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

Institutional Holders (2015Q3)
Portfolio Summary: 24 Institutional holders with a total value of $27,774,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Hugh Johnson Advisors LLC 115,677 4,618,000 16.63%
2 DOWLING & YAHNKE LLC 87,563 3,496,000 12.59%
3 BAINCO INTERNATIONAL INVESTORS 68,430 2,732,000 9.84%
4 Stillwater Investment Management, LLC 47,069 1,879,000 6.77%
5 Bowling Portfolio Management LLC 44,842 1,790,000 6.44%
6 DUMONT & BLAKE INVESTMENT ADVISORS LLC 43,273 1,727,000 6.22%
7 CONDOR CAPITAL MANAGEMENT 35,903 1,433,000 5.16%
8 LEE DANNER & BASS INC 34,466 1,376,000 4.95%
9 MURPHY CAPITAL MANAGEMENT INC 30,071 1,199,000 4.32%
10 D L CARLSON INVESTMENT GROUP INC 28,650 1,144,000 4.12%
11 KCM INVESTMENT ADVISORS LLC 28,618 1,142,000 4.11%
12 ARS Investment Partners, LLC 28,336 1,131,000 4.07%
13 Convergent Wealth Advisors 23,117 923,000 3.32%
14 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 18,403 735,000 2.65%
15 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 15,915 635,000 2.29%
16 InterOcean Capital, LLC 9,849 393,000 1.41%
17 Ramsay, Stattman, Vela & Price, Inc. 9,700 387,000 1.39%
18 FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 8,716 348,000 1.25%
19 Sequent Asset Management, LLC 5,633 225,000 0.81%
20 HOLLENCREST CAPITAL MANAGEMENT 5,229 209,000 0.75%
21 Geneva Advisors, LLC 5,159 206,000 0.74%
22 Bollard Group LLC 595 24,000 0.09%
23 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 413 16,000 0.06%
24 QUADRANT CAPITAL GROUP LLC 161 6,000 0.02%

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.