Integrated Wealth Concepts 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
Integrated Wealth Concepts LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$28,511,153
+49.4%
281,230
+58.1%
0.50%
+53.8%
Q2 2023$19,088,651
+45956.7%
177,867
-56.6%
0.33%
-61.7%
Q1 2023$41,446
+23.7%
409,627
+20.1%
0.85%
-6.2%
Q4 2022$33,503
-99.9%
341,135
-10.2%
0.91%
-9.5%
Q3 2022$31,483,000
+1344.8%
380,047
+1423.2%
1.01%
+1379.4%
Q2 2022$2,179,000
-39.6%
24,950
-28.8%
0.07%
-38.2%
Q1 2022$3,608,000
-34.0%
35,037
-32.2%
0.11%
-32.5%
Q4 2021$5,469,000
+17.4%
51,690
+8.5%
0.16%
+7.2%
Q3 2021$4,660,000
+25.6%
47,627
+31.5%
0.15%
+16.0%
Q2 2021$3,710,000
-89.5%
36,228
-90.0%
0.13%
-91.0%
Q1 2021$35,491,000
+24.1%
360,493
+11.6%
1.46%
+7.8%
Q4 2020$28,591,000
+93.6%
322,883
+68.3%
1.35%
+48.6%
Q3 2020$14,766,000
+1403.7%
191,813
+1241.5%
0.91%
+1181.7%
Q2 2020$982,000
+21.1%
14,298
+4.0%
0.07%
-5.3%
Q1 2020$811,000
-77.4%
13,752
-68.8%
0.08%
-75.2%
Q4 2019$3,587,000
+20.5%
44,034
+14.8%
0.30%
-9.6%
Q3 2019$2,977,000
-5.7%
38,347
-7.7%
0.34%
-19.1%
Q2 2019$3,158,000
+883.8%
41,536
+871.4%
0.41%
+666.7%
Q1 2019$321,000
+10.7%
4,276
-4.9%
0.05%
-31.6%
Q4 2018$290,000
-92.8%
4,498
-91.1%
0.08%
-93.5%
Q3 2018$4,005,000
+9.5%
50,634
-0.6%
1.21%
-3.1%
Q2 2018$3,659,000
+924.9%
50,965
+938.0%
1.25%
+773.4%
Q1 2018$357,000
+3.5%
4,910
+11.1%
0.14%
-3.4%
Q4 2017$345,0004,4200.15%
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