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

Institutional Holders (2014Q4)
Portfolio Summary: 35 Institutional holders with a total value of $61,868,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Patriot Wealth Management, Inc. 143,581 11,366,000 18.37%
2 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 137,173 10,858,000 17.55%
3 ARS Investment Partners, LLC 50,530 4,000,000 6.47%
4 KCM INVESTMENT ADVISORS LLC 45,903 3,634,000 5.87%
5 Bowling Portfolio Management LLC 45,625 3,612,000 5.84%
6 Spruce Investment Advisors LLC 37,428 2,963,000 4.79%
7 HOLLENCREST CAPITAL MANAGEMENT 32,863 2,602,000 4.21%
8 AFAM CAPITAL, INC. 31,706 2,510,000 4.06%
9 Cetera Advisor Networks LLC 28,774 2,289,000 3.70%
10 BOSTON RESEARCH & MANAGEMENT INC 21,636 1,712,000 2.77%
11 Stillwater Investment Management, LLC 20,910 1,655,000 2.68%
12 Narwhal Capital Management 18,080 1,431,000 2.31%
13 Hugh Johnson Advisors LLC 17,335 1,372,000 2.22%
14 L. Roy Papp & Associates, LLP 16,925 1,340,000 2.17%
15 Cannell & Spears LLC 16,225 1,284,000 2.08%
16 Crestwood Advisors Group, LLC 15,076 1,193,000 1.93%
17 SMITH HAYES Advisers, Inc 13,988 1,107,000 1.79%
18 Accuvest Global Advisors 12,000 950,000 1.54%
19 Daniel Devine & Co 11,270 892,000 1.44%
20 BOYS ARNOLD & CO INC 10,315 817,000 1.32%
21 Bollard Group LLC 9,818 777,000 1.26%
22 VESTOR CAPITAL, LLC 7,698 609,000 0.98%
23 CONDOR CAPITAL MANAGEMENT 5,442 431,000 0.70%
24 PATTEN & PATTEN INC/TN 5,225 414,000 0.67%
25 Willingdon Wealth Management 4,927 390,000 0.63%
26 InterOcean Capital, LLC 4,325 342,000 0.55%
27 Detwiler Fenton Investment Management LLC 4,000 317,000 0.51%
28 PARSONS CAPITAL MANAGEMENT INC/RI 3,780 299,000 0.48%
29 DOCK STREET ASSET MANAGEMENT INC 3,124 247,000 0.40%
30 COLDSTREAM CAPITAL MANAGEMENT INC 2,782 220,000 0.36%
31 Karp Capital Management Corp 1,175 93,000 0.15%
32 ISTHMUS PARTNERS, LLC 1,000 79,000 0.13%
33 Analyst IMS Investment Management Services Ltd. 501 40,000 0.06%
34 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 185 15,000 0.02%
35 Leisure Capital Management 100 8,000 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.