Fulcrum Equity Management - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLI and the CUSIP is 81369Y704. A total of 1,003 filers reported holding SELECT SECTOR SPDR TR in Q3 2021. The put-call ratio across all filers is 1.43 and the average weighting 0.4%.

Quarter-by-quarter ownership
Fulcrum Equity Management ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$875,460
-27.4%
8,635
-23.1%
1.03%
+46.8%
Q2 2023$1,205,252
-19.5%
11,230
-24.1%
0.70%
-0.6%
Q1 2023$1,497,494
+89.9%
14,800
+84.3%
0.70%
+8.8%
Q4 2022$788,648
+9.2%
8,030
-7.9%
0.65%
+5.7%
Q3 2022$722,000
-7.0%
8,720
-1.9%
0.61%
-2.4%
Q2 2022$776,000
-44.5%
8,886
-34.6%
0.63%
-24.5%
Q1 2022$1,399,000
-3.2%
13,589
-0.5%
0.83%
+53.2%
Q4 2021$1,445,000
-11.6%
13,655
-18.2%
0.54%
-14.7%
Q3 2021$1,634,000
+11.0%
16,702
+16.2%
0.63%
+15.5%
Q2 2021$1,472,000
+3.1%
14,379
-0.9%
0.55%
-2.7%
Q1 2021$1,428,000
+411.8%
14,509
+360.0%
0.56%
+408.1%
Q4 2020$279,000
+13.9%
3,154
-0.9%
0.11%
-2.6%
Q3 2020$245,000
+9.9%
3,183
+16.2%
0.11%
-2.6%
Q4 2019$223,000
+116.5%
2,740
+107.3%
0.12%
+125.0%
Q3 2019$103,0001,3220.05%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 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