BELLEVUE ASSET 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
BELLEVUE ASSET MANAGEMENT, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$4,634
-5.2%
590.0%0.00%0.0%
Q2 2023$4,889
+2.8%
590.0%0.00%0.0%
Q1 2023$4,758
+4.4%
590.0%0.00%
-25.0%
Q4 2022$4,556
+13.9%
590.0%0.00%
+33.3%
Q3 2022$4,0000.0%590.0%0.00%0.0%
Q2 2022$4,000
-20.0%
590.0%0.00%0.0%
Q1 2022$5,0000.0%590.0%0.00%0.0%
Q4 2021$5,0000.0%590.0%0.00%0.0%
Q3 2021$5,0000.0%590.0%0.00%0.0%
Q2 2021$5,0000.0%590.0%0.00%0.0%
Q1 2021$5,000
+25.0%
590.0%0.00%
+50.0%
Q4 2020$4,0000.0%590.0%0.00%
-33.3%
Q3 2020$4,000
+33.3%
590.0%0.00%0.0%
Q2 2020$3,000
-25.0%
590.0%0.00%0.0%
Q4 2019$4,000590.00%
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