Dougherty Wealth Advisers LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLU and the CUSIP is 81369Y886. A total of 735 filers reported holding SELECT SECTOR SPDR TR in Q1 2019. The put-call ratio across all filers is 2.25 and the average weighting 0.6%.

Quarter-by-quarter ownership
Dougherty Wealth Advisers LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q4 2020$180,000
+5.9%
2,8710.0%0.28%
-51.8%
Q3 2020$170,000
+4.9%
2,8710.0%0.59%
-1.0%
Q2 2020$162,000
+1.9%
2,8710.0%0.59%
-6.3%
Q1 2020$159,000
-14.5%
2,8710.0%0.63%
+11.4%
Q4 2019$186,0000.0%2,8710.0%0.57%
-7.2%
Q3 2019$186,000
+8.8%
2,8710.0%0.61%
+26.7%
Q2 2019$171,000
+2.4%
2,8710.0%0.48%
-14.7%
Q1 2019$167,000
+5.0%
2,8710.0%0.57%
+8.0%
Q4 2018$159,0002,8710.52%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2019
NameSharesValueWeighting ↓
Florin Court Capital LLP 238,100$17,729,00017.17%
Tairen Capital Ltd 1,560,000$116,158,00014.73%
VISTA FINANCE, LLC 97,889$7,289,00010.80%
Camarda Financial Advisors, LLC 298,092$22,196,00010.59%
Graticule Asia Macro Advisors LLC 850,000$63,291,0009.23%
Client First Capital LLC 114,673$8,539,0005.74%
Bellwether Advisors, LLC 256,331$19,086,0005.68%
PUBLIC INVESTMENT FUND 32,986,504$2,456,175,0005.59%
ACUTE INVESTMENT ADVISORY, LLC 89,164$6,639,0004.96%
Grant/GrossMendelsohn, LLC 127,779$9,731,0004.88%
View complete list of SELECT SECTOR SPDR TR shareholders