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Industrial Select Sector SPDR
Industrial Select Sector SPDR. Institutional holdings reported to the SEC.

Institutional Holders (2016Q4)
Portfolio Summary: 29 Institutional holders with a total value of $49,772,348.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BAINCO INTERNATIONAL INVESTORS 119,949 7,463,000 14.99%
2 AVIANCE CAPITAL MANAGEMENT, LLC 92,763 5,772,000 11.60%
3 MURPHY CAPITAL MANAGEMENT INC 92,619 5,762,000 11.58%
4 KCM INVESTMENT ADVISORS LLC 91,734 5,708,000 11.47%
5 FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 52,313 3,255,000 6.54%
6 TRAIN BABCOCK ADVISORS LLC 36,940 2,298,000 4.62%
7 Bowling Portfolio Management LLC 33,678 2,095,000 4.21%
8 DOCK STREET ASSET MANAGEMENT INC 29,900 1,860,000 3.74%
9 SOL Capital Management CO 25,325 1,576,000 3.17%
10 Karp Capital Management Corp 24,400 1,518,000 3.05%
11 InterOcean Capital, LLC 23,977 1,492,000 3.00%
12 Hugh Johnson Advisors LLC 23,820 1,482,000 2.98%
13 Stillwater Investment Management, LLC 22,409 1,394,000 2.80%
14 Regis Management CO LLC 20,542 1,278,000 2.57%
15 Marquette Asset Management, LLC 15,078 938,000 1.88%
16 CHARTIST INC /CA/ 14,663 912,348 1.83%
17 CONDOR CAPITAL MANAGEMENT 13,673 851,000 1.71%
18 Daniel Devine & Co 13,415 835,000 1.68%
19 VAUGHAN DAVID INVESTMENTS LLC/IL 9,222 574,000 1.15%
20 L & S Advisors Inc 8,962 558,000 1.12%
21 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 8,644 538,000 1.08%
22 PATTEN & PATTEN INC/TN 7,166 446,000 0.90%
23 Granite Investment Advisors, LLC 5,575 347,000 0.70%
24 DOWLING & YAHNKE LLC 5,062 315,000 0.63%
25 Foothills Asset Management, Ltd. 3,795 236,000 0.47%
26 Evercore Wealth Management, LLC 3,055 190,000 0.38%
27 Bollard Group LLC 886 55,000 0.11%
28 JAMES INVESTMENT RESEARCH, INC. 220 14,000 0.03%
29 MONETARY MANAGEMENT GROUP INC 160 10,000 0.02%

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.