Source Financial Advisors LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLB and the CUSIP is 81369Y100. A total of 786 filers reported holding SELECT SECTOR SPDR TR in Q2 2021. The put-call ratio across all filers is 1.10 and the average weighting 0.4%.

Quarter-by-quarter ownership
Source Financial Advisors LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$228,074
-17.2%
2,904
-12.7%
0.08%
-14.4%
Q2 2023$275,579
-5.7%
3,325
-8.2%
0.09%
-8.2%
Q1 2023$292,096
+3.0%
3,621
-0.8%
0.10%
-8.4%
Q4 2022$283,472
+13.8%
3,649
-0.4%
0.11%
+8.1%
Q3 2022$249,000
-16.7%
3,662
-9.9%
0.10%
-15.4%
Q2 2022$299,000
-20.5%
4,065
-4.6%
0.12%
+5.4%
Q1 2022$376,000
-4.3%
4,263
-1.8%
0.11%
+4.7%
Q4 2021$393,000
+12.6%
4,341
-1.6%
0.11%
+16.5%
Q3 2021$349,000
-7.4%
4,410
-3.6%
0.09%
-6.2%
Q2 2021$377,000
+10.9%
4,575
+6.0%
0.10%
+6.6%
Q1 2021$340,000
+7.3%
4,316
-1.3%
0.09%
+5.8%
Q4 2020$317,0004,3730.09%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q2 2021
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