Modern Wealth Management, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLRE and the CUSIP is 81369Y860. A total of 638 filers reported holding SELECT SECTOR SPDR TR in Q2 2024. The put-call ratio across all filers is 4.91 and the average weighting 0.3%.

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
Modern Wealth Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q2 2024$268,950
+1.6%
7,002
+0.0%
0.02%
-16.7%
Q1 2024$264,679
-3.1%
7,000
+2.7%
0.02%
-35.1%
Q4 2023$273,1696,8190.04%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q2 2024
NameSharesValueWeighting ↓
Dean, Jacobson Financial Services, LLC 504,447$19,375,78815.64%
Astor Investment Management LLC 273,497$10,505,0204.84%
WALLER FINANCIAL PLANNING GROUP, INC 462,489$17,764,1844.77%
Lake Hills Wealth Management, LLC 171,172$6,574,7174.72%
Warwick Investment Management, Inc. 462,940$17,781,5394.16%
Cassaday & Co Wealth Management LLC 2,947,879$113,228,0453.56%
CAPITAL WEALTH MANAGEMENT, LLC 197,330$7,579,4453.47%
Beaumont Capital Management, LLC 102,044$3,919,5223.06%
Aspect Partners, LLC 121,954$4,684,2532.79%
LDR Capital Management LLC 68,840$2,644,1442.41%
View complete list of SELECT SECTOR SPDR TR shareholders