Plante Moran Financial Advisors, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLI and the CUSIP is 81369Y704. A total of 1,076 filers reported holding SELECT SECTOR SPDR TR in Q3 2023. The put-call ratio across all filers is 1.81 and the average weighting 0.4%.

Quarter-by-quarter ownership
Plante Moran Financial Advisors, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$31,225
-5.5%
3080.0%0.00%0.0%
Q2 2023$33,055
+6.1%
3080.0%0.00%0.0%
Q1 2023$31,163
-62.6%
308
-63.7%
0.00%
-66.7%
Q4 2022$83,282
+177.6%
848
+133.0%
0.01%
+140.0%
Q3 2022$30,000
+11.1%
364
+18.2%
0.01%0.0%
Q2 2022$27,000
-67.9%
308
-62.4%
0.01%
-68.8%
Q1 2022$84,000
+154.5%
820
+166.2%
0.02%
+220.0%
Q4 2021$33,000
-68.3%
308
-70.9%
0.01%
-78.3%
Q3 2021$104,000
+136.4%
1,060
+148.2%
0.02%
+109.1%
Q2 2021$44,000
+2.3%
427
-2.1%
0.01%
-8.3%
Q1 2021$43,000
+59.3%
436
+41.6%
0.01%
+50.0%
Q4 2020$27,000
+42.1%
308
+26.2%
0.01%
+14.3%
Q3 2020$19,000
+58.3%
244
+36.3%
0.01%
+40.0%
Q2 2020$12,000
-70.7%
179
-74.1%
0.01%
-73.7%
Q1 2020$41,000
-54.4%
691
-37.2%
0.02%
-38.7%
Q4 2019$90,000
+5.9%
1,1010.0%0.03%
+24.0%
Q3 2019$85,0000.0%1,1010.0%0.02%
-3.8%
Q2 2019$85,000
+2.4%
1,1010.0%0.03%0.0%
Q1 2019$83,000
+6.4%
1,101
-9.2%
0.03%
-3.7%
Q4 2018$78,000
-47.7%
1,213
-36.4%
0.03%
-43.8%
Q3 2018$149,000
+8.8%
1,9060.0%0.05%
-30.4%
Q2 2018$137,000
-7.4%
1,906
-4.0%
0.07%
-13.8%
Q1 2018$148,000
+22.3%
1,986
+24.1%
0.08%
+19.4%
Q4 2017$121,000
+6.1%
1,6000.0%0.07%
-1.5%
Q3 2017$114,000
-20.3%
1,600
-24.0%
0.07%
-23.6%
Q2 2017$143,000
+113.4%
2,104
+103.3%
0.09%
+122.5%
Q1 2017$67,000
+4.7%
1,0350.0%0.04%0.0%
Q4 2016$64,000
+178.3%
1,035
+162.7%
0.04%
+150.0%
Q3 2016$23,000
-36.1%
394
-39.0%
0.02%
-38.5%
Q2 2016$36,0000.0%6460.0%0.03%
-7.1%
Q1 2016$36,000
-10.0%
646
-14.7%
0.03%
-6.7%
Q4 2015$40,000
-60.0%
757
-59.1%
0.03%
-57.7%
Q2 2015$100,000
-2.9%
1,8500.0%0.07%
-1.4%
Q1 2015$103,000
-3.7%
1,850
-2.5%
0.07%
-8.9%
Q4 2014$107,000
+9.2%
1,898
+2.6%
0.08%
-8.1%
Q3 2014$98,0001,8500.09%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2023
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