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

Institutional Holders (2014Q4)
Portfolio Summary: 24 Institutional holders with a total value of $126,414,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 UNITED CAPITAL FINANCIAL ADVISORS, LLC 580,323 28,140,000 22.26%
2 CHURCHILL MANAGEMENT Corp 556,779 26,998,000 21.36%
3 Spruce Investment Advisors LLC 496,419 24,071,000 19.04%
4 DT Investment Partners, LLC 101,931 4,943,000 3.91%
5 MARTIN & CO INC /TN/ 93,870 4,552,000 3.60%
6 Karp Capital Management Corp 93,175 4,518,000 3.57%
7 KCM INVESTMENT ADVISORS LLC 90,456 4,386,000 3.47%
8 ARS Investment Partners, LLC 88,836 4,308,000 3.41%
9 LOEB PARTNERS CORP 83,297 4,039,000 3.20%
10 AVALON CAPITAL MANAGEMENT 80,612 3,909,000 3.09%
11 Avalon Investment & Advisory 67,348 3,266,000 2.58%
12 Cetera Advisor Networks LLC 61,811 3,015,000 2.39%
13 Financial Sense Advisors, Inc. 40,790 1,978,000 1.56%
14 Bowling Portfolio Management LLC 38,215 1,853,000 1.47%
15 Hugh Johnson Advisors LLC 37,015 1,795,000 1.42%
16 Private Wealth Advisors, Inc. 21,370 1,036,000 0.82%
17 SMITH HAYES Advisers, Inc 20,857 1,011,000 0.80%
18 DUMONT & BLAKE INVESTMENT ADVISORS LLC 20,232 981,000 0.78%
19 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 11,119 539,000 0.43%
20 PARSONS CAPITAL MANAGEMENT INC/RI 6,030 292,000 0.23%
21 Foothills Asset Management, Ltd. 5,614 272,000 0.22%
22 Detwiler Fenton Investment Management LLC 4,866 236,000 0.19%
23 Geneva Advisors, LLC 4,502 218,000 0.17%
24 VESTOR CAPITAL, LLC 1,204 58,000 0.05%

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.