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SELECT SECTOR SPDR TRUST THE F
SELECT SECTOR SPDR TRUST THE F. Institutional holdings reported to the SEC.

Institutional Holders (2014Q3)
Portfolio Summary: 42 Institutional holders with a total value of $160,005,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,969,616 45,636,000 28.52%
2 Spruce Investment Advisors LLC 673,838 15,612,000 9.76%
3 CYPRESS CAPITAL MANAGEMENT LLC 545,395 12,637,000 7.90%
4 AVIANCE CAPITAL MANAGEMENT, LLC 490,257 11,359,000 7.10%
5 L & S Advisors Inc 450,355 10,435,000 6.52%
6 ARS Investment Partners, LLC 309,090 7,162,000 4.48%
7 BOYS ARNOLD & CO INC 276,172 6,399,000 4.00%
8 MARTIN & CO INC /TN/ 202,473 4,691,000 2.93%
9 Renaissance Investment Group LLC 201,415 4,667,000 2.92%
10 Private Wealth Advisors, Inc. 191,326 4,433,000 2.77%
11 Adams Asset Advisors, LLC 155,702 3,607,000 2.25%
12 Hugh Johnson Advisors LLC 123,795 2,868,000 1.79%
13 STUYVESANT CAPITAL MANAGEMENT 108,550 2,515,000 1.57%
14 ROTHSCHILD INVESTMENT LLC /IL 104,759 2,427,000 1.52%
15 FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 100,333 2,325,000 1.45%
16 Stillwater Investment Management, LLC 91,459 2,119,000 1.32%
17 Cetera Advisor Networks LLC 85,598 1,989,000 1.24%
18 Sequent Asset Management, LLC 80,642 1,868,000 1.17%
19 D L CARLSON INVESTMENT GROUP INC 76,275 1,767,000 1.10%
20 KCM INVESTMENT ADVISORS LLC 71,936 1,667,000 1.04%
21 CHILTON CAPITAL MANAGEMENT LLC 71,706 1,661,000 1.04%
22 Ascent Wealth Partners, LLC 67,275 1,559,000 0.97%
23 GREENWOOD CAPITAL ASSOCIATES LLC 66,792 1,548,000 0.97%
24 DOWLING & YAHNKE LLC 51,005 1,182,000 0.74%
25 Geneva Advisors, LLC 45,767 1,060,000 0.66%
26 Ameritas Investment Partners, Inc. 40,300 934,000 0.58%
27 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 39,450 914,000 0.57%
28 PATTEN & PATTEN INC/TN 32,275 748,000 0.47%
29 Orca Investment Management, LLC 31,114 721,000 0.45%
30 RAY GERALD L & ASSOCIATES LTD 24,554 569,000 0.36%
31 BERKSHIRE ASSET MANAGEMENT LLC/PA 20,583 477,000 0.30%
32 GARCIA HAMILTON & ASSOCIATES LP/DE 18,950 439,000 0.27%
33 1834 INVESTMENT ADVISORS CO 18,400 426,000 0.27%
34 SMITH HAYES Advisers, Inc 16,834 390,000 0.24%
35 PARSONS CAPITAL MANAGEMENT INC/RI 15,240 353,000 0.22%
36 Cetera Advisors LLC 12,824 297,000 0.19%
37 DOCK STREET ASSET MANAGEMENT INC 12,754 296,000 0.18%
38 DREMAN VALUE MANAGEMENT, L L C 7,200 167,000 0.10%
39 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1,182 27,000 0.02%
40 Bollard Group LLC 1,004 23,000 0.01%
41 QCI ASSET MANAGEMENT INC/NY 1,000 23,000 0.01%
42 Constellation Wealth Advisors, LLC 335 8,000 0.00%

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.