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 675 filers reported holding SELECT SECTOR SPDR TR in Q2 2019. The put-call ratio across all filers is 3.03 and the average weighting 0.6%.

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 Q2 2019
NameSharesValueWeighting ↓
Sage Financial Management Group, Inc. 6,785$467,00011.71%
J.Safra Asset Management Corp 476,263$32,785,0007.94%
Strategic Value Partners, LLC 720,000$49,565,0006.87%
Beaumont Capital Management, LLC 113,347$7,802,0006.69%
AGF Investments LLC 912,395$62,809,0006.20%
Conservest Capital Advisors, Inc. 686,225$47,240,0005.32%
Bellwether Advisors, LLC 214,597$14,772,0004.92%
Chicago Wealth Management, Inc. 90,823$6,252,0004.56%
Rothschild Capital Partners, LLC 201,575$13,876,0004.43%
Capital Advantage, Inc. 220,570$15,184,0004.10%
View complete list of SELECT SECTOR SPDR TR shareholders