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 754 filers reported holding SELECT SECTOR SPDR TR in Q1 2023. The put-call ratio across all filers is 0.95 and the average weighting 0.3%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q2 2024$18,988
+285.7%
215
+305.7%
0.00%
+200.0%
Q1 2024$4,923
+10.7%
53
+1.9%
0.00%0.0%
Q4 2023$4,448
+8.9%
520.0%0.00%0.0%
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 2023
NameSharesValueWeighting ↓
Virtus Investment Advisers, Inc. 532,719$26,418,00012.18%
Swan Global Investments, LLC 2,365,435$117,305,0008.08%
HT Partners LLC 311,428$15,092,0007.64%
APPLETON GROUP, LLC 108,373$5,374,0006.79%
Friedenthal Financial 150,339$7,455,0006.34%
Transamerica Financial Advisors, Inc. 1,196,247$59,322,0005.36%
Giralda Advisors, LLC 275,300$13,652,0005.00%
Dorsey Wright & Associates 692,438$34,338,0004.80%
Prospera Financial Services Inc 349,617$17,338,0004.67%
Arrow Investment Advisors, LLC 490,460$24,322,0004.40%
View complete list of SELECT SECTOR SPDR TR shareholders