Steward Partners Investment Advisory, 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
Steward Partners Investment Advisory, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$4,597,446
-19.8%
45,349
-15.1%
0.07%
-17.4%
Q2 2023$5,732,572
+3.1%
53,416
-2.8%
0.09%
-3.4%
Q1 2023$5,557,913
-6.6%
54,931
-9.3%
0.09%
-11.9%
Q4 2022$5,950,671
-18.5%
60,591
-31.3%
0.10%
-25.7%
Q3 2022$7,302,000
-5.9%
88,148
-0.8%
0.14%
-4.2%
Q2 2022$7,758,000
-9.2%
88,825
+7.0%
0.14%
+7.6%
Q1 2022$8,548,000
+47.6%
83,010
+51.7%
0.13%
+50.0%
Q4 2021$5,790,000
-5.4%
54,723
-12.5%
0.09%
-16.2%
Q3 2021$6,121,000
-1.8%
62,558
+2.7%
0.10%0.0%
Q2 2021$6,236,000
-99.9%
60,898
-41.1%
0.10%
+18.0%
Q1 2021$10,180,958,000
+318652.6%
103,412
+186.7%
0.09%
+29.0%
Q4 2020$3,194,000
+23.1%
36,074
+7.0%
0.07%
+6.2%
Q3 2020$2,595,000
+19.3%
33,707
+6.5%
0.06%
+4.8%
Q2 2020$2,175,000
-0.8%
31,661
-14.8%
0.06%
-22.5%
Q1 2020$2,193,000
-32.9%
37,173
-7.3%
0.08%
-17.5%
Q4 2019$3,267,000
+4.9%
40,107
-0.0%
0.10%
-7.6%
Q3 2019$3,114,000
-7.0%
40,122
-7.3%
0.10%
-14.6%
Q2 2019$3,350,000
+10.3%
43,275
+6.9%
0.12%
-4.7%
Q1 2019$3,037,000
+10.5%
40,482
-5.1%
0.13%
-3.7%
Q4 2018$2,748,000
+26.7%
42,670
+54.2%
0.13%
+30.1%
Q3 2018$2,169,000
+16.4%
27,669
+6.3%
0.10%
-7.2%
Q2 2018$1,864,000
-20.3%
26,023
-17.4%
0.11%
-30.6%
Q1 2018$2,340,000
+5.7%
31,502
+7.6%
0.16%
-5.3%
Q4 2017$2,214,000
-7.4%
29,266
-13.1%
0.17%
-30.5%
Q3 2017$2,390,000
+1.9%
33,673
-2.3%
0.24%
-8.0%
Q2 2017$2,346,000
+181.6%
34,451
+169.0%
0.26%
+109.5%
Q1 2017$833,000
+76.5%
12,808
+68.8%
0.13%
-41.7%
Q4 2016$472,0007,5860.22%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2020
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 106,173$10,388,0009.22%
Biltmore Wealth Management, LLC 232,382$22,736,0009.10%
HELLMAN JORDAN MANAGEMENT CO INC /MA/ 56,719$5,549,0007.81%
Mandatum Life Insurance Co Ltd 403,134$39,443,0007.31%
PVG ASSET MANAGEMENT CORP 21,638$2,117,061,0006.34%
Florin Court Capital LLP 63,200$6,183,0005.89%
Chicago Wealth Management, Inc. 69,502$6,800,0004.96%
Opal Wealth Advisors, LLC 51,390$5,028,0004.83%
Round Rock Advisors, LLC 62,739$6,138,0004.54%
Ayalon Insurance Comp Ltd. 124,397$12,338,0004.44%
View complete list of SELECT SECTOR SPDR TR shareholders