Dark
Light
System
Security
SECTOR SPDR TR INDUSTRIAL
SECTOR SPDR TR INDUSTRIAL. Institutional holdings reported to the SEC.

Institutional Holders (2014Q3)
Portfolio Summary: 27 Institutional holders with a total value of $64,369,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Spruce Investment Advisors LLC 289,247 15,373,000 23.88%
2 AVIANCE CAPITAL MANAGEMENT, LLC 188,698 10,029,000 15.58%
3 FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 136,287 7,244,000 11.25%
4 LOEB PARTNERS CORP 101,440 5,392,000 8.38%
5 DOCK STREET ASSET MANAGEMENT INC 60,518 3,217,000 5.00%
6 MURPHY CAPITAL MANAGEMENT INC 54,837 2,914,000 4.53%
7 TRAIN BABCOCK ADVISORS LLC 52,825 2,807,000 4.36%
8 KCM INVESTMENT ADVISORS LLC 52,387 2,784,000 4.33%
9 Hugh Johnson Advisors LLC 33,840 1,799,000 2.79%
10 Cetera Advisor Networks LLC 32,666 1,738,000 2.70%
11 CHILTON CAPITAL MANAGEMENT LLC 30,232 1,607,000 2.50%
12 Financial Sense Advisors, Inc. 19,133 1,017,000 1.58%
13 CONDOR CAPITAL MANAGEMENT 17,914 952,000 1.48%
14 L & S Advisors Inc 17,309 920,000 1.43%
15 WOODMONT INVESTMENT COUNSEL LLC 16,700 888,000 1.38%
16 DUMONT & BLAKE INVESTMENT ADVISORS LLC 15,858 843,000 1.31%
17 Sequent Asset Management, LLC 15,692 834,000 1.30%
18 Ameritas Investment Partners, Inc. 14,315 761,000 1.18%
19 Stillwater Investment Management, LLC 12,193 648,000 1.01%
20 VAUGHAN DAVID INVESTMENTS LLC/IL 11,203 595,000 0.92%
21 PATTEN & PATTEN INC/TN 8,750 465,000 0.72%
22 SMITH HAYES Advisers, Inc 7,329 390,000 0.61%
23 PARSONS CAPITAL MANAGEMENT INC/RI 6,905 367,000 0.57%
24 DOWLING & YAHNKE LLC 6,567 349,000 0.54%
25 UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,965 317,000 0.49%
26 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1,797 96,000 0.15%
27 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 440 23,000 0.04%

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.