Avitas Wealth Management LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLI and the CUSIP is 81369Y704. A total of 1,076 filers reported holding SELECT SECTOR SPDR TR in Q3 2023. The put-call ratio across all filers is 1.81 and the average weighting 0.4%.

Quarter-by-quarter ownership
Avitas Wealth Management LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$1,115,079
-5.5%
10,999
+0.0%
0.21%
-0.9%
Q2 2023$1,180,091
+7.1%
10,996
+1.0%
0.21%
-0.9%
Q1 2023$1,101,445
+11.0%
10,886
+7.7%
0.22%
+3.3%
Q4 2022$992,412
+26.3%
10,105
+6.5%
0.21%
+16.1%
Q3 2022$786,000
-3.1%
9,485
+2.2%
0.18%
+1.7%
Q2 2022$811,000
-4.5%
9,283
+12.6%
0.18%
+15.7%
Q1 2022$849,000
+149.0%
8,245
+156.1%
0.15%
+168.4%
Q4 2021$341,000
+4.9%
3,220
-3.0%
0.06%
-3.4%
Q3 2021$325,000
-12.6%
3,318
-8.8%
0.06%
-10.6%
Q2 2021$372,000
+4.5%
3,637
+0.6%
0.07%
-5.7%
Q1 2021$356,000
-14.8%
3,615
-23.5%
0.07%
-17.6%
Q4 2020$418,000
+11.2%
4,726
-3.3%
0.08%
-19.0%
Q3 2020$376,000
+9.3%
4,886
-2.3%
0.10%
-7.9%
Q2 2020$344,000
+14.7%
5,000
-1.6%
0.11%
-16.8%
Q1 2020$300,000
-70.6%
5,080
-59.4%
0.14%
-47.5%
Q4 2019$1,019,000
-0.2%
12,506
-4.9%
0.26%
-7.4%
Q3 2019$1,021,000
+25.0%
13,156
+24.7%
0.28%
+24.2%
Q2 2019$817,000
+5.3%
10,548
+2.0%
0.23%
+0.4%
Q1 2019$776,000
+16.9%
10,340
+0.2%
0.23%
+3.7%
Q4 2018$664,000
-12.6%
10,316
+6.4%
0.22%
+0.9%
Q3 2018$760,000
-20.7%
9,691
-27.6%
0.22%
-27.8%
Q2 2018$958,00013,3770.30%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2023
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