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Select Sector SPDR Industrials
Select Sector SPDR Industrials. Institutional holdings reported to the SEC.

Institutional Holders (2014Q2)
Portfolio Summary: 25 Institutional holders with a total value of $49,463,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 AVIANCE CAPITAL MANAGEMENT, LLC 175,480 9,486,000 19.18%
2 FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 132,948 7,187,000 14.53%
3 LOEB PARTNERS CORP 112,100 6,060,000 12.25%
4 MURPHY CAPITAL MANAGEMENT INC 55,577 3,004,000 6.07%
5 DOCK STREET ASSET MANAGEMENT INC 55,390 2,994,000 6.05%
6 TRAIN BABCOCK ADVISORS LLC 52,000 2,811,000 5.68%
7 KCM INVESTMENT ADVISORS LLC 51,817 2,801,000 5.66%
8 Hugh Johnson Advisors LLC 33,920 1,834,000 3.71%
9 GREENWOOD CAPITAL ASSOCIATES LLC 32,341 1,748,000 3.53%
10 Cetera Advisor Networks LLC 31,272 1,689,000 3.41%
11 CHILTON CAPITAL MANAGEMENT LLC 29,721 1,607,000 3.25%
12 Carnegie Investment Counsel 19,408 1,049,000 2.12%
13 Financial Sense Advisors, Inc. 19,082 1,032,000 2.09%
14 CONDOR CAPITAL MANAGEMENT 18,214 985,000 1.99%
15 DUMONT & BLAKE INVESTMENT ADVISORS LLC 15,730 850,000 1.72%
16 Sequent Asset Management, LLC 15,692 849,000 1.72%
17 Stillwater Investment Management, LLC 12,362 668,000 1.35%
18 VAUGHAN DAVID INVESTMENTS LLC/IL 11,203 606,000 1.23%
19 Ameritas Investment Partners, Inc. 10,500 568,000 1.15%
20 L & S Advisors Inc 7,939 429,000 0.87%
21 PARSONS CAPITAL MANAGEMENT INC/RI 7,240 392,000 0.79%
22 DOWLING & YAHNKE LLC 6,567 355,000 0.72%
23 PATTEN & PATTEN INC/TN 6,325 342,000 0.69%
24 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1,719 93,000 0.19%
25 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 440 24,000 0.05%

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.