Transform Wealth, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLU and the CUSIP is 81369Y886. A total of 1,105 filers reported holding SELECT SECTOR SPDR TR in Q2 2022. The put-call ratio across all filers is 1.64 and the average weighting 0.4%.

Quarter-by-quarter ownership
Transform Wealth, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q1 2023$697,669
-77.2%
10,307
-76.2%
0.07%
-80.8%
Q4 2022$3,058,665
-16.4%
43,385
-22.3%
0.34%
-27.9%
Q3 2022$3,660,000
+1369.9%
55,864
+1474.1%
0.48%
+1186.5%
Q2 2022$249,000
-18.9%
3,549
-26.0%
0.04%
-40.3%
Q1 2021$307,000
-86.3%
4,796
-86.6%
0.06%
-86.8%
Q4 2020$2,239,000
+369.4%
35,709
+344.5%
0.47%
+507.8%
Q3 2020$477,000
-20.9%
8,034
-24.8%
0.08%
-25.2%
Q2 2020$603,000
-85.2%
10,681
-85.5%
0.10%
-88.1%
Q1 2020$4,071,000
+1424.7%
73,477
+1679.1%
0.87%
+1966.7%
Q4 2019$267,000
+9.0%
4,130
+9.3%
0.04%
-2.3%
Q3 2019$245,000
-90.3%
3,777
-91.0%
0.04%
-88.4%
Q2 2019$2,516,000
+48.3%
42,198
+21.9%
0.37%
-49.2%
Q3 2016$1,697,000
-2.1%
34,631
+4.9%
0.73%0.0%
Q2 2016$1,733,00033,0260.73%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q2 2022
NameSharesValueWeighting ↓
Wechter Feldman Wealth Management, Inc. 394,576$25,498,00017.00%
Knighthead Capital Management, LLC 1,000,000$64,620,00013.76%
BEACONLIGHT CAPITAL, LLC 935,400$60,446,00012.77%
Chapwood Capital Investment Management, LLC 194,826$12,590,00012.66%
Florin Court Capital LLP 364,200$23,535,00010.06%
Arrow Investment Advisors, LLC 201,407$13,015,0006.43%
DOW CHEMICAL CO /DE/ 450,212$29,093,0006.40%
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 1,833,800$118,500,0006.26%
MOULTON WEALTH MANAGEMENT, INC 115,106$7,360,0006.08%
GM Advisory Group, LLC 297,799$19,244,0005.96%
View complete list of SELECT SECTOR SPDR TR shareholders