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

Institutional Holders (2015Q2)
Portfolio Summary: 16 Institutional holders with a total value of $33,078,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 DT Investment Partners, LLC 107,940 5,138,000 15.53%
2 ARS Investment Partners, LLC 107,418 5,113,000 15.46%
3 MARTIN & CO INC /TN/ 93,970 4,473,000 13.52%
4 KCM INVESTMENT ADVISORS LLC 92,281 4,393,000 13.28%
5 LOEB PARTNERS CORP 80,369 3,826,000 11.57%
6 Hugh Johnson Advisors LLC 37,685 1,794,000 5.42%
7 Bowling Portfolio Management LLC 37,182 1,770,000 5.35%
8 CHILTON CAPITAL MANAGEMENT LLC 34,726 1,653,000 5.00%
9 Avalon Investment & Advisory 31,786 1,513,000 4.57%
10 Sequent Asset Management, LLC 21,129 1,006,000 3.04%
11 Private Wealth Advisors, Inc. 19,768 941,000 2.84%
12 Foothills Asset Management, Ltd. 10,979 523,000 1.58%
13 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 8,177 389,000 1.18%
14 InterOcean Capital, LLC 5,900 281,000 0.85%
15 Geneva Advisors, LLC 4,380 208,000 0.63%
16 VESTOR CAPITAL, LLC 1,204 57,000 0.17%

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.