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

Institutional Holders (2016Q4)
Portfolio Summary: 29 Institutional holders with a total value of $70,020,805.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 119,643 9,739,000 13.91%
2 MARTIN & CO INC /TN/ 104,290 8,489,000 12.12%
3 Patriot Wealth Management, Inc. 90,003 7,326,000 10.46%
4 KCM INVESTMENT ADVISORS LLC 85,034 6,922,000 9.89%
5 Ken Stern & Associates, Inc. 79,616 6,481,000 9.26%
6 WestEnd Advisors, LLC 68,204 5,551,805 7.93%
7 Karp Capital Management Corp 61,730 5,025,000 7.18%
8 HOWARD CAPITAL MANAGEMENT 57,632 4,691,000 6.70%
9 Stillwater Capital Advisors, LLC 43,093 3,508,000 5.01%
10 TRAIN BABCOCK ADVISORS LLC 37,756 3,073,000 4.39%
11 Bowling Portfolio Management LLC 21,180 1,724,000 2.46%
12 Hugh Johnson Advisors LLC 21,150 1,722,000 2.46%
13 Regis Management CO LLC 17,963 1,462,000 2.09%
14 CYPRESS CAPITAL MANAGEMENT LLC 11,290 919,000 1.31%
15 Granite Investment Advisors, LLC 5,755 468,000 0.67%
16 Marquette Asset Management, LLC 5,442 443,000 0.63%
17 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 5,273 429,000 0.61%
18 HOLLENCREST CAPITAL MANAGEMENT 4,564 371,000 0.53%
19 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 4,251 346,000 0.49%
20 InterOcean Capital, LLC 2,836 231,000 0.33%
21 WBI INVESTMENTS, LLC 2,799 228,000 0.33%
22 DUMONT & BLAKE INVESTMENT ADVISORS LLC 2,705 220,000 0.31%
23 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2,494 203,000 0.29%
24 Evercore Wealth Management, LLC 2,340 190,000 0.27%
25 MONETARY MANAGEMENT GROUP INC 1,630 133,000 0.19%
26 Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 557 46,000 0.07%
27 JAMES INVESTMENT RESEARCH, INC. 550 45,000 0.06%
28 Ancora Advisors LLC 335 27,000 0.04%
29 Ballentine Partners, LLC 100 8,000 0.01%

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.