Robertson Stephens 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
Robertson Stephens Wealth Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$10,321,319
+2.6%
101,808
+8.6%
0.70%
-2.2%
Q2 2023$10,061,759
+85.5%
93,755
+74.9%
0.71%
+70.7%
Q1 2023$5,423,584
-2.8%
53,603
-5.6%
0.42%
-23.2%
Q4 2022$5,579,004
+63.1%
56,806
+37.6%
0.54%
+52.1%
Q3 2022$3,420,000
-5.4%
41,289
-0.2%
0.36%
+4.7%
Q2 2022$3,614,000
-19.6%
41,387
-5.2%
0.34%
-9.8%
Q1 2022$4,497,000
+1.3%
43,678
+4.1%
0.38%
+1.3%
Q4 2021$4,439,000
+15.5%
41,958
+6.8%
0.37%
-14.1%
Q3 2021$3,843,000
-3.3%
39,283
+1.2%
0.43%
-9.0%
Q2 2021$3,973,000
+6.8%
38,807
+2.7%
0.48%
-19.8%
Q1 2021$3,721,000
+22.9%
37,796
+10.5%
0.60%
-6.0%
Q4 2020$3,028,000
+18.4%
34,199
+2.9%
0.63%
+0.8%
Q3 2020$2,557,000
-21.4%
33,220
-29.8%
0.63%
-33.0%
Q2 2020$3,252,000
-1.4%
47,336
-15.3%
0.94%
-16.8%
Q1 2020$3,299,000
+64.1%
55,907
+126.5%
1.13%
+11.1%
Q4 2019$2,010,000
+55.3%
24,682
+48.1%
1.01%
+54.8%
Q3 2019$1,294,000
+38.7%
16,668
+38.3%
0.66%
-27.9%
Q2 2019$933,000
-38.1%
12,053
-40.0%
0.91%
-29.6%
Q1 2019$1,508,000
+16.6%
20,093
+0.1%
1.29%
-0.3%
Q4 2018$1,293,00020,0761.29%
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