Freedom Investment Management, Inc. - 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
Freedom Investment Management, Inc. ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$911,721
+30.3%
11,607
+37.5%
0.11%
+43.6%
Q2 2023$699,622
-64.9%
8,442
-65.8%
0.08%
-65.3%
Q1 2023$1,992,550
+149.9%
24,703
+140.7%
0.22%
+150.0%
Q4 2022$797,187
-99.9%
10,262
-11.2%
0.09%
-1.1%
Q3 2022$785,890,000
-14.4%
11,556
-7.4%
0.09%
-7.1%
Q2 2022$918,350,000
+78257.5%
12,478
-6.2%
0.10%
-6.7%
Q1 2022$1,172,000
+3.5%
13,301
+6.5%
0.10%
+26.5%
Q4 2021$1,132,000
+115.6%
12,493
+88.4%
0.08%
+107.5%
Q3 2021$525,000
-92.1%
6,631
-91.7%
0.04%
-91.9%
Q2 2021$6,615,000
+12.8%
80,361
+8.0%
0.49%
+8.4%
Q1 2021$5,862,000
+440.3%
74,395
+396.2%
0.46%
+282.4%
Q4 2020$1,085,000
+150.0%
14,993
+119.8%
0.12%
+153.2%
Q3 2020$434,000
+4.1%
6,820
-7.9%
0.05%
+4.4%
Q2 2020$417,000
-14.9%
7,402
-9.2%
0.04%
+4.7%
Q1 2020$490,000
-44.2%
8,151
-43.0%
0.04%
-44.2%
Q4 2019$878,000
-1.2%
14,299
-6.4%
0.08%0.0%
Q3 2019$889,000
-47.3%
15,272
-47.0%
0.08%
-45.4%
Q2 2019$1,686,000
+84.1%
28,816
+74.6%
0.14%
+93.2%
Q1 2019$916,000
+11.0%
16,508
+1.1%
0.07%
+14.1%
Q4 2018$825,000
-33.7%
16,324
-22.8%
0.06%
-17.9%
Q3 2018$1,244,000
-15.6%
21,137
-16.7%
0.08%
-12.4%
Q2 2018$1,474,000
+1.1%
25,385
-0.8%
0.09%
+20.3%
Q1 2018$1,458,000
-9.9%
25,602
-4.2%
0.07%
-10.8%
Q4 2017$1,618,000
+4.6%
26,736
-1.9%
0.08%
-2.4%
Q3 2017$1,547,000
+9.5%
27,242
+3.7%
0.08%
+6.2%
Q2 2017$1,413,000
-42.3%
26,263
-43.7%
0.08%
-43.7%
Q1 2017$2,447,000
+40.1%
46,688
+32.8%
0.14%
+29.1%
Q4 2016$1,747,000
+12.9%
35,151
+8.4%
0.11%
+11.1%
Q3 2016$1,548,000
+16.8%
32,413
+13.4%
0.10%
+10.0%
Q2 2016$1,325,000
-5.8%
28,594
-8.8%
0.09%
-11.8%
Q1 2016$1,406,000
-2.2%
31,368
-5.3%
0.10%
-6.4%
Q4 2015$1,438,000
+265.0%
33,124
+527.7%
0.11%
+172.5%
Q3 2015$394,000
-56.0%
5,277
-71.5%
0.04%
-56.5%
Q2 2015$896,000
-35.5%
18,508
-35.0%
0.09%
-39.9%
Q1 2015$1,389,000
+37.1%
28,466
+36.4%
0.15%
+15.9%
Q4 2014$1,013,000
-10.8%
20,862
-9.0%
0.13%
-34.0%
Q3 2014$1,136,000
+56.5%
22,916
+56.6%
0.20%
+63.9%
Q2 2014$726,000
+7.1%
14,632
+2.0%
0.12%
-15.9%
Q1 2014$678,000
-1.9%
14,348
-4.0%
0.14%
-15.7%
Q4 2013$691,000
+13.3%
14,951
+2.9%
0.17%
-1.1%
Q3 2013$610,000
+4.6%
14,524
-4.5%
0.17%
-12.1%
Q2 2013$583,000
+0.7%
15,201
+2.9%
0.20%
+2.6%
Q1 2013$579,00014,7750.19%
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