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SELECT SECTOR SPDR TRUST THE T
SELECT SECTOR SPDR TRUST THE T. Institutional holdings reported to the SEC.

Institutional Holders (2014Q2)
Portfolio Summary: 37 Institutional holders with a total value of $119,242,696.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Sand Hill Global Advisors, LLC 724,351 27,779,000 23.30%
2 CHURCHILL MANAGEMENT Corp 689,471 26,441,000 22.17%
3 MARTIN & CO INC /TN/ 229,737 8,810,000 7.39%
4 HOLLENCREST CAPITAL MANAGEMENT 146,971 5,636,000 4.73%
5 Foothills Asset Management, Ltd. 129,186 4,954,000 4.15%
6 NewFocus Financial Group, LLC 126,181 4,839,000 4.06%
7 CUMBERLAND ADVISORS INC 122,610 4,702,000 3.94%
8 LOEB PARTNERS CORP 101,420 3,889,000 3.26%
9 KCM INVESTMENT ADVISORS LLC 101,341 3,886,000 3.26%
10 Hugh Johnson Advisors LLC 96,820 3,713,000 3.11%
11 GREENWOOD CAPITAL ASSOCIATES LLC 76,755 2,944,000 2.47%
12 Cetera Advisor Networks LLC 71,559 2,745,000 2.30%
13 Carnegie Investment Counsel 52,536 2,015,000 1.69%
14 PARSONS CAPITAL MANAGEMENT INC/RI 49,590 1,902,000 1.60%
15 Stillwater Investment Management, LLC 47,196 1,810,000 1.52%
16 CHILTON CAPITAL MANAGEMENT LLC 40,722 1,562,000 1.31%
17 Sequent Asset Management, LLC 31,825 1,220,000 1.02%
18 L. Roy Papp & Associates, LLP 28,450 1,091,000 0.91%
19 PATTEN & PATTEN INC/TN 26,155 1,003,000 0.84%
20 FULTON BREAKEFIELD BROENNIMAN LLC 23,247 891,000 0.75%
21 Ameritas Investment Partners, Inc. 21,900 840,000 0.70%
22 DUMONT & BLAKE INVESTMENT ADVISORS LLC 21,806 836,000 0.70%
23 InterOcean Capital, LLC 20,927 803,000 0.67%
24 WestEnd Advisors, LLC 19,966 765,696 0.64%
25 SCHNIEDERS CAPITAL MANAGEMENT LLC 16,421 630,000 0.53%
26 Cetera Advisors LLC 13,360 511,000 0.43%
27 SMITH HAYES Advisers, Inc 13,069 501,000 0.42%
28 L & S Advisors Inc 11,678 448,000 0.38%
29 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 10,185 391,000 0.33%
30 Beaumont Financial Partners, LLC 9,792 376,000 0.32%
31 Aris Wealth Services, Inc. 8,909 342,000 0.29%
32 CYPRESS CAPITAL MANAGEMENT LLC 6,803 261,000 0.22%
33 ELM ADVISORS, LLC 6,650 255,000 0.21%
34 FIRST FOUNDATION ADVISORS 5,554 213,000 0.18%
35 TOCQUEVILLE ASSET MANAGEMENT L.P. 4,010 154,000 0.13%
36 SeaBridge Investment Advisors LLC 1,200 46,000 0.04%
37 JAMES INVESTMENT RESEARCH, INC. 1,000 38,000 0.03%

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.