Regal Investment Advisors LLC - 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
Regal Investment Advisors LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$270,800
+16.7%
2,671
+0.8%
0.02%
-4.2%
Q2 2022$232,000
-61.3%
2,651
-54.5%
0.02%
-56.4%
Q1 2022$600,000
-3.5%
5,830
-0.9%
0.06%0.0%
Q4 2021$622,000
+7.8%
5,880
-0.2%
0.06%
-1.8%
Q3 2021$577,000
-2.7%
5,893
+1.7%
0.06%
-5.1%
Q2 2021$593,000
+84.7%
5,795
+59.8%
0.06%
+63.9%
Q4 2020$321,000
+54.3%
3,627
+29.7%
0.04%
-21.7%
Q1 2018$208,000
+670.4%
2,797
+407.6%
0.05%
+557.1%
Q3 2015$27,000551
+3141.2%
0.01%
Q2 2015$0
-100.0%
17
-58.5%
0.00%
Q1 2015$2,000
-75.0%
41
-71.1%
0.00%
-100.0%
Q4 2014$8,000
+100.0%
142
+105.8%
0.00%
+100.0%
Q3 2014$4,0000.0%69
-9.2%
0.00%0.0%
Q2 2014$4,0000.0%76
-5.0%
0.00%
-50.0%
Q1 2014$4,000
-99.4%
80
-99.4%
0.00%
-99.5%
Q4 2013$696,000
+96.1%
13,325
+74.0%
0.40%
+92.8%
Q3 2013$355,000
+859.5%
7,656
+787.1%
0.21%
+935.0%
Q2 2013$37,0008630.02%
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