Evercore Wealth Management, LLC - SELECT SECTOR SPDR TR ownership

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%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$1,995,642
-4.3%
25,406
+1.0%
0.04%
-2.6%
Q2 2023$2,085,257
+9.9%
25,163
+7.0%
0.04%0.0%
Q1 2023$1,897,365
-1.9%
23,523
-5.5%
0.04%
-7.3%
Q4 2022$1,934,310
+14.3%
24,9010.0%0.04%
+7.9%
Q3 2022$1,693,000
-7.7%
24,901
-0.1%
0.04%
-2.6%
Q2 2022$1,835,000
-11.2%
24,936
+6.4%
0.04%
+5.4%
Q1 2022$2,066,000
+29.2%
23,436
+32.9%
0.04%
+42.3%
Q4 2021$1,599,000
+9.2%
17,639
-4.6%
0.03%
-3.7%
Q3 2021$1,464,000
-3.9%
18,499
-0.0%
0.03%
-3.6%
Q2 2021$1,523,000
+18.0%
18,504
+13.0%
0.03%
+7.7%
Q1 2021$1,291,000
+43.4%
16,381
+31.8%
0.03%
+36.8%
Q4 2020$900,000
+11.5%
12,429
-2.0%
0.02%
-5.0%
Q3 2020$807,000
+14.5%
12,683
+1.4%
0.02%
+5.3%
Q2 2020$705,000
-12.1%
12,505
-29.8%
0.02%
-26.9%
Q1 2020$802,000
-15.4%
17,805
+15.3%
0.03%0.0%
Q4 2019$948,000
+2.4%
15,441
-2.9%
0.03%
-3.7%
Q3 2019$926,000
-1.6%
15,906
-1.1%
0.03%
-6.9%
Q2 2019$941,000
+5.5%
16,0810.0%0.03%0.0%
Q1 2019$892,000
+10.7%
16,081
+0.8%
0.03%
-3.3%
Q4 2018$806,000
-12.9%
15,951
-0.1%
0.03%0.0%
Q3 2018$925,000
-1.1%
15,973
-0.8%
0.03%
-6.2%
Q2 2018$935,000
+2.4%
16,106
+0.4%
0.03%
-8.6%
Q1 2018$913,000
-10.4%
16,041
-4.8%
0.04%
-7.9%
Q4 2017$1,019,000
+7.3%
16,841
+0.7%
0.04%
+2.7%
Q3 2017$950,000
-1.9%
16,721
-7.1%
0.04%0.0%
Q2 2017$968,000
-4.3%
17,991
-6.8%
0.04%
-7.5%
Q1 2017$1,012,000
+3.3%
19,311
-2.0%
0.04%
-2.4%
Q4 2016$980,000
+2.3%
19,711
-1.7%
0.04%
+2.5%
Q3 2016$958,000
+2.1%
20,061
-0.8%
0.04%
-2.4%
Q2 2016$938,000
-4.1%
20,231
-7.4%
0.04%
-4.7%
Q1 2016$978,000
-13.7%
21,836
-16.3%
0.04%
-18.9%
Q4 2015$1,133,000
+8.0%
26,091
-0.6%
0.05%
+6.0%
Q3 2015$1,049,000
-33.2%
26,261
-19.1%
0.05%
-29.6%
Q2 2015$1,571,000
+5.9%
32,453
+6.7%
0.07%
+4.4%
Q1 2015$1,483,000
+2.1%
30,415
+1.7%
0.07%
-5.6%
Q4 2014$1,452,000
-15.3%
29,894
-13.6%
0.07%
-16.3%
Q3 2014$1,715,000
-0.2%
34,601
-0.1%
0.09%
-3.4%
Q2 2014$1,719,000
+1.8%
34,632
-3.0%
0.09%
-6.3%
Q1 2014$1,688,000
-4.7%
35,692
-6.9%
0.10%
-2.1%
Q4 2013$1,771,000
+9.9%
38,325
-0.1%
0.10%
+5.4%
Q3 2013$1,612,000
-24.2%
38,365
-30.8%
0.09%
-23.3%
Q2 2013$2,126,00055,4450.12%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2022
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