Jackson, Grant Investment Advisers, Inc. - 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
Jackson, Grant Investment Advisers, Inc. ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$54,295
-31.5%
536
-27.4%
0.03%
-29.7%
Q2 2023$79,231
-21.1%
738
-25.6%
0.04%
-21.3%
Q1 2023$100,365
-17.5%
992
-19.9%
0.05%
-20.3%
Q4 2022$121,695
+19.3%
1,239
+0.2%
0.06%
+11.3%
Q3 2022$102,000
-5.6%
1,236
+0.2%
0.05%
-1.9%
Q2 2022$108,000
-11.5%
1,233
+3.6%
0.05%
+5.9%
Q1 2022$122,000
-3.2%
1,190
+0.3%
0.05%
-20.3%
Q4 2021$126,000
+8.6%
1,187
+0.2%
0.06%
+23.1%
Q3 2021$116,000
-4.1%
1,185
+0.2%
0.05%
-1.9%
Q2 2021$121,000
+77.9%
1,183
+71.0%
0.05%
+71.0%
Q1 2021$68,000
+11.5%
692
+0.1%
0.03%0.0%
Q4 2020$61,000
+15.1%
6910.0%0.03%
-3.1%
Q3 2020$53,000
+12.8%
691
+0.1%
0.03%
+6.7%
Q2 2020$47,000
-25.4%
690
-35.7%
0.03%
-34.8%
Q1 2020$63,000
-26.7%
1,073
+2.0%
0.05%
-2.1%
Q4 2019$86,000
+6.2%
1,052
+0.4%
0.05%
+2.2%
Q3 2019$81,0000.0%1,048
+0.5%
0.05%
-2.1%
Q2 2019$81,000
+3.8%
1,043
+0.5%
0.05%0.0%
Q1 2019$78,000
-60.8%
1,038
-66.5%
0.05%
-66.4%
Q4 2018$199,000
-39.9%
3,097
-26.6%
0.14%
-32.4%
Q3 2018$331,000
+6.1%
4,220
-3.3%
0.21%
-3.7%
Q2 2018$312,000
-0.6%
4,362
+3.1%
0.22%
-2.3%
Q1 2018$314,000
+21.2%
4,229
+23.5%
0.22%
+25.7%
Q4 2017$259,000
+227.8%
3,423
+206.7%
0.18%
+207.0%
Q3 2017$79,000
+3.9%
1,116
+0.5%
0.06%
-3.4%
Q2 2017$76,000
+22.6%
1,111
+16.2%
0.06%
+18.0%
Q1 2017$62,000
+5.1%
956
+0.4%
0.05%0.0%
Q4 2016$59,000
+268.8%
952
+252.6%
0.05%
+284.6%
Q3 2016$16,000
+6.7%
270
+0.4%
0.01%0.0%
Q2 2016$15,0000.0%269
+0.4%
0.01%
-7.1%
Q1 2016$15,000
-99.1%
268
-99.1%
0.01%
-99.1%
Q4 2015$1,591,00030,0181.52%
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