GeoWealth Management, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLB and the CUSIP is 81369Y100. A total of 728 filers reported holding SELECT SECTOR SPDR TR in Q3 2023. The put-call ratio across all filers is 1.24 and the average weighting 0.2%.

Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$278
-92.4%
3,538
-92.0%
0.03%
-91.9%
Q2 2023$3,671
+1115.6%
44,291
+1082.7%
0.40%
+1034.3%
Q1 2023$302
+4.1%
3,745
+0.4%
0.04%
+12.9%
Q4 2022$290
-99.9%
3,729
-20.4%
0.03%
-11.4%
Q3 2022$317,000
-15.0%
4,686
-7.6%
0.04%
-30.0%
Q2 2022$373,000
-64.5%
5,069
-57.5%
0.05%
-45.7%
Q1 2022$1,051,000
+121.3%
11,924
+128.3%
0.09%
+135.9%
Q4 2021$475,000
+21.5%
5,222
+5.6%
0.04%
+21.9%
Q3 2021$391,000
+3.7%
4,944
+8.1%
0.03%
-33.3%
Q2 2021$377,000
+10.9%
4,575
+6.0%
0.05%
-9.4%
Q1 2021$340,000
+10.0%
4,316
+1.3%
0.05%
+6.0%
Q4 2020$309,0004,2610.05%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2023
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