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

Institutional Holders (2014Q2)
Portfolio Summary: 25 Institutional holders with a total value of $70,159,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 AVIANCE CAPITAL MANAGEMENT, LLC 241,903 12,008,000 17.12%
2 NORTH AMERICAN MANAGEMENT CORP 177,680 8,820,000 12.57%
3 Cetera Advisor Networks LLC 153,064 7,602,000 10.84%
4 Hugh Johnson Advisors LLC 137,942 6,847,000 9.76%
5 Leonetti & Associates, LLC 126,150 6,262,000 8.93%
6 DOWLING & YAHNKE LLC 85,159 4,227,000 6.02%
7 BAINCO INTERNATIONAL INVESTORS 58,780 2,918,000 4.16%
8 Stillwater Investment Management, LLC 48,084 2,387,000 3.40%
9 DUMONT & BLAKE INVESTMENT ADVISORS LLC 41,912 2,081,000 2.97%
10 CONDOR CAPITAL MANAGEMENT 39,290 1,950,000 2.78%
11 LEE DANNER & BASS INC 37,016 1,837,000 2.62%
12 MURPHY CAPITAL MANAGEMENT INC 31,921 1,583,000 2.26%
13 CHILTON CAPITAL MANAGEMENT LLC 31,603 1,569,000 2.24%
14 Sequent Asset Management, LLC 29,966 1,488,000 2.12%
15 D L CARLSON INVESTMENT GROUP INC 29,235 1,451,000 2.07%
16 FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 27,585 1,369,000 1.95%
17 ARS Investment Partners, LLC 25,817 1,282,000 1.83%
18 Constellation Wealth Advisors, LLC 17,344 861,000 1.23%
19 KCM INVESTMENT ADVISORS LLC 14,714 730,000 1.04%
20 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 14,590 724,000 1.03%
21 GREENWOOD CAPITAL ASSOCIATES LLC 13,615 676,000 0.96%
22 Carnegie Investment Counsel 11,335 563,000 0.80%
23 Ramsay, Stattman, Vela & Price, Inc. 9,700 482,000 0.69%
24 Cetera Advisors LLC 8,426 419,000 0.60%
25 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 470 23,000 0.03%

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.