Orca Investment 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
Orca Investment Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$781,337
+6.6%
9,947
+12.5%
0.87%
+8.5%
Q2 2023$732,985
+0.0%
8,845
-2.6%
0.80%
-11.0%
Q1 2023$732,715
+2.9%
9,084
-0.9%
0.90%
-0.6%
Q4 2022$712,093
+13.0%
9,167
-1.1%
0.90%
+9.9%
Q3 2022$630,000
-14.1%
9,270
-6.9%
0.82%
+21.2%
Q2 2022$733,000
-18.5%
9,962
-2.4%
0.68%
-7.5%
Q1 2022$899,000
-5.3%
10,204
-2.6%
0.73%
-6.0%
Q4 2021$949,000
+11.1%
10,478
-2.9%
0.78%
+4.4%
Q3 2021$854,000
-10.2%
10,792
-6.6%
0.75%
-12.8%
Q2 2021$951,000
+16.4%
11,549
+11.4%
0.86%
+1.2%
Q1 2021$817,000
+7.9%
10,363
-0.9%
0.85%
+6.9%
Q4 2020$757,000
+3.4%
10,452
-16.9%
0.79%
-8.2%
Q3 2019$732,000
-5.5%
12,580
-5.1%
0.86%
-0.1%
Q2 2019$775,000
+1.2%
13,252
-4.0%
0.86%
-1.1%
Q1 2019$766,000
+1.5%
13,805
-7.6%
0.87%
-9.5%
Q4 2018$755,000
-19.3%
14,943
-7.4%
0.97%
+3.0%
Q3 2018$935,000
-6.4%
16,137
-6.2%
0.94%
-12.0%
Q2 2018$999,000
-13.6%
17,198
-15.3%
1.07%
-19.3%
Q1 2018$1,156,000
-31.4%
20,295
-27.0%
1.32%
-10.3%
Q4 2017$1,684,00027,8201.47%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2022
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