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

SELECT SECTOR SPDR TR's ticker is XLU and the CUSIP is 81369Y886. A total of 574 filers reported holding SELECT SECTOR SPDR TR in Q1 2018. The put-call ratio across all filers is 0.91 and the average weighting 0.5%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q2 2024$273,174
-0.2%
4,009
-3.8%
0.04%
+5.7%
Q1 2024$273,695
+3.7%
4,1690.0%0.04%
-18.6%
Q4 2023$264,023
+4.0%
4,169
-3.2%
0.04%
-6.5%
Q3 2023$253,871
-10.6%
4,308
-0.7%
0.05%
-4.2%
Q2 2023$283,814
-3.3%
4,3370.0%0.05%
-14.3%
Q1 2023$293,572
-4.3%
4,337
-0.4%
0.06%
-13.8%
Q4 2022$306,886
+10.0%
4,353
+2.4%
0.06%
+3.2%
Q3 2022$279,000
-12.5%
4,252
-6.6%
0.06%0.0%
Q2 2022$319,000
-7.5%
4,552
-1.9%
0.06%
+12.5%
Q1 2022$345,000
-2.8%
4,638
-6.4%
0.06%
-3.4%
Q4 2021$355,000
-11.0%
4,955
-20.7%
0.06%
-17.1%
Q3 2021$399,000
+0.3%
6,248
-0.8%
0.07%0.0%
Q2 2021$398,000
+1.0%
6,296
+2.4%
0.07%
-6.7%
Q1 2021$394,000
-6.2%
6,151
-8.2%
0.08%
-9.6%
Q4 2020$420,000
-23.8%
6,704
-27.8%
0.08%
-34.1%
Q3 2020$551,000
+11.8%
9,279
+6.2%
0.13%
+4.1%
Q2 2020$493,000
-9.0%
8,734
-10.8%
0.12%
-27.5%
Q1 2020$542,000
-20.9%
9,787
-7.7%
0.17%
+7.7%
Q4 2019$685,000
-13.4%
10,600
-13.2%
0.16%
-22.1%
Q3 2019$791,000
-5.4%
12,219
-12.9%
0.20%
+7.6%
Q2 2019$836,000
+6.8%
14,022
+4.1%
0.18%
+8.8%
Q1 2019$783,000
-16.0%
13,467
-23.5%
0.17%
-55.6%
Q4 2018$932,000
+166.3%
17,613
+165.3%
0.38%
+372.8%
Q4 2017$350,000
-3.0%
6,639
-2.5%
0.08%
-30.8%
Q3 2017$361,0000.0%6,810
-2.2%
0.12%
+18.2%
Q2 2017$361,000
-65.2%
6,961
-72.1%
0.10%
-92.6%
Q2 2015$1,036,000
-39.6%
24,992
-35.2%
1.34%
-29.1%
Q1 2015$1,715,000
-57.2%
38,591
-54.6%
1.88%
-55.3%
Q4 2014$4,011,000
+2.0%
84,950
-9.2%
4.22%
+12.6%
Q3 2014$3,932,000
-11.3%
93,544
-6.6%
3.74%
-2.4%
Q2 2014$4,434,000
-29.7%
100,170
-34.1%
3.84%
-29.0%
Q1 2014$6,305,000
+386.1%
152,073
+345.2%
5.40%
+477.5%
Q4 2013$1,297,000
+16112.5%
34,156
+16643.1%
0.94%
+15483.3%
Q3 2013$8,0002040.01%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2018
NameSharesValueWeighting ↓
Saudi Central Bank 1,549,733$104,90127.01%
TradeLink Capital LLC 6,199$40612.52%
Briaud Financial Planning, Inc 138,274$9,0488.54%
Client First Capital LLC 132,618$8,678,5236.44%
Capitol Family Office, Inc. 42,848$2,803,9966.40%
D. SCOTT NEAL, INC. 118,384$7,747,0295.83%
PUBLIC INVESTMENT FUND 32,986,504$2,158,636,8225.54%
Lake Hills Wealth Management, LLC 77,344$5,061,3915.52%
Chicago Wealth Management, Inc. 107,761$7,051,8515.38%
PRIMORIS WEALTH ADVISORS, LLC 62,338$4,079,4344.47%
View complete list of SELECT SECTOR SPDR TR shareholders