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

SELECT SECTOR SPDR TR's ticker is XLB and the CUSIP is 81369Y100. A total of 640 filers reported holding SELECT SECTOR SPDR TR in Q4 2020. The put-call ratio across all filers is 2.32 and the average weighting 0.3%.

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$364,0006,2620.18%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2020
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