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 663 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 ↓
Trident Investment Management, LLC 105,480$4,199,00031.43%
TIEDEMANN TRUST CO 3,044,038$120,684,00020.75%
Giralda Advisors, LLC 632,300$25,166,00011.91%
TIEDEMANN ADVISORS, LLC 87,262$3,473,0006.97%
SWARTHMORE GROUP INC 1,359,375$54,103,0006.92%
Pinnacle Advisory Group, Inc. 1,022,613$40,700,0004.76%
Thornmark Asset Management Inc. 39,290$1,564,0004.50%
Eclectica Asset Management LLP 100,600$4,004,0003.17%
FCA CORP /TX 122,267$4,871,0002.90%
United Asset Strategies, Inc. 83,538$3,325,0002.11%
View complete list of SELECT SECTOR SPDR TR shareholders