Robertson Stephens Wealth Management, LLC - SELECT SECTOR SPDR TR ownership

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SELECT SECTOR SPDR TR's ticker is XLB and the CUSIP is 81369Y100. A total of 509 filers reported holding SELECT SECTOR SPDR TR in Q3 2020. The put-call ratio across all filers is 1.42 and the average weighting 0.3%.

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Quarter-by-quarter ownership
Robertson Stephens Wealth Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$1,367,133
-77.6%
17,405
-76.4%
0.09%
-78.7%
Q2 2023$6,108,399
+13.1%
73,711
+10.1%
0.43%
+4.1%
Q1 2023$5,398,700
+488.5%
66,932
+466.8%
0.42%
+366.3%
Q4 2022$917,299
+4.1%
11,808
-8.9%
0.09%
-3.3%
Q3 2022$881,000
-12.9%
12,962
-5.8%
0.09%
-3.2%
Q2 2022$1,012,000
-20.6%
13,758
-4.8%
0.10%
-11.2%
Q1 2022$1,274,0000.0%14,453
+2.7%
0.11%0.0%
Q4 2021$1,274,000
+32.0%
14,070
+15.2%
0.11%
-1.8%
Q3 2021$965,000
-3.2%
12,210
+0.8%
0.11%
-9.2%
Q2 2021$997,000
-1.6%
12,114
-5.8%
0.12%
-25.9%
Q1 2021$1,013,000
+12.2%
12,865
+3.1%
0.16%
-14.3%
Q4 2020$903,000
+32.4%
12,482
+16.4%
0.19%
+12.5%
Q3 2020$682,000
-10.7%
10,722
-21.0%
0.17%
-23.6%
Q2 2020$764,000
-2.2%
13,567
-21.7%
0.22%
-17.6%
Q1 2020$781,000
+90.5%
17,336
+159.6%
0.27%
+29.0%
Q4 2019$410,000
+12.6%
6,677
+6.6%
0.21%
+12.5%
Q3 2019$364,000–6,262–0.18%–
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Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2020
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