Capasso Planning Partners 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
Capasso Planning Partners LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$416,629
-5.2%
5,304
-0.0%
0.22%
-5.5%
Q2 2023$439,625
+2.7%
5,3050.0%0.24%
-6.0%
Q1 2023$427,901
+0.6%
5,305
-3.1%
0.25%
-7.4%
Q4 2022$425,469
+14.4%
5,477
+0.0%
0.27%
+4.2%
Q3 2022$372,000
-7.9%
5,475
-0.2%
0.26%
-9.4%
Q2 2022$404,000
-13.7%
5,487
+3.5%
0.29%
-13.0%
Q1 2022$468,000
-2.7%
5,3040.0%0.33%
-6.0%
Q4 2021$481,0005,3040.35%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2023
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