UNITED CAPITAL FINANCIAL ADVISORS, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLI and the CUSIP is 81369Y704. A total of 972 filers reported holding SELECT SECTOR SPDR TR in Q2 2022. The put-call ratio across all filers is 1.59 and the average weighting 0.4%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$11,504,601
-5.2%
113,480
+0.3%
0.08%
+13.6%
Q2 2023$12,136,967
+9.1%
113,091
+2.8%
0.07%
+6.5%
Q1 2023$11,126,615
+11.9%
109,969
+8.6%
0.06%
+10.7%
Q4 2022$9,942,999
+33.9%
101,242
+13.0%
0.06%
+27.3%
Q3 2022$7,423,000
+17.1%
89,603
+23.4%
0.04%
+25.7%
Q2 2022$6,340,000
-9.4%
72,594
+6.8%
0.04%
+2.9%
Q1 2022$6,998,000
-3.8%
67,955
-1.2%
0.03%0.0%
Q4 2021$7,275,000
+29.9%
68,755
+20.1%
0.03%
+21.4%
Q3 2021$5,601,000
-0.5%
57,251
+4.1%
0.03%0.0%
Q2 2021$5,631,000
+10.6%
54,988
+6.3%
0.03%0.0%
Q1 2021$5,090,000
+47.2%
51,706
+32.4%
0.03%
+33.3%
Q4 2020$3,457,000
-56.3%
39,044
-62.0%
0.02%
-59.6%
Q3 2020$7,906,000
+45.7%
102,706
+30.0%
0.05%
+33.3%
Q2 2020$5,428,000
+20.2%
79,015
+3.3%
0.04%
+5.4%
Q1 2020$4,514,000
-88.0%
76,492
-83.4%
0.04%
-84.7%
Q4 2019$37,528,000
+11.0%
460,630
+5.8%
0.24%
+2.5%
Q3 2019$33,809,000
-5.8%
435,510
-6.1%
0.24%
+0.4%
Q2 2019$35,891,000
-23.1%
463,583
-25.5%
0.24%
-28.4%
Q1 2019$46,678,000
+464.2%
622,125
+384.3%
0.33%
+397.0%
Q4 2018$8,274,000
-78.4%
128,455
-73.8%
0.07%
-75.6%
Q3 2018$38,383,000
+338.6%
489,579
+300.7%
0.27%
+315.4%
Q2 2018$8,752,000
+4.1%
122,183
+7.9%
0.06%
+1.6%
Q1 2018$8,411,000
+12.9%
113,218
+15.2%
0.06%
+8.5%
Q4 2017$7,449,000
+19.6%
98,262
+12.0%
0.06%
+11.3%
Q3 2017$6,227,000
+37.9%
87,702
+32.3%
0.05%
+32.5%
Q2 2017$4,514,000
+35.2%
66,279
+29.1%
0.04%
+29.0%
Q1 2017$3,339,000
+24.5%
51,324
+19.1%
0.03%
+19.2%
Q4 2016$2,681,000
-14.3%
43,085
-19.6%
0.03%
-13.3%
Q3 2016$3,129,000
-7.3%
53,593
-11.1%
0.03%
-11.8%
Q2 2016$3,375,000
+12.5%
60,273
+11.4%
0.03%
+3.0%
Q1 2016$3,000,000
+11.1%
54,090
+6.2%
0.03%
+6.5%
Q4 2015$2,700,000
+610.5%
50,935
+568.4%
0.03%
+520.0%
Q3 2015$380,000
-27.3%
7,620
-21.3%
0.01%
-16.7%
Q2 2015$523,000
-36.1%
9,682
-34.2%
0.01%
-40.0%
Q1 2015$819,000
-70.7%
14,722
-70.2%
0.01%
-52.4%
Q4 2014$2,792,000
+780.8%
49,362
+727.5%
0.02%
+250.0%
Q3 2014$317,000
+11.6%
5,965
-2.7%
0.01%
-33.3%
Q3 2013$284,0006,1300.01%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q2 2022
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