AVANTAX ADVISORY SERVICES, INC. - SELECT SECTOR SPDR TR ownership

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SELECT SECTOR SPDR TR's ticker is XLB and the CUSIP is 81369Y100. A total of 778 filers reported holding SELECT SECTOR SPDR TR in Q1 2022. The put-call ratio across all filers is 2.43 and the average weighting 0.3%.

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Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$1,675,354
-6.5%
21,329
-1.3%
0.02%
-5.0%
Q2 2023$1,790,896
+2.9%
21,611
+0.1%
0.02%
-4.8%
Q1 2023$1,740,655
-14.9%
21,580
-18.1%
0.02%
-22.2%
Q4 2022$2,045,950
-5.5%
26,338
-17.3%
0.03%
-18.2%
Q3 2022$2,166,000
-10.3%
31,853
-2.9%
0.03%
-8.3%
Q2 2022$2,415,000
+87.1%
32,809
+124.1%
0.04%
+100.0%
Q1 2022$1,291,000
+5.3%
14,638
+8.2%
0.02%0.0%
Q4 2021$1,226,000
+17.8%
13,534
+2.9%
0.02%
+5.9%
Q3 2021$1,041,000
-18.5%
13,150
-15.3%
0.02%
-26.1%
Q2 2021$1,278,000
+24.3%
15,534
+18.6%
0.02%
+4.5%
Q1 2021$1,028,000
+50.3%
13,096
+38.9%
0.02%
+37.5%
Q4 2020$684,000
-51.4%
9,425
-57.5%
0.02%
-30.4%
Q3 2020$1,408,000
+182.7%
22,200
+151.5%
0.02%
+64.3%
Q2 2020$498,000
+26.4%
8,827
+1.1%
0.01%
+16.7%
Q1 2020$394,000
-27.8%
8,729
-1.9%
0.01%
-7.7%
Q4 2019$546,000–8,900–0.01%–
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Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2022
NameSharesValueWeighting ↓
Miller Investment Management, LP 486,380$38,205,1496.01%
Tradewinds Capital Management, LLC 187,153$14,700,8695.04%
Biltmore Wealth Management, LLC 113,461$8,912,3244.30%
Ameraudi Asset Management, Inc. 111,607$8,766,7304.17%
Morningstar Investment Management LLC 318,769$25,0393.74%
Private Wealth Advisors, LLC 96,138$7,551,6083.19%
FORTEM FINANCIAL GROUP, LLC 63,772$5,009,2912.94%
FSC Wealth Advisors, LLC 35,581$2,794,8942.90%
H&H Retirement Design & Management INC 50,647$3,932,2562.72%
Terra Nova Asset Management LLC 33,774$2,798,8922.55%
View complete list of SELECT SECTOR SPDR TR shareholders