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

Institutional Holders (2016Q3)
Portfolio Summary: 30 Institutional holders with a total value of $132,312,792.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 JAMES INVESTMENT RESEARCH, INC. 1,200 57,000 0.04%
2 CYPRESS CAPITAL MANAGEMENT LLC 4,278 204,000 0.15%
3 ELM ADVISORS, LLC 6,650 318,000 0.24%
4 BURNS J W & CO INC/NY 8,964 428,000 0.32%
5 SONATA CAPITAL GROUP INC 12,855 614,000 0.46%
6 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 13,390 640,000 0.48%
7 Evercore Wealth Management, LLC 14,305 683,000 0.52%
8 LOEB PARTNERS CORP 15,000 717,000 0.54%
9 L & S Advisors Inc 15,458 739,000 0.56%
10 Avalon Investment & Advisory 17,377 830,000 0.63%
11 DEARBORN PARTNERS LLC 18,737 895,000 0.68%
12 PATTEN & PATTEN INC/TN 23,526 1,124,000 0.85%
13 DUMONT & BLAKE INVESTMENT ADVISORS LLC 25,562 1,221,000 0.92%
14 L. Roy Papp & Associates, LLP 32,450 1,550,000 1.17%
15 1834 INVESTMENT ADVISORS CO 36,602 1,749,000 1.32%
16 InterOcean Capital, LLC 43,244 2,066,000 1.56%
17 Stillwater Investment Management, LLC 46,608 2,227,000 1.68%
18 Marquette Asset Management, LLC 46,847 2,238,000 1.69%
19 Regis Management CO LLC 57,772 2,760,000 2.09%
20 Hugh Johnson Advisors LLC 68,535 3,275,000 2.48%
21 Sequent Asset Management, LLC 72,344 3,456,000 2.61%
22 Bowling Portfolio Management LLC 89,720 4,287,000 3.24%
23 WestEnd Advisors, LLC 92,796 4,433,792 3.35%
24 Foothills Asset Management, Ltd. 118,434 5,659,000 4.28%
25 UNITED CAPITAL FINANCIAL ADVISORS, LLC 147,274 7,037,000 5.32%
26 KCM INVESTMENT ADVISORS LLC 199,538 9,534,000 7.21%
27 MARTIN & CO INC /TN/ 217,962 10,414,000 7.87%
28 HOLLENCREST CAPITAL MANAGEMENT 281,690 13,459,000 10.17%
29 FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 352,602 16,713,000 12.63%
30 Sand Hill Global Advisors, LLC 690,352 32,985,000 24.93%

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.