BAR HARBOR WEALTH MANAGEMENT - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLB and the CUSIP is 81369Y100. A total of 640 filers reported holding SELECT SECTOR SPDR TR in Q4 2020. The put-call ratio across all filers is 2.32 and the average weighting 0.3%.

Quarter-by-quarter ownership
BAR HARBOR WEALTH MANAGEMENT ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$2,138,681
-5.6%
27,227
-0.4%
0.17%
-2.3%
Q2 2023$2,264,423
+2.3%
27,325
-0.4%
0.17%
-1.1%
Q1 2023$2,213,391
+2.8%
27,441
-1.0%
0.18%
+2.3%
Q4 2022$2,152,436
+9.1%
27,709
-4.5%
0.17%
+1.2%
Q3 2022$1,973,000
-10.4%
29,005
-3.0%
0.17%
-3.4%
Q2 2022$2,201,000
-20.7%
29,906
-4.9%
0.18%
-29.3%
Q1 2022$2,774,000
-8.9%
31,462
-6.4%
0.25%
-3.9%
Q4 2021$3,046,000
+19.5%
33,623
+4.4%
0.26%
+8.8%
Q3 2021$2,549,000
-5.4%
32,221
-1.6%
0.24%
-4.8%
Q2 2021$2,694,000
+6.7%
32,732
+2.1%
0.25%
+1.6%
Q1 2021$2,526,000
+16.0%
32,046
+6.6%
0.25%
+12.8%
Q4 2020$2,177,000
+13.4%
30,073
-0.3%
0.22%
+2.8%
Q3 2020$1,920,000
+16.9%
30,171
+3.5%
0.21%
+11.6%
Q2 2020$1,643,000
+6.8%
29,158
-14.6%
0.19%
-8.2%
Q1 2020$1,538,000
-37.8%
34,147
-15.2%
0.21%
-23.6%
Q4 2019$2,473,000
-5.4%
40,271
-10.4%
0.27%
-10.9%
Q3 2019$2,615,000
-4.6%
44,935
-4.1%
0.30%
-4.7%
Q2 2019$2,741,000
+9.2%
46,857
+3.6%
0.32%
+6.0%
Q1 2019$2,510,000
+6.0%
45,224
-3.5%
0.30%
-4.4%
Q4 2018$2,368,000
-12.2%
46,876
+0.7%
0.32%
+2.9%
Q3 2018$2,697,000
-5.4%
46,555
-5.2%
0.31%
-11.0%
Q2 2018$2,851,000
+1.0%
49,092
-1.0%
0.34%
-0.6%
Q1 2018$2,823,000
-5.7%
49,577
+0.2%
0.35%
-0.9%
Q4 2017$2,994,000
+1.9%
49,467
-4.4%
0.35%
-2.0%
Q3 2017$2,939,000
+1.9%
51,739
-3.5%
0.36%
+2.9%
Q2 2017$2,883,000
-5.8%
53,590
-8.2%
0.35%
-3.4%
Q1 2017$3,060,000
-7.9%
58,392
-12.7%
0.36%
-2.5%
Q4 2016$3,323,000
+0.8%
66,874
-3.1%
0.37%
-1.6%
Q3 2016$3,295,000
+1.6%
69,017
-1.4%
0.37%
-1.1%
Q2 2016$3,244,000
+3.2%
70,013
-0.2%
0.38%
-1.6%
Q1 2016$3,144,000
+2.2%
70,166
-1.0%
0.38%
-1.0%
Q4 2015$3,077,000
+7.9%
70,864
-0.9%
0.39%
+2.4%
Q3 2015$2,853,000
-14.7%
71,491
+3.5%
0.38%
-6.9%
Q2 2015$3,343,000
-1.7%
69,102
-0.9%
0.41%
-1.5%
Q1 2015$3,401,000
+3.2%
69,712
+2.8%
0.41%
+0.2%
Q4 2014$3,294,000
+2.7%
67,804
+4.9%
0.41%0.0%
Q3 2014$3,206,000
+0.2%
64,662
+0.3%
0.41%
+2.5%
Q2 2014$3,201,000
+5.7%
64,486
+0.7%
0.40%
+3.1%
Q1 2014$3,029,000
+2.6%
64,069
+0.3%
0.39%
+1.6%
Q4 2013$2,952,000
+4.5%
63,871
-5.0%
0.38%
-3.3%
Q3 2013$2,825,000
+13.3%
67,247
+3.4%
0.40%
+9.7%
Q2 2013$2,494,000
+7.4%
65,038
+9.7%
0.36%
+1.7%
Q1 2013$2,322,00059,2610.36%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2020
NameSharesValueWeighting ↓
Miller Investment Management, LP 594,420$52,398,0008.26%
Opal Wealth Advisors, LLC 74,707$6,585,0005.73%
AGF Investments LLC 702,505$61,926,0005.17%
Advisors Preferred, LLC 702,114$62,544,0005.04%
TIFF ADVISORY SERVICES, LLC 149,018$13,136,0004.70%
Private Wealth Advisors, LLC 153,384$13,521,0004.31%
Innova Wealth Partners 61,518$5,423,0003.90%
Biltmore Wealth Management, LLC 106,441$9,383,0003.65%
Florin Court Capital LLP 40,200$3,544,0003.43%
Fusion Capital, LLC 66,502$5,862,0003.08%
View complete list of SELECT SECTOR SPDR TR shareholders