OXFORD FINANCIAL GROUP, LTD. LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLI and the CUSIP is 81369Y704. A total of 930 filers reported holding SELECT SECTOR SPDR TR in Q3 2022. The put-call ratio across all filers is 1.20 and the average weighting 0.4%.

Quarter-by-quarter ownership
OXFORD FINANCIAL GROUP, LTD. LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$76,035
-29.3%
750
-25.1%
0.01%
-30.0%
Q2 2023$107,535
+41.7%
1,002
+33.6%
0.01%
+11.1%
Q1 2023$75,885
+3.0%
7500.0%0.01%0.0%
Q4 2022$73,658
+18.8%
7500.0%0.01%0.0%
Q3 2022$62,000
-6.1%
7500.0%0.01%
-10.0%
Q2 2022$66,000
-76.9%
750
-73.0%
0.01%
-72.2%
Q1 2022$286,000
-23.3%
2,773
-21.4%
0.04%
-14.3%
Q4 2021$373,000
+411.0%
3,529
+370.5%
0.04%
+366.7%
Q3 2021$73,000
-64.6%
750
-62.8%
0.01%
-67.9%
Q2 2021$206,000
+178.4%
2,015
+168.7%
0.03%
+180.0%
Q1 2021$74,000
+12.1%
7500.0%0.01%0.0%
Q4 2020$66,000
+13.8%
7500.0%0.01%
+11.1%
Q3 2020$58,000
+11.5%
7500.0%0.01%0.0%
Q2 2020$52,000
+18.2%
7500.0%0.01%0.0%
Q1 2020$44,0007500.01%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2022
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