TRANSCEND CAPITAL ADVISORS, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLB and the CUSIP is 81369Y100. A total of 728 filers reported holding SELECT SECTOR SPDR TR in Q3 2023. The put-call ratio across all filers is 1.24 and the average weighting 0.2%.

Quarter-by-quarter ownership
TRANSCEND CAPITAL ADVISORS, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$719,004
+15.7%
9,153
+22.1%
0.07%
+18.6%
Q2 2023$621,281
-21.7%
7,497
-23.8%
0.06%
-28.9%
Q1 2023$793,286
+92.0%
9,835
+84.9%
0.08%
+84.4%
Q4 2022$413,225
-16.2%
5,320
-26.5%
0.04%
-18.2%
Q3 2022$493,000
-18.2%
7,243
-11.6%
0.06%
-12.7%
Q2 2022$603,000
-20.7%
8,195
-5.0%
0.06%
-7.4%
Q1 2022$760,000
+6.0%
8,627
+9.0%
0.07%
+7.9%
Q4 2021$717,000
+13.6%
7,912
+7.7%
0.06%
+10.5%
Q3 2021$631,000
+144.6%
7,347
+123.7%
0.06%
+83.9%
Q1 2021$258,0003,2840.03%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2023
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