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

Institutional Holders (2015Q4)
Portfolio Summary: 21 Institutional holders with a total value of $26,419,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Daniel Devine & Co 74,965 3,974,000 15.04%
2 KCM INVESTMENT ADVISORS LLC 72,631 3,850,000 14.57%
3 MURPHY CAPITAL MANAGEMENT INC 59,100 3,132,000 11.86%
4 BOYS ARNOLD & CO INC 47,064 2,495,000 9.44%
5 TRAIN BABCOCK ADVISORS LLC 46,650 2,472,000 9.36%
6 Bowling Portfolio Management LLC 37,173 1,971,000 7.46%
7 Hugh Johnson Advisors LLC 34,490 1,828,000 6.92%
8 SOL Capital Management CO 20,100 1,066,000 4.03%
9 InterOcean Capital, LLC 14,855 787,000 2.98%
10 SUMMIT CAPITAL MANAGEMENT LLC 12,218 648,000 2.45%
11 VAUGHAN DAVID INVESTMENTS LLC/IL 11,922 632,000 2.39%
12 CONDOR CAPITAL MANAGEMENT 10,288 545,000 2.06%
13 Stillwater Investment Management, LLC 10,263 544,000 2.06%
14 Spruce Investment Advisors LLC 9,628 510,000 1.93%
15 FIRST FOUNDATION ADVISORS 9,052 480,000 1.82%
16 PATTEN & PATTEN INC/TN 8,175 433,000 1.64%
17 FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 6,199 329,000 1.25%
18 DOWLING & YAHNKE LLC 5,147 273,000 1.03%
19 Sequent Asset Management, LLC 4,327 229,000 0.87%
20 Geneva Advisors, LLC 3,819 202,000 0.76%
21 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 358 19,000 0.07%

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.