Hefty Wealth Partners - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLB and the CUSIP is 81369Y100. A total of 475 filers reported holding SELECT SECTOR SPDR TR in Q1 2018. The put-call ratio across all filers is 2.14 and the average weighting 0.4%.

Quarter-by-quarter ownership
Hefty Wealth Partners ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q1 2018$2,952,000
-17.5%
51,841
-12.3%
1.90%
-14.3%
Q4 2017$3,580,000
+38.1%
59,141
+22.8%
2.22%
+25.3%
Q2 2017$2,592,000
+29.5%
48,175
+26.1%
1.77%
+21.5%
Q1 2017$2,002,000
-18.3%
38,214
-25.5%
1.46%
-21.6%
Q3 2016$2,449,00051,3071.86%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2018
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