Fulcrum Equity Management - SELECT SECTOR SPDR TR ownership

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%.

Quarter-by-quarter ownership
Fulcrum Equity Management ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$404,479
-24.7%
5,149
-22.7%
0.47%
+88.1%
Q1 2023$537,482
-41.5%
6,664
-34.2%
0.25%
-26.5%
Q4 2021$918,000
+9.5%
10,129
-4.4%
0.34%
+5.5%
Q3 2021$838,000
-7.2%
10,590
-3.5%
0.32%
-3.6%
Q2 2021$903,000
+2.6%
10,970
-1.7%
0.34%
-3.2%
Q1 2021$880,000
+88.0%
11,162
+72.7%
0.35%
+86.1%
Q4 2020$468,000
-3.3%
6,464
-14.9%
0.19%
-16.9%
Q3 2020$484,000
+18.0%
7,598
+4.4%
0.22%
+16.0%
Q2 2020$410,000
-39.8%
7,280
-34.3%
0.19%
-45.5%
Q4 2019$681,000
+1.0%
11,088
-4.2%
0.36%
+4.1%
Q3 2019$674,000
+2.3%
11,573
+1.4%
0.34%
+8.9%
Q2 2019$659,00011,4120.31%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2022
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