Sugarloaf Wealth Management, 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
Sugarloaf Wealth Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$26,055
-5.5%
2570.0%0.01%
+16.7%
Q2 2023$27,581
+6.1%
2570.0%0.01%0.0%
Q1 2023$26,003
+3.0%
2570.0%0.01%0.0%
Q4 2022$25,240
-15.9%
257
-28.0%
0.01%
-25.0%
Q3 2022$30,000
-3.2%
357
-0.8%
0.01%0.0%
Q2 2022$31,000
-16.2%
360
+0.3%
0.01%
-11.1%
Q1 2022$37,000
-2.6%
3590.0%0.01%0.0%
Q4 2021$38,000
+8.6%
3590.0%0.01%0.0%
Q3 2021$35,000
-5.4%
3590.0%0.01%
-10.0%
Q2 2021$37,000
+5.7%
359
+15.1%
0.01%0.0%
Q1 2021$35,000
+9.4%
312
-12.6%
0.01%
-9.1%
Q4 2020$32,000
+60.0%
357
+38.9%
0.01%
+57.1%
Q3 2020$20,000
+11.1%
2570.0%0.01%0.0%
Q2 2020$18,000
+20.0%
2570.0%0.01%0.0%
Q1 2020$15,000
-48.3%
257
-28.0%
0.01%
-41.7%
Q4 2019$29,0003570.01%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2020
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 106,173$10,388,0009.22%
Biltmore Wealth Management, LLC 232,382$22,736,0009.10%
HELLMAN JORDAN MANAGEMENT CO INC /MA/ 56,719$5,549,0007.81%
Mandatum Life Insurance Co Ltd 403,134$39,443,0007.31%
PVG ASSET MANAGEMENT CORP 21,638$2,117,061,0006.34%
Florin Court Capital LLP 63,200$6,183,0005.89%
Chicago Wealth Management, Inc. 69,502$6,800,0004.96%
Opal Wealth Advisors, LLC 51,390$5,028,0004.83%
Round Rock Advisors, LLC 62,739$6,138,0004.54%
Ayalon Insurance Comp Ltd. 124,397$12,338,0004.44%
View complete list of SELECT SECTOR SPDR TR shareholders