SELECT SECTOR SPDR TR's ticker is XLRE and the CUSIP is 81369Y860. A total of 418 filers reported holding SELECT SECTOR SPDR TR in Q4 2020. The put-call ratio across all filers is 2.35 and the average weighting 0.2%.
About SELECT SECTOR SPDR TR
The Select Sector SPDR Trust is an exchange-traded fund (ETF) that tracks the performance of the S&P 500 Index. The fund is designed to provide investors with exposure to specific sectors of the economy, including energy, financials, healthcare, technology, and more.
One of the key benefits of investing in the Select Sector SPDR Trust is the ability to diversify your portfolio across multiple sectors. By investing in this ETF, you can gain exposure to a broad range of companies within each sector, which can help to reduce your overall risk.
Another advantage of the Select Sector SPDR Trust is its low expense ratio. With an expense ratio of just 0.13%, this ETF is one of the most cost-effective ways to invest in the S&P 500 Index.
Investors should be aware that the Select Sector SPDR Trust is not without risks. As with any investment, there is always the potential for losses, and the performance of the fund will be impacted by a variety of factors, including economic conditions, market trends, and company-specific news.
Overall, the Select Sector SPDR Trust can be a valuable addition to a well-diversified portfolio. By providing exposure to a broad range of sectors and companies, this ETF can help investors to achieve their long-term investment goals while minimizing risk and keeping costs low.
It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $822 | +5.9% | 24,131 | +17.2% | 0.17% | +2.4% |
| Q2 2023 | $776 | +19.6% | 20,590 | +18.6% | 0.17% | +3.7% |
| Q1 2023 | $649 | +2.0% | 17,367 | +0.9% | 0.16% | -3.0% |
| Q4 2022 | $636 | -99.9% | 17,219 | +11.5% | 0.17% | +7.7% |
| Q3 2022 | $556,000 | -6.1% | 15,446 | +6.5% | 0.16% | +1.3% |
| Q2 2022 | $592,000 | -5.4% | 14,497 | +11.9% | 0.15% | -30.5% |
| Q1 2022 | $626,000 | -2.3% | 12,950 | +4.7% | 0.22% | +47.7% |
| Q4 2021 | $641,000 | +16.5% | 12,366 | -0.1% | 0.15% | +4.9% |
| Q3 2021 | $550,000 | +4.6% | 12,378 | +4.3% | 0.14% | +2.9% |
| Q2 2021 | $526,000 | +12.2% | 11,867 | -0.2% | 0.14% | +10.4% |
| Q1 2021 | $469,000 | +17.2% | 11,886 | +8.5% | 0.12% | +2.5% |
| Q4 2020 | $400,000 | +20.1% | 10,954 | +16.1% | 0.12% | -10.9% |
| Q3 2020 | $333,000 | +0.3% | 9,435 | -1.0% | 0.14% | -11.0% |
| Q2 2020 | $332,000 | +48.2% | 9,532 | +62.6% | 0.15% | +17.6% |
| Q4 2019 | $224,000 | – | 5,862 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Camarda Financial Advisors, LLC | 404,466 | $17,979,000 | 12.12% |
| Beaumont Capital Management, LLC | 175,541 | $7,802,000 | 6.69% |
| TIFF ADVISORY SERVICES, LLC | 400,049 | $17,782,000 | 5.63% |
| GM Advisory Group, LLC | 898,688 | $39,947,000 | 4.03% |
| Prentice Wealth Management LLC | 185,270 | $8,235,000 | 3.98% |
| Precision Wealth Strategies, LLC | 112,204 | $4,987,000 | 3.86% |
| Harel Insurance Investments & Financial Services Ltd. | 2,943,312 | $130,830,000 | 3.40% |
| HAMEL ASSOCIATES, INC. | 175,888 | $7,818,000 | 3.05% |
| StrongBox Wealth, LLC | 120,157 | $5,341,000 | 3.00% |
| Engrave Wealth Partners LLC | 228,019 | $10,135,000 | 2.99% |