Transform Wealth, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLI and the CUSIP is 81369Y704. A total of 930 filers reported holding SELECT SECTOR SPDR TR in Q3 2022. The put-call ratio across all filers is 1.20 and the average weighting 0.4%.

Quarter-by-quarter ownership
Transform Wealth, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$15,756,274
-21.1%
155,418
-16.5%
1.66%
-7.4%
Q2 2023$19,968,282
+6173.2%
186,063
+5814.3%
1.80%
+5883.3%
Q1 2023$318,313
-2.6%
3,146
-5.5%
0.03%
-18.9%
Q4 2022$326,941
-54.5%
3,329
-61.6%
0.04%
-60.2%
Q3 2022$718,000
-12.9%
8,669
-8.1%
0.09%
-24.4%
Q2 2022$824,000
-21.8%
9,436
-7.8%
0.12%
+4.2%
Q1 2022$1,054,000
-11.7%
10,238
-9.2%
0.12%
-5.6%
Q4 2021$1,193,000
-4.7%
11,274
-11.9%
0.12%
-13.2%
Q3 2021$1,252,000
+21.6%
12,800
+27.2%
0.14%
+14.3%
Q2 2021$1,030,000
-65.0%
10,060
-66.3%
0.13%
-78.6%
Q1 2021$2,943,000
+20.8%
29,890
+8.6%
0.59%
+15.9%
Q4 2020$2,436,000
-44.8%
27,513
-52.1%
0.51%
-28.5%
Q3 2020$4,417,000
+32.4%
57,383
+18.1%
0.71%
+24.5%
Q2 2020$3,337,000
-24.5%
48,577
-35.1%
0.57%
-39.3%
Q1 2020$4,418,000
-39.8%
74,864
-16.9%
0.94%
-19.1%
Q4 2019$7,342,000
+46.6%
90,125
+39.7%
1.16%
+30.9%
Q3 2019$5,008,000
+75.8%
64,515
+75.4%
0.89%
+112.2%
Q2 2019$2,848,000
-0.6%
36,783
-3.7%
0.42%
-21.2%
Q1 2019$2,864,000
-38.6%
38,177
-47.3%
0.53%
-44.5%
Q4 2018$4,663,000
-13.8%
72,391
+4.9%
0.96%
+2.2%
Q3 2018$5,410,000
+15.2%
69,007
+5.3%
0.94%
+10.5%
Q2 2018$4,695,000
+7.9%
65,539
+11.9%
0.85%
+2.7%
Q1 2018$4,350,000
+4.2%
58,557
+6.1%
0.83%
+7.5%
Q4 2017$4,175,000
+10.6%
55,168
+3.7%
0.77%
-41.7%
Q3 2017$3,775,000
+10.5%
53,176
+1.2%
1.32%
+3.1%
Q1 2017$3,417,000
+17.3%
52,524
+12.2%
1.28%
+10.6%
Q4 2016$2,913,000
+9.3%
46,810
+2.6%
1.16%
+1.0%
Q3 2016$2,664,000
+8.4%
45,633
+4.0%
1.14%
+10.7%
Q2 2016$2,458,00043,8811.03%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2022
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