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SELECT SECTOR SPDR TR
SELECT SECTOR SPDR TR. Institutional holdings reported to the SEC.

Institutional Holders (2016Q3)
Portfolio Summary: 28 Institutional holders with a total value of $100,844,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Veritable, L.P. 516,508 25,304,000 25.09%
2 AVIANCE CAPITAL MANAGEMENT, LLC 444,294 21,766,000 21.58%
3 UNITED CAPITAL FINANCIAL ADVISORS, LLC 275,204 13,482,000 13.37%
4 Patriot Wealth Management, Inc. 264,343 12,950,000 12.84%
5 Hugh Johnson Advisors LLC 94,483 4,629,000 4.59%
6 DOWLING & YAHNKE LLC 68,182 3,340,000 3.31%
7 Foothills Asset Management, Ltd. 57,290 2,807,000 2.78%
8 Karp Capital Management Corp 54,671 2,678,000 2.66%
9 ARS Investment Partners, LLC 37,311 1,828,000 1.81%
10 Regis Management CO LLC 37,308 1,828,000 1.81%
11 Barry Investment Advisors, LLC 29,179 1,429,000 1.42%
12 D L CARLSON INVESTMENT GROUP INC 21,239 1,040,000 1.03%
13 DUMONT & BLAKE INVESTMENT ADVISORS LLC 20,795 1,019,000 1.01%
14 HOLLENCREST CAPITAL MANAGEMENT 20,322 996,000 0.99%
15 KCM INVESTMENT ADVISORS LLC 20,181 989,000 0.98%
16 Geneva Advisors, LLC 14,877 729,000 0.72%
17 OUTFITTER ADVISORS, LTD. 12,860 630,000 0.62%
18 Stillwater Capital Advisors, LLC 11,791 578,000 0.57%
19 Bowling Portfolio Management LLC 11,770 577,000 0.57%
20 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 7,058 346,000 0.34%
21 DT Investment Partners, LLC 6,763 331,000 0.33%
22 CATAWBA CAPITAL MANAGEMENT /VA 5,955 292,000 0.29%
23 Kidder Stephen W 5,231 256,000 0.25%
24 ELM ADVISORS, LLC 5,150 252,000 0.25%
25 Ancora Advisors LLC 4,653 228,000 0.23%
26 CIM, LLC 4,495 220,000 0.22%
27 Evercore Wealth Management, LLC 4,030 197,000 0.20%
28 Bollard Group LLC 2,510 123,000 0.12%

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.