HBK Sorce Advisory LLC - 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
HBK Sorce Advisory LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$316,089
-45.1%
3,118
-41.9%
0.01%
-41.7%
Q2 2023$575,895
+2.3%
5,366
-3.6%
0.02%
-7.7%
Q1 2023$563,011
+48772.5%
5,564
-52.6%
0.03%
-16.1%
Q4 2022$1,152
-99.8%
11,728
+90.8%
0.03%
-8.8%
Q3 2022$509,000
+64.7%
6,147
+73.5%
0.03%
+47.8%
Q2 2022$309,000
-55.7%
3,543
-47.8%
0.02%
-39.5%
Q1 2022$698,000
+46.3%
6,781
+50.4%
0.04%
+58.3%
Q4 2021$477,000
+8.2%
4,510
+0.1%
0.02%0.0%
Q3 2021$441,000
-7.4%
4,504
-3.1%
0.02%
-7.7%
Q2 2021$476,000
-10.0%
4,646
-13.5%
0.03%
-18.8%
Q1 2021$529,000
-48.2%
5,368
-53.4%
0.03%
-49.2%
Q4 2020$1,021,000
+22.0%
11,529
+6.0%
0.06%
+6.8%
Q3 2020$837,000
+16.9%
10,873
+4.4%
0.06%
+11.3%
Q2 2020$716,000
+4.1%
10,417
-10.6%
0.05%
-20.9%
Q1 2020$688,000
-30.3%
11,651
-3.9%
0.07%
-22.1%
Q4 2019$987,000
+8.5%
12,118
+3.3%
0.09%
-1.1%
Q3 2019$910,000
+0.3%
11,728
+0.1%
0.09%
-1.1%
Q2 2019$907,000
-2.6%
11,711
-5.6%
0.09%
-5.4%
Q1 2019$931,000
+14.7%
12,401
-1.7%
0.09%0.0%
Q4 2018$812,000
+189.0%
12,610
+252.3%
0.09%
+190.6%
Q3 2018$281,000
+33.8%
3,579
+21.9%
0.03%
+33.3%
Q2 2018$210,0002,9370.02%
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