HCR Wealth Advisors - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLB and the CUSIP is 81369Y100. A total of 729 filers reported holding SELECT SECTOR SPDR TR in Q3 2021. The put-call ratio across all filers is 1.47 and the average weighting 0.3%.

Quarter-by-quarter ownership
HCR Wealth Advisors ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q2 2021$502,000
+25000.0%
6,104
+18975.0%
0.09%
Q4 2020$2,000
-99.3%
32
-99.4%
0.00%
-100.0%
Q3 2018$283,000
-63.2%
5,427
-59.0%
0.09%
-63.5%
Q2 2018$768,000
+1.6%
13,222
-0.4%
0.25%
-3.8%
Q1 2018$756,000
-16.3%
13,272
-11.1%
0.26%
-16.8%
Q4 2017$903,000
-0.4%
14,922
-6.6%
0.32%
-17.5%
Q3 2017$907,000
+4.7%
15,972
-0.8%
0.38%
-10.7%
Q2 2017$866,000
-5.6%
16,097
-8.0%
0.43%
-8.9%
Q1 2017$917,000
+12.0%
17,492
+6.1%
0.47%
+8.5%
Q4 2016$819,00016,4820.43%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2021
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