Institute for Wealth Management, LLC. - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLY and the CUSIP is 81369Y407. A total of 1,115 filers reported holding SELECT SECTOR SPDR TR in Q4 2021. The put-call ratio across all filers is 1.20 and the average weighting 0.5%.

About SELECT SECTOR SPDR TR

The Select Sector SPDR Trust is an exchange-traded fund (ETF) that tracks the performance of the S&P 500 Index. The fund is designed to provide investors with exposure to specific sectors of the economy, including energy, financials, healthcare, technology, and more.

One of the key benefits of investing in the Select Sector SPDR Trust is the ability to diversify your portfolio across multiple sectors. By investing in this ETF, you can gain exposure to a broad range of companies within each sector, which can help to reduce your overall risk.

Another advantage of the Select Sector SPDR Trust is its low expense ratio. With an expense ratio of just 0.13%, this ETF is one of the most cost-effective ways to invest in the S&P 500 Index.

Investors should be aware that the Select Sector SPDR Trust is not without risks. As with any investment, there is always the potential for losses, and the performance of the fund will be influenced by a variety of factors, including economic conditions, market trends, and company-specific news.

Overall, the Select Sector SPDR Trust can be a valuable addition to a well-diversified portfolio. By providing exposure to a range of sectors within the S&P 500 Index, this ETF can help investors to achieve their long-term investment goals while minimizing risk and keeping costs low.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$746,981
-6.0%
4,640
-0.8%
0.14%
+0.7%
Q2 2023$794,520
+13.6%
4,6790.0%0.13%0.0%
Q1 2023$699,626
+20.3%
4,679
+3.9%
0.13%
+9.8%
Q4 2022$581,607
-17.6%
4,503
-9.1%
0.12%
-22.8%
Q3 2022$706,000
+3.5%
4,956
-0.1%
0.16%
+17.9%
Q2 2022$682,000
-26.3%
4,959
-1.0%
0.13%
-10.7%
Q1 2022$926,000
-29.4%
5,007
-21.9%
0.15%
-29.9%
Q4 2021$1,311,000
+16.7%
6,413
+2.5%
0.21%
+8.6%
Q3 2021$1,123,000
-2.5%
6,259
-3.0%
0.20%
-2.5%
Q2 2021$1,152,000
+5.8%
6,454
-0.4%
0.20%
-2.4%
Q1 2021$1,089,000
+0.2%
6,482
-4.1%
0.21%
-4.2%
Q4 2020$1,087,000
+17.6%
6,761
+7.6%
0.22%
+2.4%
Q3 2020$924,000
+13.4%
6,285
-1.6%
0.21%
+5.5%
Q2 2020$815,000
+37.9%
6,384
+6.0%
0.20%
+9.9%
Q1 2020$591,000
-34.4%
6,022
-16.1%
0.18%
-10.3%
Q4 2019$901,000
-0.6%
7,180
-4.3%
0.20%
-11.0%
Q3 2019$906,000
-0.8%
7,503
-2.0%
0.23%
+12.9%
Q2 2019$913,000
+62.2%
7,659
+54.9%
0.20%
+65.6%
Q1 2019$563,000
-31.7%
4,944
-40.6%
0.12%
-63.9%
Q4 2018$824,000
-6.7%
8,321
-2.0%
0.34%
+30.0%
Q1 2018$883,000
+143.9%
8,487
+131.6%
0.26%
+209.5%
Q4 2017$362,000
+7.7%
3,665
-1.7%
0.08%
-22.9%
Q3 2017$336,000
-62.0%
3,730
-62.1%
0.11%
-55.1%
Q2 2017$884,000
-22.1%
9,829
-32.3%
0.24%
-85.7%
Q4 2015$1,135,000
-0.6%
14,516
-2.8%
1.70%
+15.0%
Q2 2015$1,142,000
-37.4%
14,927
-38.4%
1.47%
-26.5%
Q1 2015$1,824,000
+3.2%
24,213
-1.1%
2.00%
+8.0%
Q4 2014$1,767,000
+40.0%
24,488
+30.2%
1.86%
+54.5%
Q3 2014$1,262,000
-7.7%
18,814
-8.2%
1.20%
+1.6%
Q2 2014$1,368,000
+8.4%
20,493
+5.1%
1.18%
+9.4%
Q1 2014$1,262,000
-61.5%
19,496
-60.2%
1.08%
-54.2%
Q4 2013$3,276,000
-33.9%
49,018
-40.0%
2.36%
-30.8%
Q3 2013$4,953,000
+60.9%
81,685
+49.7%
3.41%
+37.9%
Q2 2013$3,078,00054,5702.47%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2021
NameSharesValueWeighting ↓
Mizuho Trust & Banking Co., Ltd. 190,000$22,933,00010.63%
SEARCY FINANCIAL SERVICES INC /ADV 98,447$11,883,0008.80%
Annex Advisory Services, LLC 481,964$58,173,0007.82%
Biltmore Wealth Management, LLC 128,512$15,511,0007.57%
AFFINITY WEALTH MANAGEMENT LLC 137,855$16,639,0006.68%
Smart Portfolios, LLC 57,289$6,948,0006.16%
Arrow Investment Advisors, LLC 103,342$12,473,0005.84%
Ayalon Insurance Comp Ltd. 71,817$8,596,0005.79%
Q3 Asset Management 19,064$2,302,0005.73%
Florin Court Capital LLP 63,500$7,664,0005.59%
View complete list of SELECT SECTOR SPDR TR shareholders