Avion Wealth - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLB and the CUSIP is 81369Y100. A total of 755 filers reported holding SELECT SECTOR SPDR TR in Q2 2022. The put-call ratio across all filers is 2.85 and the average weighting 0.3%.

Quarter-by-quarter ownership
Avion Wealth ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$20
-4.8%
2580.0%0.01%0.0%
Q2 2023$21
+5.0%
2580.0%0.01%
+20.0%
Q1 2023$20
+17.6%
2580.0%0.01%0.0%
Q4 2022$17
-99.9%
2580.0%0.01%
-16.7%
Q3 2022$18,000
-5.3%
2580.0%0.01%0.0%
Q2 2022$19,000
-17.4%
2580.0%0.01%
-14.3%
Q1 2022$23,0000.0%2580.0%0.01%0.0%
Q4 2021$23,000
+15.0%
2580.0%0.01%
+16.7%
Q3 2021$20,000
-4.8%
2580.0%0.01%0.0%
Q2 2021$21,000
+5.0%
2580.0%0.01%
-14.3%
Q1 2021$20,000
-23.1%
258
-29.3%
0.01%
-12.5%
Q4 2020$26,000
+13.0%
3650.0%0.01%0.0%
Q3 2020$23,000
+9.5%
3650.0%0.01%
+14.3%
Q2 2020$21,000
-36.4%
365
-50.7%
0.01%
-50.0%
Q1 2020$33,000
-86.1%
741
-80.8%
0.01%
-93.4%
Q4 2019$237,000
+3.5%
3,860
-1.9%
0.21%
-3.2%
Q3 2019$229,0003,9340.22%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q2 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