Security Details
| Security Name: | SELECT SECTOR SPDR TR |
|---|---|
| Ticker: | - |
| Security Type: | STUB_TYPE |
| Exchange: | - |
| CUSIP: | 81369y506 |
Historical Stats
| Period | Total Value | Value Change | Total Holders | Holder Change |
|---|---|---|---|---|
| 2024-06-30 | $0.10B | - | 23 | - |
| 2024-09-30 | $0.08B | -24.2% | 19 | -17.4% |
| 2024-12-31 | $0.07B | -5.4% | 20 | +5.3% |
Current Major Holders for Period: 2024-12-31
| Institution | Value | Shares | % of Portfolio |
|---|---|---|---|
| FORBES J M & CO LLP | $31.1M | 363K | 3.0% |
| MENLO ADVISORS LLC | $5.3M | 61K | 2.7% |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | $2.6M | 29K | 1.9% |
| BOSTON RESEARCH & MANAGEMENT INC | $4.2M | 49K | 1.0% |
| MONETARY MANAGEMENT GROUP INC | $1.7M | 19K | 0.4% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $19.4M | 226K | 0.4% |
| SAGEWORTH TRUST CO OF SOUTH DAKOTA | $0.3M | 3K | 0.4% |
| BLACKSTON FINANCIAL ADVISORY GROUP, LLC | $0.6M | 6K | 0.3% |
| SEQUENT ASSET MANAGEMENT, LLC | $0.5M | 6K | 0.3% |
| SONATA CAPITAL GROUP INC | $0.3M | 3K | 0.1% |
| ELCO MANAGEMENT CO., LLC | $0.2M | 2K | 0.1% |
| VAUGHAN DAVID INVESTMENTS LLC/IL | $3.4M | 39K | 0.1% |
| MOLONEY SECURITIES ASSET MANAGEMENT, LLC | $0.6M | 6K | 0.1% |
| COZAD ASSET MANAGEMENT INC | $0.8M | 9K | 0.1% |
| SLATESTONE WEALTH, LLC | $0.4M | 4K | 0.0% |
| SAGEWORTH TRUST CO | $0.5M | 6K | 0.0% |
| GLOBALT INVESTMENTS LLC / GA | $0.7M | 7K | 0.0% |
| L & S ADVISORS INC | $0.2M | 2K | 0.0% |
| SVB WEALTH LLC | $0.6M | 6K | 0.0% |
| BOLLARD GROUP LLC | $0.0M | 0K | 0.0% |
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