Morningstar Investment Services LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLI and the CUSIP is 81369Y704. A total of 757 filers reported holding SELECT SECTOR SPDR TR in Q3 2020. The put-call ratio across all filers is 1.04 and the average weighting 0.4%.

Quarter-by-quarter ownership
Morningstar Investment Services LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q1 2021$2,000,000
-85.8%
20,253
-87.3%
0.03%
-86.7%
Q4 2020$14,133,000
-8.1%
159,600
-19.9%
0.20%
-18.0%
Q3 2020$15,386,000
+12.9%
199,283
-0.1%
0.24%
+6.7%
Q2 2020$13,622,000
+4.2%
199,420
-8.9%
0.22%
-5.9%
Q1 2020$13,074,000
-33.7%
218,851
-9.6%
0.24%
-23.2%
Q4 2019$19,730,000
+6.1%
242,198
+1.1%
0.31%
-1.6%
Q3 2019$18,588,000
+2.7%
239,479
+2.5%
0.32%
+6.1%
Q2 2019$18,092,000
+7.5%
233,692
+4.2%
0.30%
+2.8%
Q1 2019$16,829,000
+85.7%
224,292
+59.4%
0.29%
+62.4%
Q4 2018$9,061,000
-16.5%
140,676
+1.6%
0.18%
-9.2%
Q3 2018$10,855,000
+12.5%
138,458
+2.8%
0.20%
+8.3%
Q2 2018$9,648,000
+1.1%
134,692
+4.9%
0.18%
-2.7%
Q1 2018$9,542,000
-6.7%
128,437
-5.0%
0.19%
-9.3%
Q4 2017$10,229,000
+62.5%
135,179
+52.4%
0.20%
+49.6%
Q3 2017$6,296,000
+12.6%
88,676
+8.0%
0.14%
+6.2%
Q2 2017$5,593,000
+20.1%
82,117
+14.7%
0.13%
+10.3%
Q1 2017$4,658,000
+57.8%
71,600
+51.0%
0.12%
+20.6%
Q4 2016$2,951,000
+12.7%
47,427
+5.8%
0.10%
+27.6%
Q3 2016$2,618,000
+5.7%
44,836
+1.8%
0.08%
-2.6%
Q2 2016$2,476,000
+6.8%
44,057
+5.4%
0.08%
-2.5%
Q1 2016$2,318,00041,7940.08%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2020
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