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SPDR
SPDR. Institutional holdings reported to the SEC.

Institutional Holders (2015Q1)
Portfolio Summary: 28 Institutional holders with a total value of $47,995,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Patriot Wealth Management, Inc. 152,689 11,846,000 24.68%
2 AFAM CAPITAL, INC. 57,297 4,445,000 9.26%
3 Financial Sense Advisors, Inc. 53,576 4,156,000 8.66%
4 KCM INVESTMENT ADVISORS LLC 50,975 3,955,000 8.24%
5 ARS Investment Partners, LLC 44,777 3,474,000 7.24%
6 Bowling Portfolio Management LLC 44,309 3,437,000 7.16%
7 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 30,968 2,403,000 5.01%
8 Stillwater Investment Management, LLC 30,299 2,351,000 4.90%
9 Hugh Johnson Advisors LLC 19,045 1,478,000 3.08%
10 L. Roy Papp & Associates, LLP 17,375 1,348,000 2.81%
11 BOYS ARNOLD & CO INC 13,435 1,042,000 2.17%
12 SMITH HAYES Advisers, Inc 12,551 974,000 2.03%
13 DUMONT & BLAKE INVESTMENT ADVISORS LLC 12,376 960,000 2.00%
14 BOSTON RESEARCH & MANAGEMENT INC 11,678 905,000 1.89%
15 Daniel Devine & Co 10,920 847,000 1.76%
16 Bollard Group LLC 9,884 767,000 1.60%
17 Narwhal Capital Management 9,239 717,000 1.49%
18 Spruce Investment Advisors LLC 7,996 620,000 1.29%
19 CONDOR CAPITAL MANAGEMENT 6,537 507,000 1.06%
20 PATTEN & PATTEN INC/TN 5,025 390,000 0.81%
21 InterOcean Capital, LLC 4,338 337,000 0.70%
22 Detwiler Fenton Investment Management LLC 3,505 272,000 0.57%
23 SignalPoint Asset Management, LLC 2,950 229,000 0.48%
24 Willingdon Wealth Management 2,800 217,000 0.45%
25 VESTOR CAPITAL, LLC 1,566 121,000 0.25%
26 Karp Capital Management Corp 1,475 114,000 0.24%
27 ISTHMUS PARTNERS, LLC 1,000 78,000 0.16%
28 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 70 5,000 0.01%

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.