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

Institutional Holders (2014Q3)
Portfolio Summary: 22 Institutional holders with a total value of $71,938,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 UNITED CAPITAL FINANCIAL ADVISORS, LLC 557,152 25,133,000 34.94%
2 CHURCHILL MANAGEMENT Corp 166,046 7,490,000 10.41%
3 Spruce Investment Advisors LLC 137,495 6,203,000 8.62%
4 DT Investment Partners, LLC 102,138 4,607,000 6.40%
5 MARTIN & CO INC /TN/ 92,790 4,186,000 5.82%
6 ARS Investment Partners, LLC 86,445 3,900,000 5.42%
7 LOEB PARTNERS CORP 83,297 3,758,000 5.22%
8 KCM INVESTMENT ADVISORS LLC 67,078 3,026,000 4.21%
9 Avalon Investment & Advisory 65,078 2,936,000 4.08%
10 Cetera Advisor Networks LLC 40,835 1,861,000 2.59%
11 Hugh Johnson Advisors LLC 37,330 1,684,000 2.34%
12 Financial Sense Advisors, Inc. 34,219 1,544,000 2.15%
13 CHILTON CAPITAL MANAGEMENT LLC 33,333 1,504,000 2.09%
14 Cetera Advisors LLC 21,542 978,000 1.36%
15 Private Wealth Advisors, Inc. 21,155 954,000 1.33%
16 DUMONT & BLAKE INVESTMENT ADVISORS LLC 20,057 905,000 1.26%
17 SMITH HAYES Advisers, Inc 7,982 360,000 0.50%
18 PARSONS CAPITAL MANAGEMENT INC/RI 6,030 273,000 0.38%
19 Foothills Asset Management, Ltd. 5,614 253,000 0.35%
20 Constellation Wealth Advisors, LLC 5,322 240,000 0.33%
21 M Holdings Securities, Inc. 955 90,000 0.13%
22 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1,185 53,000 0.07%

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.