Spruce Investment Advisors LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLI and the CUSIP is 81369Y704. A total of 639 filers reported holding SELECT SECTOR SPDR TR in Q4 2017. The put-call ratio across all filers is 2.26 and the average weighting 0.5%.

Quarter-by-quarter ownership
Spruce Investment Advisors LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q4 2017$740,000
-2.9%
9,778
-8.9%
1.53%
+3.8%
Q3 2017$762,000
-0.3%
10,738
-4.3%
1.47%
+8.8%
Q2 2017$764,000
-8.7%
11,217
-12.8%
1.35%
+40.0%
Q1 2017$837,000
-58.9%
12,864
-60.7%
0.96%
-39.0%
Q4 2016$2,037,000
-32.1%
32,731
-36.4%
1.58%
-16.3%
Q3 2016$3,002,000
-12.2%
51,429
-15.8%
1.89%
-2.8%
Q2 2016$3,420,000
-45.2%
61,063
-45.8%
1.94%
-49.5%
Q1 2016$6,246,000
+1124.7%
112,600
+1069.5%
3.85%
+921.8%
Q4 2015$510,000
-43.1%
9,628
-46.4%
0.38%
+36.6%
Q3 2015$897,000
-9.3%
17,973
-1.7%
0.28%
+3.4%
Q2 2015$989,000
-14.4%
18,293
-11.8%
0.27%
-10.1%
Q1 2015$1,156,000
+35.5%
20,735
+37.6%
0.30%
+27.5%
Q4 2014$853,000
-94.5%
15,068
-94.8%
0.23%
-94.2%
Q3 2014$15,373,000289,2474.00%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2017
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