Goelzer Investment Management, Inc. - 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
Goelzer Investment Management, Inc. ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$324,994
+2.0%
3,206
+8.0%
0.02%
-14.8%
Q2 2023$318,590
+4.5%
2,969
-1.4%
0.03%
+3.8%
Q1 2023$304,740
-7.8%
3,012
-10.5%
0.03%
-7.1%
Q4 2022$330,392
-4.0%
3,364
-18.9%
0.03%
-17.6%
Q3 2022$344,000
-2.5%
4,148
+2.7%
0.03%0.0%
Q2 2022$353,000
-7.3%
4,038
+9.1%
0.03%
+3.0%
Q1 2022$381,000
-1.0%
3,701
+1.8%
0.03%
+6.5%
Q4 2021$385,000
+5.2%
3,636
-2.8%
0.03%
-3.1%
Q3 2021$366,000
-0.3%
3,739
+4.2%
0.03%
+6.7%
Q2 2021$367,000
+3.1%
3,587
-0.9%
0.03%
-3.2%
Q1 2021$356,000
+16.0%
3,619
+4.5%
0.03%
+10.7%
Q4 2020$307,000
+14.1%
3,464
-0.7%
0.03%
+12.0%
Q3 2020$269,000
+8.0%
3,489
-3.8%
0.02%
+4.2%
Q2 2020$249,000
+7.8%
3,627
-7.3%
0.02%
-7.7%
Q1 2020$231,000
-28.3%
3,914
-1.1%
0.03%
-7.1%
Q4 2019$322,000
+4.9%
3,9560.0%0.03%0.0%
Q3 2019$307,000
+0.3%
3,9560.0%0.03%0.0%
Q2 2019$306,000
+2.0%
3,956
-1.1%
0.03%0.0%
Q1 2019$300,000
+6.0%
3,999
-9.0%
0.03%
-22.2%
Q4 2018$283,000
-33.7%
4,395
-19.3%
0.04%
-25.0%
Q3 2018$427,000
+13.9%
5,449
+4.1%
0.05%
+9.1%
Q2 2018$375,000
-2.1%
5,233
+1.6%
0.04%
-4.3%
Q1 2018$383,000
-4.2%
5,151
-2.6%
0.05%
+2.2%
Q4 2017$400,000
+19.4%
5,288
+12.0%
0.04%
+15.4%
Q3 2017$335,000
+4.0%
4,7230.0%0.04%0.0%
Q2 2017$322,000
+7.0%
4,723
+1.9%
0.04%
+2.6%
Q1 2017$301,000
+5.6%
4,633
+1.0%
0.04%
+2.7%
Q4 2016$285,000
+0.4%
4,585
-5.8%
0.04%
-2.6%
Q3 2016$284,000
-0.7%
4,865
-4.6%
0.04%
-2.6%
Q2 2016$286,000
-4.7%
5,098
-5.6%
0.04%
-9.3%
Q1 2016$300,000
-21.3%
5,401
-24.8%
0.04%
-23.2%
Q4 2015$381,000
+7.9%
7,178
+1.4%
0.06%0.0%
Q3 2015$353,000
-11.8%
7,078
-4.3%
0.06%
-6.7%
Q2 2015$400,000
-6.3%
7,399
-3.4%
0.06%
-6.2%
Q1 2015$427,000
-8.6%
7,659
-7.2%
0.06%
-9.9%
Q4 2014$467,000
-10.2%
8,252
-15.6%
0.07%
-17.4%
Q3 2014$520,000
+1.0%
9,781
+2.7%
0.09%
+1.2%
Q2 2014$515,000
-7.9%
9,521
-10.9%
0.08%
-15.0%
Q1 2014$559,000
+1.8%
10,685
+1.7%
0.10%
+1.0%
Q4 2013$549,000
+8.5%
10,508
-3.6%
0.10%
-3.9%
Q3 2013$506,000
-47.5%
10,898
-51.8%
0.10%0.0%
Q2 2013$964,000
+93.6%
22,606
+89.4%
0.10%
-4.6%
Q1 2013$498,00011,9340.11%
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