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

Institutional Holders (2015Q4)
Portfolio Summary: 34 Institutional holders with a total value of $114,161,222.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 ArchPoint Investors 70 5,000 0.00%
2 FIRST FOUNDATION ADVISORS 3,134 226,000 0.20%
3 Avalon Investment & Advisory 3,332 240,000 0.21%
4 Benchmark Capital Advisors 3,375 243,000 0.21%
5 DOCK STREET ASSET MANAGEMENT INC 4,550 328,000 0.29%
6 EXCALIBUR MANAGEMENT CORP 4,595 331,000 0.29%
7 Azimuth Capital Management LLC 4,743 342,000 0.30%
8 D L CARLSON INVESTMENT GROUP INC 5,103 368,000 0.32%
9 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 6,935 500,000 0.44%
10 InterOcean Capital, LLC 9,615 693,000 0.61%
11 CUMBERLAND ADVISORS INC 9,720 700,000 0.61%
12 Sequent Asset Management, LLC 11,104 800,000 0.70%
13 L & S Advisors Inc 11,618 837,000 0.73%
14 Karp Capital Management Corp 12,394 893,000 0.78%
15 LOEB PARTNERS CORP 15,000 1,080,000 0.95%
16 WestEnd Advisors, LLC 21,272 1,532,222 1.34%
17 BAINCO INTERNATIONAL INVESTORS 24,880 1,792,000 1.57%
18 Sand Hill Global Advisors, LLC 26,012 1,873,000 1.64%
19 MONTAG A & ASSOCIATES INC 30,343 2,186,000 1.91%
20 Stillwater Investment Management, LLC 30,625 2,206,000 1.93%
21 PATTEN & PATTEN INC/TN 30,906 2,226,000 1.95%
22 Foothills Asset Management, Ltd. 49,947 3,598,000 3.15%
23 BOYS ARNOLD & CO INC 55,288 3,982,000 3.49%
24 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 56,368 4,061,000 3.56%
25 Geneva Advisors, LLC 63,781 4,594,000 4.02%
26 Ascent Wealth Partners, LLC 68,575 4,940,000 4.33%
27 MARTIN & CO INC /TN/ 73,403 5,287,000 4.63%
28 KCM INVESTMENT ADVISORS LLC 87,046 6,270,000 5.49%
29 DT Investment Partners, LLC 89,444 6,443,000 5.64%
30 Patriot Wealth Management, Inc. 91,197 6,569,000 5.75%
31 Hugh Johnson Advisors LLC 93,100 6,706,000 5.87%
32 ARS Investment Partners, LLC 100,611 7,247,000 6.35%
33 HOLLENCREST CAPITAL MANAGEMENT 211,240 15,215,000 13.33%
34 MURPHY CAPITAL MANAGEMENT INC 275,551 19,848,000 17.39%

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.