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 877 filers reported holding SELECT SECTOR SPDR TR in Q4 2020. The put-call ratio across all filers is 1.37 and the average weighting 0.3%.

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 Q4 2020
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