Clearstead Advisors, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLB and the CUSIP is 81369Y100. A total of 640 filers reported holding SELECT SECTOR SPDR TR in Q4 2020. The put-call ratio across all filers is 2.32 and the average weighting 0.3%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$291,892
+89.6%
3,716
+100.0%
0.01%
-11.1%
Q2 2023$153,973
+2.7%
1,8580.0%0.01%
-18.2%
Q1 2023$149,867
+3.8%
1,8580.0%0.01%0.0%
Q4 2022$144,329
+11.0%
1,858
-2.8%
0.01%
-8.3%
Q3 2022$130,000
-7.8%
1,9120.0%0.01%
+9.1%
Q2 2022$141,000
-23.8%
1,912
-8.9%
0.01%
-15.4%
Q1 2022$185,000
-13.6%
2,098
-11.2%
0.01%
-13.3%
Q4 2021$214,000
+51.8%
2,363
+32.5%
0.02%
+36.4%
Q3 2021$141,000
+98.6%
1,784
+107.7%
0.01%
+120.0%
Q2 2021$71,000
+4.4%
8590.0%0.01%
-16.7%
Q1 2021$68,000
-6.8%
859
-14.5%
0.01%
-14.3%
Q4 2020$73,000
+14.1%
1,0050.0%0.01%0.0%
Q3 2020$64,000
+42.2%
1,005
+25.6%
0.01%
+40.0%
Q2 2020$45,000
+25.0%
8000.0%0.01%0.0%
Q1 2020$36,0008000.01%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2020
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