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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 (2016Q3)
Portfolio Summary: 69 Institutional holders with a total value of $307,271,146.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 Beacon Capital Management, Inc. 11 1,000 0.00%
3 Ballentine Partners, LLC 36 4,000 0.00%
4 BlackRock Finance, Inc. 62 7,000 0.00%
5 FIFTH THIRD BANCORP 74 8,000 0.00%
6 INTEGRATED WEALTH MANAGEMENT 100 11,000 0.00%
7 PATHSTONE FAMILY OFFICE, LLC 102 11,000 0.00%
8 Mariner, LLC 222 23,000 0.01%
9 CITIGROUP INC 273 29,000 0.01%
10 Orion Porfolio Solutions, LLC 338 36,000 0.01%
11 Psagot Value Holdings Ltd. 347 37,000 0.01%
12 NEXT Financial Group, Inc 352 37,000 0.01%
13 JNBA Financial Advisors 411 43,000 0.01%
14 SIGNATUREFD, LLC 411 43,000 0.01%
15 Capital Advisors, Ltd. LLC 487 51,000 0.02%
16 Advisory Services Network, LLC 615 65,000 0.02%
17 KRILOGY FINANCIAL LLC 663 70,000 0.02%
18 PNC FINANCIAL SERVICES GROUP, INC. 670 71,000 0.02%
19 HUNTINGTON NATIONAL BANK 1,235 130,000 0.04% PRN
20 ENVESTNET ASSET MANAGEMENT INC 1,406 148,000 0.05%
21 Ameritas Investment Partners, Inc. 1,600 168,000 0.05%
22 Smith & Howard Wealth Management, LLC 2,000 210,000 0.07%
23 Stratos Wealth Partners, LTD. 2,688 283,000 0.09%
24 SII INVESTMENTS INC/WI 2,713 285,000 0.09%
25 GLENMEDE TRUST CO NA 2,780 292,000 0.10%
26 V WEALTH MANAGEMENT,LLC 2,883 303,000 0.10%
27 IFP ADVISORS, INC 2,930 308,000 0.10%
28 HL FINANCIAL SERVICES LLC 3,015 317,000 0.10%
29 ADVISOR GROUP, INC. 3,562 375,000 0.12%
30 Creative Planning 3,794 399,000 0.13%
31 AUSDAL FINANCIAL PARTNERS, INC. 4,122 434,000 0.14%
32 LBMC INVESTMENT ADVISORS, LLC 4,552 479,000 0.16%
33 Aureus Asset Management, LLC 5,500 579,000 0.19%
34 CORNERSTONE WEALTH MANAGEMENT, LLC 6,049 632,000 0.21%
35 BB&T SECURITIES, LLC 6,147 646,000 0.21%
36 MANUFACTURERS LIFE INSURANCE COMPANY, THE 6,202 653,000 0.21%
37 PRIVATE TRUST CO NA 6,206 653,000 0.21%
38 ARROW FINANCIAL CORP 6,672 702,000 0.23%
39 BSC PRIVATE WEALTH MANAGEMENT, LLC 7,207 753,000 0.25%
40 HighTower Advisors, LLC 7,898 831,000 0.27%
41 US BANCORP \DE\ 11,196 1,178,000 0.38%
42 AVIANCE CAPITAL MANAGEMENT, LLC 11,926 1,255,000 0.41%
43 Bank of New York Mellon Corp 12,149 1,278,000 0.42%
44 ROYAL BANK OF CANADA 13,176 1,387,000 0.45%
45 CARNICK & KUBIK GROUP, LLC 13,443 1,415,000 0.46%
46 Cambridge Investment Research Advisors, Inc. 14,429 1,518,000 0.49%
47 LADENBURG THALMANN FINANCIAL SERVICES INC. 15,865 1,669,000 0.54%
48 MSI Financial Services Inc 15,977 1,682,000 0.55%
49 Freedom Investment Management, Inc. 18,061 1,901,000 0.62%
50 Raymond James Financial Services Advisors, Inc. 19,184 2,019,000 0.66%
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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.