Evanson Asset Management, 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
Evanson Asset Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$824,017
-5.5%
8,1280.0%0.08%
-5.0%
Q2 2023$872,297
+6.1%
8,1280.0%0.08%
-1.2%
Q1 2023$822,391
+3.0%
8,1280.0%0.08%
-5.8%
Q4 2022$798,251
+18.6%
8,1280.0%0.09%
+8.9%
Q3 2022$673,000
-4.3%
8,128
+0.9%
0.08%
+2.6%
Q2 2022$703,000
-15.2%
8,0530.0%0.08%
-4.9%
Q1 2022$829,000
-2.7%
8,0530.0%0.08%
+6.6%
Q4 2021$852,000
+4.2%
8,0530.0%0.08%
-9.5%
Q3 2021$818,000
-0.8%
8,0530.0%0.08%
-2.3%
Q2 2021$825,000
+4.0%
8,0530.0%0.09%
-26.5%
Q1 2021$793,000
+11.2%
8,0530.0%0.12%
+3.5%
Q4 2020$713,000
+14.1%
8,053
-0.8%
0.11%0.0%
Q3 2020$625,000
+12.0%
8,1180.0%0.11%
+1.8%
Q2 2020$558,000
+16.5%
8,1180.0%0.11%
-2.6%
Q1 2020$479,000
-27.5%
8,1180.0%0.11%
-12.3%
Q4 2019$661,000
+5.8%
8,118
+0.8%
0.13%
+1.6%
Q3 2019$625,000
+0.3%
8,0530.0%0.13%
+1.6%
Q2 2019$623,000
+3.1%
8,0530.0%0.13%
+0.8%
Q1 2019$604,000
+16.4%
8,0530.0%0.12%
+5.0%
Q4 2018$519,000
-17.7%
8,0530.0%0.12%
-7.0%
Q3 2018$631,000
+9.4%
8,0530.0%0.13%
+12.3%
Q2 2018$577,000
-3.5%
8,0530.0%0.11%
-7.3%
Q1 2018$598,000
-1.8%
8,0530.0%0.12%
-0.8%
Q4 2017$609,000
+6.5%
8,0530.0%0.12%
+1.6%
Q3 2017$572,000
+10.4%
8,053
+5.9%
0.12%
+2.5%
Q2 2017$518,000
-0.8%
7,605
-5.3%
0.12%
-7.8%
Q1 2017$522,000
+2.0%
8,027
-2.5%
0.13%
-9.2%
Q4 2016$512,0008,2340.14%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2016
NameSharesValueWeighting ↓
Davide Leone & Partners Investment Co Ltd. 1,440,000$98,928,00010.44%
Biltmore Wealth Management, LLC 185,476$10,945,0007.05%
Harel Insurance Investments & Financial Services Ltd. 2,910,349$199,941,0006.88%
Ayalon Insurance Comp Ltd. 158,518$10,841,0006.30%
Private Wealth Advisors, LLC 103,050$7,080,0004.93%
Swan Global Investments, LLC 1,919,011$131,836,0004.43%
CUMBERLAND ADVISORS INC 151,100$10,381,0003.93%
LUCAS CAPITAL MANAGEMENT 37,812$2,598,0003.56%
Optimum Quantvest Corp 25,016$1,719,0003.51%
Chanos & Co LP 8,551$587,0003.36%
View complete list of SELECT SECTOR SPDR TR shareholders