BigSur Wealth Management LLC - SELECT SECTOR SPDR TR ownership

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SELECT SECTOR SPDR TR's ticker is XLB and the CUSIP is 81369Y100. A total of 778 filers reported holding SELECT SECTOR SPDR TR in Q1 2022. The put-call ratio across all filers is 2.43 and the average weighting 0.3%.

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Quarter-by-quarter ownership
BigSur Wealth Management LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$483,868
-5.2%
6,1600.0%0.24%0.0%
Q2 2023$510,479
-38.9%
6,160
-40.5%
0.24%
-37.8%
Q1 2023$834,831
+21.4%
10,350
+16.9%
0.39%
+18.4%
Q4 2022$687,468
+8.1%
8,850
-5.3%
0.33%
+2.8%
Q3 2022$636,000
-27.1%
9,350
-21.1%
0.32%
-21.7%
Q2 2022$872,000
+247.4%
11,850
+315.8%
0.41%
+319.4%
Q1 2022$251,000
-76.7%
2,850
-76.0%
0.10%
-76.7%
Q4 2021$1,077,000
+51.3%
11,890
+32.1%
0.42%
+31.6%
Q3 2021$712,000
+203.0%
9,000
+215.8%
0.32%
+201.9%
Q2 2021$235,000
+4.4%
2,8500.0%0.11%
-7.8%
Q1 2021$225,000
+262.9%
2,850
+235.3%
0.12%
+228.6%
Q4 2020$62,000
+14.8%
8500.0%0.04%
+2.9%
Q3 2020$54,000
+12.5%
8500.0%0.03%0.0%
Q2 2020$48,000
+26.3%
8500.0%0.03%
+21.4%
Q1 2020$38,000
-26.9%
8500.0%0.03%
-3.4%
Q4 2019$52,000–850–0.03%–
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Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2022
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