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SECTOR SPDR TRUST SBI CONSUMER
SECTOR SPDR TRUST SBI CONSUMER. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 21 Institutional holders with a total value of $41,528,444.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CHURCHILL MANAGEMENT Corp 139,747 6,018,000 14.49%
2 LOEB PARTNERS CORP 117,797 5,072,000 12.21%
3 DT Investment Partners, LLC 90,595 3,901,000 9.39%
4 MARTIN & CO INC /TN/ 89,185 3,840,000 9.25%
5 ARS Investment Partners, LLC 79,780 3,435,000 8.27%
6 Cetera Advisor Networks LLC 76,556 3,299,000 7.94%
7 Avalon Investment & Advisory 65,251 2,810,000 6.77%
8 KCM INVESTMENT ADVISORS LLC 62,705 2,700,000 6.50%
9 PITTENGER & ANDERSON INC 55,270 2,380,000 5.73%
10 Financial Sense Advisors, Inc. 42,633 1,835,000 4.42%
11 AFAM CAPITAL, INC. 31,208 1,344,000 3.24%
12 CHILTON CAPITAL MANAGEMENT LLC 30,851 1,328,444 3.20%
13 Hugh Johnson Advisors LLC 22,395 964,000 2.32%
14 Private Wealth Advisors, Inc. 22,285 960,000 2.31%
15 Carnegie Investment Counsel 12,958 558,000 1.34%
16 Cetera Advisors LLC 10,476 452,000 1.09%
17 PARSONS CAPITAL MANAGEMENT INC/RI 6,335 273,000 0.66%
18 Foothills Asset Management, Ltd. 5,699 245,000 0.59%
19 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1,250 54,000 0.13%
20 Plante Moran Financial Advisors, LLC 1,010 43,000 0.10%
21 EFG Private Wealth Management (Americas) Corp. 400 17,000 0.04%

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.