Security Details
| Security Name: | SELECT SECTOR SPDR TR |
|---|---|
| Ticker: | - |
| Security Type: | STUB_TYPE |
| Exchange: | - |
| CUSIP: | 81369y605 |
Historical Stats
| Period | Total Value | Value Change | Total Holders | Holder Change |
|---|---|---|---|---|
| 2024-06-30 | $0.05B | - | 17 | - |
| 2024-09-30 | $0.03B | -32.3% | 16 | -5.9% |
| 2024-12-31 | $0.04B | +11.9% | 15 | -6.3% |
Current Major Holders for Period: 2024-12-31
| Institution | Value | Shares | % of Portfolio |
|---|---|---|---|
| ORCA INVESTMENT MANAGEMENT, LLC | $2.9M | 59K | 2.7% |
| FORBES J M & CO LLP | $13.2M | 272K | 1.3% |
| BRICK & KYLE, ASSOCIATES | $2.1M | 43K | 0.9% |
| MONETARY MANAGEMENT GROUP INC | $1.8M | 36K | 0.5% |
| ELCO MANAGEMENT CO., LLC | $0.5M | 9K | 0.3% |
| VAUGHAN DAVID INVESTMENTS LLC/IL | $7.0M | 143K | 0.2% |
| SONATA CAPITAL GROUP INC | $0.3M | 6K | 0.1% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $5.9M | 122K | 0.1% |
| L & S ADVISORS INC | $0.5M | 11K | 0.1% |
| MOLONEY SECURITIES ASSET MANAGEMENT, LLC | $0.4M | 7K | 0.1% |
| SVB WEALTH LLC | $1.9M | 39K | 0.0% |
| SLATESTONE WEALTH, LLC | $0.4M | 8K | 0.0% |
| THOMPSON INVESTMENT MANAGEMENT, INC. | $0.2M | 4K | 0.0% |
| BBR PARTNERS, LLC | $0.2M | 4K | 0.0% |
| BOLLARD GROUP LLC | $0.2M | 3K | 0.0% |
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