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Select Sector SPDR Tr SBI Cons
Select Sector SPDR Tr SBI Cons. Institutional holdings reported to the SEC.

Institutional Holders (2017Q1)
Portfolio Summary: 23 Institutional holders with a total value of $37,819,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 125,290 6,838,000 18.08%
2 KCM INVESTMENT ADVISORS LLC 123,501 6,741,000 17.82%
3 MARTIN & CO INC /TN/ 88,545 4,833,000 12.78%
4 Stillwater Capital Advisors, LLC 55,619 3,036,000 8.03%
5 Foothills Asset Management, Ltd. 47,165 2,574,000 6.81%
6 Bowling Portfolio Management LLC 39,911 2,178,000 5.76%
7 LOEB PARTNERS CORP 30,000 1,638,000 4.33%
8 Hugh Johnson Advisors LLC 24,690 1,348,000 3.56%
9 Marquette Asset Management, LLC 23,800 1,299,000 3.43%
10 Regis Management CO LLC 19,538 1,066,000 2.82%
11 Private Wealth Advisors, Inc. 17,805 972,000 2.57%
12 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 16,278 888,000 2.35%
13 Granite Investment Advisors, LLC 15,900 868,000 2.30%
14 CYPRESS CAPITAL MANAGEMENT LLC 15,696 857,000 2.27%
15 CUMBERLAND ADVISORS INC 14,750 805,000 2.13%
16 DT Investment Partners, LLC 10,863 593,000 1.57%
17 InterOcean Capital, LLC 5,132 280,000 0.74%
18 Avalon Investment & Advisory 5,000 273,000 0.72%
19 MONETARY MANAGEMENT GROUP INC 4,300 235,000 0.62%
20 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 4,141 226,000 0.60%
21 Ballentine Partners, LLC 2,077 113,000 0.30%
22 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1,930 105,000 0.28%
23 Bollard Group LLC 965 53,000 0.14%

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.