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

Institutional Holders (2015Q1)
Portfolio Summary: 20 Institutional holders with a total value of $100,708,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CHURCHILL MANAGEMENT Corp 768,162 37,440,000 37.18%
2 Spruce Investment Advisors LLC 409,834 19,975,000 19.83%
3 DT Investment Partners, LLC 103,725 5,056,000 5.02%
4 ARS Investment Partners, LLC 101,965 4,970,000 4.94%
5 KCM INVESTMENT ADVISORS LLC 97,660 4,760,000 4.73%
6 Karp Capital Management Corp 94,273 4,595,000 4.56%
7 MARTIN & CO INC /TN/ 94,145 4,589,000 4.56%
8 LOEB PARTNERS CORP 83,297 4,060,000 4.03%
9 Avalon Investment & Advisory 76,004 3,704,000 3.68%
10 Financial Sense Advisors, Inc. 42,548 2,073,000 2.06%
11 Bowling Portfolio Management LLC 37,320 1,819,000 1.81%
12 AVALON CAPITAL MANAGEMENT 36,960 1,801,000 1.79%
13 Hugh Johnson Advisors LLC 36,855 1,796,000 1.78%
14 Sequent Asset Management, LLC 21,069 1,027,000 1.02%
15 Private Wealth Advisors, Inc. 20,687 1,008,000 1.00%
16 SMITH HAYES Advisers, Inc 19,455 948,000 0.94%
17 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 8,695 424,000 0.42%
18 Foothills Asset Management, Ltd. 8,009 390,000 0.39%
19 Geneva Advisors, LLC 4,320 211,000 0.21%
20 VESTOR CAPITAL, LLC 1,275 62,000 0.06%

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.