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 1,352 filers reported holding SELECT SECTOR SPDR TR in Q1 2021. The put-call ratio across all filers is 1.91 and the average weighting 0.7%.

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 Q1 2021
NameSharesValueWeighting ↓
Bellwether Advisors, LLC 334,147$54,776,71814.91%
J.Safra Asset Management Corp 585,610$95,999,04713.99%
TIFF ADVISORY SERVICES, LLC 94,475$15,487,28712.80%
Sequent Asset Management, LLC 70,981$11,635,91612.76%
Ciovacco Capital Management LLC 93,644$15,35112.73%
CHURCHILL MANAGEMENT Corp 4,408,631$722,706,88512.22%
Parker Investment Management, LLC 334,270$54,796,92911.83%
Mendel Capital Management LLC 86,397$14,163,12811.63%
WestEnd Advisors, LLC 2,343,405$384,154,49111.55%
Wall Capital Group, Inc. 47,157$8,067,66711.46%
View complete list of SELECT SECTOR SPDR TR shareholders