INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLB and the CUSIP is 81369Y100. A total of 706 filers reported holding SELECT SECTOR SPDR TR in Q1 2021. The put-call ratio across all filers is 1.13 and the average weighting 0.4%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$4,085
-5.2%
520.0%0.00%0.0%
Q2 2023$4,309
+4.7%
52
+2.0%
0.00%0.0%
Q1 2023$4,114
+3.8%
510.0%0.00%0.0%
Q4 2022$3,962
+32.1%
510.0%0.00%0.0%
Q3 2022$3,0000.0%51
+8.5%
0.00%0.0%
Q2 2022$3,000
-57.1%
47
-42.0%
0.00%0.0%
Q1 2022$7,0000.0%810.0%0.00%0.0%
Q4 2021$7,000
-97.5%
81
-97.7%
0.00%
-97.8%
Q3 2021$285,000
+338.5%
3,599
+353.8%
0.05%
+318.2%
Q2 2021$65,000
-39.8%
793
-42.3%
0.01%
-47.6%
Q1 2021$108,0001,3750.02%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2021
NameSharesValueWeighting ↓
Miller Investment Management, LP 594,420$52,398,0008.26%
Opal Wealth Advisors, LLC 74,707$6,585,0005.73%
AGF Investments LLC 702,505$61,926,0005.17%
Advisors Preferred, LLC 702,114$62,544,0005.04%
TIFF ADVISORY SERVICES, LLC 149,018$13,136,0004.70%
Private Wealth Advisors, LLC 153,384$13,521,0004.31%
Innova Wealth Partners 61,518$5,423,0003.90%
Biltmore Wealth Management, LLC 106,441$9,383,0003.65%
Florin Court Capital LLP 40,200$3,544,0003.43%
Fusion Capital, LLC 66,502$5,862,0003.08%
View complete list of SELECT SECTOR SPDR TR shareholders