SELECT SECTOR SPDR TR's ticker is XLFS and the CUSIP is 81369Y878.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $14,534,000 | – | 477,313 | – | 2.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cavalier Investments, LLC | 281,690 | $8,577,000 | 5.21% |
| Beaumont Financial Partners, LLC | 477,313 | $14,534,000 | 2.30% |
| OLD NATIONAL BANCORP /IN/ | 159,916 | $4,869,000 | 0.28% |
| CETERA INVESTMENT MANAGEMENT LLC | 12,081 | $368,000 | 0.24% |
| Argentus Capital Management, LLC | 15,854 | $483,000 | 0.17% |
| ENVESTNET ASSET MANAGEMENT INC | 625,941 | $19,060,000 | 0.07% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 146,034 | $4,447,000 | 0.07% |
| Virtus Investment Advisers, Inc. | 24,592 | $749,000 | 0.05% |
| NEXT Financial Group, Inc | 7,330 | $223,000 | 0.04% |
| LPL Financial LLC | 134,166 | $4,085,000 | 0.04% |