BARTLETT & CO. WEALTH MANAGEMENT LLC - SELECT SECTOR SPDR TR ownership

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SELECT SECTOR SPDR TR's ticker is XLU and the CUSIP is 81369Y886. A total of 871 filers reported holding SELECT SECTOR SPDR TR in Q1 2021. The put-call ratio across all filers is 1.06 and the average weighting 0.4%.

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Quarter-by-quarter ownership
BARTLETT & CO. WEALTH MANAGEMENT LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q2 2024$176,483
-24.8%
2,590
-27.6%
0.00%
-25.0%
Q1 2024$234,699
-84.2%
3,575
-84.7%
0.00%
-83.3%
Q4 2023$1,482,019
+4929.8%
23,372
+4574.4%
0.02%
+2300.0%
Q3 2023$29,465
-9.9%
5000.0%0.00%0.0%
Q2 2023$32,720
-3.3%
5000.0%0.00%0.0%
Q1 2023$33,845
-4.0%
5000.0%0.00%0.0%
Q4 2022$35,250
+7.6%
5000.0%0.00%0.0%
Q3 2022$32,755
-6.6%
5000.0%0.00%0.0%
Q2 2022$35,065
-5.8%
5000.0%0.00%0.0%
Q1 2022$37,230
+16.6%
5000.0%0.00%0.0%
Q3 2021$31,940
+1.0%
5000.0%0.00%0.0%
Q2 2021$31,615
-1.3%
5000.0%0.00%0.0%
Q1 2021$32,020
+2.1%
5000.0%0.00%0.0%
Q4 2020$31,350
+5.6%
5000.0%0.00%0.0%
Q3 2020$29,690
+5.2%
5000.0%0.00%0.0%
Q2 2020$28,215
+1.8%
5000.0%0.00%0.0%
Q1 2020$27,705
-14.3%
5000.0%0.00%0.0%
Q4 2019$32,310
-33.5%
500
-33.3%
0.00%0.0%
Q3 2019$48,555
-9.7%
750
-27.5%
0.00%
-50.0%
Q2 2018$53,785
+2.8%
1,0350.0%0.00%0.0%
Q1 2018$52,305–1,035–0.00%–
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Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2021
NameSharesValueWeighting ↓
Virtus Investment Advisers, Inc. 620,123$27,447,00011.08%
Smart Portfolios, LLC 215,005$8,089,00010.47%
NIEMANN CAPITAL MANAGEMENT INC 313,891$13,893,0009.50%
Kepos Capital LP 305,143$13,506,0008.61%
Swan Global Investments, LLC 2,151,756$95,234,0007.96%
CUMBERLAND ADVISORS INC 248,935$11,018,0007.04%
Estate Counselors, LLC 369,182$16,340,0006.24%
SOUTH TEXAS MONEY MANAGEMENT LTD 1,984,307$87,825,0005.62%
LEVITT CAPITAL MANAGEMENT LLC 51,969$2,300,0005.51%
SFMG, LLC 296,432$13,120,0004.52%
View complete list of SELECT SECTOR SPDR TR shareholders