41 MSI Financial Services Inc 11,196 1,130,000 0.32%
42 US BANCORP \DE\ 11,813 1,192,000 0.34%
43 Bank of New York Mellon Corp 12,812 1,292,000 0.37%
44 ROYAL BANK OF CANADA 12,942 1,306,000 0.37%
45 Cambridge Investment Research Advisors, Inc. 13,569 1,369,000 0.39%
46 CARNICK & KUBIK GROUP, LLC 14,000 1,413,000 0.40%
47 Freedom Investment Management, Inc. 15,341 1,548,000 0.44%
48 LADENBURG THALMANN FINANCIAL SERVICES INC. 15,537 1,568,000 0.45%
49 Raymond James Financial Services Advisors, Inc. 16,789 1,694,000 0.48%
50 AMERIPRISE FINANCIAL INC 17,132 1,728,000 0.49%
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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.