FORTEM FINANCIAL GROUP, LLC - 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
FORTEM FINANCIAL GROUP, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$5,009,291
-9.4%
63,772
-4.4%
2.94%
-10.3%
Q2 2023$5,527,015
-10.3%
66,695
-12.7%
3.28%
-18.3%
Q1 2023$6,160,348
+62.7%
76,374
+56.6%
4.01%
+80.7%
Q4 2022$3,787,280
-5.0%
48,755
-16.8%
2.22%
-19.6%
Q3 2022$3,987,000
-4.6%
58,622
+3.2%
2.76%
+1.0%
Q2 2022$4,180,000
+107.0%
56,793
+148.0%
2.73%
+209.0%
Q1 2022$2,019,00022,9050.88%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2022
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