Baystate Wealth 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
Baystate Wealth Management LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$145,791
-4.8%
1,856
+0.5%
0.01%
-7.7%
Q2 2023$153,069
+3.3%
1,847
+0.5%
0.01%0.0%
Q1 2023$148,249
+102850.7%
1,837
-1.0%
0.01%0.0%
Q4 2022$144
-99.9%
1,855
+2.0%
0.01%0.0%
Q3 2022$124,000
-6.8%
1,818
+0.6%
0.01%0.0%
Q2 2022$133,000
-15.8%
1,808
+0.7%
0.01%
-7.1%
Q1 2022$158,000
-2.5%
1,795
+0.3%
0.01%
-6.7%
Q4 2021$162,000
+912.5%
1,789
+764.3%
0.02%
+650.0%
Q3 2021$16,000
-5.9%
207
+0.5%
0.00%0.0%
Q2 2021$17,000
+6.2%
206
+0.5%
0.00%0.0%
Q1 2021$16,000
+6.7%
205
+0.5%
0.00%0.0%
Q4 2020$15,000
+15.4%
204
+0.5%
0.00%0.0%
Q3 2020$13,000
+18.2%
203
+0.5%
0.00%
+100.0%
Q2 2020$11,000
+22.2%
202
+0.5%
0.00%0.0%
Q1 2020$9,000
-25.0%
201
+0.5%
0.00%0.0%
Q4 2019$12,0002000.00%
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