West Oak Capital, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLI and the CUSIP is 81369Y704. A total of 1,071 filers reported holding SELECT SECTOR SPDR TR in Q1 2022. The put-call ratio across all filers is 2.44 and the average weighting 0.5%.

Quarter-by-quarter ownership
West Oak Capital, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$110
-99.9%
1,0890.0%0.06%
-3.5%
Q2 2023$116,871
+10.0%
1,089
+3.7%
0.06%
+5.6%
Q1 2023$106,239
+103044.7%
1,0500.0%0.05%0.0%
Q4 2022$103
-99.9%
1,0500.0%0.05%
+14.9%
Q3 2022$87,000
-42.4%
1,050
-39.4%
0.05%
-40.5%
Q2 2022$151,000
-15.2%
1,7330.0%0.08%
-1.2%
Q1 2022$178,000
-4.8%
1,733
-2.0%
0.08%
+15.9%
Q4 2021$187,000
+5.1%
1,768
-2.8%
0.07%0.0%
Q3 2021$178,000
-4.3%
1,8180.0%0.07%
-5.5%
Q2 2021$186,000
+6.9%
1,818
+2.8%
0.07%
-1.4%
Q1 2021$174,000
+10.8%
1,7680.0%0.07%
+1.4%
Q4 2020$157,000
+15.4%
1,7680.0%0.07%
-2.7%
Q3 2020$136,000
+12.4%
1,7680.0%0.08%
+8.7%
Q2 2020$121,000
+16.3%
1,7680.0%0.07%
-2.8%
Q1 2020$104,000
-27.8%
1,7680.0%0.07%
-12.3%
Q4 2019$144,000
+5.1%
1,7680.0%0.08%0.0%
Q3 2019$137,0000.0%1,7680.0%0.08%
-1.2%
Q2 2019$137,000
+3.0%
1,7680.0%0.08%
-1.2%
Q1 2019$133,000
-99.9%
1,7680.0%0.08%
+2.5%
Q4 2018$113,877,000
-17.8%
1,7680.0%0.08%
+1.2%
Q3 2018$138,611,000
+9.5%
1,7680.0%0.08%
+3.9%
Q2 2018$126,642,000
-3.6%
1,7680.0%0.08%
-1.3%
Q1 2018$131,345,000
+23.3%
1,768
+17.9%
0.08%
+23.8%
Q3 2017$106,500,000
+4.2%
1,5000.0%0.06%
+1.6%
Q2 2017$102,165,000
+21.7%
1,500
+16.3%
0.06%
+19.2%
Q1 2017$83,927,000
+4.6%
1,2900.0%0.05%
-3.7%
Q4 2016$80,264,000
+6.6%
1,2900.0%0.05%
+3.8%
Q3 2016$75,310,000
+4.2%
1,2900.0%0.05%0.0%
Q2 2016$72,253,000
-22.9%
1,290
-23.7%
0.05%
-27.8%
Q1 2016$93,744,000
+4.6%
1,6900.0%0.07%
+2.9%
Q4 2015$89,587,000
+6.3%
1,6900.0%0.07%
+2.9%
Q3 2015$84,314,000
-7.7%
1,6900.0%0.07%0.0%
Q2 2015$91,361,000
-3.1%
1,6900.0%0.07%
-1.4%
Q1 2015$94,251,000
-1.4%
1,6900.0%0.07%
-1.4%
Q4 2014$95,620,000
+6.5%
1,6900.0%0.07%
+4.5%
Q3 2014$89,824,000
-1.7%
1,6900.0%0.07%
+1.5%
Q2 2014$91,361,000
+3.3%
1,6900.0%0.07%
+1.5%
Q1 2014$88,438,000
+35.4%
1,690
+35.2%
0.06%
+35.4%
Q4 2013$65,325,000
+12.6%
1,2500.0%0.05%
+6.7%
Q3 2013$58,006,000
+36.0%
1,250
+25.0%
0.04%
+25.0%
Q2 2013$42,640,0001,0000.04%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2022
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