TrinityPoint Wealth, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLI and the CUSIP is 81369Y704. A total of 1,050 filers reported holding SELECT SECTOR SPDR TR in Q4 2022. The put-call ratio across all filers is 3.14 and the average weighting 0.5%.

Quarter-by-quarter ownership
TrinityPoint Wealth, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$2,528,106
-5.4%
24,937
+0.1%
0.50%
-3.5%
Q2 2023$2,672,242
+5.5%
24,900
-0.5%
0.52%
-4.1%
Q1 2023$2,532,573
+1.9%
25,030
-1.1%
0.54%
-4.1%
Q4 2022$2,485,455
+16.5%
25,308
-1.7%
0.57%
+16.0%
Q3 2022$2,133,000
-2.9%
25,747
+2.4%
0.49%
+0.6%
Q2 2022$2,196,000
-22.4%
25,147
-8.5%
0.48%
-5.3%
Q1 2022$2,829,000
-37.2%
27,471
-35.5%
0.51%
-36.0%
Q4 2021$4,505,000
+11.0%
42,579
+2.6%
0.80%
+3.0%
Q3 2021$4,060,000
+36.0%
41,495
+42.3%
0.78%
+27.4%
Q2 2021$2,986,000
-46.2%
29,156
-48.3%
0.61%
-52.8%
Q1 2021$5,547,000
+15.9%
56,344
+2.6%
1.29%
+12.3%
Q4 2020$4,784,000
+32.3%
54,921
+16.9%
1.15%
+14.5%
Q3 2020$3,616,000
+119.8%
46,972
+96.2%
1.00%
+92.7%
Q2 2020$1,645,000
+64.2%
23,939
+41.0%
0.52%
+31.2%
Q1 2020$1,002,00016,9830.40%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q4 2022
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