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

Institutional Holders (2016Q2)
Portfolio Summary: 24 Institutional holders with a total value of $86,905,736.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MONETARY MANAGEMENT GROUP INC 150 12,000 0.01%
2 Evercore Wealth Management, LLC 2,320 181,000 0.21%
3 InterOcean Capital, LLC 2,601 203,000 0.23%
4 DUMONT & BLAKE INVESTMENT ADVISORS LLC 2,705 211,000 0.24%
5 CYPRESS CAPITAL MANAGEMENT LLC 3,244 253,000 0.29%
6 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 4,141 323,000 0.37%
7 Avalon Investment & Advisory 6,111 477,000 0.55%
8 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 8,364 653,000 0.75%
9 Regis Management CO LLC 17,963 1,402,000 1.61%
10 Bowling Portfolio Management LLC 23,214 1,812,000 2.09%
11 WestEnd Advisors, LLC 24,734 1,930,736 2.22%
12 Hugh Johnson Advisors LLC 29,345 2,291,000 2.64%
13 AFAM CAPITAL, INC. 36,140 2,821,000 3.25%
14 TRAIN BABCOCK ADVISORS LLC 36,766 2,870,000 3.30%
15 Stillwater Capital Advisors, LLC 45,408 3,545,000 4.08%
16 HOWARD CAPITAL MANAGEMENT 57,366 4,478,000 5.15%
17 Karp Capital Management Corp 62,504 4,879,000 5.61%
18 KCM INVESTMENT ADVISORS LLC 80,837 6,310,000 7.26%
19 Leonetti & Associates, LLC 92,725 7,238,000 8.33%
20 Patriot Wealth Management, Inc. 92,921 7,253,000 8.35%
21 CUMBERLAND ADVISORS INC 96,100 7,502,000 8.63%
22 MARTIN & CO INC /TN/ 102,710 8,018,000 9.23%
23 FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 122,817 9,587,000 11.03%
24 HOLLENCREST CAPITAL MANAGEMENT 162,125 12,656,000 14.56%

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.