BRADLEY FOSTER & SARGENT INC/CT - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLI and the CUSIP is 81369Y704. A total of 27 filers reported holding SELECT SECTOR SPDR TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
BRADLEY FOSTER & SARGENT INC/CT ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$794,7050.0%7,4050.0%0.02%0.0%
Q2 2023$794,705
+6.1%
7,4050.0%0.02%
-5.6%
Q1 2023$749,238
+3.0%
7,4050.0%0.02%0.0%
Q4 2022$727,245
+18.6%
7,4050.0%0.02%
+5.9%
Q3 2022$613,000
-5.3%
7,4050.0%0.02%0.0%
Q2 2022$647,000
-7.3%
7,405
+9.2%
0.02%
+13.3%
Q1 2022$698,000
+15.6%
6,780
+18.9%
0.02%
+15.4%
Q4 2021$604,000
+37.0%
5,704
+26.6%
0.01%
+30.0%
Q3 2021$441,000
+34.9%
4,504
+41.2%
0.01%
+25.0%
Q2 2021$327,000
+4.1%
3,1890.0%0.01%0.0%
Q1 2021$314,000
+11.3%
3,1890.0%0.01%
+14.3%
Q4 2020$282,000
+6.0%
3,189
-7.7%
0.01%
-12.5%
Q3 2020$266,000
+3.5%
3,454
+9.5%
0.01%0.0%
Q4 2019$257,000
+4.9%
3,1550.0%0.01%0.0%
Q3 2019$245,000
+0.4%
3,1550.0%0.01%0.0%
Q2 2019$244,000
+0.8%
3,155
-2.2%
0.01%0.0%
Q1 2019$242,000
+16.3%
3,2260.0%0.01%0.0%
Q4 2018$208,000
-17.8%
3,2260.0%0.01%
-11.1%
Q3 2018$253,000
+9.5%
3,2260.0%0.01%
+12.5%
Q2 2018$231,000
-3.8%
3,2260.0%0.01%
-11.1%
Q1 2018$240,000
+0.4%
3,226
+2.3%
0.01%0.0%
Q4 2017$239,000
-4.8%
3,155
-10.7%
0.01%
-10.0%
Q3 2017$251,000
+4.1%
3,5350.0%0.01%0.0%
Q2 2017$241,000
+4.8%
3,5350.0%0.01%
+11.1%
Q1 2017$230,000
-5.0%
3,535
-9.3%
0.01%
-10.0%
Q4 2016$242,000
+17.5%
3,896
+10.2%
0.01%
+11.1%
Q3 2016$206,000
+3.0%
3,5350.0%0.01%0.0%
Q4 2014$200,0003,5350.01%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2023
NameSharesValueWeighting ↓
Grant/GrossMendelsohn, LLC 102,269$9,172,0009.05%
Platt Investment Counsel, LLC 105,634$9,354,0008.86%
Biltmore Wealth Management, LLC 186,439$16,509,0008.53%
Florin Court Capital LLP 181,800$16,098,0008.13%
INNEALTA CAPITAL, LLC 129,203$11,441,0006.74%
Ayalon Insurance Comp Ltd. 156,078$13,821,0006.27%
WestEnd Advisors, LLC 1,169,803$103,586,055,0005.24%
SPX Gestao de Recursos Ltda 570,538$50,521,140,0005.21%
Ciovacco Capital Management LLC 64,409$5,703,0004.90%
Rothschild Capital Partners, LLC 141,496$12,529,0004.48%
View complete list of SELECT SECTOR SPDR TR shareholders