EXENCIAL WEALTH ADVISORS, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLI and the CUSIP is 81369Y704. A total of 27 filers reported holding SELECT SECTOR SPDR TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
EXENCIAL WEALTH ADVISORS, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$739,146
-17.5%
7,291
-12.7%
0.04%
-12.2%
Q2 2023$896,163
+4.5%
8,350
-1.5%
0.04%
-6.8%
Q1 2023$857,970
+4.5%
8,480
+1.4%
0.04%0.0%
Q4 2022$821,096
+35.3%
8,361
+14.2%
0.04%
+18.9%
Q3 2022$607,000
-11.6%
7,324
-6.9%
0.04%
-5.1%
Q2 2022$687,000
-5.8%
7,871
+11.1%
0.04%
+5.4%
Q1 2022$729,000
+20.3%
7,083
+23.7%
0.04%
+27.6%
Q4 2021$606,000
+24.7%
5,724
+20.7%
0.03%
+11.5%
Q2 2021$486,000
+434.1%
4,744
+115.4%
0.03%
-31.6%
Q1 2013$91,0002,2020.04%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2023
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