Glassman Wealth Services - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLB and the CUSIP is 81369Y100. A total of 505 filers reported holding SELECT SECTOR SPDR TR in Q4 2019. The put-call ratio across all filers is 0.60 and the average weighting 0.2%.

Quarter-by-quarter ownership
Glassman Wealth Services ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$1,414
-89.1%
18
-88.5%
0.00%
-100.0%
Q2 2021$13,000
+30.0%
157
+28.7%
0.00%
+50.0%
Q1 2021$10,000
-37.5%
122
-45.5%
0.00%0.0%
Q4 2020$16,000
+60.0%
224
+49.3%
0.00%
-33.3%
Q3 2020$10,000
+25.0%
1500.0%0.00%
+50.0%
Q2 2020$8,000
+14.3%
1500.0%0.00%
-33.3%
Q1 2020$7,000
-22.2%
1500.0%0.00%0.0%
Q4 2019$9,0000.0%150
-25.0%
0.00%
-62.5%
Q2 2016$9,0000.0%2000.0%0.01%0.0%
Q1 2016$9,0000.0%2000.0%0.01%0.0%
Q4 2015$9,000
+12.5%
2000.0%0.01%
+14.3%
Q3 2015$8,000
-20.0%
2000.0%0.01%
-12.5%
Q2 2015$10,0000.0%2000.0%0.01%0.0%
Q1 2015$10,0000.0%2000.0%0.01%
+14.3%
Q4 2014$10,0002000.01%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2019
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