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

SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 660 filers reported holding SELECT SECTOR SPDR TR in Q1 2019. The put-call ratio across all filers is 2.68 and the average weighting 0.5%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q2 2023$519
-98.8%
7
-98.9%
0.00%
-100.0%
Q3 2021$44,000
-53.2%
643
-52.1%
0.01%
-53.3%
Q2 2021$94,000
+42.4%
1,341
+38.1%
0.02%
+15.4%
Q1 2021$66,000
+633.3%
971
+641.2%
0.01%
+550.0%
Q4 2020$9,000
+12.5%
1310.0%0.00%0.0%
Q3 2020$8,0000.0%1310.0%0.00%0.0%
Q2 2020$8,000
-70.4%
131
-74.0%
0.00%
-66.7%
Q1 2020$27,000
-30.8%
504
-19.4%
0.01%
-25.0%
Q4 2019$39,000
+2.6%
6250.0%0.01%0.0%
Q3 2019$38,000
+5.6%
6250.0%0.01%0.0%
Q2 2019$36,000
+2.9%
6250.0%0.01%
+14.3%
Q1 2019$35,0006250.01%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2019
NameSharesValueWeighting ↓
WFA Asset Management Corp 332,708$22,893,64213.68%
Valence8 US LP 243,743$16,771,95610.61%
CVS HEALTH Corp 281,400$19,363,13410.35%
WestEnd Advisors, LLC 3,181,757$218,936,6826.58%
Granite Bay Wealth Management, LLC 8,919,693$652,8226.41%
Client First Capital LLC 118,618$8,162,0895.91%
Conservest Capital Advisors, Inc. 685,607$47,176,6095.69%
Spectrum Wealth Advisory Group, LLC 59,167$4,071,2895.63%
Quantitative Investment Management, LLC 509,466$35,0565.39%
Biltmore Wealth Management, LLC 156,718$10,783,7495.21%
View complete list of SELECT SECTOR SPDR TR shareholders