Management

The firms and people behind the fund: advisers and sub-advisers, named portfolio managers, board members, and the fund's other service providers.

Category: Series Artifacts
Dataset key: management_v6

Example#

Series Artifacts

Management

Example: State Street Materials Select Sector SPDR ETF (XLB) · effective 2026-01-28 · Static sample, not live data.

Advisers

SSGA FM

Portfolio managers

Karl Schneider
Managing Director of the Adviser and Co-Head of the Systematic Equity Team in the Americas
Ted Janowsky
Vice President of the Adviser and a Senior Portfolio Manager in the Systematic Equity Team
Emiliano Rabinovich
Managing Director of the Adviser and Co-Head of the Systematic Equity Team in the Americas

Use cases#

Who advises the fund, and who manages the portfolio?
How long has each portfolio manager served?
Which firms act as custodian, transfer agent and auditor?

Key fields#

advisers[].name: The primary investment adviser
portfolio_managers[].name: A named portfolio manager
portfolio_managers[].managing_since: When the manager began
custodian: The fund's custodian
auditor: The independent public accountant

Response schema#

Fields preview

Field path	Description
`advisers`	The primary investment adviser(s), deduplicated by firm.
`advisers[].name`	—
`advisers[].address`	—
`sub_advisers`	Firms performing portfolio management under the adviser.
`sub_advisers[].name`	—
`sub_advisers[].address`	—
`portfolio_managers`	Named individual portfolio managers, deduplicated by person.
`portfolio_managers[].name`	—
`portfolio_managers[].title`	—
`portfolio_managers[].managing_since`	When the manager began serving.
`portfolio_managers[].has_served_since_inception`	—
`board_members`	Members of the fund's board.
`board_members[].name`	—
`board_members[].birth_year`	—
`board_members[].position`	—
`board_members[].term_of_office`	—
`board_members[].aggregate_compensation`	Aggregate compensation paid to the board member.
`administrator`	The fund administrator.
`administrator[].name`	—
`administrator[].address`	—
`sub_administrator`	The sub-administrator.
`sub_administrator[].name`	—
`sub_administrator[].address`	—
`securities_lending_agent`	The securities-lending agent.
`securities_lending_agent[].name`	—
`securities_lending_agent[].address`	—
`transfer_agent`	The transfer agent.
`transfer_agent[].name`	—
`transfer_agent[].address`	—
`dividend_disbursing_agent`	The dividend-disbursing agent.
`dividend_disbursing_agent[].name`	—
`dividend_disbursing_agent[].address`	—
`custodian`	The custodian.
`custodian[].name`	—
`custodian[].address`	—
`auditor`	The independent public accountant.
`auditor[].name`	—
`auditor[].address`	—
`principal_underwriter`	The principal underwriter.
`principal_underwriter[].name`	—
`principal_underwriter[].address`	—
`distributor`	The distributor.
`distributor[].name`	—
`distributor[].address`	—
`advisory_fees_by_fiscal_year`	Advisory fees for recent fiscal years, as printed in the SAI.
`advisory_fees_by_fiscal_year[].fiscal_year`	—
`advisory_fees_by_fiscal_year[].advisory_fees_paid`	Advisory fees paid in the fiscal year.
`advisory_fees_by_fiscal_year[].fees_waived_or_reimbursed`	Fees waived or reimbursed in the fiscal year.
`advisory_fees_by_fiscal_year[].net`	Net advisory fees for the fiscal year.

Playground#

Example#

Series Artifacts

Management

Example: State Street Materials Select Sector SPDR ETF (XLB) · effective 2026-01-28 · Static sample, not live data.

Advisers

SSGA FM

Portfolio managers

Karl Schneider
Managing Director of the Adviser and Co-Head of the Systematic Equity Team in the Americas
Ted Janowsky
Vice President of the Adviser and a Senior Portfolio Manager in the Systematic Equity Team
Emiliano Rabinovich
Managing Director of the Adviser and Co-Head of the Systematic Equity Team in the Americas

Response schema#

Fields preview

Field path	Description
`advisers`	The primary investment adviser(s), deduplicated by firm.
`advisers[].name`	—
`advisers[].address`	—
`sub_advisers`	Firms performing portfolio management under the adviser.
`sub_advisers[].name`	—
`sub_advisers[].address`	—
`portfolio_managers`	Named individual portfolio managers, deduplicated by person.
`portfolio_managers[].name`	—
`portfolio_managers[].title`	—
`portfolio_managers[].managing_since`	When the manager began serving.
`portfolio_managers[].has_served_since_inception`	—
`board_members`	Members of the fund's board.
`board_members[].name`	—
`board_members[].birth_year`	—
`board_members[].position`	—
`board_members[].term_of_office`	—
`board_members[].aggregate_compensation`	Aggregate compensation paid to the board member.
`administrator`	The fund administrator.
`administrator[].name`	—
`administrator[].address`	—
`sub_administrator`	The sub-administrator.
`sub_administrator[].name`	—
`sub_administrator[].address`	—
`securities_lending_agent`	The securities-lending agent.
`securities_lending_agent[].name`	—
`securities_lending_agent[].address`	—
`transfer_agent`	The transfer agent.
`transfer_agent[].name`	—
`transfer_agent[].address`	—
`dividend_disbursing_agent`	The dividend-disbursing agent.
`dividend_disbursing_agent[].name`	—
`dividend_disbursing_agent[].address`	—
`custodian`	The custodian.
`custodian[].name`	—
`custodian[].address`	—
`auditor`	The independent public accountant.
`auditor[].name`	—
`auditor[].address`	—
`principal_underwriter`	The principal underwriter.
`principal_underwriter[].name`	—
`principal_underwriter[].address`	—
`distributor`	The distributor.
`distributor[].name`	—
`distributor[].address`	—
`advisory_fees_by_fiscal_year`	Advisory fees for recent fiscal years, as printed in the SAI.
`advisory_fees_by_fiscal_year[].fiscal_year`	—
`advisory_fees_by_fiscal_year[].advisory_fees_paid`	Advisory fees paid in the fiscal year.
`advisory_fees_by_fiscal_year[].fees_waived_or_reimbursed`	Fees waived or reimbursed in the fiscal year.
`advisory_fees_by_fiscal_year[].net`	Net advisory fees for the fiscal year.