WBH ADVISORY INC - 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
WBH ADVISORY INC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$7,511,725
-7.8%
74,095
-2.4%
0.92%
-4.5%
Q2 2023$8,145,072
+18.0%
75,895
+11.2%
0.96%
+11.9%
Q1 2023$6,903,258
+2.8%
68,227
-15.8%
0.86%
-11.0%
Q3 2022$6,715,000
+3.4%
81,064
+9.0%
0.97%
+11.9%
Q2 2022$6,493,000
-31.5%
74,357
-23.3%
0.87%
-25.5%
Q1 2022$9,477,000
+1.8%
96,972
+10.2%
1.16%
+9.5%
Q4 2021$9,313,000
+19.5%
88,020
+10.5%
1.06%
+1.3%
Q3 2021$7,793,000
+30.3%
79,647
+37.9%
1.05%
+19.5%
Q2 2021$5,983,000
+24.3%
57,775
+18.1%
0.88%
+12.6%
Q1 2021$4,814,000
+11.3%
48,900
+1.3%
0.78%
+4.7%
Q4 2020$4,327,000
+15.5%
48,251
-0.8%
0.74%
-1.6%
Q3 2020$3,746,000
+20.8%
48,659
+7.8%
0.76%
+0.7%
Q2 2020$3,101,000
-23.2%
45,141
-34.1%
0.75%
-20.7%
Q1 2020$4,039,000
-29.9%
68,448
-3.2%
0.95%
-19.6%
Q4 2019$5,762,000
+6.7%
70,735
+1.7%
1.18%
-2.8%
Q3 2019$5,398,000
+1.8%
69,540
+1.5%
1.21%
-1.5%
Q2 2019$5,304,000
+2.6%
68,511
-0.6%
1.23%0.0%
Q1 2019$5,172,000
+24.9%
68,941
+7.2%
1.23%
+22.3%
Q4 2018$4,142,000
-27.2%
64,316
-11.3%
1.01%
-27.0%
Q3 2018$5,686,000
+10.6%
72,538
+1.0%
1.38%
+3.4%
Q2 2018$5,142,000
-2.7%
71,793
+0.9%
1.33%
-7.2%
Q1 2018$5,284,000
+1.3%
71,135
+3.2%
1.44%
+3.3%
Q4 2017$5,216,000
+26.2%
68,939
+18.4%
1.39%
+20.5%
Q3 2017$4,134,000
+13.2%
58,238
+8.6%
1.15%
+12.6%
Q2 2017$3,653,000
+12.6%
53,636
+7.6%
1.02%
+5.6%
Q1 2017$3,243,000
+21.6%
49,851
+16.2%
0.97%
+9.2%
Q4 2016$2,668,000
+38.7%
42,893
+30.1%
0.89%
+35.1%
Q3 2016$1,924,000
+10.7%
32,957
+6.2%
0.66%
-2.8%
Q2 2016$1,738,000
+31.2%
31,031
+29.9%
0.68%
+52.8%
Q1 2016$1,325,000
+35.5%
23,887
+29.3%
0.44%
+29.5%
Q4 2015$978,000
+36.8%
18,467
+28.8%
0.34%
+15.2%
Q3 2015$715,000
-4.9%
14,340
+3.0%
0.30%
+0.3%
Q2 2015$752,000
+43.8%
13,921
+48.4%
0.30%
+101.4%
Q1 2015$523,0009,3810.15%
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