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SPDR
SPDR. Institutional holdings reported to the SEC.

Institutional Holders (2015Q2)
Portfolio Summary: 24 Institutional holders with a total value of $43,464,479.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Patriot Wealth Management, Inc. 94,276 7,086,000 16.30%
2 PVG Asset Management 93,620 7,036,479 16.19%
3 AFAM CAPITAL, INC. 49,603 3,728,000 8.58%
4 ARS Investment Partners, LLC 47,004 3,533,000 8.13%
5 KCM INVESTMENT ADVISORS LLC 45,397 3,412,000 7.85%
6 Bowling Portfolio Management LLC 44,088 3,314,000 7.62%
7 Stillwater Investment Management, LLC 32,021 2,407,000 5.54%
8 Hugh Johnson Advisors LLC 19,410 1,459,000 3.36%
9 Orca Investment Management, LLC 19,352 1,454,000 3.35%
10 L. Roy Papp & Associates, LLP 17,675 1,328,000 3.06%
11 CHILTON CAPITAL MANAGEMENT LLC 17,012 1,279,000 2.94%
12 BOYS ARNOLD & CO INC 14,635 1,100,000 2.53%
13 DUMONT & BLAKE INVESTMENT ADVISORS LLC 12,602 947,000 2.18%
14 Spruce Investment Advisors LLC 11,214 843,000 1.94%
15 BOSTON RESEARCH & MANAGEMENT INC 11,113 835,000 1.92%
16 Daniel Devine & Co 10,790 811,000 1.87%
17 Bollard Group LLC 9,949 748,000 1.72%
18 Narwhal Capital Management 8,939 672,000 1.55%
19 InterOcean Capital, LLC 5,135 386,000 0.89%
20 PATTEN & PATTEN INC/TN 5,125 385,000 0.89%
21 CONDOR CAPITAL MANAGEMENT 4,512 339,000 0.78%
22 SignalPoint Asset Management, LLC 2,950 229,000 0.53%
23 VESTOR CAPITAL, LLC 1,705 128,000 0.29%
24 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 65 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.