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

Institutional Holders (2014Q3)
Portfolio Summary: 35 Institutional holders with a total value of $178,603,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CHURCHILL MANAGEMENT Corp 1,077,503 42,992,000 24.07%
2 Sand Hill Global Advisors, LLC 906,818 36,183,000 20.26%
3 HOLLENCREST CAPITAL MANAGEMENT 435,366 17,371,000 9.73%
4 CUMBERLAND ADVISORS INC 329,110 13,131,000 7.35%
5 FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 268,296 10,705,000 5.99%
6 MARTIN & CO INC /TN/ 229,832 9,170,000 5.13%
7 Foothills Asset Management, Ltd. 124,605 4,972,000 2.78%
8 NewFocus Financial Group, LLC 118,030 4,709,000 2.64%
9 UNITED CAPITAL FINANCIAL ADVISORS, LLC 107,243 4,279,000 2.40%
10 KCM INVESTMENT ADVISORS LLC 102,165 4,076,000 2.28%
11 Hugh Johnson Advisors LLC 96,605 3,855,000 2.16%
12 LOEB PARTNERS CORP 96,370 3,845,000 2.15%
13 Cetera Advisor Networks LLC 67,640 2,712,000 1.52%
14 GREENWOOD CAPITAL ASSOCIATES LLC 67,390 2,689,000 1.51%
15 PARSONS CAPITAL MANAGEMENT INC/RI 49,665 1,981,000 1.11%
16 Stillwater Investment Management, LLC 46,031 1,837,000 1.03%
17 CHILTON CAPITAL MANAGEMENT LLC 41,138 1,641,000 0.92%
18 L & S Advisors Inc 33,295 1,328,000 0.74%
19 Sequent Asset Management, LLC 31,825 1,270,000 0.71%
20 L. Roy Papp & Associates, LLP 29,350 1,171,000 0.66%
21 Ameritas Investment Partners, Inc. 28,380 1,133,000 0.63%
22 PATTEN & PATTEN INC/TN 25,955 1,036,000 0.58%
23 SMITH HAYES Advisers, Inc 23,405 934,000 0.52%
24 FULTON BREAKEFIELD BROENNIMAN LLC 23,337 931,000 0.52%
25 DUMONT & BLAKE INVESTMENT ADVISORS LLC 22,303 890,000 0.50%
26 InterOcean Capital, LLC 19,817 791,000 0.44%
27 Cetera Advisors LLC 16,297 652,000 0.37%
28 SCHNIEDERS CAPITAL MANAGEMENT LLC 14,096 562,000 0.31%
29 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 10,445 417,000 0.23%
30 Aris Wealth Services, Inc. 7,609 304,000 0.17%
31 CYPRESS CAPITAL MANAGEMENT LLC 6,803 271,000 0.15%
32 ELM ADVISORS, LLC 6,650 265,000 0.15%
33 Geneva Advisors, LLC 6,450 257,000 0.14%
34 Ballentine Partners, LLC 5,076 203,000 0.11%
35 JAMES INVESTMENT RESEARCH, INC. 1,000 40,000 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.