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

Institutional Holders (2016Q2)
Portfolio Summary: 20 Institutional holders with a total value of $27,290,675.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 KCM INVESTMENT ADVISORS LLC 81,307 4,554,000 16.69%
2 Daniel Devine & Co 74,265 4,160,000 15.24%
3 MURPHY CAPITAL MANAGEMENT INC 66,077 3,700,000 13.56%
4 TRAIN BABCOCK ADVISORS LLC 37,040 2,075,000 7.60%
5 Bowling Portfolio Management LLC 36,172 2,026,000 7.42%
6 Hugh Johnson Advisors LLC 32,640 1,828,000 6.70%
7 SOL Capital Management CO 25,325 1,418,000 5.20%
8 InterOcean Capital, LLC 22,305 1,249,000 4.58%
9 Regis Management CO LLC 20,542 1,151,000 4.22%
10 CHARTIST INC /CA/ 15,111 846,394 3.10%
11 PVG Asset Management 12,967 726,281 2.66%
12 CONDOR CAPITAL MANAGEMENT 11,470 642,000 2.35%
13 VAUGHAN DAVID INVESTMENTS LLC/IL 9,722 545,000 2.00%
14 Stillwater Investment Management, LLC 9,631 539,000 1.98%
15 AVIANCE CAPITAL MANAGEMENT, LLC 9,559 535,000 1.96%
16 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 8,035 450,000 1.65%
17 Avalon Investment & Advisory 6,927 388,000 1.42%
18 DOWLING & YAHNKE LLC 5,062 284,000 1.04%
19 Evercore Wealth Management, LLC 3,035 170,000 0.62%
20 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.