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

Institutional Holders (2016Q1)
Portfolio Summary: 37 Institutional holders with a total value of $85,361,585.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MURPHY CAPITAL MANAGEMENT INC 248,111 16,817,000 19.70%
2 ARS Investment Partners, LLC 103,777 7,034,000 8.24%
3 KCM INVESTMENT ADVISORS LLC 94,270 6,390,000 7.49%
4 Hugh Johnson Advisors LLC 93,064 6,308,000 7.39%
5 DT Investment Partners, LLC 92,047 6,239,000 7.31%
6 MARTIN & CO INC /TN/ 72,620 4,922,000 5.77%
7 Ascent Wealth Partners, LLC 69,555 4,715,000 5.52%
8 Spruce Investment Advisors LLC 55,530 3,764,000 4.41%
9 Foothills Asset Management, Ltd. 49,357 3,345,000 3.92%
10 AFAM CAPITAL, INC. 32,049 2,172,000 2.54%
11 PATTEN & PATTEN INC/TN 31,476 2,133,000 2.50%
12 Stillwater Investment Management, LLC 31,024 2,103,000 2.46%
13 Sand Hill Global Advisors, LLC 26,083 1,768,000 2.07%
14 WestEnd Advisors, LLC 26,034 1,764,585 2.07%
15 BAINCO INTERNATIONAL INVESTORS 25,787 1,748,000 2.05%
16 MONTAG A & ASSOCIATES INC 24,495 1,660,000 1.94%
17 HOLLENCREST CAPITAL MANAGEMENT 23,075 1,564,000 1.83%
18 Patriot Wealth Management, Inc. 23,024 1,561,000 1.83%
19 Stillwater Capital Advisors, LLC 17,380 1,178,000 1.38%
20 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 15,058 1,021,000 1.20%
21 BOYS ARNOLD & CO INC 13,284 900,000 1.05%
22 Karp Capital Management Corp 11,945 810,000 0.95%
23 Cannell & Spears LLC 11,230 761,000 0.89%
24 LOEB PARTNERS CORP 10,000 678,000 0.79%
25 Sequent Asset Management, LLC 9,815 665,000 0.78%
26 CUMBERLAND ADVISORS INC 8,530 578,000 0.68%
27 InterOcean Capital, LLC 6,850 464,000 0.54%
28 Azimuth Capital Management LLC 5,558 377,000 0.44%
29 D L CARLSON INVESTMENT GROUP INC 4,923 334,000 0.39%
30 EXCALIBUR MANAGEMENT CORP 4,605 312,000 0.37%
31 Avalon Investment & Advisory 4,492 304,000 0.36%
32 DOCK STREET ASSET MANAGEMENT INC 3,855 261,000 0.31%
33 Benchmark Capital Advisors 3,375 229,000 0.27%
34 FIRST FOUNDATION ADVISORS 3,303 224,000 0.26%
35 SUMMIT CAPITAL MANAGEMENT LLC 3,219 218,000 0.26%
36 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 511 35,000 0.04%
37 ArchPoint Investors 70 5,000 0.01%

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.