Robertson Stephens Wealth Management, 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
Robertson Stephens Wealth Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$973,621
+15.8%
16,522
+28.6%
0.07%
+11.9%
Q2 2023$840,478
+25.9%
12,843
+30.2%
0.06%
+15.7%
Q1 2023$667,648
-25.1%
9,863
-22.0%
0.05%
-41.4%
Q4 2022$890,990
-3.3%
12,638
-10.2%
0.09%
-9.4%
Q3 2022$921,000
-16.2%
14,068
-10.3%
0.10%
-7.7%
Q2 2022$1,099,000
-5.1%
15,681
+0.8%
0.10%
+7.2%
Q1 2022$1,158,000
+12.1%
15,564
+7.8%
0.10%
+11.5%
Q4 2021$1,033,000
+59.4%
14,439
+42.1%
0.09%
+19.2%
Q3 2021$648,000
-2.8%
10,158
-3.7%
0.07%
-8.8%
Q2 2021$667,000
+1.4%
10,550
+2.7%
0.08%
-23.8%
Q1 2021$658,000
-26.4%
10,277
-27.9%
0.10%
-43.9%
Q4 2020$894,000
+8.2%
14,259
+2.4%
0.19%
-7.9%
Q3 2020$826,000
-28.3%
13,922
-31.8%
0.20%
-38.9%
Q2 2020$1,152,000
-10.2%
20,423
-11.8%
0.33%
-24.2%
Q1 2020$1,283,000
+45.1%
23,150
+69.1%
0.44%
-1.8%
Q4 2019$884,000
+27.4%
13,694
+27.8%
0.45%
+27.1%
Q3 2019$694,000
+188.0%
10,717
+165.5%
0.35%
+50.0%
Q2 2019$241,000
-30.5%
4,036
-32.3%
0.23%
-21.2%
Q1 2019$347,000
-1.1%
5,963
-10.1%
0.30%
-15.4%
Q4 2018$351,0006,6330.35%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2020
NameSharesValueWeighting ↓
Saudi Central Bank 1,549,733$91,32523.36%
BW Gestao de Investimentos Ltda. 1,414,840$83,376,5219.78%
Briaud Financial Planning, Inc 136,048$8,0176.49%
Client First Capital LLC 131,695$7,760,7765.62%
PUBLIC INVESTMENT FUND 32,986,504$1,943,894,6815.33%
Capitol Family Office, Inc. 40,937$2,412,4444.54%
WestEnd Advisors, LLC 2,338,258$137,793,5214.14%
Biltmore Wealth Management, LLC 144,241$8,500,0934.10%
Valence8 US LP 106,197$6,258,1893.96%
OLIVER LAGORE VANVALIN INVESTMENT GROUP 148,391$8,744,6753.46%
View complete list of SELECT SECTOR SPDR TR shareholders