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SPDR
SPDR. Institutional holdings reported to the SEC.

Institutional Holders (2015Q3)
Portfolio Summary: 21 Institutional holders with a total value of $43,383,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Guild Investment Management, Inc. 282,710 17,302,000 39.88%
2 Patriot Wealth Management, Inc. 96,930 5,932,000 13.67%
3 ARS Investment Partners, LLC 47,173 2,887,000 6.65%
4 Bowling Portfolio Management LLC 42,726 2,615,000 6.03%
5 KCM INVESTMENT ADVISORS LLC 35,757 2,188,000 5.04%
6 BOYS ARNOLD & CO INC 35,085 2,147,000 4.95%
7 Stillwater Investment Management, LLC 34,828 2,131,000 4.91%
8 Hugh Johnson Advisors LLC 19,410 1,188,000 2.74%
9 L. Roy Papp & Associates, LLP 18,475 1,131,000 2.61%
10 BOSTON RESEARCH & MANAGEMENT INC 18,205 1,114,000 2.57%
11 DUMONT & BLAKE INVESTMENT ADVISORS LLC 12,377 757,000 1.74%
12 Daniel Devine & Co 10,790 660,000 1.52%
13 Bollard Group LLC 10,025 614,000 1.42%
14 Spruce Investment Advisors LLC 8,217 503,000 1.16%
15 InterOcean Capital, LLC 7,905 484,000 1.12%
16 Narwhal Capital Management 7,184 440,000 1.01%
17 BERKSHIRE ASSET MANAGEMENT LLC/PA 6,100 373,000 0.86%
18 Crestwood Advisors Group, LLC 5,475 335,000 0.77%
19 PATTEN & PATTEN INC/TN 5,268 322,000 0.74%
20 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3,393 208,000 0.48%
21 VESTOR CAPITAL, LLC 845 52,000 0.12%

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.