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

Institutional Holders (2015Q2)
Portfolio Summary: 438 Institutional holders with a total value of $5,907,530,662.
#
Manager Name
Shares
Value ($)
%
Options
Notes
351 NEXT Financial Group, Inc 3,868 160,000 0.00%
352 Independent Portfolio Consultants, Inc. 3,820 158,000 0.00%
353 Genesis Wealth Advisors, LLC 3,507 145,400 0.00%
354 Summit Financial Wealth Advisors, LLC 3,375 139,000 0.00%
355 D.A. DAVIDSON & CO. 3,336 138,000 0.00%
356 DUNCKER STREETT & CO INC 3,221 134,000 0.00%
357 ADVANTAGE INVESTMENT MANAGEMENT, LLC 3,236 134,000 0.00%
358 BRUDERMAN ASSET MANAGEMENT, LLC 3,033 126,000 0.00%
359 B. Riley Wealth Management, Inc. 2,538 105,000 0.00%
360 Highlander Capital Management, LLC 2,507 104,000 0.00%
361 HIGHLAND CAPITAL MANAGEMENT, LLC 2,325 96,000 0.00%
362 Brick & Kyle, Associates 2,250 93,000 0.00%
363 Lehman Financial Resources, Inc. 2,200 91,000 0.00%
364 CapWealth Advisors, LLC 2,059 85,000 0.00%
365 SECURITY NATIONAL TRUST CO 2,052 85,000 0.00%
366 TCI Wealth Advisors, Inc. 2,000 83,000 0.00%
367 TRUST CO OF VERMONT 1,822 76,000 0.00%
368 Focused Wealth Management, Inc 1,827 76,000 0.00%
369 EDMOND DE ROTHSCHILD (EUROPE) 1,840 76,000 0.00%
370 Alexandria Capital, LLC 1,787 74,000 0.00%
371 Regal Investment Advisors LLC 1,723 71,000 0.00%
372 CT Financial Advisors LLC 1,694 70,252 0.00%
373 WHITTIER TRUST CO 1,695 70,000 0.00%
374 Community Bank, N.A. 1,575 65,000 0.00%
375 FMA ADVISORY INC 1,529 63,000 0.00%
376 FARMERS & MERCHANTS INVESTMENTS INC 1,475 61,000 0.00%
377 Gradient Investments LLC 1,294 54,000 0.00%
378 Transamerica Financial Advisors, LLC 1,242 52,000 0.00%
379 St. Johns Investment Management Company, LLC 1,230 51,000 0.00%
380 Strategic Capital Alternatives LLC 1,170 50,000 0.00%
381 Patten Group, Inc. 1,167 48,383 0.00%
382 Aris Wealth Services, Inc. 1,153 48,000 0.00%
383 Pinnacle Summer Investments, Inc. 1,165 48,000 0.00%
384 Apriem Advisors 1,075 45,000 0.00%
385 AYALON INSURANCE COMP LTD. 1,000 42,000 0.00%
386 SOUTH GEORGIA CAPITAL, LLC 1,000 41,000 0.00%
387 VIRTUS CAPITAL ADVISERS, LLC 976 40,000 0.00%
388 Winfield Associates, Inc. 900 37,000 0.00%
389 SUMMIT SECURITIES GROUP LLC 900 37,000 0.00%
390 Tower Research Capital LLC (TRC) 900 37,000 0.00%
391 ASSET PLANNING SERVICES, LTD. 861 36,000 0.00%
392 TRUST CO 847 35,000 0.00%
393 ADIRONDACK TRUST CO 815 34,000 0.00%
394 Cypress Capital Management LLC (WY) 800 33,168 0.00%
395 Cable Hill Partners, LLC 775 33,000 0.00%
396 Johnson Financial Group, Inc. 750 31,000 0.00%
397 North Star Investment Management Corp. 750 31,000 0.00%
398 Jump Trading, LLC 723 30,000 0.00%
399 Vantage Investment Advisors, LLC 700 29,000 0.00%
400 NewSquare Capital LLC 616 26,000 0.00%
Page 8 of 9

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.