Nelson Capital Management, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLI and the CUSIP is 81369Y704. A total of 425 filers reported holding SELECT SECTOR SPDR TR in Q4 2014. The put-call ratio across all filers is 3.93 and the average weighting 0.7%.

Quarter-by-quarter ownership
Nelson Capital Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$12,630,326
-4.6%
124,584
+1.0%
3.10%
-9.4%
Q2 2023$13,234,810
+4.9%
123,321
-1.1%
3.42%
-4.6%
Q1 2023$12,610,671
+1053.0%
124,636
+1019.1%
3.58%
+1015.6%
Q4 2022$1,093,765
+19.5%
11,137
+0.8%
0.32%
+19.3%
Q3 2022$915,000
-9.0%
11,047
-4.1%
0.27%
-3.2%
Q2 2022$1,006,000
-26.9%
11,520
-13.9%
0.28%
+3.3%
Q1 2022$1,377,000
-1.5%
13,374
+1.2%
0.27%
+3.9%
Q4 2021$1,398,000
+9.2%
13,209
+0.9%
0.26%
+1.6%
Q3 2021$1,280,000
-4.1%
13,086
+0.4%
0.26%
-5.6%
Q2 2021$1,335,000
-2.0%
13,034
-5.8%
0.27%
-7.2%
Q1 2021$1,362,000
+2.6%
13,838
-7.7%
0.29%
+2.1%
Q4 2020$1,327,000
-25.3%
14,988
-35.0%
0.28%
-8.4%
Q3 2020$1,776,000
+2.7%
23,066
-8.3%
0.31%
-17.5%
Q2 2020$1,729,000
+11.8%
25,162
-4.0%
0.38%
-9.2%
Q1 2020$1,546,000
-25.1%
26,204
+3.4%
0.42%
-4.4%
Q4 2019$2,065,000
+2.8%
25,344
-2.0%
0.43%
-8.8%
Q3 2019$2,008,000
-2.0%
25,868
-2.2%
0.48%
-1.7%
Q2 2019$2,049,000
+3.5%
26,463
+0.3%
0.48%
-2.0%
Q1 2019$1,980,000
+18.8%
26,394
+2.0%
0.49%
+6.2%
Q4 2018$1,667,000
-19.4%
25,886
-1.9%
0.46%
-2.3%
Q3 2018$2,069,000
+11.6%
26,395
+2.0%
0.48%
-0.2%
Q2 2018$1,854,000
-0.5%
25,879
+3.2%
0.48%
-1.2%
Q1 2018$1,863,000
-0.6%
25,084
+1.2%
0.48%
-17.4%
Q4 2017$1,875,000
+8.4%
24,779
+1.7%
0.58%
+2.6%
Q3 2017$1,730,000
+4.5%
24,364
+0.2%
0.57%
+1.6%
Q2 2017$1,656,000
+5.3%
24,319
+0.6%
0.56%
+6.0%
Q1 2017$1,573,000
+10.5%
24,179
+5.7%
0.53%
+6.4%
Q4 2016$1,424,000
+6.2%
22,885
-0.4%
0.50%
+4.6%
Q3 2016$1,341,000
+7.8%
22,976
+3.4%
0.48%
+1.5%
Q2 2016$1,244,000
+1.6%
22,215
+0.7%
0.47%
+1.5%
Q1 2016$1,224,000
+3.6%
22,066
-1.0%
0.46%
+1.5%
Q4 2015$1,182,000
+0.5%
22,296
-5.4%
0.45%
+0.9%
Q3 2015$1,176,000
-5.3%
23,566
+2.6%
0.45%
+0.2%
Q2 2015$1,242,000
-4.5%
22,975
-1.5%
0.45%
-4.3%
Q1 2015$1,301,000
-0.4%
23,335
+1.1%
0.47%
-3.1%
Q4 2014$1,306,000
+9.8%
23,086
+3.2%
0.48%
+7.8%
Q3 2014$1,189,000
-1.3%
22,376
+0.4%
0.45%
-6.8%
Q2 2014$1,205,000
+1.0%
22,296
-2.2%
0.48%
-8.0%
Q1 2014$1,193,000
-2.5%
22,800
-2.7%
0.52%
-3.7%
Q4 2013$1,224,000
+10.6%
23,428
-1.8%
0.54%
+3.0%
Q3 2013$1,107,000
+9.4%
23,860
+0.5%
0.53%
+1.7%
Q2 2013$1,012,00023,7370.52%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2014
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