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

Institutional Holders (2016Q4)
Portfolio Summary: 29 Institutional holders with a total value of $56,201,884.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BAINCO INTERNATIONAL INVESTORS 271,154 13,476,000 23.98%
2 Hugh Johnson Advisors LLC 112,146 5,574,000 9.92%
3 DOWLING & YAHNKE LLC 105,884 5,262,000 9.36%
4 Ken Stern & Associates, Inc. 70,547 3,506,000 6.24%
5 AVIANCE CAPITAL MANAGEMENT, LLC 65,040 3,232,000 5.75%
6 Patriot Wealth Management, Inc. 63,693 3,166,000 5.63%
7 Stillwater Investment Management, LLC 51,716 2,570,000 4.57%
8 Foothills Asset Management, Ltd. 48,615 2,416,000 4.30%
9 MURPHY CAPITAL MANAGEMENT INC 42,307 2,102,000 3.74%
10 Bowling Portfolio Management LLC 40,240 2,000,000 3.56%
11 KCM INVESTMENT ADVISORS LLC 34,607 1,720,000 3.06%
12 CONDOR CAPITAL MANAGEMENT 34,534 1,716,000 3.05%
13 DUMONT & BLAKE INVESTMENT ADVISORS LLC 34,433 1,711,000 3.04%
14 LEE DANNER & BASS INC 28,841 1,433,000 2.55%
15 D L CARLSON INVESTMENT GROUP INC 23,623 1,174,000 2.09%
16 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 20,905 1,039,000 1.85%
17 Stillwater Capital Advisors, LLC 13,605 676,000 1.20%
18 CHARTIST INC /CA/ 13,217 656,884 1.17%
19 CUMBERLAND ADVISORS INC 11,940 593,000 1.06%
20 InterOcean Capital, LLC 10,050 499,000 0.89%
21 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 7,610 378,000 0.67%
22 Regis Management CO LLC 7,497 373,000 0.66%
23 WBI INVESTMENTS, LLC 5,862 291,000 0.52%
24 L & S Advisors Inc 5,524 275,000 0.49%
25 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 4,359 217,000 0.39%
26 Bollard Group LLC 1,207 60,000 0.11%
27 MONETARY MANAGEMENT GROUP INC 820 41,000 0.07%
28 Ancora Advisors LLC 800 40,000 0.07%
29 QCI ASSET MANAGEMENT INC/NY 95 5,000 0.01%

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.