Dougherty Wealth Advisers LLC - 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
Dougherty Wealth Advisers LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$327,356
-5.5%
3,2290.0%0.38%
-20.4%
Q2 2023$346,536
+6.1%
3,2290.0%0.48%
-3.6%
Q1 2023$326,710
+3.0%
3,2290.0%0.49%
-5.2%
Q4 2022$317,120
+18.8%
3,2290.0%0.52%
-1.3%
Q3 2022$267,000
-5.3%
3,2290.0%0.53%
+0.4%
Q2 2022$282,000
-15.3%
3,2290.0%0.53%
+4.6%
Q1 2022$333,000
-2.6%
3,2290.0%0.50%
+5.2%
Q4 2021$342,000
+8.2%
3,2290.0%0.48%
+1.7%
Q3 2021$316,000
-4.5%
3,2290.0%0.47%
-3.9%
Q2 2021$331,000
+4.1%
3,2290.0%0.49%
+1.9%
Q1 2021$318,000
+11.2%
3,2290.0%0.48%
+6.9%
Q4 2020$286,000
+14.9%
3,2290.0%0.45%
-47.7%
Q3 2020$249,000
+12.2%
3,2290.0%0.86%
+5.8%
Q2 2020$222,000
+16.2%
3,2290.0%0.81%
+6.7%
Q1 2020$191,000
-27.4%
3,2290.0%0.76%
-5.3%
Q4 2019$263,000
+4.8%
3,2290.0%0.80%
-2.7%
Q3 2019$251,000
+0.4%
3,2290.0%0.83%
+17.0%
Q2 2019$250,000
+3.3%
3,2290.0%0.71%
-14.0%
Q1 2019$242,000
+2.5%
3,2290.0%0.82%
+5.7%
Q4 2018$236,0003,2290.78%
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