HARBOR INVESTMENT ADVISORY, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLB and the CUSIP is 81369Y100. A total of 729 filers reported holding SELECT SECTOR SPDR TR in Q3 2021. The put-call ratio across all filers is 1.47 and the average weighting 0.3%.

Quarter-by-quarter ownership
HARBOR INVESTMENT ADVISORY, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$133,614
-5.2%
1,7010.0%0.02%
-15.0%
Q2 2023$140,962
+2.7%
1,7010.0%0.02%0.0%
Q1 2023$137,203
+3.8%
1,7010.0%0.02%
-4.8%
Q4 2022$132,134
+13.9%
1,7010.0%0.02%
+10.5%
Q3 2022$116,000
-38.3%
1,701
-33.3%
0.02%
-36.7%
Q2 2022$188,000
-16.4%
2,551
-0.1%
0.03%0.0%
Q1 2022$225,000
-0.9%
2,554
+2.0%
0.03%
+3.4%
Q4 2021$227,000
-25.8%
2,504
-35.2%
0.03%
-29.3%
Q3 2021$306,000
-7.3%
3,865
-3.6%
0.04%
-8.9%
Q2 2021$330,000
+105.0%
4,008
+96.1%
0.04%
+87.5%
Q1 2021$161,000
+53.3%
2,044
+41.6%
0.02%
+41.2%
Q4 2020$105,0001,444
+28780.0%
0.02%
Q4 2019$050.00%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2021
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