CSat Investment Advisory, L.P. - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLB and the CUSIP is 81369Y100. A total of 728 filers reported holding SELECT SECTOR SPDR TR in Q3 2023. The put-call ratio across all filers is 1.24 and the average weighting 0.2%.

Quarter-by-quarter ownership
CSat Investment Advisory, L.P. ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q2 2020$114,000
-38.7%
2,015
-51.2%
0.01%
-65.0%
Q1 2020$186,000
-25.0%
4,125
+2.0%
0.04%
-38.5%
Q4 2019$248,000
+6.9%
4,045
+1.4%
0.06%
-11.0%
Q3 2019$232,000
+7.4%
3,991
+8.2%
0.07%
-3.9%
Q2 2019$216,000
+40.3%
3,687
+32.8%
0.08%
-2.6%
Q1 2019$154,000
-21.4%
2,776
-28.4%
0.08%
-33.3%
Q4 2018$196,000
+256.4%
3,876
+305.0%
0.12%
+277.4%
Q3 2018$55,000
-58.6%
957
-58.1%
0.03%
-56.3%
Q2 2018$133,0002,2860.07%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2023
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