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

Institutional Holders (2016Q3)
Portfolio Summary: 24 Institutional holders with a total value of $39,785,977.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 KCM INVESTMENT ADVISORS LLC 81,898 4,781,000 12.02%
2 Daniel Devine & Co 71,165 4,155,000 10.44%
3 AVIANCE CAPITAL MANAGEMENT, LLC 69,682 4,068,000 10.22%
4 MURPHY CAPITAL MANAGEMENT INC 65,979 3,851,000 9.68%
5 UNITED CAPITAL FINANCIAL ADVISORS, LLC 53,593 3,129,000 7.86%
6 FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 46,498 2,654,000 6.67%
7 TRAIN BABCOCK ADVISORS LLC 36,640 2,139,000 5.38%
8 Bowling Portfolio Management LLC 35,283 2,060,000 5.18%
9 Hugh Johnson Advisors LLC 34,765 2,030,000 5.10%
10 SOL Capital Management CO 25,225 1,473,000 3.70%
11 Karp Capital Management Corp 22,658 1,323,000 3.33%
12 Regis Management CO LLC 20,542 1,199,000 3.01%
13 InterOcean Capital, LLC 19,033 1,111,000 2.79%
14 Marquette Asset Management, LLC 15,078 880,000 2.21%
15 CHARTIST INC /CA/ 14,885 868,977 2.18%
16 CONDOR CAPITAL MANAGEMENT 13,901 812,000 2.04%
17 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 11,316 661,000 1.66%
18 VAUGHAN DAVID INVESTMENTS LLC/IL 9,722 568,000 1.43%
19 Stillwater Investment Management, LLC 9,155 534,000 1.34%
20 Avalon Investment & Advisory 6,941 405,000 1.02%
21 Evercore Wealth Management, LLC 6,035 352,000 0.88%
22 L & S Advisors Inc 5,933 346,000 0.87%
23 DOWLING & YAHNKE LLC 5,736 335,000 0.84%
24 Bollard Group LLC 881 51,000 0.13%

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.