Creative Planning - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLU and the CUSIP is 81369Y886. A total of 877 filers reported holding SELECT SECTOR SPDR TR in Q4 2020. The put-call ratio across all filers is 1.37 and the average weighting 0.3%.

Quarter-by-quarter ownership
Creative Planning ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$4,078,793
-7.1%
69,214
+3.2%
0.01%
-16.7%
Q2 2023$4,389,218
-10.5%
67,072
-7.5%
0.01%
-14.3%
Q1 2023$4,906,830
-11.1%
72,490
-7.4%
0.01%
-12.5%
Q4 2022$5,520,558
+49.0%
78,306
+38.4%
0.01%
+33.3%
Q3 2022$3,705,000
-31.0%
56,563
-26.2%
0.01%
-33.3%
Q2 2022$5,372,000
+30.5%
76,605
+38.5%
0.01%
+50.0%
Q1 2022$4,117,000
+3.3%
55,300
-0.7%
0.01%0.0%
Q4 2021$3,985,000
-0.1%
55,666
-10.9%
0.01%
-14.3%
Q3 2021$3,989,000
-3.3%
62,446
-4.3%
0.01%0.0%
Q2 2021$4,124,000
-4.2%
65,223
-3.0%
0.01%
-22.2%
Q1 2021$4,307,000
+15.9%
67,259
+13.5%
0.01%
+12.5%
Q4 2020$3,717,000
+5.7%
59,285
+0.1%
0.01%
-11.1%
Q3 2020$3,517,000
+89.0%
59,230
+73.3%
0.01%
+80.0%
Q2 2020$1,861,000
+10.6%
34,182
+9.9%
0.01%
-16.7%
Q1 2020$1,683,000
-4.2%
31,111
+14.5%
0.01%
+20.0%
Q4 2019$1,756,000
+13.4%
27,173
+8.2%
0.01%0.0%
Q3 2019$1,548,000
+22.8%
25,117
+18.3%
0.01%
+25.0%
Q2 2019$1,261,000
-4.8%
21,240
-11.4%
0.00%
-20.0%
Q1 2019$1,325,000
+14.9%
23,972
+10.0%
0.01%0.0%
Q4 2018$1,153,000
-0.3%
21,787
-0.8%
0.01%
+25.0%
Q3 2018$1,156,000
+1.8%
21,955
+0.4%
0.00%0.0%
Q2 2018$1,136,000
+4.2%
21,873
+1.4%
0.00%0.0%
Q1 2018$1,090,000
-6.9%
21,563
-3.0%
0.00%
-20.0%
Q4 2017$1,171,000
+5.5%
22,235
+6.3%
0.01%0.0%
Q3 2017$1,110,000
-12.0%
20,921
-13.8%
0.01%
-16.7%
Q2 2017$1,261,000
+13.7%
24,275
+7.3%
0.01%0.0%
Q1 2017$1,109,000
-32.8%
22,614
-33.4%
0.01%
-40.0%
Q4 2016$1,650,000
+83.5%
33,974
+85.1%
0.01%
+66.7%
Q3 2016$899,000
-47.5%
18,355
-43.8%
0.01%
-50.0%
Q2 2016$1,714,000
+14.9%
32,670
+8.6%
0.01%0.0%
Q1 2016$1,492,000
+105.2%
30,076
+79.0%
0.01%
+100.0%
Q4 2015$727,000
-25.4%
16,802
-25.4%
0.01%
-33.3%
Q3 2015$975,000
+64.4%
22,528
+57.6%
0.01%
+80.0%
Q2 2015$593,000
-23.5%
14,294
-18.0%
0.01%
-28.6%
Q1 2015$775,000
-15.5%
17,432
-10.2%
0.01%
-30.0%
Q4 2014$917,000
+73.7%
19,412
+54.6%
0.01%
+66.7%
Q3 2014$528,000
-8.3%
12,556
-3.5%
0.01%
-14.3%
Q2 2014$576,000
+7.3%
13,014
+0.5%
0.01%
-12.5%
Q1 2014$537,000
+24.3%
12,955
+13.8%
0.01%
+14.3%
Q4 2013$432,000
+30.5%
11,382
+28.5%
0.01%0.0%
Q3 2013$331,000
-20.4%
8,855
-20.0%
0.01%
-30.0%
Q2 2013$416,00011,0680.01%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2020
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