Valeo Financial Advisors, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLI and the CUSIP is 81369Y704. A total of 964 filers reported holding SELECT SECTOR SPDR TR in Q1 2021. The put-call ratio across all filers is 1.84 and the average weighting 0.5%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$754,267
-4.8%
7,440
+0.8%
0.03%
-5.6%
Q2 2023$792,129
-23.3%
7,381
-27.7%
0.04%
-28.0%
Q1 2023$1,032,924
+88.4%
10,209
+82.8%
0.05%
+66.7%
Q4 2022$548,405
+20.8%
5,584
+1.8%
0.03%
+3.4%
Q3 2022$454,0000.0%5,484
+5.5%
0.03%
+3.6%
Q2 2022$454,000
-67.3%
5,196
-61.4%
0.03%
-60.0%
Q1 2022$1,387,000
+24.1%
13,465
+27.5%
0.07%
+16.7%
Q4 2021$1,118,000
+13.2%
10,562
+4.6%
0.06%
+7.1%
Q3 2021$988,000
+4.4%
10,094
+9.3%
0.06%
-1.8%
Q2 2021$946,000
+4.5%
9,239
+0.6%
0.06%
+35.7%
Q1 2021$905,000
+9.6%
9,188
-1.5%
0.04%0.0%
Q4 2020$826,000
-1.0%
9,327
-13.9%
0.04%
-42.5%
Q3 2020$834,000
-9.7%
10,838
-19.4%
0.07%
-13.1%
Q2 2020$924,000
+19.5%
13,443
+9.5%
0.08%
+2.4%
Q1 2020$773,000
+20.6%
12,272
+55.9%
0.08%
+32.3%
Q4 2019$641,000
+21.2%
7,873
+15.5%
0.06%
+6.9%
Q3 2019$529,000
+0.4%
6,816
+0.2%
0.06%
-3.3%
Q2 2019$527,000
+3.7%
6,804
+0.4%
0.06%
-3.2%
Q1 2019$508,000
+45.6%
6,776
+25.0%
0.06%
+26.5%
Q4 2018$349,000
-32.6%
5,419
-27.0%
0.05%
-30.0%
Q3 2018$518,000
-6.3%
7,426
+0.5%
0.07%
-9.1%
Q2 2018$553,000
+23.4%
7,389
+22.5%
0.08%
+6.9%
Q1 2018$448,000
-5.5%
6,033
-3.6%
0.07%
-7.7%
Q4 2017$474,000
+80.9%
6,258
+69.4%
0.08%
+32.2%
Q3 2017$262,0003,6950.06%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2021
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