Rockbridge Investment Management, LCC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLU and the CUSIP is 81369Y886. A total of 877 filers reported holding SELECT SECTOR SPDR TR in Q4 2020. The put-call ratio across all filers is 1.37 and the average weighting 0.3%.

Quarter-by-quarter ownership
Rockbridge Investment Management, LCC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q4 2021$360,000
+3.4%
5,023
-7.9%
0.05%
-8.6%
Q3 2021$348,000
+0.9%
5,4540.0%0.06%0.0%
Q2 2021$345,000
-1.1%
5,4540.0%0.06%
-12.1%
Q1 2021$349,000
+2.0%
5,4540.0%0.07%
-5.7%
Q4 2020$342,000
+5.6%
5,4540.0%0.07%
-9.1%
Q3 2020$324,000
+5.2%
5,4540.0%0.08%
-3.8%
Q2 2020$308,0005,4540.08%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2020
NameSharesValueWeighting ↓
Saudi Central Bank 1,549,733$91,32523.36%
BW Gestao de Investimentos Ltda. 1,414,840$83,376,5219.78%
Briaud Financial Planning, Inc 136,048$8,0176.49%
Client First Capital LLC 131,695$7,760,7765.62%
PUBLIC INVESTMENT FUND 32,986,504$1,943,894,6815.33%
Capitol Family Office, Inc. 40,937$2,412,4444.54%
WestEnd Advisors, LLC 2,338,258$137,793,5214.14%
Biltmore Wealth Management, LLC 144,241$8,500,0934.10%
Valence8 US LP 106,197$6,258,1893.96%
OLIVER LAGORE VANVALIN INVESTMENT GROUP 148,391$8,744,6753.46%
View complete list of SELECT SECTOR SPDR TR shareholders