Legacy Advisors, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLB and the CUSIP is 81369Y100. A total of 728 filers reported holding SELECT SECTOR SPDR TR in Q3 2023. The put-call ratio across all filers is 1.24 and the average weighting 0.2%.

Quarter-by-quarter ownership
Legacy Advisors, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2019$383,000
+1.1%
6,583
+1.5%
0.29%
+11.7%
Q2 2019$379,000
-47.1%
6,483
-49.7%
0.26%
+10.3%
Q1 2019$716,000
+121.0%
12,890
+100.9%
0.23%
-5.7%
Q4 2018$324,000
-12.2%
6,417
+0.6%
0.25%
+35.2%
Q3 2018$369,000
+0.3%
6,377
+0.5%
0.18%
-33.8%
Q2 2018$368,000
+0.3%
6,346
+0.5%
0.28%
+1.5%
Q1 2018$367,0006,3150.27%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2023
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