Bollard Group LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLB and the CUSIP is 81369Y100. A total of 681 filers reported holding SELECT SECTOR SPDR TR in Q3 2022. The put-call ratio across all filers is 3.41 and the average weighting 0.3%.

Quarter-by-quarter ownership
Bollard Group LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$85
-4.5%
1,083
+0.5%
0.00%0.0%
Q2 2023$89
+2.3%
1,078
+0.5%
0.00%0.0%
Q1 2023$87
+4.8%
1,073
+0.4%
0.00%0.0%
Q4 2022$83
-99.9%
1,069
+0.6%
0.00%0.0%
Q3 2022$72,000
-7.7%
1,063
+0.5%
0.00%0.0%
Q2 2022$78,000
-16.1%
1,058
+0.7%
0.00%0.0%
Q1 2022$93,000
-2.1%
1,051
+0.3%
0.00%0.0%
Q4 2021$95,000
+15.9%
1,048
+0.5%
0.00%0.0%
Q3 2021$82,000
-4.7%
1,043
+0.4%
0.00%0.0%
Q2 2021$86,000
+4.9%
1,039
+0.4%
0.00%0.0%
Q1 2021$82,000
+9.3%
1,035
+0.4%
0.00%0.0%
Q4 2020$75,000
-8.5%
1,031
-19.8%
0.00%0.0%
Q3 2020$82,000
+13.9%
1,286
+0.2%
0.00%0.0%
Q2 2020$72,000
+24.1%
1,284
+0.2%
0.00%0.0%
Q1 2020$58,000
-26.6%
1,282
+0.2%
0.00%0.0%
Q4 2019$79,000
+6.8%
1,280
+0.5%
0.00%0.0%
Q3 2019$74,0000.0%1,273
+0.6%
0.00%0.0%
Q2 2019$74,000
+5.7%
1,266
+0.6%
0.00%0.0%
Q1 2019$70,000
+11.1%
1,259
+0.5%
0.00%0.0%
Q4 2018$63,000
-12.5%
1,253
+0.6%
0.00%0.0%
Q3 2018$72,0000.0%1,245
+0.5%
0.00%0.0%
Q2 2018$72,000
+2.9%
1,239
+0.5%
0.00%0.0%
Q1 2018$70,000
-5.4%
1,233
+0.4%
0.00%
-25.0%
Q4 2017$74,000
+7.2%
1,228
+0.4%
0.00%0.0%
Q3 2017$69,000
+6.2%
1,223
+0.6%
0.00%0.0%
Q2 2017$65,000
+3.2%
1,216
+0.4%
0.00%0.0%
Q1 2017$63,000
+5.0%
1,211
+0.3%
0.00%0.0%
Q4 2016$60,000
+5.3%
1,207
+0.7%
0.00%0.0%
Q3 2016$57,000
+103.6%
1,199
+98.5%
0.00%
+100.0%
Q2 2016$28,000
+3.7%
604
+0.5%
0.00%0.0%
Q1 2016$27,000
+3.8%
601
+0.3%
0.00%0.0%
Q4 2015$26,000
+8.3%
599
+0.7%
0.00%0.0%
Q3 2015$24,000
-17.2%
595
+0.7%
0.00%0.0%
Q2 2015$29,0000.0%591
+0.3%
0.00%0.0%
Q1 2015$29,000
+3.6%
589
+0.5%
0.00%0.0%
Q4 2014$28,000
-3.4%
586
+0.5%
0.00%
-33.3%
Q3 2014$29,0005830.00%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 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