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SELECT SECTOR SPDR TRUST THE H
SELECT SECTOR SPDR TRUST THE H. Institutional holdings reported to the SEC.

Institutional Holders (2015Q1)
Portfolio Summary: 37 Institutional holders with a total value of $171,673,535.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CHURCHILL MANAGEMENT Corp 736,188 53,374,000 31.09%
2 HOLLENCREST CAPITAL MANAGEMENT 313,445 22,725,000 13.24%
3 MURPHY CAPITAL MANAGEMENT INC 271,735 19,700,000 11.48%
4 ARS Investment Partners, LLC 100,298 7,272,000 4.24%
5 DOCK STREET ASSET MANAGEMENT INC 96,823 7,020,000 4.09%
6 DT Investment Partners, LLC 91,464 6,631,000 3.86%
7 Leonetti & Associates, LLC 85,797 6,220,000 3.62%
8 KCM INVESTMENT ADVISORS LLC 84,074 6,095,000 3.55%
9 MARTIN & CO INC /TN/ 72,888 5,284,000 3.08%
10 Ascent Wealth Partners, LLC 66,245 4,803,000 2.80%
11 Foothills Asset Management, Ltd. 53,597 3,886,000 2.26%
12 Hugh Johnson Advisors LLC 37,455 2,715,000 1.58%
13 LOEB PARTNERS CORP 35,600 2,581,000 1.50%
14 Stillwater Investment Management, LLC 30,564 2,216,000 1.29%
15 PATTEN & PATTEN INC/TN 26,371 1,912,000 1.11%
16 Sand Hill Global Advisors, LLC 24,920 1,806,000 1.05%
17 Financial Sense Advisors, Inc. 23,966 1,737,000 1.01%
18 MONTAG A & ASSOCIATES INC 23,929 1,735,000 1.01%
19 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 22,103 1,603,000 0.93%
20 BAINCO INTERNATIONAL INVESTORS 22,056 1,599,000 0.93%
21 Avalon Investment & Advisory 19,793 1,435,000 0.84%
22 SMITH HAYES Advisers, Inc 15,097 1,095,000 0.64%
23 L & S Advisors Inc 13,706 994,000 0.58%
24 WestEnd Advisors, LLC 11,966 867,535 0.51%
25 Sequent Asset Management, LLC 11,254 816,000 0.48%
26 Karp Capital Management Corp 10,675 774,000 0.45%
27 Global Endowment Management, LP 10,000 725,000 0.42%
28 Regent Investment Management LLC 7,725 560,000 0.33%
29 InterOcean Capital, LLC 6,874 498,000 0.29%
30 Livingston Group Asset Management CO (operating as Southport Capital Management) 6,860 497,000 0.29%
31 D L CARLSON INVESTMENT GROUP INC 6,795 493,000 0.29%
32 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 6,183 448,000 0.26%
33 Azimuth Capital Management LLC 5,915 429,000 0.25%
34 Geneva Advisors, LLC 4,605 334,000 0.19%
35 FIRST FOUNDATION ADVISORS 4,581 332,000 0.19%
36 1834 INVESTMENT ADVISORS CO 3,298 239,000 0.14%
37 Benchmark Capital Advisors 3,075 223,000 0.13%

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.