BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLI and the CUSIP is 81369Y704. A total of 1,119 filers reported holding SELECT SECTOR SPDR TR in Q4 2021. The put-call ratio across all filers is 1.80 and the average weighting 0.4%.

Quarter-by-quarter ownership
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$181,688
-5.5%
1,7920.0%0.05%
-3.9%
Q2 2023$192,334
+6.1%
1,7920.0%0.05%
-5.6%
Q1 2023$181,330
+3.0%
1,7920.0%0.05%
-6.9%
Q4 2022$176,007
+18.9%
1,7920.0%0.06%
+9.4%
Q3 2022$148,000
-5.7%
1,7920.0%0.05%0.0%
Q2 2022$157,000
-15.1%
1,7920.0%0.05%
+1.9%
Q1 2022$185,000
+1.1%
1,792
+3.5%
0.05%
+8.3%
Q4 2021$183,000
+10.2%
1,732
+3.0%
0.05%
-2.0%
Q3 2021$166,000
-3.5%
1,6820.0%0.05%
-2.0%
Q2 2021$172,000
-7.0%
1,682
-10.6%
0.05%
-10.7%
Q1 2021$185,000
+2.8%
1,882
-5.0%
0.06%
-9.7%
Q4 2020$180,000
+16.9%
1,982
-0.9%
0.06%
-1.6%
Q3 2020$154,000
+10.0%
2,0010.0%0.06%
-3.1%
Q2 2020$140,000
+8.5%
2,001
-8.3%
0.06%
-9.7%
Q1 2020$129,000
-37.4%
2,182
-13.8%
0.07%
-13.3%
Q4 2019$206,000
+13.8%
2,532
+8.6%
0.08%0.0%
Q3 2019$181,000
-3.7%
2,332
-4.1%
0.08%
-4.6%
Q2 2019$188,000
-4.6%
2,432
-7.6%
0.09%
-5.4%
Q1 2019$197,000
+11.9%
2,632
-3.7%
0.09%
-1.1%
Q4 2018$176,000
-17.8%
2,7320.0%0.09%
+1.1%
Q3 2018$214,000
+9.2%
2,7320.0%0.09%
+3.4%
Q2 2018$196,000
-9.7%
2,732
-6.8%
0.09%
-6.3%
Q1 2018$217,000
-1.8%
2,9320.0%0.10%
-4.0%
Q4 2017$221,000
+6.2%
2,9320.0%0.10%0.0%
Q3 2017$208,000
-2.3%
2,932
-6.4%
0.10%
-5.7%
Q2 2017$213,000
+4.4%
3,1320.0%0.10%
-5.4%
Q1 2017$204,000
+4.6%
3,1320.0%0.11%
-6.7%
Q4 2016$195,000
+6.6%
3,1320.0%0.12%
+11.2%
Q3 2016$183,000
-11.6%
3,132
-14.9%
0.11%
-19.5%
Q2 2016$207,000
+1.5%
3,6820.0%0.13%
-4.3%
Q1 2016$204,000
-1.0%
3,682
-5.2%
0.14%
-0.7%
Q4 2015$206,000
-12.7%
3,882
-17.8%
0.14%
-13.6%
Q3 2015$236,000
-11.3%
4,722
-4.1%
0.16%
+0.6%
Q2 2015$266,000
-5.7%
4,922
-2.8%
0.16%
-4.7%
Q1 2015$282,000
-20.8%
5,062
-19.5%
0.17%
-18.4%
Q4 2014$356,000
+4.1%
6,292
-2.3%
0.21%
+1.0%
Q3 2014$342,000
-1.7%
6,4420.0%0.20%
-2.4%
Q2 2014$348,000
+241.2%
6,442
+231.7%
0.21%
+204.3%
Q1 2014$102,000
+12.1%
1,942
+11.5%
0.07%
-1.4%
Q4 2013$91,0001,7420.07%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2021
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