LYELL WEALTH MANAGEMENT, LP - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLI and the CUSIP is 81369Y704. A total of 1,050 filers reported holding SELECT SECTOR SPDR TR in Q4 2022. The put-call ratio across all filers is 3.14 and the average weighting 0.5%.

Quarter-by-quarter ownership
LYELL WEALTH MANAGEMENT, LP ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$5,398,586
-5.7%
53,251
-0.2%
0.73%
-0.8%
Q2 2023$5,727,776
+4.6%
53,371
-1.4%
0.73%
-4.4%
Q1 2023$5,475,052
-3.0%
54,112
-5.9%
0.77%
-14.1%
Q4 2022$5,645,307
+17.8%
57,482
-0.7%
0.89%
+9.3%
Q3 2022$4,793,000
-5.0%
57,864
+0.1%
0.82%
-0.9%
Q2 2022$5,047,000
-14.7%
57,790
+0.6%
0.82%
+8.1%
Q1 2022$5,914,000
-2.0%
57,425
+0.7%
0.76%
+10.4%
Q4 2021$6,036,000
+15.2%
57,045
+6.5%
0.69%
+8.2%
Q3 2021$5,241,000
+1.7%
53,565
+6.4%
0.64%
-0.2%
Q2 2021$5,155,000
+14.0%
50,338
+9.6%
0.64%
-3.2%
Q1 2021$4,521,000
+41.5%
45,923
+27.3%
0.66%
+29.2%
Q4 2020$3,194,000
+61.8%
36,070
+40.6%
0.51%
+37.8%
Q3 2020$1,974,000
+597.5%
25,649
+522.1%
0.37%
+496.8%
Q2 2020$283,000
-77.6%
4,123
-80.8%
0.06%
-83.6%
Q1 2020$1,265,000
-30.8%
21,433
-4.5%
0.38%
-22.5%
Q4 2019$1,829,000
+10.4%
22,448
+5.2%
0.49%
-2.0%
Q3 2019$1,656,000
+2.3%
21,333
+2.1%
0.50%
+2.0%
Q2 2019$1,618,000
+8.3%
20,893
+4.9%
0.49%
-2.2%
Q1 2019$1,494,000
+28.8%
19,918
+10.6%
0.50%
+3.1%
Q4 2018$1,160,000
-18.8%
18,007
-1.1%
0.48%
+0.6%
Q3 2018$1,428,000
+9.6%
18,212
+0.1%
0.48%
+1.1%
Q2 2018$1,303,000
-1.7%
18,192
+1.9%
0.48%
-3.1%
Q1 2018$1,326,000
+9.0%
17,847
+11.0%
0.49%
+1.7%
Q4 2017$1,217,000
+60.1%
16,077
+50.2%
0.48%
+47.3%
Q3 2017$760,00010,7070.33%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 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