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 1,385 filers reported holding SELECT SECTOR SPDR TR in Q2 2021. The put-call ratio across all filers is 2.14 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 Q2 2021
NameSharesValueWeighting ↓
CHEMUNG CANAL TRUST CO 289,391$55,701,97511.51%
St. Louis Financial Planners Asset Management, LLC 16,498$3,175,5362.96%
Wela Strategies, Inc. 27,217$5,238,7182.81%
Capital Investment Advisors, LLC 481,029$92,588,5122.32%
Peoples Bank/KS 13,573$2,612,4362.09%
Boltwood Capital Management 25,963$4,997,3581.66%
Symmetry Partners, LLC 146,935$28,2821.53%
LYNCH & ASSOCIATES/IN 10,274$1,977,5400.48%
Parkside Advisors LLC 8,507$1,637,4850.45%
First Financial Bank - Trust Division 21,963$4,227,4370.43%
View complete list of SELECT SECTOR SPDR TR shareholders