Wharton Business Group, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLI and the CUSIP is 81369Y704. A total of 1,003 filers reported holding SELECT SECTOR SPDR TR in Q3 2021. The put-call ratio across all filers is 1.43 and the average weighting 0.4%.

Quarter-by-quarter ownership
Wharton Business Group, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$12,442
-13.2%
122,727
-8.1%
0.69%
-26.9%
Q2 2023$14,328
-7.7%
133,506
-13.0%
0.94%
+1.5%
Q1 2023$15,529
+2.2%
153,480
-0.8%
0.93%
+5.7%
Q4 2022$15,201
-99.9%
154,781
-25.6%
0.88%
-24.4%
Q3 2022$17,244,000
-5.7%
208,172
-0.6%
1.17%
-3.5%
Q2 2022$18,284,000
-56.4%
209,342
-48.6%
1.21%
-52.6%
Q1 2022$41,974,000
+49.7%
407,597
+53.8%
2.55%
+47.0%
Q4 2021$28,046,000
+8.9%
265,056
+0.7%
1.73%
-33.7%
Q3 2021$25,755,000
-4.2%
263,241
+0.2%
2.61%
+24.4%
Q2 2021$26,895,000
+7.7%
262,650
+3.6%
2.10%
+7.7%
Q1 2021$24,968,000
+23.1%
253,610
+10.8%
1.95%
+17.3%
Q4 2020$20,277,000
+1393.2%
228,990
+1197.8%
1.66%
+1229.6%
Q3 2020$1,358,000
+28.8%
17,645
+15.1%
0.12%
+22.5%
Q2 2020$1,054,000
+1.1%
15,335
-13.3%
0.10%
-13.6%
Q1 2020$1,043,000
-20.2%
17,682
+10.3%
0.12%
-2.5%
Q4 2019$1,307,000
+5.0%
16,0370.0%0.12%
-3.2%
Q3 2019$1,245,000
+0.2%
16,0370.0%0.12%
-1.6%
Q2 2019$1,242,000
+3.2%
16,0370.0%0.13%
+1.6%
Q1 2019$1,203,000
+16.5%
16,0370.0%0.12%
+2.5%
Q4 2018$1,033,000
-26.6%
16,037
-10.6%
0.12%
-12.9%
Q3 2018$1,407,000
+9.5%
17,9420.0%0.14%
+4.5%
Q2 2018$1,285,000
-3.6%
17,9420.0%0.13%
-2.9%
Q1 2018$1,333,000
+7.5%
17,9420.0%0.14%
+7.0%
Q4 2017$1,240,000
-2.7%
17,9420.0%0.13%
-4.4%
Q3 2017$1,274,000
-52.9%
17,942
-54.9%
0.14%
-53.3%
Q2 2017$2,707,000
+4.7%
39,7500.0%0.29%
+4.7%
Q1 2017$2,586,000
+2.6%
39,750
-1.9%
0.28%
-7.7%
Q4 2016$2,521,000
+88.1%
40,520
+76.5%
0.30%
+81.2%
Q3 2016$1,340,000
-50.5%
22,955
-52.5%
0.16%
-48.4%
Q2 2016$2,705,000
-29.0%
48,300
-29.7%
0.32%
-24.0%
Q1 2016$3,810,000
+3.3%
68,685
-1.3%
0.42%
+15.3%
Q4 2015$3,688,000
+4.9%
69,580
-1.3%
0.36%
+5.2%
Q3 2015$3,517,000
-27.6%
70,490
-21.5%
0.35%
+7.8%
Q2 2015$4,857,000
+44.5%
89,850
+49.1%
0.32%
+16.2%
Q1 2015$3,361,00060,2700.28%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2021
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