Concord Wealth Partners - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLB and the CUSIP is 81369Y100. A total of 793 filers reported holding SELECT SECTOR SPDR TR in Q1 2024. The put-call ratio across all filers is 1.87 and the average weighting 0.2%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q2 2024$353
-5.1%
40.0%0.00%
Q1 2024$372
+8.8%
40.0%0.00%
Q4 2023$342
-93.0%
4
-93.5%
0.00%
-100.0%
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 2024
NameSharesValueWeighting ↓
Virtus Investment Advisers, Inc. 532,719$26,418,00012.18%
Swan Global Investments, LLC 2,365,435$117,305,0008.08%
HT Partners LLC 311,428$15,092,0007.64%
APPLETON GROUP, LLC 108,373$5,374,0006.79%
Friedenthal Financial 150,339$7,455,0006.34%
Transamerica Financial Advisors, Inc. 1,196,247$59,322,0005.36%
Giralda Advisors, LLC 275,300$13,652,0005.00%
Dorsey Wright & Associates 692,438$34,338,0004.80%
Prospera Financial Services Inc 349,617$17,338,0004.67%
Arrow Investment Advisors, LLC 490,460$24,322,0004.40%
View complete list of SELECT SECTOR SPDR TR shareholders