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

Institutional Holders (2014Q1)
Portfolio Summary: 23 Institutional holders with a total value of $77,444,788.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 AVIANCE CAPITAL MANAGEMENT, LLC 254,656 12,040,000 15.55%
2 NORTH AMERICAN MANAGEMENT CORP 176,567 8,348,000 10.78%
3 Cetera Advisor Networks LLC 156,185 7,379,000 9.53%
4 CUMBERLAND ADVISORS INC 151,290 7,153,000 9.24%
5 Hugh Johnson Advisors LLC 142,853 6,754,000 8.72%
6 Constellation Wealth Advisors, LLC 128,022 6,053,000 7.82%
7 Leonetti & Associates, LLC 120,000 5,674,000 7.33%
8 DOWLING & YAHNKE LLC 88,774 4,197,000 5.42%
9 BAINCO INTERNATIONAL INVESTORS 60,650 2,868,000 3.70%
10 Stillwater Investment Management, LLC 47,632 2,252,000 2.91%
11 DUMONT & BLAKE INVESTMENT ADVISORS LLC 41,867 1,979,000 2.56%
12 CONDOR CAPITAL MANAGEMENT 39,189 1,853,000 2.39%
13 LEE DANNER & BASS INC 37,591 1,777,000 2.29%
14 D L CARLSON INVESTMENT GROUP INC 30,635 1,448,000 1.87%
15 CHILTON CAPITAL MANAGEMENT LLC 29,839 1,410,788 1.82%
16 Sequent Asset Management, LLC 29,508 1,395,000 1.80%
17 MURPHY CAPITAL MANAGEMENT INC 28,317 1,338,000 1.73%
18 ARS Investment Partners, LLC 24,711 1,168,000 1.51%
19 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 14,490 685,000 0.88%
20 KCM INVESTMENT ADVISORS LLC 14,133 668,000 0.86%
21 Carnegie Investment Counsel 11,435 541,000 0.70%
22 Ramsay, Stattman, Vela & Price, Inc. 9,700 459,000 0.59%
23 EFG Private Wealth Management (Americas) Corp. 116 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.