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SPDR
SPDR. Institutional holdings reported to the SEC.

Institutional Holders (2016Q2)
Portfolio Summary: 31 Institutional holders with a total value of $66,297,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 KCM INVESTMENT ADVISORS LLC 192,736 13,152,000 19.84%
2 Avalon Investment & Advisory 136,415 9,309,000 14.04%
3 Patriot Wealth Management, Inc. 114,258 7,797,000 11.76%
4 LOEB PARTNERS CORP 70,000 4,777,000 7.21%
5 PATTEN & PATTEN INC/TN 53,816 3,672,000 5.54%
6 ARS Investment Partners, LLC 53,465 3,648,000 5.50%
7 Stillwater Investment Management, LLC 49,609 3,385,000 5.11%
8 Karp Capital Management Corp 36,880 2,517,000 3.80%
9 AFAM CAPITAL, INC. 36,221 2,472,000 3.73%
10 HOLLENCREST CAPITAL MANAGEMENT 29,391 2,005,000 3.02%
11 NEWFOUND RESEARCH LLC 22,287 1,521,000 2.29%
12 L. Roy Papp & Associates, LLP 21,285 1,452,000 2.19%
13 Hugh Johnson Advisors LLC 18,045 1,231,000 1.86%
14 QCI ASSET MANAGEMENT INC/NY 14,675 1,001,000 1.51%
15 GFS Advisors, LLC 13,993 955,000 1.44%
16 STUART CHAUSSEE & ASSOCIATES, INC. 13,560 930,000 1.40%
17 Narwhal Capital Management 12,644 863,000 1.30%
18 Bollard Group LLC 10,253 700,000 1.06%
19 InterOcean Capital, LLC 9,741 665,000 1.00%
20 D L CARLSON INVESTMENT GROUP INC 9,625 657,000 0.99%
21 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 8,993 614,000 0.93%
22 Daniel Devine & Co 8,825 602,000 0.91%
23 BERKSHIRE ASSET MANAGEMENT LLC/PA 7,681 524,000 0.79%
24 DT Investment Partners, LLC 5,937 405,000 0.61%
25 BOSTON RESEARCH & MANAGEMENT INC 5,300 361,000 0.54%
26 CONDOR CAPITAL MANAGEMENT 4,966 339,000 0.51%
27 CYPRESS CAPITAL MANAGEMENT LLC 4,045 276,000 0.42%
28 MONETARY MANAGEMENT GROUP INC 3,800 259,000 0.39%
29 Evercore Wealth Management, LLC 2,088 142,000 0.21%
30 J.P. Morgan Private Wealth Advisors LLC 800 55,000 0.08%
31 ArchPoint Investors 158 11,000 0.02%

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.