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

Institutional Holders (2016Q1)
Portfolio Summary: 22 Institutional holders with a total value of $31,749,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 221 10,000 0.03%
2 Bollard Group LLC 601 27,000 0.09%
3 InterOcean Capital, LLC 6,233 279,000 0.88%
4 L & S Advisors Inc 6,945 311,000 0.98%
5 Regis Management CO LLC 7,497 336,000 1.06%
6 AFAM CAPITAL, INC. 8,994 403,000 1.27%
7 Ramsay, Stattman, Vela & Price, Inc. 9,700 435,000 1.37%
8 Stillwater Capital Advisors, LLC 12,233 548,000 1.73%
9 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 16,565 742,000 2.34%
10 BOYS ARNOLD & CO INC 25,164 1,128,000 3.55%
11 D L CARLSON INVESTMENT GROUP INC 25,965 1,163,000 3.66%
12 KCM INVESTMENT ADVISORS LLC 28,903 1,295,000 4.08%
13 LEE DANNER & BASS INC 28,841 1,368,000 4.31%
14 MURPHY CAPITAL MANAGEMENT INC 32,519 1,457,000 4.59%
15 ARS Investment Partners, LLC 32,534 1,458,000 4.59%
16 DUMONT & BLAKE INVESTMENT ADVISORS LLC 34,975 1,567,000 4.94%
17 CONDOR CAPITAL MANAGEMENT 37,249 1,669,000 5.26%
18 Bowling Portfolio Management LLC 43,946 1,969,000 6.20%
19 Stillwater Investment Management, LLC 48,542 2,175,000 6.85%
20 BAINCO INTERNATIONAL INVESTORS 74,905 3,356,000 10.57%
21 DOWLING & YAHNKE LLC 109,190 4,893,000 15.41%
22 Hugh Johnson Advisors LLC 115,148 5,160,000 16.25%

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.