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

Institutional Holders (2016Q4)
Portfolio Summary: 39 Institutional holders with a total value of $76,888,690.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MONETARY MANAGEMENT GROUP INC 415 29,000 0.04%
2 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 931 64,000 0.08%
3 Bollard Group LLC 1,058 73,000 0.09%
4 Benchmark Capital Advisors 3,475 240,000 0.31%
5 L & S Advisors Inc 3,727 257,000 0.33%
6 EXCALIBUR MANAGEMENT CORP 3,965 273,000 0.36%
7 Azimuth Capital Management LLC 3,955 273,000 0.36%
8 D L CARLSON INVESTMENT GROUP INC 4,035 278,000 0.36%
9 FARR MILLER & WASHINGTON LLC/DC 4,790 330,000 0.43%
10 ELCO MANAGEMENT CO., LLC 5,000 345,000 0.45%
11 Caprock Group, LLC 5,069 349,000 0.45%
12 DOCK STREET ASSET MANAGEMENT INC 5,222 360,000 0.47%
13 DT Investment Partners, LLC 5,989 413,000 0.54%
14 Granite Investment Advisors, LLC 6,070 418,000 0.54%
15 Karp Capital Management Corp 9,184 633,000 0.82%
16 HOLLENCREST CAPITAL MANAGEMENT 9,195 634,000 0.82%
17 Avalon Investment & Advisory 9,209 635,000 0.83%
18 LOEB PARTNERS CORP 10,000 689,000 0.90%
19 Sequent Asset Management, LLC 10,148 699,000 0.91%
20 InterOcean Capital, LLC 12,049 831,000 1.08%
21 CONDOR CAPITAL MANAGEMENT 12,185 840,000 1.09%
22 ArchPoint Investors 15,070 1,039,000 1.35%
23 Stillwater Capital Advisors, LLC 17,557 1,210,000 1.57%
24 Marquette Asset Management, LLC 18,016 1,242,000 1.62%
25 MOLONEY SECURITIES ASSET MANAGEMENT, LLC 19,497 1,344,000 1.75%
26 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 20,050 1,382,000 1.80%
27 MONTAG A & ASSOCIATES INC 20,495 1,413,000 1.84%
28 Sand Hill Global Advisors, LLC 25,493 1,758,000 2.29%
29 BAINCO INTERNATIONAL INVESTORS 28,617 1,973,000 2.57%
30 PATTEN & PATTEN INC/TN 31,507 2,172,000 2.82%
31 Stillwater Investment Management, LLC 31,782 2,191,000 2.85%
32 Foothills Asset Management, Ltd. 45,998 3,171,000 4.12%
33 Ascent Wealth Partners, LLC 52,617 3,627,000 4.72%
34 Evercore Wealth Management, LLC 71,025 4,896,000 6.37%
35 MARTIN & CO INC /TN/ 72,200 4,977,000 6.47%
36 Hugh Johnson Advisors LLC 81,040 5,587,000 7.27%
37 KCM INVESTMENT ADVISORS LLC 93,555 6,450,000 8.39%
38 WestEnd Advisors, LLC 139,160 9,593,690 12.48%
39 MURPHY CAPITAL MANAGEMENT INC 205,988 14,200,000 18.47%

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.