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SELECT SECTOR SPDR TR
SELECT SECTOR SPDR TR . Institutional holdings reported to the SEC.

Institutional Holders (2014Q3)
Portfolio Summary: 20 Institutional holders with a total value of $56,632,538.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 HOLLENCREST CAPITAL MANAGEMENT 271,737 18,122,000 32.00%
2 Patriot Wealth Management, Inc. 119,488 7,969,000 14.07%
3 MARTIN & CO INC /TN/ 107,853 7,193,000 12.70%
4 HOWARD CAPITAL MANAGEMENT 65,656 4,379,000 7.73%
5 CUMBERLAND ADVISORS INC 41,340 2,757,000 4.87%
6 TRAIN BABCOCK ADVISORS LLC 41,066 2,739,000 4.84%
7 KCM INVESTMENT ADVISORS LLC 40,556 2,705,000 4.78%
8 LOEB PARTNERS CORP 38,000 2,534,000 4.47%
9 Hugh Johnson Advisors LLC 31,110 2,075,000 3.66%
10 CHILTON CAPITAL MANAGEMENT LLC 23,937 1,596,000 2.82%
11 Cetera Advisor Networks LLC 15,671 1,045,000 1.85%
12 WestEnd Advisors, LLC 14,493 966,538 1.71%
13 Ameritas Investment Partners, Inc. 10,427 695,000 1.23%
14 SMITH HAYES Advisers, Inc 5,943 396,000 0.70%
15 PARSONS CAPITAL MANAGEMENT INC/RI 5,025 335,000 0.59%
16 Cetera Advisors LLC 4,772 320,000 0.57%
17 ASPIRIANT HOLDINGS S3, LLC 4,495 300,000 0.53%
18 Constellation Wealth Advisors, LLC 3,578 239,000 0.42%
19 DUMONT & BLAKE INVESTMENT ADVISORS LLC 3,120 208,000 0.37%
20 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 889 59,000 0.10%

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.