BFSG, 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
BFSG, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$2,281
+33.7%
22,504
+41.6%
0.37%
+27.6%
Q2 2023$1,706
+69.1%
15,897
+59.4%
0.29%
+55.9%
Q1 2023$1,009
+31.7%
9,970
+27.9%
0.19%
+21.6%
Q4 2022$766
-99.8%
7,795
+31.9%
0.15%
+47.1%
Q3 2022$490,000
+8.4%
5,910
+14.2%
0.10%
+26.8%
Q2 2022$452,000
-16.3%
5,174
-1.2%
0.08%
-4.7%
Q1 2022$540,000
-5.4%
5,239
-3.0%
0.09%
+8.9%
Q4 2021$571,000
+4.8%
5,399
-3.1%
0.08%
-4.8%
Q3 2021$545,000
+51.8%
5,571
+52.6%
0.08%
+43.1%
Q1 2021$359,000
+28.2%
3,651
+15.3%
0.06%
+26.1%
Q4 2020$280,000
+20.2%
3,166
+4.6%
0.05%
+7.0%
Q3 2020$233,000
+12.0%
3,0260.0%0.04%
-4.4%
Q2 2020$208,000
-15.8%
3,0260.0%0.04%
-4.3%
Q4 2019$247,000
+2.9%
3,026
-2.3%
0.05%
-11.3%
Q3 2019$240,0000.0%3,0960.0%0.05%
-43.6%
Q2 2019$240,000
+3.4%
3,0960.0%0.09%
+8.0%
Q1 2019$232,000
+15.4%
3,096
-0.8%
0.09%
-4.4%
Q4 2018$201,000
-21.2%
3,121
-4.0%
0.09%
-15.7%
Q3 2018$255,000
+9.4%
3,2520.0%0.11%
+5.9%
Q2 2018$233,000
-3.7%
3,2520.0%0.10%
-4.7%
Q1 2018$242,000
-0.8%
3,252
+1.0%
0.11%
+3.9%
Q4 2017$244,000
+6.6%
3,2210.0%0.10%0.0%
Q3 2017$229,000
-4.6%
3,221
-8.5%
0.10%
-12.7%
Q2 2017$240,000
-4.8%
3,521
-9.0%
0.12%
-7.1%
Q1 2017$252,0003,8700.13%
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