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

Institutional Holders (2016Q1)
Portfolio Summary: 19 Institutional holders with a total value of $31,373,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Spruce Investment Advisors LLC 112,600 6,246,000 19.91%
2 KCM INVESTMENT ADVISORS LLC 81,336 4,512,000 14.38%
3 Daniel Devine & Co 74,965 4,158,000 13.25%
4 MURPHY CAPITAL MANAGEMENT INC 63,379 3,515,000 11.20%
5 TRAIN BABCOCK ADVISORS LLC 37,090 2,057,000 6.56%
6 Bowling Portfolio Management LLC 36,752 2,039,000 6.50%
7 Hugh Johnson Advisors LLC 34,490 1,913,000 6.10%
8 SOL Capital Management CO 21,920 1,216,000 3.88%
9 Regis Management CO LLC 20,542 1,139,000 3.63%
10 InterOcean Capital, LLC 18,330 1,017,000 3.24%
11 CONDOR CAPITAL MANAGEMENT 16,951 940,000 3.00%
12 VAUGHAN DAVID INVESTMENTS LLC/IL 10,722 595,000 1.90%
13 BOYS ARNOLD & CO INC 10,313 572,000 1.82%
14 Stillwater Investment Management, LLC 10,026 556,000 1.77%
15 L & S Advisors Inc 5,575 309,000 0.98%
16 DOWLING & YAHNKE LLC 5,147 285,000 0.91%
17 FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 4,736 263,000 0.84%
18 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 676 37,000 0.12%
19 MONETARY MANAGEMENT GROUP INC 75 4,000 0.01%

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.