PATHSTONE FAMILY OFFICE, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLB and the CUSIP is 81369Y100. A total of 640 filers reported holding SELECT SECTOR SPDR TR in Q4 2020. The put-call ratio across all filers is 2.32 and the average weighting 0.3%.

Quarter-by-quarter ownership
PATHSTONE FAMILY OFFICE, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$2,888,830
+15.7%
36,777
+21.2%
0.02%
-70.7%
Q2 2021$2,497,000
+5.3%
30,340
+0.8%
0.08%
-6.2%
Q1 2021$2,371,000
+16.6%
30,091
+7.1%
0.08%
-3.6%
Q4 2020$2,033,000
+12.9%
28,085
-0.6%
0.08%
-57.7%
Q3 2020$1,801,000
+7.8%
28,267
-4.6%
0.20%
-1.0%
Q2 2020$1,671,000
+25.6%
29,640
+0.2%
0.20%
+4.8%
Q1 2020$1,330,000
-92.7%
29,568
+0.3%
0.19%
-4.1%
Q4 2019$18,113,000
+958.0%
29,490
+0.2%
0.20%
-11.7%
Q3 2019$1,712,000
-3.2%
29,420
-2.7%
0.22%
+6.7%
Q2 2019$1,768,000
+5.6%
30,221
+0.3%
0.21%
-1.9%
Q1 2019$1,675,000
+350.3%
30,145
+309.4%
0.21%
+99.1%
Q4 2018$372,000
-12.5%
7,364
+0.4%
0.11%
-19.5%
Q3 2018$425,0000.0%7,336
+0.3%
0.13%
-57.5%
Q2 2018$425,000
+2.2%
7,317
+0.3%
0.31%
+34.9%
Q1 2018$416,000
+1.0%
7,297
+0.5%
0.23%
-37.5%
Q3 2017$412,000
+5.9%
7,262
+0.3%
0.37%
+126.2%
Q2 2017$389,000
+392.4%
7,241
+380.8%
0.16%
+272.7%
Q1 2017$79,000
+51.9%
1,506
+11.4%
0.04%
-26.7%
Q2 2013$52,0001,3520.06%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2020
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