Bernardo Wealth Planning 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
Bernardo Wealth Planning LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q4 2020$731,000
+68.8%
8,263
+46.6%
0.28%
+44.6%
Q3 2020$433,000
+16.7%
5,635
+4.2%
0.20%
-2.0%
Q2 2020$371,000
-14.7%
5,406
+1.1%
0.20%
-24.6%
Q4 2019$435,000
+3.3%
5,347
-1.5%
0.26%
-13.4%
Q3 2019$421,000
+15.0%
5,428
+14.8%
0.30%
+6.3%
Q2 2019$366,000
+3.4%
4,729
+0.4%
0.29%
+2.5%
Q1 2019$354,000
+34.6%
4,712
+15.4%
0.28%
+20.2%
Q4 2018$263,0004,0840.23%
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