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

Institutional Holders (2014Q4)
Portfolio Summary: 24 Institutional holders with a total value of $37,869,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Hugh Johnson Advisors LLC 118,754 5,769,000 15.23%
2 DOWLING & YAHNKE LLC 80,889 3,930,000 10.38%
3 BAINCO INTERNATIONAL INVESTORS 64,130 3,115,000 8.23%
4 FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 54,828 2,664,000 7.03%
5 Stillwater Investment Management, LLC 48,271 2,345,000 6.19%
6 Bowling Portfolio Management LLC 47,543 2,310,000 6.10%
7 DUMONT & BLAKE INVESTMENT ADVISORS LLC 42,568 2,068,000 5.46%
8 CONDOR CAPITAL MANAGEMENT 39,000 1,895,000 5.00%
9 D L CARLSON INVESTMENT GROUP INC 37,785 1,836,000 4.85%
10 LEE DANNER & BASS INC 34,716 1,687,000 4.45%
11 MURPHY CAPITAL MANAGEMENT INC 30,903 1,500,000 3.96%
12 Sequent Asset Management, LLC 29,915 1,453,000 3.84%
13 ARS Investment Partners, LLC 27,704 1,346,000 3.55%
14 KCM INVESTMENT ADVISORS LLC 25,105 1,220,000 3.22%
15 SMITH HAYES Advisers, Inc 19,639 954,000 2.52%
16 Cetera Advisor Networks LLC 15,737 761,000 2.01%
17 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 15,650 760,000 2.01%
18 Spruce Investment Advisors LLC 15,182 738,000 1.95%
19 Rex Capital Advisors, LLC 10,926 531,000 1.40%
20 Ramsay, Stattman, Vela & Price, Inc. 9,700 471,000 1.24%
21 Geneva Advisors, LLC 5,151 250,000 0.66%
22 Karp Capital Management Corp 4,050 197,000 0.52%
23 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 835 41,000 0.11%
24 Bollard Group LLC 586 28,000 0.07%

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.