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 1,076 filers reported holding SELECT SECTOR SPDR TR in Q3 2023. The put-call ratio across all filers is 1.81 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 Q3 2023
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