9258 Wealth Management, 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
9258 Wealth Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q4 2021$411,000
+19.5%
3,886
+10.4%
0.09%
+2.2%
Q3 2021$344,000
-1.4%
3,521
+3.4%
0.09%
-2.1%
Q2 2021$349,000
-56.5%
3,404
-58.2%
0.09%
-61.0%
Q1 2021$802,000
+17.1%
8,150
+5.4%
0.24%
+8.1%
Q4 2020$685,000
+15.9%
7,735
-0.6%
0.22%0.0%
Q3 2020$591,000
+49.2%
7,784
+35.1%
0.22%
+39.4%
Q2 2020$396,000
+45.6%
5,761
+33.9%
0.16%
+33.3%
Q1 2020$272,0004,3040.12%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2020
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 106,173$10,388,0009.22%
Biltmore Wealth Management, LLC 232,382$22,736,0009.10%
HELLMAN JORDAN MANAGEMENT CO INC /MA/ 56,719$5,549,0007.81%
Mandatum Life Insurance Co Ltd 403,134$39,443,0007.31%
PVG ASSET MANAGEMENT CORP 21,638$2,117,061,0006.34%
Florin Court Capital LLP 63,200$6,183,0005.89%
Chicago Wealth Management, Inc. 69,502$6,800,0004.96%
Opal Wealth Advisors, LLC 51,390$5,028,0004.83%
Round Rock Advisors, LLC 62,739$6,138,0004.54%
Ayalon Insurance Comp Ltd. 124,397$12,338,0004.44%
View complete list of SELECT SECTOR SPDR TR shareholders