VALLEY NATIONAL ADVISERS INC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLU and the CUSIP is 81369Y886. A total of 1,181 filers reported holding SELECT SECTOR SPDR TR in Q4 2022. The put-call ratio across all filers is 2.09 and the average weighting 0.5%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q1 2023$70.0%1000.0%0.00%0.0%
Q4 2022$7
-99.9%
1000.0%0.00%0.0%
Q3 2022$6,000
-14.3%
1000.0%0.00%0.0%
Q2 2022$7,0000.0%1000.0%0.00%0.0%
Q1 2022$7,0000.0%1000.0%0.00%0.0%
Q4 2021$7,000
-61.1%
100
-64.0%
0.00%
-66.7%
Q3 2021$18,000
+200.0%
278
+178.0%
0.00%
+200.0%
Q2 2021$6,0000.0%1000.0%0.00%0.0%
Q1 2021$6,0000.0%1000.0%0.00%0.0%
Q4 2020$6,0000.0%1000.0%0.00%0.0%
Q3 2020$6,0000.0%1000.0%0.00%0.0%
Q2 2020$6,0000.0%1000.0%0.00%
-50.0%
Q1 2020$6,0000.0%1000.0%0.00%0.0%
Q4 2019$6,0000.0%1000.0%0.00%0.0%
Q3 2019$6,0000.0%1000.0%0.00%0.0%
Q2 2019$6,0000.0%1000.0%0.00%0.0%
Q1 2019$6,000
+20.0%
1000.0%0.00%0.0%
Q4 2018$5,0001000.00%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2022
NameSharesValueWeighting ↓
Saudi Central Bank 1,549,733$104,90127.01%
TradeLink Capital LLC 6,199$40612.52%
Briaud Financial Planning, Inc 138,274$9,0488.54%
Client First Capital LLC 132,618$8,678,5236.44%
Capitol Family Office, Inc. 42,848$2,803,9966.40%
D. SCOTT NEAL, INC. 118,384$7,747,0295.83%
PUBLIC INVESTMENT FUND 32,986,504$2,158,636,8225.54%
Lake Hills Wealth Management, LLC 77,344$5,061,3915.52%
Chicago Wealth Management, Inc. 107,761$7,051,8515.38%
PRIMORIS WEALTH ADVISORS, LLC 62,338$4,079,4344.47%
View complete list of SELECT SECTOR SPDR TR shareholders