SELECT SECTOR SPDR TR's ticker is XLB and the CUSIP is 81369Y100. A total of 466 filers reported holding SELECT SECTOR SPDR TR in Q4 2017. The put-call ratio across all filers is 1.71 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $123,873 | -5.2% | 1,577 | 0.0% | 0.18% | -8.0% |
| Q2 2023 | $130,686 | -4.7% | 1,577 | -7.2% | 0.20% | -9.5% |
| Q1 2023 | $137,122 | +23.5% | 1,700 | +39.1% | 0.22% | +133.7% |
| Q4 2021 | $111,000 | -5.9% | 1,222 | -17.8% | 0.10% | -9.5% |
| Q3 2021 | $118,000 | -10.6% | 1,486 | -7.5% | 0.10% | -5.4% |
| Q2 2021 | $132,000 | -9.0% | 1,606 | -12.4% | 0.11% | -5.9% |
| Q1 2021 | $145,000 | -15.7% | 1,834 | -22.9% | 0.12% | -13.2% |
| Q4 2020 | $172,000 | -33.3% | 2,378 | -43.4% | 0.14% | +27.1% |
| Q4 2019 | $258,000 | -16.0% | 4,199 | -20.4% | 0.11% | -10.1% |
| Q3 2019 | $307,000 | -17.5% | 5,276 | -21.4% | 0.12% | -36.4% |
| Q2 2019 | $372,000 | +7.8% | 6,709 | +7.8% | 0.19% | -13.8% |
| Q1 2019 | $345,000 | -3.9% | 6,223 | +0.5% | 0.22% | +143.8% |
| Q4 2018 | $359,000 | -16.7% | 6,194 | -16.5% | 0.09% | -18.3% |
| Q3 2018 | $431,000 | -3.4% | 7,414 | -5.4% | 0.11% | +0.9% |
| Q2 2018 | $446,000 | -2.2% | 7,837 | -2.0% | 0.11% | -1.8% |
| Q1 2018 | $456,000 | +117.1% | 8,001 | +130.8% | 0.11% | +120.0% |
| Q4 2017 | $210,000 | -21.1% | 3,467 | -25.9% | 0.05% | -20.6% |
| Q3 2017 | $266,000 | +31.0% | 4,677 | +23.8% | 0.06% | +28.6% |
| Q2 2017 | $203,000 | – | 3,777 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Miller Investment Management, LP | 486,380 | $38,205,149 | 6.01% |
| Tradewinds Capital Management, LLC | 187,153 | $14,700,869 | 5.04% |
| Biltmore Wealth Management, LLC | 113,461 | $8,912,324 | 4.30% |
| Ameraudi Asset Management, Inc. | 111,607 | $8,766,730 | 4.17% |
| Morningstar Investment Management LLC | 318,769 | $25,039 | 3.74% |
| Private Wealth Advisors, LLC | 96,138 | $7,551,608 | 3.19% |
| FORTEM FINANCIAL GROUP, LLC | 63,772 | $5,009,291 | 2.94% |
| FSC Wealth Advisors, LLC | 35,581 | $2,794,894 | 2.90% |
| H&H Retirement Design & Management INC | 50,647 | $3,932,256 | 2.72% |
| Terra Nova Asset Management LLC | 33,774 | $2,798,892 | 2.55% |