FORVIS Wealth Advisors, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLU and the CUSIP is 81369Y886. A total of 877 filers reported holding SELECT SECTOR SPDR TR in Q4 2020. The put-call ratio across all filers is 1.37 and the average weighting 0.3%.

Quarter-by-quarter ownership
FORVIS Wealth Advisors, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$907,522
-6.8%
15,400
+3.5%
0.03%
-6.9%
Q2 2023$973,485
-9.1%
14,876
-6.0%
0.03%
-17.1%
Q1 2023$1,071,127
-3.5%
15,824
+0.5%
0.04%
-10.3%
Q4 2022$1,109,670
+0.1%
15,740
-7.0%
0.04%
-13.3%
Q3 2022$1,109,000
-6.6%
16,9220.0%0.04%
-6.2%
Q2 2022$1,187,000
-5.8%
16,9220.0%0.05%
-9.4%
Q1 2022$1,260,000
+9.7%
16,922
+5.4%
0.05%
+10.4%
Q4 2021$1,149,000
+8.2%
16,052
-3.5%
0.05%
-2.0%
Q3 2021$1,062,000
+0.8%
16,627
-0.3%
0.05%0.0%
Q2 2021$1,054,000
-12.7%
16,672
-11.6%
0.05%
-18.3%
Q1 2021$1,208,000
+7.9%
18,867
+5.6%
0.06%
+7.1%
Q4 2020$1,120,000
+11.8%
17,867
+5.9%
0.06%
-3.4%
Q3 2020$1,002,000
-3.7%
16,867
-8.6%
0.06%
-13.4%
Q2 2020$1,041,000
-9.2%
18,453
-10.8%
0.07%
-28.7%
Q1 2020$1,146,000
-21.4%
20,682
-8.3%
0.09%
-10.5%
Q4 2019$1,458,000
-4.1%
22,566
-3.9%
0.10%
-13.9%
Q3 2019$1,520,000
+8.5%
23,477
-0.0%
0.12%
+7.0%
Q2 2019$1,401,000
+2.1%
23,488
-0.4%
0.11%0.0%
Q1 2019$1,372,000
+12.3%
23,578
+2.1%
0.11%
-8.8%
Q4 2018$1,222,000
+6.4%
23,083
+5.9%
0.12%
+23.8%
Q3 2018$1,148,000
+8.2%
21,803
+6.7%
0.10%
-1.9%
Q2 2018$1,061,000
+1.2%
20,425
-1.5%
0.10%
-1.9%
Q1 2018$1,048,000
+12.1%
20,745
+16.8%
0.10%
+11.7%
Q4 2017$935,000
+10.4%
17,756
+11.2%
0.09%
+1.1%
Q3 2017$847,000
+15.6%
15,968
+13.3%
0.09%
+12.0%
Q2 2017$733,000
+2.7%
14,098
+1.3%
0.08%
-4.6%
Q1 2017$714,000
+47.2%
13,918
+39.4%
0.09%
+38.1%
Q4 2016$485,000
+4.1%
9,983
+5.1%
0.06%
-3.1%
Q3 2016$466,000
+0.9%
9,503
+8.0%
0.06%
-5.8%
Q2 2016$462,000
-2.1%
8,803
-7.4%
0.07%
-8.0%
Q1 2016$472,000
+18.3%
9,508
+3.3%
0.08%
+25.0%
Q4 2015$399,000
+33.9%
9,208
+33.6%
0.06%
+15.4%
Q3 2015$298,000
+1.0%
6,893
-3.2%
0.05%
+18.2%
Q2 2015$295,000
-6.1%
7,123
+0.6%
0.04%
-2.2%
Q1 2015$314,000
-10.5%
7,078
-4.9%
0.04%
-21.1%
Q4 2014$351,000
+18.6%
7,441
+5.9%
0.06%
+11.8%
Q3 2014$296,000
-3.9%
7,028
+1.0%
0.05%
-1.9%
Q2 2014$308,000
+19.4%
6,958
+11.5%
0.05%
+13.0%
Q1 2014$258,000
+10.3%
6,243
+1.1%
0.05%
+7.0%
Q4 2013$234,0006,1730.04%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2020
NameSharesValueWeighting ↓
Saudi Central Bank 1,549,733$91,32523.36%
BW Gestao de Investimentos Ltda. 1,414,840$83,376,5219.78%
Briaud Financial Planning, Inc 136,048$8,0176.49%
Client First Capital LLC 131,695$7,760,7765.62%
PUBLIC INVESTMENT FUND 32,986,504$1,943,894,6815.33%
Capitol Family Office, Inc. 40,937$2,412,4444.54%
WestEnd Advisors, LLC 2,338,258$137,793,5214.14%
Biltmore Wealth Management, LLC 144,241$8,500,0934.10%
Valence8 US LP 106,197$6,258,1893.96%
OLIVER LAGORE VANVALIN INVESTMENT GROUP 148,391$8,744,6753.46%
View complete list of SELECT SECTOR SPDR TR shareholders