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

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,361 filers reported holding SELECT SECTOR SPDR TR in Q4 2020. The put-call ratio across all filers is 1.78 and the average weighting 0.8%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q2 2023$869
-99.7%
5
-99.7%
0.00%
-100.0%
Q3 2021$285,000
+418.2%
1,907
+414.0%
0.05%
+411.1%
Q2 2021$55,000
-52.2%
371
-57.3%
0.01%
-59.1%
Q1 2021$115,000
+447.6%
868
+439.1%
0.02%
+450.0%
Q4 2020$21,000
-84.0%
161
-85.7%
0.00%
-86.7%
Q3 2020$131,000
-57.6%
1,125
-61.9%
0.03%
-53.1%
Q2 2020$309,000
+423.7%
2,956
+305.5%
0.06%
+357.1%
Q1 2020$59,000
+90.3%
729
+116.3%
0.01%
+100.0%
Q4 2019$31,0003370.01%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2020
NameSharesValueWeighting ↓
AGF Investments LLC 1,605,606$279,167,00023.49%
Mendel Capital Management LLC 106,854$18,579,00017.06%
McElhenny Sheffield Capital Management, LLC 206,563$35,915,00013.47%
WestEnd Advisors, LLC 2,631,269$457,498,810,00012.45%
5th Street Advisors, LLC 75,131$13,063,00012.39%
Biltmore Wealth Management, LLC 153,124$26,624,00010.02%
Conservest Capital Advisors, Inc. 535,749$93,151,0009.98%
Vickerman Investment Advisors, Inc. 140,548$24,437,0009.86%
Leicht Financial Planning & Wealth Management, Inc. 99,279$17,262,0009.85%
Capitol Family Office, Inc. 81,212$14,120,0009.69%
View complete list of SELECT SECTOR SPDR TR shareholders