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

Institutional Holders (2014Q2)
Portfolio Summary: 394 Institutional holders with a total value of $9,304,479,810.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Partnervest Advisory Services LLC 0 0 0.00% Call
2 Regal Investment Advisors LLC 76 4,000 0.00%
3 Fusion Investment Group, LLC 87 5,000 0.00%
4 Financial Architects, Inc 2,400 6,000 0.00% Call
5 DEUTSCHE BANK AG\ 116 6,000 0.00% Call
6 Amiya Capital LLP 120,600 6,520 0.00% Put
7 HIGH POINT BANK & TRUST CO 150 8,000 0.00%
8 TOMPKINS FINANCIAL CORP 170 9,000 0.00%
9 FineMark National Bank & Trust 200 11,000 0.00%
10 TORONTO DOMINION BANK 210 11,000 0.00%
11 ADIRONDACK TRUST CO 200 11,000 0.00%
12 WESTPORT RESOURCES MANAGEMENT INC 242 13,000 0.00%
13 Forward Management, LLC 260 14,000 0.00%
14 FARMERS & MERCHANTS INVESTMENTS INC 256 14,000 0.00%
15 MEEDER ASSET MANAGEMENT INC 275 15,000 0.00%
16 Crosspoint Capital Strategies, LLC 342 18,000 0.00%
17 TCI Wealth Advisors, Inc. 339 18,000 0.00%
18 Gary Goldberg Planning Services Inc 385 21,000 0.00%
19 Hartford Financial Management Inc. 400 21,000 0.00%
20 BOSTON PRIVATE BANK & TRUST CO 400 22,000 0.00%
21 CENTRAL TRUST Co 400 22,000 0.00%
22 Carroll Financial Associates, Inc. 489 26,000 0.00%
23 MARINER INVESTMENT GROUP LLC 60,000 27,000 0.00% Call
24 Apriem Advisors 500 27,000 0.00%
25 SOUTH GEORGIA CAPITAL, LLC 525 28,000 0.00%
26 Ledyard National Bank 525 28,000 0.00%
27 KANALY TRUST CO 509 28,000 0.00%
28 COUNTRY TRUST BANK 545 29,463 0.00%
29 MUNDER CAPITAL MANAGEMENT 570 31,000 0.00%
30 SYNOVUS FINANCIAL CORP 580 31,000 0.00%
31 Focused Wealth Management, Inc 600 32,000 0.00%
32 WELLS FARGO & COMPANY/MN 17,600 32,000 0.00% Put
33 DUNCKER STREETT & CO INC 600 32,000 0.00%
34 Family Capital Trust Co 593 32,000 0.00%
35 JNBA Financial Advisors 750 41,000 0.00%
36 Bartlett & Co. LLC 955 52,000 0.00%
37 Jump Trading, LLC 1,300 70,000 0.00% Call
38 OPTIMUM INVESTMENT ADVISORS 1,312 71,000 0.00%
39 Winslow, Evans & Crocker, Inc. 1,315 71,089 0.00%
40 B. Riley Wealth Management, Inc. 1,551 83,000 0.00%
41 Manchester Capital Management LLC 1,590 86,000 0.00%
42 Vantage Investment Advisors, LLC 1,670 90,000 0.00%
43 MOTCO 1,689 91,000 0.00%
44 West Oak Capital, LLC 1,690 91,361 0.00%
45 Compagnie Lombard Odier SCmA 1,900 103,000 0.00%
46 SUMMIT SECURITIES GROUP LLC 2,000 108,000 0.00%
47 WFG Advisors, LP 2,182 118,000 0.00%
48 MUFG Americas Holdings Corp 2,196 119,000 0.00%
49 Stifel Trust Company, N.A. 2,400 130,000 0.00%
50 Gemmer Asset Management LLC 2,687 145,000 0.00%
Page 1 of 8

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.