STERLING INVESTMENT MANAGEMENT, 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
STERLING INVESTMENT MANAGEMENT, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$316,407
-10.2%
3,121
-4.9%
0.28%
+0.7%
Q2 2023$352,224
+3.0%
3,282
-2.9%
0.28%
+2.6%
Q1 2023$341,887
-2.6%
3,379
-5.5%
0.27%
-3.5%
Q4 2022$351,003
+32.5%
3,574
+11.9%
0.28%
+26.5%
Q3 2022$265,000
-7.3%
3,195
-2.5%
0.22%
-6.3%
Q2 2022$286,000
-16.4%
3,276
-1.4%
0.24%
-1.2%
Q1 2022$342,000
-13.9%
3,323
-11.5%
0.24%
-2.4%
Q4 2021$397,000
+7.3%
3,756
-0.7%
0.25%
+4.7%
Q3 2021$370,000
-5.4%
3,781
-1.0%
0.24%
-7.8%
Q2 2021$391,000
+0.8%
3,819
-3.2%
0.26%
-3.4%
Q1 2021$388,000
+4.6%
3,944
-5.8%
0.26%
+0.8%
Q4 2020$371,000
+6.9%
4,187
-7.1%
0.26%
+1.5%
Q3 2020$347,000
+11.2%
4,506
-0.9%
0.26%
+7.5%
Q2 2020$312,000
+10.2%
4,548
-5.2%
0.24%
-2.4%
Q1 2020$283,000
-30.0%
4,796
-3.3%
0.25%
-7.8%
Q4 2019$404,000
+6.6%
4,961
+1.6%
0.27%
-3.2%
Q3 2019$379,000
-2.6%
4,882
-2.9%
0.28%
-8.0%
Q2 2019$389,000
+25.5%
5,029
+21.6%
0.30%
+25.4%
Q1 2019$310,000
+1.3%
4,136
-13.1%
0.24%
-6.2%
Q4 2018$306,000
-19.3%
4,757
-1.8%
0.26%
-6.9%
Q3 2018$379,000
+11.1%
4,846
+1.6%
0.28%
+3.8%
Q2 2018$341,000
+2.7%
4,768
+6.7%
0.26%
-1.1%
Q1 2018$332,000
-12.9%
4,469
-11.2%
0.27%
-34.0%
Q4 2017$381,000
+70.1%
5,035
+59.8%
0.41%
+33.6%
Q3 2017$224,0003,1500.30%
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