Dark
Light
System
Security
SELECT SECTOR SPDR TR
SELECT SECTOR SPDR TR. Institutional holdings reported to the SEC.

Institutional Holders (2015Q1)
Portfolio Summary: 638 Institutional holders with a total value of $15,161,127,575.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Bank of New York Mellon Corp 1 0 0.00% Call
2 COWEN INC. 10,000 0 0.00%
3 Lowe Wealth Advisors, LLC 18 0 0.00%
4 Creative Planning 1,000 0 0.00% Call
5 HOWE & RUSLING INC 75 2,000 0.00%
6 ZIONS BANCORPORATION 66 2,000 0.00%
7 Oakworth Capital, Inc. 105 3,000 0.00%
8 TCI Wealth Advisors, Inc. 150 4,000 0.00%
9 NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 155 4,000 0.00%
10 FNY Managed Accounts LLC 150 4,275 0.00% Call
11 Spot Trading L.L.C 217 5,000 0.00%
12 Hoxton Financial, Inc. 230 6,000 0.00%
13 Tortoise Investment Management, LLC 257 6,000 0.00%
14 Blume Capital Management, Inc. 300 7,000 0.00%
15 Mercer Capital Advisers, Inc. 275 7,000 0.00%
16 Highlander Capital Management, LLC 316 8,000 0.00%
17 WEALTHFRONT CORP 323 8,000 0.00%
18 Sunbelt Securities, Inc. 367 8,848 0.00%
19 FIRST MANHATTAN CO. LLC. 386 9,000 0.00%
20 WOLVERINE ASSET MANAGEMENT LLC 3,000 9,000 0.00% Call
21 BRAVE ASSET MANAGEMENT INC 414 10,000 0.00%
22 First Personal Financial Services 435 11,000 0.00%
23 ROCKEFELLER FINANCIAL SERVICES INC 450 11,000 0.00%
24 Clearbridge Investments, LLC 500 12,000 0.00%
25 Brick & Kyle, Associates 500 12,000 0.00%
26 Stonehage Fleming (UK) Ltd 600 14,000 0.00%
27 AMERICAN NATIONAL BANK & TRUST 615 15,000 0.00%
28 LS Investment Advisors, LLC 617 15,000 0.00%
29 Gradient Investments LLC 650 16,000 0.00%
30 FIRST MERCANTILE TRUST CO 700 17,000 0.00%
31 Allworth Financial LP 722 17,000 0.00%
32 WealthTrust-Arizona, LLC 735 18,000 0.00%
33 Partner Investment Management, L.P. 120,800 19,000 0.00% Call
34 Plante Moran Financial Advisors, LLC 772 19,000 0.00%
35 INVESTMENT PARTNERS, LTD. 786 19,000 0.00%
36 Focused Wealth Management, Inc 819 20,000 0.00%
37 TRUST CO OF VERMONT 1,000 24,000 0.00%
38 Lehman Financial Resources, Inc. 1,000 24,000 0.00%
39 STANCORP INVESTMENT ADVISERS INC 1,046 25,000 0.00%
40 Financial Advantage, Inc. 1,160 28,000 0.00%
41 LBA Wealth Management, LLC 1,200 29,000 0.00%
42 Bartlett & Co. LLC 1,200 29,000 0.00%
43 VALLEY NATIONAL ADVISERS INC 1,247 30,000 0.00%
44 BlackRock Investment Management, LLC 1,287 31,000 0.00%
45 DSC Advisors, L.P. 200,000 32,000 0.00% Call
46 THOMPSON DAVIS & CO., INC. 1,423 34,000 0.00%
47 BESSEMER GROUP INC 1,500 36,000 0.00%
48 KANALY TRUST CO 1,523 37,000 0.00%
49 Avior Wealth Management, LLC 1,594 38,000 0.00%
50 MassMutual Private Wealth & Trust, FSB 1,650 39,782 0.00%
Page 1 of 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.