Dynamic Advisor Solutions 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
Dynamic Advisor Solutions LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$1,984,644
-8.2%
19,576
-2.8%
0.09%
-16.1%
Q2 2023$2,161,225
-15.7%
20,138
-20.6%
0.11%
-25.3%
Q1 2023$2,565,096
+56.0%
25,352
+51.4%
0.15%
+33.9%
Q4 2022$1,644,100
-5.0%
16,741
-19.9%
0.11%
-15.2%
Q3 2022$1,731,000
-15.4%
20,894
-10.8%
0.13%
-15.9%
Q2 2022$2,046,000
-17.1%
23,427
-2.3%
0.16%
-8.7%
Q1 2022$2,469,000
-28.4%
23,978
-26.4%
0.17%
-30.1%
Q4 2021$3,446,000
+1.5%
32,568
-6.1%
0.25%
-3.9%
Q3 2021$3,395,000
+89.0%
34,699
+97.9%
0.26%
+80.3%
Q2 2021$1,796,000
+24.9%
17,537
+20.0%
0.14%
+6.8%
Q1 2021$1,438,000
+20.5%
14,610
+8.4%
0.13%
+18.8%
Q4 2020$1,193,000
-7.0%
13,473
-19.1%
0.11%
-23.3%
Q3 2020$1,283,000
+7.1%
16,662
-4.5%
0.15%
-9.9%
Q2 2020$1,198,000
+9.4%
17,440
-6.0%
0.16%
-19.0%
Q1 2020$1,095,000
-12.2%
18,550
+21.2%
0.20%
+17.6%
Q4 2019$1,247,000
+9.1%
15,309
-10.4%
0.17%
-4.0%
Q3 2019$1,143,000
-1.6%
17,080
+13.9%
0.18%
-4.8%
Q2 2019$1,161,000
-43.3%
14,999
-45.0%
0.19%
-51.8%
Q1 2019$2,047,000
-23.1%
27,285
-28.2%
0.39%
-31.7%
Q4 2018$2,661,000
+19.5%
37,981
+33.8%
0.56%
+22.3%
Q3 2018$2,226,000
+85.3%
28,394
+69.4%
0.46%
+69.9%
Q2 2018$1,201,000
+0.9%
16,761
+4.6%
0.27%
-10.8%
Q1 2018$1,190,000
+91.9%
16,021
+37.3%
0.30%
-9.5%
Q3 2014$620,000
-9.8%
11,666
-8.2%
0.34%
-18.4%
Q2 2014$687,000
-1.4%
12,712
-4.6%
0.41%
-13.1%
Q1 2014$697,000
+53.9%
13,318
+53.8%
0.48%
+41.8%
Q4 2013$453,0008,6610.34%
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