LIBERTY WEALTH MANAGEMENT LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLI and the CUSIP is 81369Y704. A total of 1,076 filers reported holding SELECT SECTOR SPDR TR in Q3 2023. The put-call ratio across all filers is 1.81 and the average weighting 0.4%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2021$155,000
+106.7%
1,583
+117.1%
0.06%
+89.7%
Q2 2021$75,000
+134.4%
729
+90.3%
0.03%
+81.2%
Q1 2021$32,0000.0%3830.0%0.02%0.0%
Q4 2020$32,000
+10.3%
383
+0.5%
0.02%
-5.9%
Q3 2020$29,000
+11.5%
381
+0.3%
0.02%
-5.6%
Q2 2020$26,000
+18.2%
380
+0.5%
0.02%
-5.3%
Q1 2020$22,000
-29.0%
378
+0.5%
0.02%
-20.8%
Q4 2019$31,000
+6.9%
376
+0.8%
0.02%
-11.1%
Q3 2019$29,0000.0%373
+0.5%
0.03%
+8.0%
Q2 2019$29,000
+7.4%
371
+0.3%
0.02%
+25.0%
Q1 2019$27,000
+17.4%
370
+0.5%
0.02%
+17.6%
Q4 2018$23,0003680.02%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2023
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