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

SELECT SECTOR SPDR TR's ticker is XLI and the CUSIP is 81369Y704. A total of 964 filers reported holding SELECT SECTOR SPDR TR in Q1 2021. The put-call ratio across all filers is 1.84 and the average weighting 0.5%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q1 2022$11,000
-93.3%
111
-92.9%
0.00%
-92.3%
Q4 2021$165,000
-61.4%
1,555
-64.4%
0.03%
-61.8%
Q3 2021$427,000
+97.7%
4,367
+106.7%
0.07%
+88.9%
Q2 2021$216,000
+3.8%
2,113
+0.1%
0.04%
-10.0%
Q1 2021$208,000
+1980.0%
2,110
+1800.9%
0.04%
+1900.0%
Q4 2020$10,000
+11.1%
1110.0%0.00%0.0%
Q3 2020$9,000
+12.5%
1110.0%0.00%0.0%
Q2 2020$8,000
-85.5%
111
-88.1%
0.00%
-84.6%
Q1 2020$55,000
+44.7%
936
+98.3%
0.01%
+62.5%
Q4 2019$38,000
+322.2%
472
+325.2%
0.01%
+300.0%
Q3 2019$9,0000.0%1110.0%0.00%0.0%
Q2 2019$9,000
-40.0%
111
-44.5%
0.00%
-33.3%
Q1 2019$15,000
-74.1%
200
-77.8%
0.00%
-76.9%
Q4 2018$58,000
-18.3%
9020.0%0.01%
-7.1%
Q3 2018$71,000
+129.0%
902
+111.7%
0.01%
+133.3%
Q2 2018$31,000
+6.9%
426
+9.0%
0.01%0.0%
Q1 2018$29,0003910.01%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2021
NameSharesValueWeighting ↓
Grant/GrossMendelsohn, LLC 102,269$9,172,0009.05%
Platt Investment Counsel, LLC 105,634$9,354,0008.86%
Biltmore Wealth Management, LLC 186,439$16,509,0008.53%
Florin Court Capital LLP 181,800$16,098,0008.13%
INNEALTA CAPITAL, LLC 129,203$11,441,0006.74%
Ayalon Insurance Comp Ltd. 156,078$13,821,0006.27%
WestEnd Advisors, LLC 1,169,803$103,586,055,0005.24%
SPX Gestao de Recursos Ltda 570,538$50,521,140,0005.21%
Ciovacco Capital Management LLC 64,409$5,703,0004.90%
Rothschild Capital Partners, LLC 141,496$12,529,0004.48%
View complete list of SELECT SECTOR SPDR TR shareholders