GREAT VALLEY ADVISOR GROUP, INC. - 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
GREAT VALLEY ADVISOR GROUP, INC. ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$2,566,679
-0.4%
25,316
+5.4%
0.11%
-1.9%
Q2 2023$2,576,895
+4.6%
24,011
-1.4%
0.11%
-6.1%
Q1 2023$2,463,260
-36.2%
24,343
-38.1%
0.12%
-41.6%
Q4 2022$3,860,660
+12.4%
39,310
-5.2%
0.20%
+2.6%
Q3 2022$3,436,000
-15.7%
41,479
-11.2%
0.19%
-14.3%
Q2 2022$4,077,000
-5.3%
46,688
+13.4%
0.22%
-10.8%
Q1 2022$4,306,000
+11.2%
41,168
+7.9%
0.25%
+5.0%
Q4 2021$3,874,000
+4.0%
38,159
+0.2%
0.24%
-7.0%
Q3 2021$3,726,000
-1.6%
38,087
+0.8%
0.26%
-8.2%
Q2 2021$3,787,000
+70.1%
37,768
+67.1%
0.28%
+30.8%
Q1 2021$2,226,000
+22.4%
22,605
+10.1%
0.21%
+13.8%
Q4 2020$1,818,000
+18.0%
20,536
+2.6%
0.19%
-0.5%
Q3 2020$1,541,000
+11.5%
20,012
-0.5%
0.19%
-16.4%
Q2 2020$1,382,000
+11.7%
20,109
-4.1%
0.23%
-31.1%
Q1 2020$1,237,000
+195.2%
20,965
+307.5%
0.33%
+252.7%
Q4 2019$419,000
+6.1%
5,145
+0.8%
0.09%
-2.1%
Q3 2019$395,000
-11.8%
5,104
-12.1%
0.10%
-15.9%
Q2 2019$448,000
+41.8%
5,807
+38.1%
0.11%
+11.9%
Q1 2019$316,000
+26.9%
4,206
+8.8%
0.10%
+8.6%
Q4 2018$249,0003,8650.09%
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