Evercore Wealth Management, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLU and the CUSIP is 81369Y886. A total of 538 filers reported holding SELECT SECTOR SPDR TR in Q1 2017. The put-call ratio across all filers is 1.85 and the average weighting 0.5%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$254,165
-9.9%
4,3130.0%0.01%0.0%
Q2 2023$282,243
+40.7%
4,313
+45.6%
0.01%
+25.0%
Q1 2023$200,565
-1.2%
2,963
-5.5%
0.00%
-20.0%
Q4 2019$203,000
-3.8%
3,135
-3.7%
0.01%
-16.7%
Q3 2019$211,000
+257.6%
3,255
+189.3%
0.01%
+200.0%
Q4 2017$59,000
+7.3%
1,125
+9.8%
0.00%0.0%
Q3 2017$55,000
+175.0%
1,025
+169.7%
0.00%
+100.0%
Q2 2017$20,0000.0%3800.0%0.00%0.0%
Q1 2017$20,000
-89.7%
380
-90.6%
0.00%
-87.5%
Q4 2016$195,000
-1.0%
4,0300.0%0.01%0.0%
Q3 2016$197,000
-11.3%
4,030
-4.7%
0.01%
-20.0%
Q2 2016$222,000
+12.1%
4,230
+5.8%
0.01%
+11.1%
Q1 2016$198,000
+14.5%
4,0000.0%0.01%
+12.5%
Q4 2015$173,000
-0.6%
4,0000.0%0.01%0.0%
Q3 2015$174,000
-5.9%
4,000
-10.1%
0.01%0.0%
Q2 2015$185,000
+3.9%
4,449
+11.2%
0.01%0.0%
Q1 2015$178,000
-48.7%
4,000
-51.5%
0.01%
-52.9%
Q3 2014$347,000
-30.9%
8,240
-27.3%
0.02%
-34.6%
Q2 2014$502,000
+129.2%
11,328
+114.1%
0.03%
+116.7%
Q1 2014$219,000
+22.3%
5,290
+12.4%
0.01%
+20.0%
Q4 2013$179,000
-48.7%
4,707
-49.6%
0.01%
-50.0%
Q3 2013$349,000
-0.9%
9,342
-0.3%
0.02%0.0%
Q2 2013$352,0009,3670.02%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2017
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