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SPDR
SPDR. Institutional holdings reported to the SEC.

Institutional Holders (2014Q2)
Portfolio Summary: 27 Institutional holders with a total value of $69,643,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 HOLLENCREST CAPITAL MANAGEMENT 169,108 16,928,000 24.31%
2 Patriot Wealth Management, Inc. 136,984 13,712,000 19.69%
3 ARS Investment Partners, LLC 46,980 4,703,000 6.75%
4 CUMBERLAND ADVISORS INC 44,000 4,404,000 6.32%
5 Cetera Advisors LLC 35,324 3,541,000 5.08%
6 KCM INVESTMENT ADVISORS LLC 31,043 3,107,000 4.46%
7 Cetera Advisor Networks LLC 29,544 2,964,000 4.26%
8 GOULD ASSET MANAGEMENT LLC /CA/ 21,030 2,105,000 3.02%
9 Stillwater Investment Management, LLC 20,249 2,027,000 2.91%
10 Hugh Johnson Advisors LLC 19,080 1,910,000 2.74%
11 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 17,013 1,703,000 2.45%
12 L. Roy Papp & Associates, LLP 16,925 1,694,000 2.43%
13 CHILTON CAPITAL MANAGEMENT LLC 16,068 1,608,000 2.31%
14 BOSTON RESEARCH & MANAGEMENT INC 14,760 1,477,000 2.12%
15 Carnegie Investment Counsel 12,459 1,247,000 1.79%
16 AVIANCE CAPITAL MANAGEMENT, LLC 9,450 946,000 1.36%
17 Bollard Group LLC 9,348 936,000 1.34%
18 Main Management LLC 6,900 691,000 0.99%
19 BOYS ARNOLD & CO INC 5,580 559,000 0.80%
20 CONDOR CAPITAL MANAGEMENT 5,561 557,000 0.80%
21 InterOcean Capital, LLC 5,330 534,000 0.77%
22 Regent Investment Management LLC 5,250 526,000 0.76%
23 L & S Advisors Inc 5,111 512,000 0.74%
24 PATTEN & PATTEN INC/TN 4,635 464,000 0.67%
25 PARSONS CAPITAL MANAGEMENT INC/RI 3,715 373,000 0.54%
26 DOCK STREET ASSET MANAGEMENT INC 2,953 296,000 0.43%
27 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1,184 119,000 0.17%

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.