Charter Oak Capital Management, 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
Charter Oak Capital Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q2 2022$29,000
-21.6%
400
-5.9%
0.00%
-20.0%
Q1 2022$37,000
-5.1%
4250.0%0.01%0.0%
Q4 2021$39,000
+178.6%
425
+142.9%
0.01%
+150.0%
Q3 2021$14,0000.0%1750.0%0.00%0.0%
Q2 2021$14,0000.0%1750.0%0.00%0.0%
Q1 2021$14,0000.0%175
-12.5%
0.00%0.0%
Q4 2020$14,0002000.00%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2023
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