Heritage Wealth Advisors - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLU and the CUSIP is 81369Y886. A total of 805 filers reported holding SELECT SECTOR SPDR TR in Q2 2020. The put-call ratio across all filers is 0.88 and the average weighting 0.4%.

Quarter-by-quarter ownership
Heritage Wealth Advisors ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$1,071,266
-17.1%
18,179
-7.9%
0.06%
-14.7%
Q2 2023$1,291,471
-3.4%
19,735
-0.1%
0.07%
-9.3%
Q1 2023$1,337,430
-15.4%
19,758
-11.9%
0.08%
-18.5%
Q4 2022$1,581,015
+12.4%
22,426
+4.5%
0.09%
-9.8%
Q3 2022$1,406,000
-6.8%
21,458
-0.2%
0.10%
-2.9%
Q2 2022$1,508,000
-6.2%
21,501
-0.4%
0.10%
+18.0%
Q1 2022$1,607,000
-36.5%
21,587
-39.0%
0.09%
-36.0%
Q4 2021$2,532,000
-99.9%
35,377
+7.2%
0.14%
+7.8%
Q3 2021$2,107,685,000
+3.2%
32,994
+2.2%
0.13%
+2.4%
Q2 2021$2,041,505,000
-5.5%
32,287
-4.3%
0.13%
-3.1%
Q1 2021$2,160,234,000
+212940.8%
33,733
+108.6%
0.13%
+106.3%
Q4 2020$1,014,000
-99.8%
16,171
+134.4%
0.06%
+18.9%
Q3 2020$409,588,000
+24.0%
6,898
+13.7%
0.05%
+15.2%
Q2 2020$330,317,000
+8.1%
6,068
+10.0%
0.05%
-16.4%
Q1 2020$305,627,000
-47.2%
5,516
-38.4%
0.06%
-27.6%
Q4 2019$578,397,000
+134410.9%
8,951
+34.7%
0.08%
+20.6%
Q3 2019$430,000
-98.0%
6,647
+1741.3%
0.06%
+2000.0%
Q2 2019$21,511,0003610.00%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q2 2020
NameSharesValueWeighting ↓
Florin Court Capital LLP 238,100$17,729,00017.17%
Tairen Capital Ltd 1,560,000$116,158,00014.73%
VISTA FINANCE, LLC 97,889$7,289,00010.80%
Camarda Financial Advisors, LLC 298,092$22,196,00010.59%
Graticule Asia Macro Advisors LLC 850,000$63,291,0009.23%
Client First Capital LLC 114,673$8,539,0005.74%
Bellwether Advisors, LLC 256,331$19,086,0005.68%
PUBLIC INVESTMENT FUND 32,986,504$2,456,175,0005.59%
ACUTE INVESTMENT ADVISORY, LLC 89,164$6,639,0004.96%
Grant/GrossMendelsohn, LLC 127,779$9,731,0004.88%
View complete list of SELECT SECTOR SPDR TR shareholders