Joel Isaacson & Co., LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLI and the CUSIP is 81369Y704. A total of 527 filers reported holding SELECT SECTOR SPDR TR in Q4 2016. The put-call ratio across all filers is 1.68 and the average weighting 0.6%.

Quarter-by-quarter ownership
Joel Isaacson & Co., LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q1 2020$212,000
-27.4%
3,5850.0%0.04%
-2.6%
Q4 2019$292,000
+5.0%
3,5850.0%0.04%
-5.0%
Q3 2019$278,000
-3.8%
3,585
-4.0%
0.04%
-4.8%
Q2 2019$289,000
-4.3%
3,735
-7.3%
0.04%
-4.5%
Q1 2019$302,000
-54.6%
4,031
-58.9%
0.04%
-58.1%
Q4 2018$665,000
+51.8%
9,801
+75.5%
0.10%
+52.2%
Q3 2018$438,000
+9.5%
5,5850.0%0.07%
+3.0%
Q2 2018$400,000
-3.6%
5,5850.0%0.07%
-6.9%
Q1 2018$415,000
-1.9%
5,5850.0%0.07%
-1.4%
Q4 2017$423,000
+6.5%
5,5850.0%0.07%0.0%
Q3 2017$397,000
+4.5%
5,5850.0%0.07%
+1.4%
Q2 2017$380,000
+4.7%
5,5850.0%0.07%
+1.4%
Q1 2017$363,000
+2.0%
5,585
-2.3%
0.07%
-1.4%
Q4 2016$356,000
+6.6%
5,7170.0%0.07%
+4.3%
Q3 2016$334,000
+4.4%
5,7170.0%0.07%
+1.5%
Q2 2016$320,000
+0.9%
5,7170.0%0.07%
-2.9%
Q1 2016$317,000
+28.3%
5,717
+22.7%
0.07%
+14.8%
Q4 2015$247,000
+6.0%
4,6610.0%0.06%
-1.6%
Q3 2015$233,000
-1.7%
4,661
+6.2%
0.06%
+1.6%
Q2 2015$237,000
-27.7%
4,388
-25.5%
0.06%
-26.5%
Q1 2015$328,0005,8860.08%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2016
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