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

Institutional Holders (2015Q1)
Portfolio Summary: 36 Institutional holders with a total value of $206,117,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CHURCHILL MANAGEMENT Corp 1,498,240 62,087,000 30.12%
2 Sand Hill Global Advisors, LLC 730,900 30,289,000 14.70%
3 HOLLENCREST CAPITAL MANAGEMENT 439,628 18,218,000 8.84%
4 CUMBERLAND ADVISORS INC 380,825 15,781,000 7.66%
5 FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 309,467 12,824,000 6.22%
6 Financial Sense Advisors, Inc. 276,440 11,455,000 5.56%
7 MARTIN & CO INC /TN/ 230,562 9,554,000 4.64%
8 KCM INVESTMENT ADVISORS LLC 173,242 7,179,000 3.48%
9 Foothills Asset Management, Ltd. 123,450 5,116,000 2.48%
10 NewFocus Financial Group, LLC 123,390 5,113,000 2.48%
11 Hugh Johnson Advisors LLC 95,955 3,976,000 1.93%
12 LOEB PARTNERS CORP 89,945 3,727,000 1.81%
13 Sequent Asset Management, LLC 71,978 2,983,000 1.45%
14 Bowling Portfolio Management LLC 68,479 2,838,000 1.38%
15 Belmont Global Advisors, Inc. 51,300 2,126,000 1.03%
16 Stillwater Investment Management, LLC 46,381 1,922,000 0.93%
17 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 32,520 1,348,000 0.65%
18 L. Roy Papp & Associates, LLP 28,450 1,179,000 0.57%
19 SMITH HAYES Advisers, Inc 24,204 1,003,000 0.49%
20 PATTEN & PATTEN INC/TN 23,830 988,000 0.48%
21 DUMONT & BLAKE INVESTMENT ADVISORS LLC 23,558 976,000 0.47%
22 InterOcean Capital, LLC 23,337 967,000 0.47%
23 L & S Advisors Inc 20,752 860,000 0.42%
24 SCHNIEDERS CAPITAL MANAGEMENT LLC 16,076 666,000 0.32%
25 SONATA CAPITAL GROUP INC 12,655 524,000 0.25%
26 DOCK STREET ASSET MANAGEMENT INC 10,170 421,000 0.20%
27 CYPRESS CAPITAL MANAGEMENT LLC 6,678 277,000 0.13%
28 ELM ADVISORS, LLC 6,650 276,000 0.13%
29 Geneva Advisors, LLC 6,513 270,000 0.13%
30 1834 INVESTMENT ADVISORS CO 6,100 253,000 0.12%
31 Douglass Winthrop Advisors, LLC 5,806 241,000 0.12%
32 Paragon Capital Management LLC 5,142 213,000 0.10%
33 JAG CAPITAL MANAGEMENT, LLC 4,897 203,000 0.10%
34 Aris Wealth Services, Inc. 4,363 181,000 0.09%
35 Karp Capital Management Corp 1,005 42,000 0.02%
36 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.