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SELECT SECTOR SPDR FUND SHS BE
SELECT SECTOR SPDR FUND SHS BE. Institutional holdings reported to the SEC.

Institutional Holders (2017Q1)
Portfolio Summary: 28 Institutional holders with a total value of $80,872,770.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 115,227 10,134,000 12.53%
2 KCM INVESTMENT ADVISORS LLC 111,088 9,770,000 12.08%
3 MARTIN & CO INC /TN/ 103,645 9,116,000 11.27%
4 WestEnd Advisors, LLC 95,961 8,439,770 10.44%
5 Ken Stern & Associates, Inc. 79,617 7,170,000 8.87%
6 Karp Capital Management Corp 68,802 6,051,000 7.48%
7 VESTOR CAPITAL, LLC 66,630 5,860,000 7.25%
8 HOWARD CAPITAL MANAGEMENT 61,468 5,406,000 6.68%
9 Stillwater Capital Advisors, LLC 47,121 4,144,000 5.12%
10 TRAIN BABCOCK ADVISORS LLC 36,581 3,217,000 3.98%
11 Bowling Portfolio Management LLC 21,389 1,881,000 2.33%
12 Hugh Johnson Advisors LLC 20,085 1,766,000 2.18%
13 Regis Management CO LLC 17,963 1,580,000 1.95%
14 Granite Investment Advisors, LLC 17,482 1,538,000 1.90%
15 Marquette Asset Management, LLC 16,400 1,442,000 1.78%
16 CYPRESS CAPITAL MANAGEMENT LLC 9,317 819,000 1.01%
17 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 4,451 391,000 0.48%
18 HOLLENCREST CAPITAL MANAGEMENT 3,937 346,000 0.43%
19 InterOcean Capital, LLC 3,385 298,000 0.37%
20 L & S Advisors Inc 2,887 254,000 0.31%
21 DUMONT & BLAKE INVESTMENT ADVISORS LLC 2,705 238,000 0.29%
22 MOLONEY SECURITIES ASSET MANAGEMENT, LLC 2,641 232,000 0.29%
23 Evercore Wealth Management, LLC 2,210 194,000 0.24%
24 MONETARY MANAGEMENT GROUP INC 1,975 174,000 0.22%
25 Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1,470 129,000 0.16%
26 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1,346 118,000 0.15%
27 Ballentine Partners, LLC 1,328 117,000 0.14%
28 JAMES INVESTMENT RESEARCH, INC. 550 48,000 0.06%

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.