BAR HARBOR WEALTH MANAGEMENT - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLI and the CUSIP is 81369Y704. A total of 898 filers reported holding SELECT SECTOR SPDR TR in Q4 2020. The put-call ratio across all filers is 1.58 and the average weighting 0.4%.

Quarter-by-quarter ownership
BAR HARBOR WEALTH MANAGEMENT ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$15,734,379
-5.6%
155,202
-0.0%
1.25%
-1.9%
Q2 2023$16,661,322
+4.9%
155,249
-1.1%
1.28%
+1.0%
Q1 2023$15,878,077
+2.8%
156,929
-0.2%
1.26%
+2.5%
Q4 2022$15,445,585
+18.3%
157,271
-0.3%
1.23%
+9.6%
Q3 2022$13,061,000
-6.2%
157,668
-1.1%
1.12%
+1.0%
Q2 2022$13,927,000
-15.2%
159,459
-0.1%
1.11%
-24.4%
Q1 2022$16,432,000
-4.3%
159,567
-1.6%
1.47%
+1.2%
Q4 2021$17,167,000
+8.3%
162,236
+0.1%
1.46%
-1.8%
Q3 2021$15,858,000
-4.8%
162,079
-0.3%
1.48%
-4.2%
Q2 2021$16,653,000
+3.2%
162,629
-0.8%
1.55%
-1.4%
Q1 2021$16,133,000
+11.8%
163,868
+0.6%
1.57%
+8.7%
Q4 2020$14,424,000
+15.6%
162,896
+0.5%
1.44%
+4.8%
Q3 2020$12,476,000
+11.9%
162,068
-0.1%
1.38%
+7.0%
Q2 2020$11,150,000
+13.4%
162,306
-2.6%
1.29%
-2.8%
Q1 2020$9,831,000
-27.8%
166,598
-0.3%
1.33%
-10.9%
Q4 2019$13,609,000
+3.1%
167,049
-1.8%
1.49%
-2.9%
Q3 2019$13,201,000
-2.2%
170,051
-2.5%
1.53%
-2.4%
Q2 2019$13,503,000
+2.4%
174,408
-0.8%
1.57%
-0.7%
Q1 2019$13,185,000
+15.5%
175,733
-0.8%
1.58%
+4.2%
Q4 2018$11,414,000
-18.2%
177,209
-0.5%
1.52%
-4.2%
Q3 2018$13,961,000
+8.8%
178,080
-0.6%
1.58%
+2.5%
Q2 2018$12,827,000
-3.4%
179,072
+0.2%
1.55%
-5.0%
Q1 2018$13,279,000
-2.5%
178,734
-0.7%
1.63%
+2.6%
Q4 2017$13,618,000
+4.8%
179,962
-1.6%
1.58%
+0.9%
Q3 2017$12,990,000
+2.0%
182,959
-2.2%
1.57%
+2.8%
Q2 2017$12,739,000
+3.4%
187,027
-1.3%
1.53%
+6.1%
Q1 2017$12,323,000
-6.7%
189,402
-10.7%
1.44%
-1.2%
Q4 2016$13,201,000
+5.6%
212,156
-0.9%
1.46%
+3.0%
Q3 2016$12,497,000
+4.6%
214,055
+0.3%
1.42%
+1.8%
Q2 2016$11,953,000
+0.4%
213,413
-0.5%
1.39%
-4.2%
Q1 2016$11,901,000
+3.4%
214,554
-1.2%
1.45%
+0.3%
Q4 2015$11,508,000
+6.0%
217,093
-0.2%
1.45%
+0.4%
Q3 2015$10,853,000
-8.7%
217,544
-1.1%
1.44%
-0.3%
Q2 2015$11,885,000
-3.7%
219,855
-0.7%
1.44%
-3.4%
Q1 2015$12,344,000
-1.2%
221,334
+0.2%
1.50%
-4.1%
Q4 2014$12,493,000
+6.4%
220,801
-0.0%
1.56%
+3.6%
Q3 2014$11,738,000
-1.3%
220,845
+0.4%
1.51%
+1.1%
Q2 2014$11,890,000
+3.1%
219,948
-0.2%
1.49%
+0.5%
Q1 2014$11,531,000
+0.6%
220,359
+0.5%
1.48%
-0.4%
Q4 2013$11,459,000
+10.6%
219,258
-1.8%
1.49%
+2.5%
Q3 2013$10,357,000
+11.4%
223,184
+2.3%
1.45%
+7.9%
Q2 2013$9,299,000
+3.0%
218,079
+0.9%
1.35%
-2.3%
Q1 2013$9,025,000216,1131.38%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2020
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 106,173$10,388,0009.22%
Biltmore Wealth Management, LLC 232,382$22,736,0009.10%
HELLMAN JORDAN MANAGEMENT CO INC /MA/ 56,719$5,549,0007.81%
Mandatum Life Insurance Co Ltd 403,134$39,443,0007.31%
PVG ASSET MANAGEMENT CORP 21,638$2,117,061,0006.34%
Florin Court Capital LLP 63,200$6,183,0005.89%
Chicago Wealth Management, Inc. 69,502$6,800,0004.96%
Opal Wealth Advisors, LLC 51,390$5,028,0004.83%
Round Rock Advisors, LLC 62,739$6,138,0004.54%
Ayalon Insurance Comp Ltd. 124,397$12,338,0004.44%
View complete list of SELECT SECTOR SPDR TR shareholders