SELECT SECTOR SPDR TR shareholders Q3 2023

SELECT SECTOR SPDR TR's ticker is XLY and the CUSIP is 81369Y407. A total of 1,026 filers reported holding SELECT SECTOR SPDR TR in Q3 2023. The put-call ratio across all filers is 1.57 and the average weighting 0.4%.

SELECT SECTOR SPDR TR shareholders Q3 2023
NameSharesValueWeighting ↓
One Charles Private Wealth Services, LLC 9,232$1,486,1350.87%
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 23,249$3,742,6950.86%
ALERUS FINANCIAL NA 59,671$9,605,8370.85%
Abbot Financial Management, Inc. 7,840$1,262,0830.85%
HORIZON FINANCIAL SERVICES, LLC 6,492$1,045,0950.84%
BW Gestao de Investimentos Ltda. 42,625$6,861,7730.80%
One River Asset Management, LLC 161,300$25,966,0740.80%
BUTENSKY & COHEN FINANCIAL SECURITY, INC 13,706$2,206,3620.80%
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 35,123$5,654,1010.80%
BANK HAPOALIM BM 29,623$4,7690.77%
Paloma Partners Management Co 138,500$22,295,7300.77%
Foundations Investment Advisors, LLC 154,835$24,925,4120.77%
Schrum Private Wealth Management LLC 4,178$672,6310.77%
Live Oak Investment Partners 5,521$888,6940.77%
ROVIN CAPITAL /UT/ /ADV 10,128$1,6300.75%
Windsor Capital Management, LLC 13,276$2,137,1640.74%
Marion Wealth Management 13,010$2,094,3990.74%
Donald L. Hagan, LLC 7,660$1,233,1070.74%
Kingsview Wealth Management, LLC 124,472$20,037,5540.72%
FOUNDERS FINANCIAL SECURITIES LLC 34,428$5,542,2190.72%
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 influenced 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 range of sectors within the S&P 500 Index, 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.

External links

This page lists SELECT SECTOR SPDR TR's shareholders in Q3 2023. To view SELECT SECTOR SPDR TR's shareholder history, click here.