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

Institutional Holders (2015Q2)
Portfolio Summary: 22 Institutional holders with a total value of $40,392,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 AVIANCE CAPITAL MANAGEMENT, LLC 121,641 6,576,000 16.28%
2 LOEB PARTNERS CORP 80,980 4,378,000 10.84%
3 FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 79,378 4,291,000 10.62%
4 Daniel Devine & Co 75,215 4,066,000 10.07%
5 KCM INVESTMENT ADVISORS LLC 69,824 3,775,000 9.35%
6 MURPHY CAPITAL MANAGEMENT INC 62,195 3,362,000 8.32%
7 TRAIN BABCOCK ADVISORS LLC 51,865 2,804,000 6.94%
8 Hugh Johnson Advisors LLC 34,490 1,865,000 4.62%
9 Bowling Portfolio Management LLC 33,187 1,794,000 4.44%
10 CHILTON CAPITAL MANAGEMENT LLC 31,363 1,695,000 4.20%
11 Spruce Investment Advisors LLC 18,293 989,000 2.45%
12 CONDOR CAPITAL MANAGEMENT 15,860 857,000 2.12%
13 L & S Advisors Inc 12,899 697,000 1.73%
14 Stillwater Investment Management, LLC 11,484 621,000 1.54%
15 VAUGHAN DAVID INVESTMENTS LLC/IL 11,222 607,000 1.50%
16 PATTEN & PATTEN INC/TN 9,440 510,000 1.26%
17 SOL Capital Management CO 8,750 473,000 1.17%
18 InterOcean Capital, LLC 7,184 388,000 0.96%
19 DOWLING & YAHNKE LLC 6,590 356,000 0.88%
20 Sequent Asset Management, LLC 4,405 238,000 0.59%
21 CapWealth Advisors, LLC 465 25,000 0.06%
22 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 460 25,000 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.