Perennial Investment 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
Perennial Investment Advisors, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$368,211
-15.6%
4,687
-10.9%
0.07%
-14.3%
Q2 2023$436,094
-18.0%
5,262
-20.2%
0.08%
-22.2%
Q1 2023$531,887
-10.8%
6,594
-14.1%
0.10%
-59.3%
Q4 2022$596,533
+12.6%
7,680
-1.4%
0.24%
+1.2%
Q3 2022$530,000
-7.0%
7,788
+0.5%
0.24%
+7.6%
Q2 2022$570,000
-15.4%
7,748
+1.3%
0.22%
+4.7%
Q1 2022$674,000
+4.0%
7,647
+7.0%
0.21%
+4.9%
Q4 2021$648,000
+18.2%
7,147
+3.2%
0.20%
+4.6%
Q3 2021$548,000
+26.9%
6,927
+32.0%
0.19%
+22.8%
Q2 2021$432,0005,2480.16%
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