Concord Wealth Partners - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLB and the CUSIP is 81369Y100. A total of 778 filers reported holding SELECT SECTOR SPDR TR in Q1 2022. The put-call ratio across all filers is 2.43 and the average weighting 0.3%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$4,870
-5.2%
620.0%0.00%0.0%
Q2 2023$5,138
+2.7%
620.0%0.00%0.0%
Q1 2023$5,001
-64.8%
62
-66.1%
0.00%
-75.0%
Q4 2022$14,215
+184.3%
183
+195.2%
0.00%
+300.0%
Q2 2022$5,0000.0%620.0%0.00%0.0%
Q1 2022$5,000
-16.7%
620.0%0.00%0.0%
Q4 2021$6,000
+20.0%
620.0%0.00%
-50.0%
Q3 2021$5,000
-28.6%
62
-27.1%
0.00%0.0%
Q2 2021$7,0000.0%850.0%0.00%0.0%
Q1 2021$7,000
+250.0%
85
+240.0%
0.00%0.0%
Q4 2020$2,000250.00%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2022
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