Mount Yale Investment Advisors, 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
Mount Yale Investment Advisors, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$3,370,133
-4.3%
33,243
+1.3%
0.37%
-1.9%
Q2 2023$3,521,071
+11.4%
32,809
+5.0%
0.37%
+5.1%
Q1 2023$3,160,402
+8.9%
31,235
+5.7%
0.36%
+7.9%
Q4 2022$2,901,991
+49.6%
29,549
+26.2%
0.33%
+27.5%
Q3 2022$1,940,000
-4.5%
23,414
+0.6%
0.26%
+0.8%
Q2 2022$2,032,000
-12.7%
23,269
+2.9%
0.26%
+1.2%
Q1 2022$2,328,000
-2.3%
22,603
+0.4%
0.25%
+2.0%
Q4 2021$2,383,000
+15.9%
22,521
+7.2%
0.25%
+5.1%
Q3 2021$2,056,000
+5.8%
21,010
+10.7%
0.24%
+0.4%
Q2 2021$1,944,000
+10.9%
18,983
+6.6%
0.24%
+2.6%
Q1 2021$1,753,000
+26.0%
17,803
+13.4%
0.23%
+17.4%
Q4 2020$1,391,000
+10.0%
15,703
-4.5%
0.20%
+8.3%
Q3 2020$1,265,000
+9.9%
16,436
-1.9%
0.18%
-12.6%
Q2 2020$1,151,000
+2.9%
16,748
-11.7%
0.21%
-18.3%
Q1 2020$1,119,000
-22.0%
18,963
+7.2%
0.25%
+1.2%
Q4 2019$1,435,000
+0.5%
17,695
+1.3%
0.25%
-2.7%
Q3 2019$1,428,000
+10.5%
17,461
+1.1%
0.26%
+7.1%
Q2 2019$1,292,000
-8.6%
17,277
-8.3%
0.24%
-9.8%
Q1 2019$1,414,000
+0.1%
18,848
-1.9%
0.26%
-7.7%
Q4 2018$1,412,000
+22.8%
19,219
+22.5%
0.29%
+42.8%
Q3 2018$1,150,000
-8.4%
15,695
-10.4%
0.20%
-15.5%
Q2 2018$1,255,000
+3.9%
17,521
+7.7%
0.24%
-8.1%
Q1 2018$1,208,00016,2620.26%
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