Dark
Light
System
Security
SPDR
SPDR. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 29 Institutional holders with a total value of $58,476,081.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Leonetti & Associates, LLC 160,622 14,305,000 24.46%
2 Patriot Wealth Management, Inc. 136,313 12,140,000 20.76%
3 ARS Investment Partners, LLC 45,338 4,038,000 6.91%
4 CUMBERLAND ADVISORS INC 43,740 3,895,000 6.66%
5 DT Investment Partners, LLC 35,764 3,185,000 5.45%
6 KCM INVESTMENT ADVISORS LLC 31,361 2,793,000 4.78%
7 Cetera Advisor Networks LLC 21,444 1,908,000 3.26%
8 Stillwater Investment Management, LLC 18,923 1,685,000 2.88%
9 L. Roy Papp & Associates, LLP 17,055 1,519,000 2.60%
10 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 16,438 1,464,000 2.50%
11 CHILTON CAPITAL MANAGEMENT LLC 15,148 1,349,081 2.31%
12 BOSTON RESEARCH & MANAGEMENT INC 14,862 1,323,000 2.26%
13 Carnegie Investment Counsel 12,492 1,113,000 1.90%
14 Hugh Johnson Advisors LLC 11,210 998,000 1.71%
15 Cetera Advisors LLC 10,764 961,000 1.64%
16 Bollard Group LLC 9,304 829,000 1.42%
17 AVIANCE CAPITAL MANAGEMENT, LLC 8,284 738,000 1.26%
18 CONDOR CAPITAL MANAGEMENT 7,961 709,000 1.21%
19 VESTOR CAPITAL, LLC 5,635 502,000 0.86%
20 BOYS ARNOLD & CO INC 5,580 497,000 0.85%
21 L & S Advisors Inc 4,975 443,000 0.76%
22 PATTEN & PATTEN INC/TN 4,865 433,000 0.74%
23 InterOcean Capital, LLC 4,290 382,000 0.65%
24 PETTYJOHN, WOOD & WHITE, INC 4,000 356,000 0.61%
25 PARSONS CAPITAL MANAGEMENT INC/RI 3,715 332,000 0.57%
26 DOCK STREET ASSET MANAGEMENT INC 2,953 263,000 0.45%
27 Windsor Financial Group, LLC 2,349 209,000 0.36%
28 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1,014 90,000 0.15%
29 EFG Private Wealth Management (Americas) Corp. 194 17,000 0.03%

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.