Dark
Light
System
Security
SELECT SECTOR SPDR TR
SELECT SECTOR SPDR TR. Institutional holdings reported to the SEC.

Institutional Holders (2015Q1)
Portfolio Summary: 25 Institutional holders with a total value of $52,003,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Spruce Investment Advisors LLC 184,319 8,991,000 17.29%
2 HOLLENCREST CAPITAL MANAGEMENT 151,517 7,391,000 14.21%
3 Hugh Johnson Advisors LLC 117,556 5,734,000 11.03%
4 DOWLING & YAHNKE LLC 80,329 3,918,000 7.53%
5 BAINCO INTERNATIONAL INVESTORS 67,330 3,284,000 6.32%
6 FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 57,317 2,796,000 5.38%
7 Stillwater Investment Management, LLC 47,650 2,324,000 4.47%
8 Bowling Portfolio Management LLC 46,284 2,258,000 4.34%
9 DUMONT & BLAKE INVESTMENT ADVISORS LLC 42,583 2,077,000 3.99%
10 D L CARLSON INVESTMENT GROUP INC 36,550 1,783,000 3.43%
11 LEE DANNER & BASS INC 34,566 1,686,000 3.24%
12 CONDOR CAPITAL MANAGEMENT 34,455 1,681,000 3.23%
13 MURPHY CAPITAL MANAGEMENT INC 29,114 1,419,000 2.73%
14 ARS Investment Partners, LLC 27,423 1,338,000 2.57%
15 KCM INVESTMENT ADVISORS LLC 27,282 1,331,000 2.56%
16 SMITH HAYES Advisers, Inc 18,191 887,000 1.71%
17 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 15,815 771,000 1.48%
18 AVIANCE CAPITAL MANAGEMENT, LLC 12,090 590,000 1.13%
19 Ramsay, Stattman, Vela & Price, Inc. 9,700 473,000 0.91%
20 Geneva Advisors, LLC 9,159 447,000 0.86%
21 Sequent Asset Management, LLC 6,648 324,000 0.62%
22 Convergent Wealth Advisors 6,395 312,000 0.60%
23 Karp Capital Management Corp 2,700 132,000 0.25%
24 Bollard Group LLC 589 29,000 0.06%
25 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 555 27,000 0.05%

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.