Occidental Asset Management, LLC - SELECT SECTOR SPDR TR ownership

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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%.

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Quarter-by-quarter ownership
Occidental Asset Management, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$255,896
-87.3%
2,524
-87.3%
0.06%
-88.2%
Q1 2023$2,011,724
+50.2%
19,883
+1.1%
0.50%
-37.3%
Q2 2017$1,339,000
+3.7%
19,661
-0.9%
0.80%
-6.3%
Q1 2017$1,291,000
+178.8%
19,847
+166.8%
0.86%
+156.8%
Q4 2016$463,000
+12.7%
7,438
+5.6%
0.33%
-0.6%
Q3 2016$411,000
+24.5%
7,042
+19.7%
0.34%
+15.9%
Q2 2016$330,000
+48.6%
5,884
+46.7%
0.29%
+7.8%
Q1 2016$222,000
+4.2%
4,0100.0%0.27%
-1.5%
Q4 2015$213,000
+6.5%
4,0100.0%0.27%
-2.9%
Q3 2015$200,000
-7.8%
4,0100.0%0.28%
-3.8%
Q2 2015$217,000
-3.1%
4,0100.0%0.29%
+3.9%
Q1 2015$224,000
-1.3%
4,0100.0%0.28%
-19.1%
Q4 2014$227,000
+6.6%
4,0100.0%0.35%
-0.3%
Q3 2014$213,000
-1.8%
4,0100.0%0.35%
-6.7%
Q2 2014$217,000
+3.3%
4,0100.0%0.37%
-0.8%
Q1 2014$210,000–4,010–0.38%–
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Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2023
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