Evercore Wealth Management, 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
Evercore Wealth Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$1,868,433
-4.5%
18,430
+1.1%
0.04%
-2.8%
Q2 2023$1,956,229
+14.9%
18,228
+8.3%
0.04%
+5.9%
Q1 2023$1,702,657
+2.0%
16,828
-1.0%
0.03%
-2.9%
Q4 2022$1,669,275
+18.4%
16,997
-0.1%
0.04%
+9.4%
Q3 2022$1,410,000
-7.1%
17,017
-2.0%
0.03%0.0%
Q2 2022$1,517,000
-54.7%
17,368
-46.6%
0.03%
-45.8%
Q1 2022$3,352,000
+11.5%
32,548
+14.5%
0.06%
+20.4%
Q4 2021$3,006,000
-26.8%
28,416
-32.3%
0.05%
-33.8%
Q3 2021$4,109,000
-9.7%
41,996
-5.5%
0.07%
-10.8%
Q2 2021$4,550,000
+23.9%
44,427
+19.1%
0.08%
+13.7%
Q1 2021$3,672,000
+94.6%
37,302
+75.0%
0.07%
+78.0%
Q4 2020$1,887,000
+388.9%
21,312
+325.0%
0.04%
+355.6%
Q3 2020$386,000
+30.8%
5,015
+16.9%
0.01%
+12.5%
Q2 2020$295,000
-1.7%
4,290
-15.6%
0.01%
-20.0%
Q1 2020$300,000
+37.6%
5,080
+80.1%
0.01%
+42.9%
Q2 2019$218,000
+3.8%
2,820
+0.5%
0.01%0.0%
Q1 2019$210,000
+14.8%
2,805
+15.7%
0.01%0.0%
Q4 2017$183,000
+1.1%
2,425
-4.7%
0.01%0.0%
Q3 2017$181,000
-8.1%
2,545
-12.1%
0.01%
-12.5%
Q2 2017$197,000
+4.8%
2,8950.0%0.01%
+14.3%
Q1 2017$188,000
-1.1%
2,895
-5.2%
0.01%
-12.5%
Q4 2016$190,000
-46.0%
3,055
-49.4%
0.01%
-46.7%
Q3 2016$352,000
+107.1%
6,035
+98.8%
0.02%
+87.5%
Q2 2016$170,000
+3.0%
3,035
+1.8%
0.01%
+14.3%
Q1 2016$165,000
+3.8%
2,980
-0.7%
0.01%0.0%
Q4 2015$159,000
+591.3%
3,000
+552.2%
0.01%
+600.0%
Q3 2015$23,000
-52.1%
460
-48.5%
0.00%
-50.0%
Q2 2015$48,000
+84.6%
894
+94.3%
0.00%
+100.0%
Q1 2015$26,000
-81.7%
460
-86.1%
0.00%
-87.5%
Q2 2013$142,0003,3000.01%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 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