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

Institutional Holders (2015Q3)
Portfolio Summary: 19 Institutional holders with a total value of $25,394,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Daniel Devine & Co 75,215 3,752,000 14.78%
2 KCM INVESTMENT ADVISORS LLC 71,258 3,555,000 14.00%
3 FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 69,492 3,467,000 13.65%
4 MURPHY CAPITAL MANAGEMENT INC 61,405 3,063,000 12.06%
5 TRAIN BABCOCK ADVISORS LLC 51,865 2,588,000 10.19%
6 Hugh Johnson Advisors LLC 34,490 1,721,000 6.78%
7 Bowling Portfolio Management LLC 32,405 1,617,000 6.37%
8 Spruce Investment Advisors LLC 17,973 897,000 3.53%
9 InterOcean Capital, LLC 15,935 795,000 3.13%
10 CONDOR CAPITAL MANAGEMENT 12,047 601,000 2.37%
11 Stillwater Investment Management, LLC 11,448 571,000 2.25%
12 VAUGHAN DAVID INVESTMENTS LLC/IL 11,222 560,000 2.21%
13 Financial Sense Advisors, Inc. 8,974 448,000 1.76%
14 PATTEN & PATTEN INC/TN 8,900 444,000 1.75%
15 SOL Capital Management CO 8,775 438,000 1.72%
16 UNITED CAPITAL FINANCIAL ADVISORS, LLC 7,620 380,000 1.50%
17 DOWLING & YAHNKE LLC 5,147 257,000 1.01%
18 Sequent Asset Management, LLC 4,327 216,000 0.85%
19 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 489 24,000 0.09%

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.