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

Institutional Holders (2016Q3)
Portfolio Summary: 25 Institutional holders with a total value of $72,950,958.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 HOLLENCREST CAPITAL MANAGEMENT 154,609 12,375,000 16.96%
2 FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 118,168 9,331,000 12.79%
3 MARTIN & CO INC /TN/ 103,835 8,311,000 11.39%
4 Patriot Wealth Management, Inc. 90,153 7,216,000 9.89%
5 KCM INVESTMENT ADVISORS LLC 80,580 6,450,000 8.84%
6 Karp Capital Management Corp 61,797 4,946,000 6.78%
7 HOWARD CAPITAL MANAGEMENT 58,162 4,655,000 6.38%
8 Stillwater Capital Advisors, LLC 45,664 3,655,000 5.01%
9 WestEnd Advisors, LLC 43,965 3,518,958 4.82%
10 TRAIN BABCOCK ADVISORS LLC 37,756 3,022,000 4.14%
11 UNITED CAPITAL FINANCIAL ADVISORS, LLC 25,712 2,058,000 2.82%
12 Bowling Portfolio Management LLC 22,452 1,797,000 2.46%
13 Hugh Johnson Advisors LLC 20,645 1,652,000 2.26%
14 Regis Management CO LLC 17,963 1,438,000 1.97%
15 Avalon Investment & Advisory 6,122 490,000 0.67%
16 Marquette Asset Management, LLC 5,442 436,000 0.60%
17 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 4,141 331,000 0.45%
18 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3,673 294,000 0.40%
19 CYPRESS CAPITAL MANAGEMENT LLC 3,244 260,000 0.36%
20 InterOcean Capital, LLC 2,897 232,000 0.32%
21 DUMONT & BLAKE INVESTMENT ADVISORS LLC 2,705 217,000 0.30%
22 Evercore Wealth Management, LLC 2,320 186,000 0.25%
23 Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 557 45,000 0.06%
24 Ballentine Partners, LLC 240 19,000 0.03%
25 MONETARY MANAGEMENT GROUP INC 200 16,000 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.