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

Institutional Holders (2014Q4)
Portfolio Summary: 37 Institutional holders with a total value of $184,940,211.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CHURCHILL MANAGEMENT Corp 1,091,637 45,139,000 24.41%
2 Sand Hill Global Advisors, LLC 707,364 29,250,000 15.82%
3 HOLLENCREST CAPITAL MANAGEMENT 435,670 18,015,000 9.74%
4 CUMBERLAND ADVISORS INC 370,805 15,333,000 8.29%
5 FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 272,221 11,256,000 6.09%
6 MARTIN & CO INC /TN/ 231,427 9,570,000 5.17%
7 KCM INVESTMENT ADVISORS LLC 153,516 6,348,000 3.43%
8 UNITED CAPITAL FINANCIAL ADVISORS, LLC 141,295 5,843,000 3.16%
9 Foothills Asset Management, Ltd. 120,173 4,969,000 2.69%
10 NewFocus Financial Group, LLC 117,317 4,851,000 2.62%
11 Hugh Johnson Advisors LLC 97,652 4,038,000 2.18%
12 LOEB PARTNERS CORP 89,945 3,719,000 2.01%
13 GREENWOOD CAPITAL ASSOCIATES LLC 76,038 3,144,000 1.70%
14 Bowling Portfolio Management LLC 70,479 2,914,000 1.58%
15 Cetera Advisor Networks LLC 68,068 2,806,000 1.52%
16 PARSONS CAPITAL MANAGEMENT INC/RI 49,465 2,045,000 1.11%
17 Stillwater Investment Management, LLC 46,093 1,906,000 1.03%
18 SMITH HAYES Advisers, Inc 39,980 1,653,000 0.89%
19 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 35,715 1,477,000 0.80%
20 Sequent Asset Management, LLC 31,825 1,316,000 0.71%
21 L. Roy Papp & Associates, LLP 29,350 1,214,000 0.66%
22 PATTEN & PATTEN INC/TN 25,630 1,060,000 0.57%
23 DUMONT & BLAKE INVESTMENT ADVISORS LLC 22,728 940,000 0.51%
24 L & S Advisors Inc 21,963 908,000 0.49%
25 InterOcean Capital, LLC 19,817 819,000 0.44%
26 Cetera Advisors LLC 19,622 811,000 0.44%
27 Financial Sense Advisors, Inc. 16,187 669,000 0.36%
28 SCHNIEDERS CAPITAL MANAGEMENT LLC 13,315 551,000 0.30%
29 SONATA CAPITAL GROUP INC 12,655 523,000 0.28%
30 DOCK STREET ASSET MANAGEMENT INC 10,740 444,000 0.24%
31 CYPRESS CAPITAL MANAGEMENT LLC 7,428 307,000 0.17%
32 ELM ADVISORS, LLC 6,650 275,000 0.15%
33 Geneva Advisors, LLC 6,450 267,000 0.14%
34 JAG CAPITAL MANAGEMENT, LLC 5,333 221,000 0.12%
35 Aris Wealth Services, Inc. 4,971 206,000 0.11%
36 First City Capital Management, Inc. 2,230 92,211 0.05%
37 JAMES INVESTMENT RESEARCH, INC. 1,000 41,000 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.