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

Institutional Holders (2015Q4)
Portfolio Summary: 20 Institutional holders with a total value of $46,383,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Karp Capital Management Corp 125,287 6,326,000 13.64%
2 DT Investment Partners, LLC 107,725 5,414,000 11.67%
3 ARS Investment Partners, LLC 101,595 5,130,000 11.06%
4 MARTIN & CO INC /TN/ 95,260 4,810,000 10.37%
5 KCM INVESTMENT ADVISORS LLC 91,739 4,632,000 9.99%
6 FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 90,975 4,593,000 9.90%
7 BOYS ARNOLD & CO INC 82,615 4,171,000 8.99%
8 Bowling Portfolio Management LLC 45,608 2,303,000 4.97%
9 Hugh Johnson Advisors LLC 37,685 1,903,000 4.10%
10 CUMBERLAND ADVISORS INC 22,510 1,137,000 2.45%
11 Sequent Asset Management, LLC 20,329 1,026,000 2.21%
12 Private Wealth Advisors, Inc. 18,037 911,000 1.96%
13 Foothills Asset Management, Ltd. 17,869 902,000 1.94%
14 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 17,607 889,000 1.92%
15 Avalon Investment & Advisory 15,097 762,000 1.64%
16 LOEB PARTNERS CORP 10,000 505,000 1.09%
17 KLINGENSTEIN FIELDS & CO LP 5,800 293,000 0.63%
18 FARR MILLER & WASHINGTON LLC/DC 4,750 240,000 0.52%
19 Geneva Advisors, LLC 4,351 220,000 0.47%
20 InterOcean Capital, LLC 4,275 216,000 0.47%

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.