KMG FIDUCIARY PARTNERS, 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
KMG FIDUCIARY PARTNERS, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$260,344
-5.5%
2,5680.0%0.03%
-5.6%
Q2 2023$275,598
+4.1%
2,568
-1.8%
0.04%
-5.3%
Q1 2023$264,687
+3.0%
2,6160.0%0.04%
-9.5%
Q4 2022$256,917
+18.4%
2,6160.0%0.04%0.0%
Q3 2022$217,000
-4.8%
2,6160.0%0.04%0.0%
Q2 2022$228,000
-20.3%
2,616
-5.7%
0.04%
-8.7%
Q1 2022$286,000
-2.7%
2,7740.0%0.05%
+2.2%
Q4 2021$294,000
+8.5%
2,7740.0%0.04%
-2.2%
Q3 2021$271,000
-4.6%
2,7740.0%0.05%
-8.0%
Q2 2021$284,000
+32.1%
2,774
+5.0%
0.05%
-23.1%
Q4 2019$215,000
+4.9%
2,6410.0%0.06%
-7.1%
Q3 2019$205,000
+0.5%
2,6410.0%0.07%
-5.4%
Q2 2019$204,0002,6410.07%
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