OPTIMUM INVESTMENT ADVISORS - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLU and the CUSIP is 81369Y886. A total of 894 filers reported holding SELECT SECTOR SPDR TR in Q3 2021. The put-call ratio across all filers is 1.43 and the average weighting 0.3%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q4 2023$110,004
+3.7%
1,737
-3.5%
0.06%
+1.9%
Q3 2023$106,074
-9.9%
1,8000.0%0.05%
-6.9%
Q2 2023$117,792
-4.6%
1,800
-35.7%
0.06%
-10.8%
Q1 2023$123,452
-2.7%
2,800
+55.6%
0.06%
-5.8%
Q4 2022$126,900
-30.7%
1,800
-35.7%
0.07%
-29.6%
Q3 2022$183,000
-9.9%
2,800
-3.4%
0.10%
-3.9%
Q2 2022$203,000
-6.0%
2,9000.0%0.10%
+12.1%
Q1 2022$216,000
+8.0%
2,900
+3.7%
0.09%
+16.7%
Q4 2021$200,000
-5.2%
2,796
-15.2%
0.08%
-12.4%
Q3 2021$211,000
-15.3%
3,297
-16.2%
0.09%
+14.1%
Q2 2021$249,000
-0.8%
3,935
+0.3%
0.08%
+6.8%
Q1 2021$251,000
-9.4%
3,923
-11.1%
0.07%
-13.1%
Q4 2020$277,000
-4.8%
4,411
-9.9%
0.08%
-14.3%
Q3 2020$291,000
-0.3%
4,894
-5.5%
0.10%
-3.9%
Q2 2020$292,000
-1.4%
5,177
-3.0%
0.10%
-15.7%
Q1 2020$296,000
+6.1%
5,337
+23.6%
0.12%
+45.8%
Q4 2019$279,0000.0%4,317
+0.2%
0.08%
-5.7%
Q3 2019$279,000
+8.6%
4,310
+0.2%
0.09%
+6.0%
Q2 2019$257,000
+7.1%
4,302
+4.5%
0.08%
+5.1%
Q1 2019$240,000
+10.1%
4,118
+0.2%
0.08%
+5.3%
Q4 2018$218,000
+0.9%
4,110
+0.2%
0.08%
+25.0%
Q3 2018$216,000
-35.9%
4,102
-36.8%
0.06%
-38.1%
Q2 2018$337,000
-13.6%
6,493
-15.9%
0.10%
-15.7%
Q1 2018$390,000
-8.7%
7,720
-4.8%
0.12%
-15.4%
Q4 2017$427,000
-0.7%
8,113
+0.1%
0.14%
-5.6%
Q3 2017$430,000
+2.1%
8,104
+0.1%
0.14%
-1.4%
Q2 2017$421,000
+1.4%
8,097
+0.1%
0.15%
-0.7%
Q1 2017$415,000
+7.8%
8,089
+2.0%
0.15%
+1.4%
Q4 2016$385,000
+5.5%
7,933
+6.6%
0.14%
+5.8%
Q3 2016$365,000
-6.4%
7,444
+0.1%
0.14%
-9.3%
Q2 2016$390,000
+5.7%
7,437
+0.1%
0.15%
+4.1%
Q1 2016$369,000
+13.2%
7,430
-1.2%
0.14%
+15.1%
Q4 2015$326,000
-7.1%
7,523
-7.3%
0.13%
-11.3%
Q3 2015$351,000
-2.5%
8,114
+0.2%
0.14%
+24.6%
Q1 2015$360,000
-39.0%
8,098
-57.9%
0.11%
-39.7%
Q4 2014$590,000
+6.5%
19,227
+51.6%
0.19%
+2.7%
Q3 2014$554,000
-1.2%
12,685
+0.1%
0.18%
+1.1%
Q2 2014$561,000
+94.8%
12,677
+82.8%
0.18%
+68.5%
Q1 2014$288,000
+25.8%
6,935
+14.9%
0.11%
+25.6%
Q4 2013$229,000
+1.3%
6,0350.0%0.09%
-7.5%
Q3 2013$226,0006,0350.09%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2021
NameSharesValueWeighting ↓
Strategic Value Partners, LLC 1,020,600$73,055,00016.30%
Bellwether Advisors, LLC 324,705$23,242,0007.23%
DENVER WEALTH MANAGEMENT, INC. 94,331$6,752,0006.48%
ARCH CAPITAL GROUP LTD. 637,857$45,658,0006.31%
PRUDENTIAL PLC 6,163,260$441,166,0006.04%
Ally Financial Inc. 775,000$55,474,0005.08%
Solitude Financial Services 102,280$7,321,0004.87%
Trilantic Capital Management L.P. 210,500$15,068,0004.64%
Innova Wealth Partners 83,491$5,976,0004.23%
PUBLIC INVESTMENT FUND 32,986,504$2,361,174,0004.17%
View complete list of SELECT SECTOR SPDR TR shareholders